Jheyson Giraldo signed PBK Architects, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
PBK Architects, Inc.'s EIN is 74-1975450.
Download the official 2024 Form 5500 (PDF) for PBK Architects, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)PBK Architects, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLTH ADVISORY SERVICES LLC | 99-2539506 | — | INVESTMENT ADVISOR/ADV | $102K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 47-1411118 |
| — |
| CONSULTANT |
| $25K |
| — |
| LPL FINANCIAL LLC | 04-3046611 | — | ADVISOR | $16K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Blue Chip Gr K6 Mutual Fund - | Mutual Funds | — | — | $18.6M | 15.4% | |
| Fidelity 500 Index Mutual Fund - | Common Collective Trusts | — | — | $15.2M | 12.5% | |
| Fidelity Freedom 2045 K6 Mutual Fund - | Mutual Funds | — | — | $7.2M | 5.9% | |
| Great Gray Putnam Large Cap Value II U Collective Trust Fund - | Common Collective Trusts | — | — | $6.2M | 5.1% | |
| PUTN LRG CP VAL II U GREAT GRAY TRUST COMPANY, LLC · EIN 86-1899009 / PN 676 | Common Collective Trust | — | — | $6.2M | 5.1% | |
| Fidelity Freedom 2030 K6 Mutual Fund - | Mutual Funds | — | — | $5.9M | 4.8% | |
| JPM Lg Cap Growth R6 Mutual Fund - | Other securities | — | — | $5.8M | 4.8% | |
| Fidelity Freedom 2025 K6 Mutual Fund - | Mutual Funds | — | — | $5.5M | 4.5% | |
| Fidelity Freedom 2040 K6 Mutual Fund - | Mutual Funds | — | — | $5.2M | 4.3% | |
| Fidelity Freedom 2050 K6 Mutual Fund - | Mutual Funds | — | — | $4.4M | 3.7% | |
| BrokerageLink Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $4.1M | 3.4% | |
| TRP Divers MDCP GR I Mutual Fund - | Other securities | — | — | $3.7M | 3.0% | |
| Fidelity Freedom 2035 K6 Mutual Fund - | Mutual Funds | — | — | $3.4M | 2.8% | |
| Vang Intl Growth Adm Mutual Fund - | Other securities | — | — | $3.4M | 2.8% | |
| Fidelity Freedom 2055 K6 Mutual Fund - | Mutual Funds | — | — | $3.2M | 2.6% | |
| Fidelity US Bond Idx Mutual Fund - | Common Collective Trusts | — | — | $3.1M | 2.6% | |
| Fidelity Freedom 2060 K6 Mutual Fund - | Mutual Funds | — | — | $2.6M | 2.1% | |
| Fidelity Sel Technology Mutual Fund - | Mutual Funds | — | — | $2.6M | 2.1% | |
| Fidelity GLB EX US Idx Mutual Fund - | Common Collective Trusts | — | — | $2.5M | 2.0% | |
| Lincoln Stable Value Group Annuity Contract - | Stable Value | — | — | $2.2M | 1.8% | |
| Fidelity Value K Mutual Fund - | Mutual Funds | — | — | $2.0M | 1.6% | |
| J H Balanced N Mutual Fund - | Other securities | — | — | $1.9M | 1.6% | |
| Ld Abt Bond DBNTR R6 Mutual Fund - | U.S. Treasuries | — | — | $1.7M | 1.4% | |
| SMALL CAP VAL III R1 GREAT GRAY TRUST COMPANY · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $1.6M | 1.3% | |
| Fidelity Small Cap GR K6 Mutual Fund - | Mutual Funds | — | — | $1.4M | 1.2% | |
| Fidelity Mid Cap Idx Mutual Fund - | Common Collective Trusts | — | — | $1.2M | 1.0% | |
| Fidelity Capital & Income Mutual Fund - | Mutual Funds | — | — | $1.1M | 0.9% | |
| Fidelity Freedom 2065 K6 Mutual Fund - | Mutual Funds | — | — | $1.0M | 0.8% | |
| Fidelity Sm Cap Idx Mutual Fund - | Common Collective Trusts | — | — | $928K | 0.8% | |
| Fidelity Freedom 2020 K6 Mutual Fund - | Mutual Funds | — | — | $688K | 0.6% | |
| Pgim J Em Eq OPPS R6 Mutual Fund - | Other securities | — | — | $657K | 0.5% | |
| Standard Stable Asset Fund II Group Annuity Contract - | Common Stocks | — | — | $532K | 0.4% | |
| Fidelity Freedom Inc K6 Mutual Fund - | Mutual Funds | — | — | $292K | 0.2% | |
| Paradigm Select Mutual Fund - | Other securities | — | — | $198K | 0.2% | |
| Vang Emrg Mkt Bd Adm Mutual Fund - | Other securities | — | — | $179K | 0.1% | |
| Paradigm Micro Cap Mutual Fund - | Other securities | — | — | $133K | 0.1% | |
| Fidelity Govt MMKT K6 Mutual Fund - | Mutual Funds | — | — | $106K | <0.1% | |
| J H INTL ALPHA EQ U GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275329 / PN 001 | Common Collective Trust | — | — | $49K | <0.1% | |
| Fidelity Govt MMKT Mutual Fund - | Mutual Funds | — | — | $42K | <0.1% | |
| Fidelity Freedom 2070 K6 Mutual Fund - | Mutual Funds | — | — | $2K | <0.1% | |
| GALLIARD STBLE RTN J SEI TRUST COMPANY · EIN 94-3371778 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
