Mark Reale signed Harbourvest Partners, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Harbourvest Partners, LLC's EIN is 04-3335829.
Download the official 2024 Form 5500 (PDF) for Harbourvest Partners, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Harbourvest Partners, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing, a self-directed brokerage window.
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 | $84K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $38K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID 500 INDEX | Common Collective Trusts | — | $239K | $48.8M | 21.6% | |
| FID CONTRAFUND K6 | Mutual Funds | — | $747K | $23.2M | 10.3% | |
| FID FREEDOM 2055 K6 | Mutual Funds | — | $904K | $14.3M | 6.3% | |
| FID FREEDOM 2050 K6 | Mutual Funds | — | $930K | $12.7M | 5.6% | |
| FID LOW- PRICED ST K6 | Mutual Funds | — | $689K | $10.1M | 4.5% | |
| FID FREEDOM 2045 K6 | Mutual Funds | — | $688K | $9.2M | 4.1% | |
| FID FREEDOM 2035 K6 | Mutual Funds | — | $550K | $8.6M | 3.8% | |
| FID FREEDOM 2060 K6 | Mutual Funds | — | $580K | $8.4M | 3.7% | |
| FID FREEDOM 2030 K6 | Mutual Funds | — | $443K | $7.7M | 3.4% | |
| MFS MID CAP VALUE R6 | Mutual Funds | — | $242K | $7.7M | 3.4% | |
| FID GOVT MMKT K6 | Mutual Funds | — | $7.2M | $7.2M | 3.2% | |
| FID FREEDOM 2040 K6 | Mutual Funds | — | $621K | $7.1M | 3.2% | |
| BARRON SMALL CAP R6 | Other securities | — | $161K | $5.3M | 2.4% | |
| FID DIVERSFD INTL K6 | Mutual Funds | — | $362K | $5.1M | 2.3% | |
| FID INTL INDEX | Mutual Funds | — | $100K | $4.8M | 2.1% | |
| FID EXTD MKT IDX | Common Collective Trusts | — | $50K | $4.5M | 2.0% | |
| PUTN LG CAP VAL R6 | Other securities | — | $129K | $4.5M | 2.0% | |
| FID US BOND IDX | Common Collective Trusts | — | $341K | $3.5M | 1.5% | |
| BAIRD CORE PLUS INST | Other securities | — | $306K | $3.1M | 1.4% | |
| FID EMERGING MKTS K | Mutual Funds | — | $73K | $2.8M | 1.2% | |
| AB SM CAP FRTH Z | Other securities | — | $31K | $2.3M | 1.0% | |
| PIM HIGH YIELD INST | Mutual Funds | — | $271K | $2.2M | 1.0% | |
| HTFD INTL OPPS R6 | Other securities | — | $110K | $2.1M | 0.9% | |
| FID FREEDOM 2065 K6 | Mutual Funds | — | $146K | $1.9M | 0.9% | |
| FID INTERMED BOND | Mutual Funds | — | $178K | $1.8M | 0.8% | |
| FID FREEDOM 2025 K6 | Mutual Funds | — | $112K | $1.5M | 0.7% | |
| Notes Receivable from Participants 4.25% – 9.50% | Bonds / Notes | — | — | $1.1M | 0.5% | |
| FID FREEDOM 2020 K6 | Mutual Funds | — | $72K | $1.0M | 0.5% | |
| ABF SM CAP VALUE R6 | Other securities | — | $38K | $934K | 0.4% | |
| FID FREEDOM INC K6 | Mutual Funds | — | $19K | $200K | <0.1% | |
| FID FREEDOM 2015 K6 | Mutual Funds | — | $7K | $75K | <0.1% | |
| FID FREEDOM 2010 K6 | Mutual Funds | — | $3K | $38K | <0.1% | |
| FID FREEDOM 2070 K6 | Mutual Funds | — | $2K | $20K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
