Maren Woody signed Hudson Advisors L.P.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hudson Advisors L.P.'s EIN is 75-2578511.
Download the official 2024 Form 5500 (PDF) for Hudson Advisors L.P. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hudson Advisors L.P.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA), profit-sharing.
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 | -$30K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| s * Fidelity Investments Fidelity 500 Index Fund N/R | Mutual Funds | — | — | $31.4M | 22.0% | |
| PLT HYBRID 2040 X PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $13.1M | 9.2% | |
| PLT HYBRID 2050 X PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $11.8M | 8.2% | |
| AllianceBernstein L.P. AB Large Cap Growth Fund N/R | Other securities | — | — | $10.6M | 7.5% | |
| Fidelity Investments Fidelity Extended Market Index Fund N/R | Common Collective Trusts | — | — | $7.7M | 5.4% | |
| New York Life Insurance Company Guaranteed Interest Account N/R | Guaranteed Income / GIC | — | — | $6.8M | 4.8% | |
| PLT HYBRID 2045 X PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $5.8M | 4.1% | |
| PLT HYBRID 2030 X PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $5.3M | 3.7% | |
| PLT HYBRID 2055 X PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $4.8M | 3.3% | |
| The Vanguard Group Vanguard Equity Income Fund N/R | Mutual Funds | — | — | $4.5M | 3.1% | |
| PLT HYBRID 2035 X PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $4.4M | 3.1% | |
| PRU CORE PL BD CL 5 PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $4.4M | 3.1% | |
| Massachusetts Financial Services MFS International Value Fund N/R | Mutual Funds | — | — | $4.0M | 2.8% | |
| PLT HYBRID 2060 X PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $3.6M | 2.5% | |
| T. Rowe Price T. Rowe Price Dividend Growth Fund N/R | Other securities | — | — | $3.4M | 2.4% | |
| Eaton Vance Management Eaton Vance Atlanta Capital SMID Cap N/R | Other securities | — | — | $3.3M | 2.3% | |
| Self-Directed Brokerage Accounts * Fidelity Investments Self-directed brokerage accounts N/R | Self-Directed Brokerage | — | — | $2.6M | 1.8% | |
| Fund Janus Henderson Janus Henderson Triton Fund N/R | Mutual Funds | — | — | $2.5M | 1.8% | |
| The Vanguard Group Vanguard Mid-Cap Value Index Fund N/R | Common Collective Trusts | — | — | $2.3M | 1.6% | |
| PLT HYBRID 2025 X PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $2.3M | 1.6% | |
| The Vanguard Group Vanguard Total Bond Market Index Fund N/R | Common Collective Trusts | — | — | $1.6M | 1.1% | |
| Dimensional Fund Advisors DFA Real Estate Fund N/R | Mutual Funds | — | — | $1.6M | 1.1% | |
| Fidelity Investments Fidelity Total International Index Fund N/R | Common Collective Trusts | — | — | $1.5M | 1.0% | |
| PLT HYBRID 2020 X PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $1.1M | 0.8% | |
| Participant Loans * Participant Loans Interest rates: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $1.0M | 0.7% | |
| Delaware Investments Delaware Small Cap Value Fund R6 N/R | Other securities | — | — | $791K | 0.6% | |
| PLT HYBRID INC X PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $370K | 0.3% | |
| Fidelity Investments Fidelity Money Market Government N/R | Mutual Funds | — | — | $23K | <0.1% | |
| PLT HYBRID 2015 X PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $23K | <0.1% |
