Anicsa Cervantes signed Pantheon Freedom, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pantheon Freedom, Inc.'s EIN is 84-4295233.
Download the official 2024 Form 5500 (PDF) for Pantheon Freedom, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pantheon Freedom, 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 | $104K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWFRONT RETIREMENT SERVICES INC | 80-0833114 | — | ADVISOR | $27K | — |
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 Target Retirement 2045 Fund Mutual fund | Mutual Funds | — | — | $15.0M | 11.3% | |
| Vanguard Institutional Index Mutual fund | Mutual Funds | — | — | $15.0M | 11.2% | |
| Vanguard Target Retirement 2050 Fund Mutual fund | Mutual Funds | — | — | $14.5M | 10.8% | |
| Vanguard Target Retirement 2055 Fund Mutual fund | Mutual Funds | — | — | $14.2M | 10.6% | |
| Vanguard Target Retirement 2040 Fund Mutual fund | Mutual Funds | — | — | $11.1M | 8.3% | |
| Vanguard Target Retirement 2035 Fund Mutual fund | Mutual Funds | — | — | $9.8M | 7.4% | |
| T. Rowe Price Blue Chip Growth Fund Mutual fund | Other securities | — | — | $6.4M | 4.8% | |
| Vanguard Target Retirement 2030 Fund Mutual fund | Mutual Funds | — | — | $6.3M | 4.7% | |
| Vanguard Int Extended Market Index Trust Mutual fund | Common Collective Trusts | — | — | $6.3M | 4.7% | |
| Vanguard Target Retirement 2060 Fund Mutual fund | Mutual Funds | — | — | $6.1M | 4.5% | |
| T. Rowe Price Mid-Cap Growth Fund Mutual fund | Other securities | — | — | $4.0M | 3.0% | |
| Vanguard Target Retirement 2025 Fund Mutual fund | Mutual Funds | — | — | $3.5M | 2.6% | |
| Various participants Participant loans (maturing 2025–2049 | Participant loans | — | — | $3.2M | 2.4% | |
| Dodge & Cox Stock Fund Mutual fund | Mutual Funds | — | — | $3.0M | 2.2% | |
| Vanguard Total International Stock AD Mutual fund | Mutual Funds | — | — | $2.2M | 1.6% | |
| METLIFE STABLE VAL J GREAT GRAY TRUST COMPANY, LLC · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $2.1M | 1.6% | |
| John Hancock Disciplined Value Mid Cap Fund Mutual fund | Other securities | — | — | $1.8M | 1.4% | |
| Various — mutual funds, common stock * Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $1.8M | 1.3% | |
| Vanguard Total Bond Market Index Fund Mutual fund | Common Collective Trusts | — | — | $1.6M | 1.2% | |
| Dodge & Cox International Stock Fund Mutual fund | Mutual Funds | — | — | $1.6M | 1.2% | |
| and interest bearing cash Vanguard Target Retirement Income Fund Mutual fund | Mutual Funds | — | — | $1.2M | 0.9% | |
| Similar Party and Description Value Dodge & Cox Income Fund Mutual fund - | Mutual Funds | — | — | $1.2M | 0.9% | |
| Vanguard Cash Reserves Federal MMF AS Mutual fund | Mutual Funds | — | — | $680K | 0.5% | |
| Vanguard Target Retirement 2020 Fund Mutual fund | Mutual Funds | — | — | $668K | 0.5% | |
| DFA US Small CAP 1 Mutual fund | Mutual Funds | — | — | $378K | 0.3% | |
| Vanguard Target Retirement 2070 Fund Mutual fund | Mutual Funds | — | — | $116K | <0.1% | |
| Vanguard Target Retirement 2065 Fund Mutual fund | Mutual Funds | — | — | $104K | <0.1% | |
| Fidelity Government Money Market Mutual fund | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
