Teresa CURP signed Advanced Programs, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Advanced Programs, Inc.'s EIN is 11-3038245.
Download the official 2024 Form 5500 (PDF) for Advanced Programs, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Advanced Programs, Inc.'s 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$40K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| 89,215.477 Fidelity Select Technology | Mutual Funds | — | — | $3.3M | 10.1% | |
| 2,952,180.690 Fidelity Retirement Government MM | Mutual Funds | — | — | $3.0M | 9.0% | |
| 170,741.703 Fidelity Freedom 2020 | Mutual Funds | — | — | $2.5M | 7.5% | |
| 77,853.443 Fidelity Balanced | Mutual Funds | — | — | $2.3M | 7.1% | |
| 139,819.556 Fidelity Freedom 2025 | Mutual Funds | — | — | $1.9M | 5.8% | |
| 105,736.461 Fidelity Freedom 2030 | Mutual Funds | — | — | $1.9M | 5.7% | |
| 104,431.150 Fidelity Freedom 2035 | Mutual Funds | — | — | $1.6M | 5.0% | |
| 9,250.173 Fidelity Total Market Index | Common Collective Trusts | — | — | $1.5M | 4.6% | |
| 43,754.686 Fidelity Select Healthcare | Mutual Funds | — | — | $1.2M | 3.7% | |
| 26,674.896 Fidelity Capital Appreciation | Mutual Funds | — | — | $1.1M | 3.4% | |
| 67,748.820 Fidelity Value | Mutual Funds | — | — | $921K | 2.8% | |
| 62,135.167 Fidelity Freedom 2050 | Mutual Funds | — | — | $848K | 2.6% | |
| 12,518.562 Fidelity Disciplined Equity | Mutual Funds | — | — | $840K | 2.6% | |
| 34,155.386 Fidelity Select Gold | Mutual Funds | — | — | $840K | 2.6% | |
| 14,670.223 Fidelity Large Cap Stock | Mutual Funds | — | — | $800K | 2.5% | |
| 82,453.613 Fidelity Total Bond | Mutual Funds | — | — | $775K | 2.4% | |
| 72,115.959 Fidelity Capital & Income | Mutual Funds | — | — | $732K | 2.2% | |
| 19,332.016 Fidelity Value Discovery | Mutual Funds | — | — | $699K | 2.1% | |
| 24,064.843 Fidelity Stock Selector Large Cap Value | Mutual Funds | — | — | $656K | 2.0% | |
| 10,949.799 Fidelity International Discovery | Mutual Funds | — | — | $525K | 1.6% | |
| 32,966.912 Fidelity Freedom 2010 | Mutual Funds | — | — | $459K | 1.4% | |
| 19,367.404 Fidelity Small Cap Value | Mutual Funds | — | — | $394K | 1.2% | |
| 3,136.119 Fidelity Select Utilities | Mutual Funds | — | — | $379K | 1.2% | |
| 7,647.592 Fidelity Stock Selector Mid Cap | Mutual Funds | — | — | $345K | 1.1% | |
| 23,631.269 Royce Small Cap Opportunity | Other securities | — | — | $332K | 1.0% | |
| 7,419.503 Fidelity Emerging Markets | Mutual Funds | — | — | $283K | 0.9% | |
| 24,398.684 Fidelity Freedom 2040 | Mutual Funds | — | — | $282K | 0.9% | |
| 5,928.817 Fidelity International Index | Mutual Funds | — | — | $282K | 0.9% | |
| 6,930.861 Fidelity Stock Selector Small Cap | Mutual Funds | — | — | $258K | 0.8% | |
| 15,210.542 Fidelity Freedom 2055 | Mutual Funds | — | — | $240K | 0.7% | |
| 17,618.010 Fidelity Freedom 2045 | Mutual Funds | — | — | $237K | 0.7% | |
| 2,314.274 Fidelity Select Consumer Staples | Mutual Funds | — | — | $208K | 0.6% | |
| 20,530.378 Fidelity GNMA | Agency / Mortgage-Backed | — | — | $205K | 0.6% | |
| 4,462.400 Fidelity Real Estate Investment | Mutual Funds | — | — | $172K | 0.5% | |
| 2,974.025 Fidelity Select Energy | Mutual Funds | — | — | $169K | 0.5% | |
| 2,512.160 Fidelity Select Banking | Mutual Funds | — | — | $78K | 0.2% | |
| 4,891.258 Fidelity Freedom 2060 | Mutual Funds | — | — | $71K | 0.2% | |
| 1,964.601 Carillon Scout Mid Cap | Other securities | — | — | $46K | 0.1% | |
| 3,837.154 Fidelity Freedom Income | Mutual Funds | — | — | $40K | 0.1% | |
| 2,700.878 Fidelity Freedom 2065 | Mutual Funds | — | — | $36K | 0.1% | |
| 2,653.356 Fidelity Freedom 2015 | Mutual Funds | — | — | $30K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
