Morgan Pecora signed Prosper Group, LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Prosper Group, LLC's EIN is 87-4104363.
Download the official 2023 Form 5500 (PDF) for Prosper Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Prosper Group, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SHAREBUILDER ADVISORS, LLC | — | SEATTLE, WA | INVESTMENT MANAGER | $6K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Schwab U.S. Large-Cap Growth ETF Schwab 0 | Mutual Funds | — | — | $330K | 19.5% | |
| SPDR Dow Jones Industrial Average ETF SPDR 0 246 Vanguard Total Bond Market ETF Vanguard 0 | Mutual Funds | — | — | $219K | 13.0% | |
| SPDR Index Ptf Devel World ex-US ETF SPDR 0 | Other securities | — | — | $201K | 11.9% | |
| Vanguard Mid Cap Index ETF Vanguard 0 | Mutual Funds | — | — | $194K | 11.5% | |
| Vanguard Value Index ETF Vanguard 0 | Mutual Funds | — | — | $186K | 11.0% | |
| Schwab U.S. Small-Cap ETF Schwab 0 | Mutual Funds | — | — | $170K | 10.1% | |
| iShares 0-5 Year TIPS Bond ETF iShares 0 | Other securities | — | — | $114K | 6.7% | |
| Vanguard FTSE Emerging Markets ETF Vanguard 0 | Mutual Funds | — | — | $71K | 4.2% | |
| Schwab Short-Term U.S. Treasury ETF Schwab 0 | Mutual Funds | — | — | $67K | 3.9% | |
| Various Rates and Maturities Participant's Loan Account 0 | Participant loans | — | — | $40K | 2.3% | |
| Vanguard S&P 500 ETF Vanguard 0 | Common Collective Trusts | — | — | $38K | 2.3% | |
| Select Sector SPDR ETF SPDR 0 | Real Estate | — | — | $28K | 1.7% | |
| iShares MSCI KLD 400 Social ETF iShares 0 37 Schwab US Dividend Equity ETF Schwab 0 | Mutual Funds | — | — | $10K | 0.6% | |
| Vanguard Cash Reserves Federal MM Adm Vanguard 0 | Mutual Funds | — | — | $6K | 0.3% | |
| Invesco QQQ Trust Invesco 0 | Mutual Funds | — | — | $5K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAI | — | DE PERE, WI | TPA | $1K | — |
