Sorin Codreanu signed Geode Capital Management, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Geode Capital Management, LLC's EIN is 04-3537967.
Download the official 2024 Form 5500 (PDF) for Geode Capital Management, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Geode Capital Management, LLC's plan includes a 401(k) feature, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, 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 | $625 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $14K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 INDEX | Common Collective Trusts | — | — | $11.2M | 12.5% | |
| Fidelity FID FDM IDX 2040 IPR | Common Collective Trusts | — | — | $6.7M | 7.5% | |
| Fidelity GROWTH CO K | Mutual Funds | — | — | $5.2M | 5.8% | |
| Fidelity GOVERNMENT MONEY MARKET | Mutual Funds | — | — | $4.6M | 5.1% | |
| Fidelity CONTRAFUND K | Mutual Funds | — | — | $4.2M | 4.7% | |
| Fidelity FID FDM IDX 2035 IPR | Common Collective Trusts | — | — | $3.6M | 4.1% | |
| Fidelity NASDAQ COMP INDX | Mutual Funds | — | — | $3.4M | 3.8% | |
| Fidelity FID FDM IDX 2045 IPR | Common Collective Trusts | — | — | $2.2M | 2.5% | |
| Fidelity FID FDM IDX 2055 IPR | Common Collective Trusts | — | — | $2.1M | 2.3% | |
| Fidelity FID FDM IDX 2050 IPR | Common Collective Trusts | — | — | $2.0M | 2.3% | |
| Fidelity SMALL CAP IDX | Common Collective Trusts | — | — | $2.0M | 2.3% | |
| Fidelity TOTAL MARKET IDX | Common Collective Trusts | — | — | $1.9M | 2.2% | |
| Fidelity SELECT TECHNOLOGY | Mutual Funds | — | — | $1.9M | 2.1% | |
| Fidelity FID FDM IDX 2030 IPR | Common Collective Trusts | — | — | $1.8M | 2.0% | |
| Fidelity EMERGING MARKETS IDX | Common Collective Trusts | — | — | $1.6M | 1.8% | |
| Fidelity SELECT SEMICONDUCT | Mutual Funds | — | — | $1.6M | 1.8% | |
| Fidelity FID FDM IDX 2060 IPR | Common Collective Trusts | — | — | $1.5M | 1.7% | |
| Fidelity MAGELLAN K | Mutual Funds | — | — | $1.5M | 1.7% | |
| Fidelity CAPITAL & INCOME | Mutual Funds | — | — | $1.5M | 1.7% | |
| Fidelity LEVERAGED CO STOCK K | Mutual Funds | — | — | $1.4M | 1.6% | |
| Fidelity INTL INDEX | Mutual Funds | — | — | $1.3M | 1.5% | |
| Fidelity INTERNATIONAL DISCOVERY K | Mutual Funds | — | — | $1.3M | 1.5% | |
| Fidelity EXTD MKT IDX | Common Collective Trusts | — | — | $1.2M | 1.4% | |
| Fidelity EMERGING MARKETS K | Mutual Funds | — | — | $1.2M | 1.3% | |
| Fidelity EQUITY INCOME K | Mutual Funds | — | — | $1.1M | 1.2% | |
| Fidelity SMALL CAP DISCOVERY | Mutual Funds | — | — | $1.1M | 1.2% | |
| Fidelity MID CAP STOCK K | Mutual Funds | — | — | $1.0M | 1.1% | |
| Fidelity LOW PRICED STOCK K | Mutual Funds | — | — | $1.0M | 1.1% | |
| Fidelity DIVIDEND GROWTH K | Mutual Funds | — | — | $914K | 1.0% | |
| Fidelity SMALL CAP GROWTH | Mutual Funds | — | — | $910K | 1.0% | |
| Fidelity GLOBAL EX US IDX | Common Collective Trusts | — | — | $725K | 0.8% | |
| Fidelity MID CAP IDX | Common Collective Trusts | — | — | $675K | 0.8% | |
| Fidelity INTERMEDIATE BOND | Mutual Funds | — | — | $667K | 0.7% | |
| Fidelity STRATEGIC INCOME | Mutual Funds | — | — | $581K | 0.7% | |
| Fidelity US SUSTAIN INDEX | Mutual Funds | — | — | $516K | 0.6% | |
| Fidelity EMERGING ASIA | Mutual Funds | — | — | $514K | 0.6% | |
| Fidelity SELECT HEALTHCARE | Mutual Funds | — | — | $493K | 0.6% | |
| Fidelity US BOND IDX | Common Collective Trusts | — | — | $466K | 0.5% | |
| Fidelity SELECT ENERGY | Mutual Funds | — | — | $454K | 0.5% | |
| Fidelity SELECT UTILITIES | Mutual Funds | — | — | $434K | 0.5% | |
| Fidelity GROWTH STRAT K | Mutual Funds | — | — | $391K | 0.4% | |
| Fidelity GROWTH & INCOME K | Mutual Funds | — | — | $383K | 0.4% | |
| Fidelity TREASURY ONLY MM | Mutual Funds | — | — | $380K | 0.4% | |
| Brokerage account BrokerageLink® accounts | Self-Directed Brokerage | — | — | $378K | 0.4% | |
| Fidelity SELECT SOFTWARE | Mutual Funds | — | — | $357K | 0.4% | |
| Fidelity FID FDM IDX 2020 IPR | Common Collective Trusts | — | — | $265K | 0.3% | |
| Fidelity SELECT ENV ALT ENERGY | Mutual Funds | — | — | $252K | 0.3% | |
| Fidelity FID FDM IDX 2025 IPR | Common Collective Trusts | — | — | $248K | 0.3% | |
| Fidelity SELECT GOVERNMENT INCOME | Mutual Funds | — | — | $209K | 0.2% | |
| Fidelity FLOATING RATE HIGH INCOME | Mutual Funds | — | — | $199K | 0.2% |
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 |
|---|---|---|---|---|---|
| QRGA, LLP | 04-3564919 | — | ACCOUNTANT/AUDITOR | $17K | — |
