Fernando Rivas signed Pantogran LLC DBA Center for Autism and Related Disorders' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pantogran LLC DBA Center for Autism and Related Disorders' EIN is 93-1776818.
Download the official 2024 Form 5500 (PDF) for Pantogran LLC DBA Center for Autism and Related Disorders from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pantogran LLC DBA Center for Autism and Related Disorders' 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 | $257K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $23K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 Investments Fidelity Freedom 2055 K6 | Mutual Funds | — | — | $4.1M | 17.1% | |
| Fidelity Investments Fidelity Freedom 2050 K6 | Mutual Funds | — | — | $3.8M | 15.9% | |
| Fidelity Investments Fidelity Freedom 2045 K6 | Mutual Funds | — | — | $3.8M | 15.6% | |
| Fidelity Investments Fidelity Freedom 2060 K6 | Mutual Funds | — | — | $3.0M | 12.5% | |
| Fidelity Investments Fidelity Freedom 2040 K6 | Mutual Funds | — | — | $2.1M | 8.6% | |
| Fidelity Investments Fidelity Freedom 2035 K6 | Mutual Funds | — | — | $1.7M | 7.2% | |
| Fidelity Investments Fidelity Freedom 2065 K6 | Mutual Funds | — | — | $1.4M | 6.0% | |
| Fidelity Investments Fidelity Freedom 2030 K6 | Mutual Funds | — | — | $1.1M | 4.6% | |
| Fidelity Investments Fidelity New York Municipal Money Market Premium ** 9 * Fidelity Investments Fidelity 500 Index | Common Collective Trusts | — | — | $1.0M | 4.2% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | — | $396K | 1.6% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $377K | 1.6% | |
| Participant Loans Interest rates range from 4.25% to 9.50% | Bonds / Notes | — | — | $260K | 1.1% | |
| Fidelity Investments Fidelity Freedom 2010 K6 ** 947 * Fidelity Investments Fidelity Freedom 2015 K6 ** 214 * Fidelity Investments Fidelity Freedom 2025 K6 | Mutual Funds | — | — | $187K | 0.8% | |
| JPMorgan Mid Cap Growth R6 | Other securities | — | — | $115K | 0.5% | |
| Fidelity Investments Fidelity Mid Cap Index | Mutual Funds | — | — | $68K | 0.3% | |
| Fidelity Investments Fidelity Small Cap Index | Mutual Funds | — | — | $66K | 0.3% | |
| Fidelity Investments Fidelity Intermediate Traditional Bond Index | Mutual Funds | — | — | $61K | 0.3% | |
| Allspring Global Investments Allspring Core Bond R6 | Other securities | — | — | $60K | 0.2% | |
| MFS Mid Cap Value R6 | Mutual Funds | — | — | $59K | 0.2% | |
| American Funds American Funds American Mutual R6 | Mutual Funds | — | — | $55K | 0.2% | |
| Causeway International Value Inv | Other securities | — | — | $54K | 0.2% | |
| American Century Investments American Century Small Cap Value R6 | Other securities | — | — | $50K | 0.2% | |
| BlackRock Emerging Markets Fund, Inc. K Shares | Common Stocks | — | — | $41K | 0.2% | |
| Lord Abbett Lord Abbett Developing Growth R6 | Mutual Funds | — | — | $37K | 0.2% | |
| Fidelity Investments Fidelity Freedom Income K6 | Mutual Funds | — | — | $34K | 0.1% | |
| Fidelity Investments Fidelity Government Money Market K6 | Mutual Funds | — | — | $29K | 0.1% | |
| MFS International Equity R6 | Mutual Funds | — | — | $28K | 0.1% | |
| Fidelity Investments Fidelity International Index | Mutual Funds | — | — | $13K | <0.1% | |
| Fidelity Investments Fidelity Freedom 2070 K6 | Mutual Funds | — | — | $12K | <0.1% |
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 |
|---|---|---|---|---|---|
| HOLTHOUSE CARLIN & VAN TRIGT LLP | 95-4345526 | — | PLAN ADMINISTRATOR | $14K | — |
