Jason Offerman signed Persefoni AI Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Persefoni AI Inc.'s EIN is 84-4382783.
Download the official 2024 Form 5500 (PDF) for Persefoni AI Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Persefoni AI Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $2K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2055 Fund Mutual Fund | Mutual Funds | — | — | $2.0M | 21.5% | |
| Fidelity Freedom Index 2050 Fund Mutual Fund | Mutual Funds | — | — | $1.4M | 15.0% | |
| Fidelity Total Market Index Fund Mutual Fund | Common Collective Trusts | — | — | $942K | 10.3% | |
| Fidelity Large Cap Growth Index Fund Mutual Fund | Common Collective Trusts | — | — | $810K | 8.9% | |
| Fidelity Freedom Index 2060 Fund Mutual Fund | Mutual Funds | — | — | $697K | 7.6% | |
| Fidelity Freedom Index 2040 Fund Mutual Fund | Mutual Funds | — | — | $657K | 7.2% | |
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $573K | 6.3% | |
| Fidelity Freedom Index 2045 Fund Mutual Fund | Mutual Funds | — | — | $401K | 4.4% | |
| Fidelity Freedom Index 2065 Fund Mutual Fund | Mutual Funds | — | — | $288K | 3.1% | |
| Gabelli U.S. Treasury Money Market Fund Mutual Fund | Cash / Money Market | — | — | $267K | 2.9% | |
| Fidelity Freedom Index 2035 Fund Mutual Fund | Mutual Funds | — | — | $194K | 2.1% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $187K | 2.0% | |
| MFS International Equity Fund Mutual Fund | Mutual Funds | — | — | $178K | 2.0% | |
| Fidelity Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $148K | 1.6% | |
| Putnam Large Cap Value Fund Mutual Fund | Mutual Funds | — | — | $138K | 1.5% | |
| Fidelity International Index Fund Mutual Fund | Common Collective Trusts | — | — | $115K | 1.3% | |
| Cohen & Steers Institutional Realty Fund Mutual Fund | Other securities | — | — | $82K | 0.9% | |
| Fidelity Freedom Index 2030 Fund Mutual Fund | Mutual Funds | — | — | $73K | 0.8% | |
| Fidelity Freedom Index 2025 Fund Mutual Fund | Mutual Funds | — | — | $20K | 0.2% | |
| PIMCO RAE US Small Fund Mutual Fund | Mutual Funds | — | — | $13K | 0.1% | |
| Participant Loans/Notes receivable from participants Interest rate at 9.50% | Bonds / Notes | — | — | $13K | 0.1% | |
| Principal MidCap Fund Mutual Fund | Other securities | — | — | $2K | <0.1% | |
| AMERICAN FUNDS GROWTH FUND VOYA INVESTMENT INSURANCE · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| BLKRCK LIFE PATH IND 2025 VOYA INVESTMENT INSURANCE · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| BLKRCK LIFE PATH IND 2030 VOYA INVESTMENT INSURANCE · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| BLKRCK LIFE PATH IND 2035 VOYA INVESTMENT INSURANCE · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| BLKRCK LIFE PATH IND 2040 VOYA INVESTMENT INSURANCE · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| BLKRCK LIFE PATH IND 2045 VOYA INVESTMENT INSURANCE · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| BLKRCK LIFE PATH IND 2050 VOYA INVESTMENT INSURANCE · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| BLKRCK LIFE PATH IND 2055 VOYA INVESTMENT INSURANCE · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| BLKRCK LIFE PATH IND 2060 VOYA INVESTMENT INSURANCE · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| BLKRCK LIFE PATH IND 2065 VOYA INVESTMENT INSURANCE · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FIDELITY US SUSTAIN INDEX VOYA INVESTMENT INSURANCE · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| SH RUS SM MD CP IDX VOYA INVESTMENT INSURANCE · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| SHARES US AGG BOND VOYA INVESTMENT INSURANCE · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGRD 500 INDEX VOYA INVESTMENT INSURANCE · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGRD BALANCED INDEX VOYA INVESTMENT INSURANCE · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGRD EQUITY INCOME VOYA INVESTMENT INSURANCE · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGRD GROWTH INDEX VOYA INVESTMENT INSURANCE · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGRD TOT INT STK IN VOYA INVESTMENT INSURANCE · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGRD TOT ST MKT INDX VOYA INVESTMENT INSURANCE · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGRD TTL WLD STK INDEX VOYA INVESTMENT INSURANCE · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD REAL ESTATE INDEX VOYA INVESTMENT INSURANCE · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VOYA GV MNY MKT VOYA INVESTMENT INSURANCE · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
