Michele Porreca signed Prelude Therapeutics, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Prelude Therapeutics, Inc.'s EIN is 81-1384762.
Download the official 2024 Form 5500 (PDF) for Prelude Therapeutics, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Prelude Therapeutics, Inc.'s 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRINITY WEALTH MANAGEMENT LLC | — | BERWYN, PA | INVESTMENT ADVISOR | $34K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual Funds | Common Collective Trusts | — | — | $3.6M | 20.6% | |
| GREAT GRAY TRUST AMERICAN FUNDS 203 GREAT GRAY · EIN 38-4126262 / PN 566 | Common Collective Trust | — | — | $2.2M | 12.5% | |
| GREAT GRAY TRUST AMERICAN FUNDS 204 GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | — | — | $1.6M | 9.0% | |
| GREAT GRAY TRUST AMERICAN FUNDS 203 GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | — | — | $1.1M | 6.1% | |
| GREAT GRAY TRUST AMERICAN FUNDS 204 GREAT GRAY · EIN 38-4126264 / PN 568 | Common Collective Trust | — | — | $882K | 5.1% | |
| GREAT GRAY TRUST AMERICAN FUNDS 205 GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | — | — | $877K | 5.0% | |
| GREAT GRAY TRUST AMERICAN FUNDS 205 GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | — | — | $772K | 4.4% | |
| Fidelity Large Cap Growth Index Mutual Funds | Mutual Funds | — | — | $639K | 3.7% | |
| JP Morgan Growth Advantage R6 Mutual Funds | Other securities | — | — | $599K | 3.4% | |
| Hartford Equity Income R6 Mutual Funds | Other securities | — | — | $597K | 3.4% | |
| Fidelity Mid Cap Index Mutual Funds | Mutual Funds | — | — | $591K | 3.4% | |
| GREAT GRAY TRUST AMERICAN FUNDS 206 GREAT GRAY · EIN 38-4126268 / PN 572 | Common Collective Trust | — | — | $547K | 3.1% | |
| BLACKROCK EAFE EQUITY INDEX FEE CL GREAT GRAY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $424K | 2.4% | |
| Fidelity Small Cap Index Mutual Funds | Mutual Funds | — | — | $419K | 2.4% | |
| Pimco Income Instl Mutual Funds | Mutual Funds | — | — | $392K | 2.3% | |
| JP Morgan Core Plus Bond R6 Mutual Funds | Other securities | — | — | $382K | 2.2% | |
| GREAT GRAY TRUST AMERICAN FUNDS 202 GREAT GRAY · EIN 38-4126260 / PN 564 | Common Collective Trust | — | — | $308K | 1.8% | |
| JP Morgan U.S. Value R6 Mutual Funds | Other securities | — | — | $273K | 1.6% | |
| Blackrock Mid-Cap Growth Equity K Mutual Funds | Other securities | — | — | $228K | 1.3% | |
| American Funds US Government Sec R6 Mutual Funds | Mutual Funds | — | — | $191K | 1.1% | |
| GREAT GRAY TRUST AMERICAN FUNDS 206 GREAT GRAY · EIN 38-7275308 / PN 777 | Common Collective Trust | — | — | $173K | 1.0% | |
| American Funds New Perspective R6 Mutual Funds | Mutual Funds | — | — | $160K | 0.9% | |
| Putnam Small Cap Growth R6 Mutual Funds | Mutual Funds | — | — | $140K | 0.8% | |
| EI Fixed Account - Series Class I Fixed Annuities | Other securities | — | — | $119K | 0.7% | |
| DFA US Targeted Value I Mutual Funds | Mutual Funds | — | — | $83K | 0.5% | |
| AB Sustainable Global Thematic Z Mutual Funds | Other securities | — | — | $61K | 0.4% | |
| Fidelity Advisor Focused Emerging Mrkt Z Mutual Funds | Mutual Funds | — | — | $57K | 0.3% | |
| PGIM High Yield R6 Mutual Funds | Other securities | — | — | $46K | 0.3% | |
| Participant Loans Interest rates 9.50% -0- | Bonds / Notes | — | — | $40K | 0.2% | |
| DFA US Vector Equity I Mutual Funds | Mutual Funds | — | — | $14K | <0.1% | |
| Fidelity Inflation Protected Bond Index Mutual Funds | Mutual Funds | — | — | $13K | <0.1% | |
| GREAT GRAY TRUST AMERICAN FUNDS 202 GREAT GRAY · EIN 38-4126261 / PN 565 | Common Collective Trust | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
