Brian ZONA signed Hearts on Fire's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hearts on Fire's EIN is 04-3563309.
Download the official 2024 Form 5500 (PDF) for Hearts on Fire from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hearts on Fire's plan includes ERISA 404(c) participant direction, profit-sharing, 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 | -$4K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID FREEDOM 2050 K6 | Mutual Funds | — | $2.0M | $2.0M | 16.7% | |
| FID FREEDOM 2045 K6 | Mutual Funds | — | $1.5M | $1.5M | 12.7% | |
| FID 500 INDEX | Common Collective Trusts | — | $747K | $1.2M | 10.3% | |
| FID FREEDOM 2040 K6 | Mutual Funds | — | $1.1M | $1.1M | 8.8% | |
| FID FREEDOM 2035 K6 | Mutual Funds | — | $928K | $926K | 7.7% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | $790K | $790K | 6.5% | |
| FID CONTRAFUND | Mutual Funds | — | $443K | $689K | 5.7% | |
| FID BALANCED | Mutual Funds | — | $559K | $627K | 5.2% | |
| FID FREEDOM 2060 K6 | Mutual Funds | — | $590K | $596K | 4.9% | |
| FID FREEDOM 2055 K6 | Mutual Funds | — | $476K | $482K | 4.0% | |
| FID FREEDOM 2025 K6 | Mutual Funds | — | $410K | $402K | 3.3% | |
| FID LOW PRICED STK | Mutual Funds | — | $383K | $348K | 2.9% | |
| AF EUROPAC GROWTH R6 | Other securities | — | $283K | $277K | 2.3% | |
| FID FREEDOM 2030 K6 | Mutual Funds | — | $178K | $176K | 1.5% | |
| FID LG CAP GR IDX | Common Collective Trusts | — | $116K | $162K | 1.3% | |
| AM CENT EQ INC R6 | Common Stocks | — | $115K | $106K | 0.9% | |
| FID SM CAP IDX | Common Collective Trusts | — | $90K | $97K | 0.8% | |
| MFS EMRG MKT DEBT R6 | Mutual Funds | — | $112K | $94K | 0.8% | |
| OUTSTANDING LOAN BALANCE | Other securities | — | — | $86K | 0.7% | |
| AM CENT MD CP VAL R6 | Other securities | — | $89K | $83K | 0.7% | |
| EV ATL CAP SMID-CP I | Other securities | — | $66K | $75K | 0.6% | |
| FID EXTD MKT IDX | Common Collective Trusts | — | $49K | $64K | 0.5% | |
| FID FREEDOM 2065 K6 | Mutual Funds | — | $48K | $49K | 0.4% | |
| FID FREEDOM 2020 K6 | Mutual Funds | — | $34K | $33K | 0.3% | |
| MM HIGH YIELD I | Other securities | — | $24K | $23K | 0.2% | |
| FID FREEDOM INC K6 | Mutual Funds | — | $12K | $12K | <0.1% | |
| FID US BOND IDX | Common Collective Trusts | — | $12K | $11K | <0.1% | |
| BAIRD CORE PLUS INST | Other securities | — | $11K | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
