Megan Bourque signed FMR LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
FMR LLC's EIN is 04-3532603.
Download the official 2024 Form 5500 (PDF) for FMR LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)FMR LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| FID INV INST OPS CO | 04-2647786 | — | RECORDKEEPER | $7K | — |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID 500 INDEX (1) | Common Collective Trusts | — | — | $3.9B | 11.3% | |
| FID CONTRAFUND K6 (1) | Mutual Funds | — | — | $3.7B | 10.7% | |
| FID BLUE CHIP GR K6 (1) | Mutual Funds | — | — | $1.9B | 5.7% | |
| FID GROWTH CO K6 (1) | Mutual Funds | — | — | $1.9B | 5.5% | |
| FIMM MMKT INST (1) | Other securities | — | — | $1.3B | 3.8% | |
| FID GROWTH & INC K (1) | Mutual Funds | — | — | $1.1B | 3.3% | |
| FID FREEDOM 2035 K6 (1) | Mutual Funds | — | — | $1.0B | 3.0% | |
| FID INTL INDEX (1) | Mutual Funds | — | — | $1.0B | 2.9% | |
| FID LG CAP VAL IDX (1) | Common Collective Trusts | — | — | $969.4M | 2.8% | |
| FID FREEDOM 2040 K6 (1) | Mutual Funds | — | — | $882.1M | 2.6% | |
| FID INTL SUSTAINBLTYINDEX FUND (1) 971 FID INTM TR BD IDX (1) | Common Collective Trusts | — | — | $866.3M | 2.5% | |
| FID FREEDOM 2030 K6 (1) | Mutual Funds | — | — | $766.1M | 2.2% | |
| FID OVERSEAS K (1) | Mutual Funds | — | — | $755.6M | 2.2% | |
| FID FREEDOM 2045 K6 (1) | Mutual Funds | — | — | $637.9M | 1.9% | |
| FID TOTAL MKT IDX (1) | Common Collective Trusts | — | — | $546.2M | 1.6% | |
| FA GROWTH OPPS Z (1) | Other securities | — | — | $518.0M | 1.5% | |
| FID LOW-PRICED ST K6 (1) | Mutual Funds | — | — | $502.7M | 1.5% | |
| FID FREEDOM 2050 K6 (1) | Mutual Funds | — | — | $494.4M | 1.4% | |
| FID EMERGING MKTS K (1) | Mutual Funds | — | — | $470.4M | 1.4% | |
| FID EQ DIV INCOME K (1) | Mutual Funds | — | — | $429.2M | 1.3% | |
| FID VALUE K (1) | Mutual Funds | — | — | $415.3M | 1.2% | |
| FID NASDAQ COMP INDX (1) | Mutual Funds | — | — | $390.7M | 1.1% | |
| FID LG CAP GR IDX (1) | Common Collective Trusts | — | — | $388.9M | 1.1% | |
| FA FOCUS EMRG MKTS Z (1) | Other securities | — | — | $379.1M | 1.1% | |
| FID FREEDOM 2025 K6 (1) | Mutual Funds | — | — | $361.5M | 1.1% | |
| FID FREEDOM 2055 K6 (1) | Mutual Funds | — | — | $354.1M | 1.0% | |
| FID INTERMED BOND (1) | Mutual Funds | — | — | $350.9M | 1.0% | |
| FID OTC K6 (1) | Mutual Funds | — | — | $348.1M | 1.0% | |
| FID EMRG MKTS IDX (1) | Common Collective Trusts | — | — | $294.2M | 0.9% | |
| FID DIVERSFD INTL K6 (1) | Mutual Funds | — | — | $287.8M | 0.8% | |
| FIMM GOVT INST (1) | Other securities | — | — | $284.0M | 0.8% | |
| FA INTL GROWTH Z (1) | Other securities | — | — | $274.2M | 0.8% | |
| FID BALANCED K6 (1) | Mutual Funds | — | — | $270.2M | 0.8% | |
| FA STK SEL SM CAP Z (1) | Other securities | — | — | $259.3M | 0.8% | |
| FA STRAT INCOME Z (1) | Other securities | — | — | $254.0M | 0.7% | |
| FID MAGELLAN K6 (1) | Mutual Funds | — | — | $253.8M | 0.7% | |
| FID FREEDOM 2060 K6 (1) | Mutual Funds | — | — | $252.9M | 0.7% | |
| FA GOV INCOME Z (1) | Other securities | — | — | $224.5M | 0.7% | |
| FID CONSV INC BD (1) | Mutual Funds | — | — | $202.4M | 0.6% | |
| FID INTL CAP APPR K6 (1) | Mutual Funds | — | — | $193.6M | 0.6% | |
| FID TOTAL BOND K6 (1) | Mutual Funds | — | — | $165.7M | 0.5% | |
| per annum)1 | Other securities | — | — | $141.7M | 0.4% | |
| FID SMALL CAP GR K6 (1) | Mutual Funds | — | — | $141.4M | 0.4% | |
| FID MID CAP STOCK K6 (1) | Mutual Funds | — | — | $140.0M | 0.4% | |
| FID US BOND IDX (1) | Common Collective Trusts | — | — | $132.8M | 0.4% | |
| FID VALUE DISCOV K6 (1) | Mutual Funds | — | — | $131.8M | 0.4% | |
| FID PURITAN K6 (1) | Mutual Funds | — | — | $131.3M | 0.4% | |
| FID GROWTH STRAT K6 (1) | Mutual Funds | — | — | $127.7M | 0.4% | |
| FID FREEDOM 2020 K6 (1) | Mutual Funds | — | — | $118.7M | 0.3% | |
| FIDELITY SELECTSEMICONDUCTORS PORT (1) | Mutual Funds | — | — | $114.3M | 0.3% |
