Jorida LEKA signed Boston IVF, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Boston IVF, LLC's EIN is 04-2921956.
Download the official 2024 Form 5500 (PDF) for Boston IVF, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Boston IVF, LLC's plan includes ERISA 404(c) participant direction, profit-sharing, a default investment (QDIA), automatic enrollment, a 401(k) feature.
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 | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LION STREET ADVISORS LLC | 80-0946231 | — | ADVISOR | $50K | — |
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 Freedom Index 2040 Fund " | Mutual Funds | — | — | $7.2M | 16.2% | |
| Fidelity Freedom Index 2035 Fund " | Mutual Funds | — | — | $4.1M | 9.1% | |
| Fidelity 500 Index Fund " | Common Collective Trusts | — | — | $4.0M | 8.9% | |
| Fidelity Freedom Index 2030 Fund " | Mutual Funds | — | — | $3.6M | 8.0% | |
| Fidelity Freedom Index 2045 Fund " | Mutual Funds | — | — | $3.2M | 7.1% | |
| Fidelity Freedom Index 2025 Fund " | Mutual Funds | — | — | $2.8M | 6.2% | |
| Fidelity Freedom Index 2055 Fund " | Mutual Funds | — | — | $2.5M | 5.6% | |
| Fidelity Freedom Index 2050 Fund " | Mutual Funds | — | — | $2.1M | 4.8% | |
| Fidelity Freedom Index 2020 Fund " | Mutual Funds | — | — | $1.5M | 3.3% | |
| Fidelity Blue Chip Growth Fund K " | Mutual Funds | — | — | $1.5M | 3.3% | |
| Fidelity Emerging Markets Fund - Class K " | Mutual Funds | — | — | $1.3M | 2.9% | |
| Fidelity Freedom Index 2060 Fund " | Mutual Funds | — | — | $1.1M | 2.4% | |
| American Funds Bond Fund of America R6 " | Mutual Funds | — | — | $1.1M | 2.4% | |
| Fidelity Mid Cap Index Fund " | Common Collective Trusts | — | — | $991K | 2.2% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $768K | 1.7% | |
| JP Morgan US Value Fund R6 " | Other securities | — | — | $668K | 1.5% | |
| Fidelity Large Cap Value Index Fund " | Common Collective Trusts | — | — | $636K | 1.4% | |
| Fidelity Large Cap Growth Index Fund " | Common Collective Trusts | — | — | $616K | 1.4% | |
| Fidelity Freedom Index Income Fund " | Mutual Funds | — | — | $609K | 1.4% | |
| JP Morgan Income Fund R6 " | Other securities | — | — | $607K | 1.4% | |
| Fidelity International Index Fund " | Common Collective Trusts | — | — | $601K | 1.4% | |
| Fidelity International Growth Fund " | Mutual Funds | — | — | $412K | 0.9% | |
| Fidelity Mid Cap Value Fund " ** 578 * Fidelity Freedom Index 2065 Fund " | Mutual Funds | — | — | $380K | 0.9% | |
| MFS Mid Cap Value Fund R6 " | Mutual Funds | — | — | $351K | 0.8% | |
| MFS Mid Cap Growth Fund R6 " | Mutual Funds | — | — | $243K | 0.5% | |
| Fidelity Freedom Index 2015 Fund " | Mutual Funds | — | — | $241K | 0.5% | |
| Calvert US Large Cap CRI R6 Mutual fund ** 7 Calvert Bond Fund R6 " | U.S. Treasuries | — | — | $238K | 0.5% | |
| Fidelity Small Cap Growth Fund " | Mutual Funds | — | — | $222K | 0.5% | |
| Fidelity Small Cap Index Fund " | Common Collective Trusts | — | — | $195K | 0.4% | |
| PGIM High Yield Fund R6 " | Other securities | — | — | $119K | 0.3% | |
| American Century Small Cap Value Fund R6 " | Other securities | — | — | $109K | 0.2% | |
| Fidelity Inflation PR Bond Index Fund " | Common Collective Trusts | — | — | $58K | 0.1% | |
| Calvert US Mid Cap CRI I " ** 2 T. Rowe Price Retirement Balanced Fund I " | Other securities | — | — | $53K | 0.1% | |
| Fidelity Mid Cap Growth Index Fund " | Common Collective Trusts | — | — | $12K | <0.1% | |
| JHancock Small Cap Core Fund R6 " | Other securities | — | — | $11K | <0.1% | |
| LARGE CAP GRTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $8K | <0.1% | |
| Fidelity Freedom Index 2010 Fund " | Mutual Funds | — | — | $6K | <0.1% | |
| Vanguard Windsor II Admiral " | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
