Suyen Lee signed The Finit Group LLC DBA Finit Solutions' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Finit Group LLC DBA Finit Solutions' EIN is 04-3721437.
Download the official 2024 Form 5500 (PDF) for The Finit Group LLC DBA Finit Solutions from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Finit Group LLC DBA Finit Solutions' plan includes profit-sharing, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $31K | — |
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 500 Index Fund | Common Collective Trusts | — | — | $8.5M | 22.3% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $3.4M | 9.0% | |
| Fidelity Large Cap Growth Index Fund | Common Collective Trusts | — | — | $3.3M | 8.7% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $2.3M | 6.0% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $2.0M | 5.3% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $1.6M | 4.1% | |
| Fidelity Total Market Index Fund | Common Collective Trusts | — | — | $1.5M | 3.9% | |
| Fidelity Mid Cap Growth Index Fund | Common Collective Trusts | — | — | $1.4M | 3.6% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $1.3M | 3.5% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $1.1M | 3.0% | |
| Fidelity Small Cap Growth Index Fund | Common Collective Trusts | — | — | $1.1M | 2.8% | |
| Principal Global Investors | Other securities | — | — | $1.1M | 2.8% | |
| PRIN LIQUID ASSETS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $1.1M | 2.8% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $1.0M | 2.7% | |
| Vanguard Information Technology Index Fund | Common Collective Trusts | — | — | $864K | 2.3% | |
| Fidelity Large Cap Value Index Fund | Common Collective Trusts | — | — | $790K | 2.1% | |
| Fidelity Mid Cap Value Index Fund | Common Collective Trusts | — | — | $738K | 1.9% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $557K | 1.5% | |
| Vanguard Health Care Index Fund | Common Collective Trusts | — | — | $551K | 1.4% | |
| Vanguard Total International Stock Index Fund | Common Collective Trusts | — | — | $516K | 1.4% | |
| Vanguard International Growth Fund | Mutual Funds | — | — | $468K | 1.2% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $411K | 1.1% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $327K | 0.9% | |
| Vanguard Energy Index Fund | Common Collective Trusts | — | — | $312K | 0.8% | |
| Fidelity Real Estate Index Fund | Common Collective Trusts | — | — | $298K | 0.8% | |
| various maturity dates through 2033 | Other securities | — | — | $295K | 0.8% | |
| Vanguard Wellesley Income Fund | Mutual Funds | — | — | $294K | 0.8% | |
| Vanguard Foreign Equities Vanguard FTSE All World ex US Index Fund | Common Collective Trusts | — | — | $284K | 0.7% | |
| Vanguard Short-Term Bond Index Fund | Common Collective Trusts | — | — | $244K | 0.6% | |
| Vanguard Intermediate-Term Bond Index Fund | Common Collective Trusts | — | — | $206K | 0.5% | |
| Vanguard Global Minimum Volatility Fund/USA | Mutual Funds | — | — | $182K | 0.5% | |
| Fidelity Small Cap Value Index Fund | Common Collective Trusts | — | — | $173K | 0.5% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $126K | 0.3% | |
| Vanguard Long-Term Treasury Index Fund | Common Collective Trusts | — | — | $105K | 0.3% | |
| Vanguard Energy Fund | Mutual Funds | — | — | $68K | 0.2% | |
| Invesco Gold & Special Minerals Fund | Mutual Funds | — | — | $44K | 0.1% | |
| (E) | Other securities | — | — | $43K | 0.1% | |
| Vanguard Inflation-Protected Securities Fund | Mutual Funds | — | — | $43K | 0.1% | |
| Franklin Gold & Precious Metals Fund | Mutual Funds | — | — | $32K | <0.1% | |
| (E) | Other securities | — | $68K | $6K | <0.1% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
