Emily Fletty signed Prism Spectrum Holdings LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Prism Spectrum Holdings LLC's EIN is 82-4146408.
Download the official 2024 Form 5500 (PDF) for Prism Spectrum Holdings LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Prism Spectrum Holdings LLC'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $41K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — |
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 | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $3.0M | 17.7% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $2.3M | 13.1% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $2.0M | 11.8% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $1.5M | 8.7% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $1.2M | 6.9% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $1.1M | 6.4% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $906K | 5.3% | |
| FIDELITY BLUE CHIP GROWTH FUND | Registered Investment Companies | — | — | $847K | 4.9% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $747K | 4.3% | |
| PUTNAM LARGE CAP VALUE R6 | Registered Investment Companies | — | — | $642K | 3.7% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $516K | 3.0% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $337K | 2.0% | |
| DFA US TARGETED VAL PORT INST | Registered Investment Companies | — | — | $269K | 1.6% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $244K | 1.4% | |
| MFS INTERNATIONAL GROWTH R6 | Registered Investment Companies | — | — | $184K | 1.1% | |
| EMPOWER INTERNATIONAL VAL INST | Registered Investment Companies | — | — | $174K | 1.0% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $173K | 1.0% | |
| DODGE & COX INCOME I | Registered Investment Companies | — | — | $150K | 0.9% | |
| ISHARES RUSSELL MIDCAP INDEX K | Registered Investment Companies | — | — | $109K | 0.6% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $103K | 0.6% | |
| AMC SMALL CAP GROWTH - R6 | Registered Investment Companies | — | — | $103K | 0.6% | |
| ALLSPRING SPECIAL MC VAL INST | Registered Investment Companies | — | — | $101K | 0.6% | |
| CARILLON EAGLE MID CAP GRTH R6 | Registered Investment Companies | — | — | $97K | 0.6% | |
| FIDELITY CAPITAL & INCOME | Registered Investment Companies | — | — | $63K | 0.4% | |
| PIMCO REAL RETURN FUND - INSTL | Registered Investment Companies | — | — | $9K | <0.1% | |
| MORLEY STABLE VALUE - 25 I PRINCIPAL GLOBAL INV TRUST · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $22K |
| — |
