Brian Bjelde signed Space Exploration Technologies Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Space Exploration Technologies Corp.'s EIN is 01-0627671.
Download the official 2024 Form 5500 (PDF) for Space Exploration Technologies Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Space Exploration Technologies Corp.'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $239K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $46K | — |
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 500 Index Fund | Common Collective Trusts | — | — | $119.7M | 21.0% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $71.8M | 12.6% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $61.7M | 10.8% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $42.4M | 7.4% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $36.3M | 6.3% | |
| Fidelity Blue Chip Growth Fund | Mutual Funds | — | — | $23.6M | 4.1% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $21.7M | 3.8% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $19.2M | 3.4% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $17.8M | 3.1% | |
| Hood River Hood River Small Cap Growth Income Fund | Other securities | — | — | $17.3M | 3.0% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $13.5M | 2.4% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $13.4M | 2.3% | |
| Fidelity Contrafund Class K | Mutual Funds | — | — | $12.6M | 2.2% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $11.2M | 2.0% | |
| Participant Loans Interest Rates: 4.25% - 9.50% and | Bonds / Notes | — | — | $9.0M | 1.6% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $8.4M | 1.5% | |
| American Funds American Funds Washington Mutual Investors Fund Class R-6 | Mutual Funds | — | — | $8.1M | 1.4% | |
| Massachusetts Financial Services Massachusetts Financial Services International Intrinsic Value Fund Class R4 | Other securities | — | — | $7.2M | 1.3% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $6.6M | 1.2% | |
| Victory Sycamore Established Value Fund Class I | Other securities | — | — | $6.1M | 1.1% | |
| MELLON STABLE VALUE THE BANK OF NEW YORK MELLON · EIN 11-3152987 / PN 000 | Common Collective Trust | — | — | $6.0M | 1.1% | |
| Primecap Odyssey Aggressive Growth Fund | Mutual Funds | — | — | $5.9M | 1.0% | |
| Fuller Thaler Fuller Thaler Behavioral Small Cap Equity Fund R6 | Other securities | — | — | $5.3M | 0.9% | |
| Dimensional Fund Advisors Dimensional Fund Advisors U.S. Small Cap Value Portfolio Institutional Class | Mutual Funds | — | — | $4.9M | 0.9% | |
| Dimensional Fund Advisors Dimensional Fund Advisors Emerging Markets Core Equity Portfolio Institutional Class | Mutual Funds | — | — | $4.8M | 0.8% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $3.7M | 0.6% | |
| Dodge & Cox Dodge & Cox Income Fund | Mutual Funds | — | — | $3.5M | 0.6% | |
| Massachusetts Financial Services Massachusetts Financial Services Massachusetts Investors Trust Class R4 | Other securities | — | — | $3.4M | 0.6% | |
| American Funds American Funds American High-Income Trust Class R-6 | Mutual Funds | — | — | $2.6M | 0.5% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $1.6M | 0.3% | |
| BlackRock Inflation Protected Bond Fund Institutional Shares | Other securities | — | — | $1.4M | 0.2% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $527K | <0.1% | |
| Fidelity Government Money Market Fund | Mutual Funds | — | — | $95K | <0.1% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / 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.
| 01-0944247 |
| — |
| INVESTMENT ADVISOR |
| $28K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SERVATIUS, O'BRIEN & FONG, LLP | 45-5514068 | — | ACCOUNTANT/AUDITOR | $23K | — |
