Tereza Tolliver signed BTG Pactual Asset Managementus' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BTG Pactual Asset Managementus' EIN is 80-0260014.
Download the official 2024 Form 5500 (PDF) for BTG Pactual Asset Managementus from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BTG Pactual Asset Managementus' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $4K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $9.5M | 16.1% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $6.2M | 10.6% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $4.4M | 7.5% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $3.3M | 5.6% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $2.9M | 4.9% | |
| MET GG SV 25554 - J WILMINGTON TRUST RISC CIT · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $2.8M | 4.7% | |
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $2.7M | 4.7% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $2.7M | 4.6% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $2.1M | 3.6% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $2.0M | 3.4% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $1.9M | 3.2% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $1.6M | 2.8% | |
| INVESCO GLOBAL R6 | Registered Investment Companies | — | — | $1.6M | 2.6% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $1.3M | 2.3% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $1.3M | 2.1% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $1.1M | 1.9% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $766K | 1.3% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $756K | 1.3% | |
| PIMCO HIGH YIELD INSTL | Registered Investment Companies | — | — | $721K | 1.2% | |
| INVESCO GROWTH AND INCOME R6 | Registered Investment Companies | — | — | $721K | 1.2% | |
| FID 500 IND | Registered Investment Companies | — | — | $695K | 1.2% | |
| DFA US TARGETED VAL PORT INST | Registered Investment Companies | — | — | $655K | 1.1% | |
| MFS INTL INTRINSIC VALUE R6 | Registered Investment Companies | — | — | $654K | 1.1% | |
| FID LARGE CAP GROWTH INDEX | Registered Investment Companies | — | — | $573K | 1.0% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $568K | 1.0% | |
| BLACKROCK MIDCAP GROWTH EQ K | Registered Investment Companies | — | — | $440K | 0.7% | |
| CLEARBRIDGE SMALL CAP GR IS | Registered Investment Companies | — | — | $436K | 0.7% | |
| DFA INFLATION PROT SEC INST | Registered Investment Companies | — | — | $418K | 0.7% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $398K | 0.7% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $397K | 0.7% | |
| MS ADVANTAGE I | Registered Investment Companies | — | — | $375K | 0.6% | |
| JPM GLOBAL BOND OPPS R6 | Registered Investment Companies | — | — | $371K | 0.6% | |
| DWS LATIN AMERICA EQUITY INST | Registered Investment Companies | — | — | $349K | 0.6% | |
| VAN LG TRM TREAS IDX ADM | Registered Investment Companies | — | — | $339K | 0.6% | |
| GS EMERGING MARKETS DEBT R6 | Registered Investment Companies | — | — | $319K | 0.5% | |
| FID INTTRS BOND INDEX | Registered Investment Companies | — | — | $232K | 0.4% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $177K | 0.3% | |
| ABRDN CHINA A SHARE EQ INST | Registered Investment Companies | — | — | $167K | 0.3% | |
| MORGAN STANLEY INTL ADV PORT I | Registered Investment Companies | — | — | $108K | 0.2% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $48K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
