Benny Hall signed Agency for the Performing ARTS, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Agency for the Performing ARTS, LLC's EIN is 13-1966702.
Download the official 2024 Form 5500 (PDF) for Agency for the Performing ARTS, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Agency for the Performing ARTS, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature, a self-directed brokerage window, automatic enrollment.
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 | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KAYE CAPITAL MANAGEMENT | 47-0907014 | — | ADVISOR | $21K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $4.2M | 19.1% | |
| Fidelity Freedom Blend 2025 Fund Class K6 Mutual Fund | Mutual Funds | — | — | $2.8M | 12.5% | |
| Fidelity Freedom Blend 2035 Fund Class K6 Mutual Fund | Mutual Funds | — | — | $2.3M | 10.3% | |
| Fidelity Freedom Blend 2020 Fund Class K6 Mutual Fund | Mutual Funds | — | — | $1.9M | 8.6% | |
| Fidelity Freedom Blend 2045 Fund Class K6 Mutual Fund | Mutual Funds | — | — | $1.7M | 7.5% | |
| Fidelity Freedom Blend 2040 Fund Class K6 Mutual Fund | Mutual Funds | — | — | $1.5M | 6.8% | |
| Fidelity Freedom Blend 2050 Fund Class K6 Mutual Fund | Mutual Funds | — | — | $1.5M | 6.6% | |
| Fidelity Freedom Blend 2055 Fund Class K6 Mutual Fund | Mutual Funds | — | — | $1.2M | 5.3% | |
| American Funds Growth Fund of America Class R6 Mutual Fund | Mutual Funds | — | — | $1.2M | 5.2% | |
| Baron Growth Fund Institutional Mutual Fund | Other securities | — | — | $945K | 4.3% | |
| Massachusetts Financial Services Value Fund Class R6 Mutual Fund | Other securities | — | — | $493K | 2.2% | |
| Fidelity Emerging Markets Index Fund Mutual Fund | Common Collective Trusts | — | — | $312K | 1.4% | |
| Fidelity International Index Fund Mutual Fund | Common Collective Trusts | — | — | $300K | 1.4% | |
| Participant Loans to participants, bearing interest from 4.25% to 9.50% | Bonds / Notes | — | — | $290K | 1.3% | |
| Fidelity Freedom Blend 2060 Fund Class K6 Mutual Fund | Mutual Funds | — | — | $209K | 0.9% | |
| Standard Stable Asset Fund II Fully Benefit-Responsive Investment Contract | Other securities | — | — | $202K | 0.9% | |
| Victory Sycamore Established Value Fund Class R6 Mutual Fund | Other securities | — | — | $202K | 0.9% | |
| Fidelity Freedom Blend 2065 Fund Class K6 Mutual Fund | Mutual Funds | — | — | $160K | 0.7% | |
| Fidelity Freedom Blend 2030 Fund Class K6 Mutual Fund | Mutual Funds | — | — | $153K | 0.7% | |
| Pacific Investment Management Company Income Institutional Mutual Fund | Common Stocks | — | — | $135K | 0.6% | |
| Fidelity Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $109K | 0.5% | |
| Payden High Income Fund Investor Class Mutual Fund | Other securities | — | — | $94K | 0.4% | |
| Fidelity Strategic Income Fund Mutual Fund | Mutual Funds | — | — | $73K | 0.3% | |
| Fidelity Freedom Blend Income Fund Class K6 Mutual Fund | Mutual Funds | — | — | $49K | 0.2% | |
| Guggenheim Total Return Bond Fund Class A Mutual Fund | Other securities | — | — | $45K | 0.2% | |
| Virtus Kayne Anderson Rudnick Mid-Cap Growth Fund Class R6 Mutual Fund | Other securities | — | — | $39K | 0.2% | |
| American Funds EuroPacific Growth Fund Class R6 Mutual Fund | Mutual Funds | — | — | $37K | 0.2% | |
| BlackRock Health Sciences Opportunities Fund Class I Mutual Fund | Other securities | — | — | $33K | 0.2% | |
| Fidelity Freedom Blend 2015 Fund Class K6 Mutual Fund ** 566 * Fidelity Freedom Blend 2010 Fund Class K6 Mutual Fund | Mutual Funds | — | — | $32K | 0.1% | |
| American Funds New World Fund Class R6 Mutual Fund | Mutual Funds | — | — | $26K | 0.1% | |
| Fidelity Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $24K | 0.1% | |
| Columbia Balanced Fund Class I Mutual Fund | Other securities | — | — | $23K | 0.1% | |
| Cohen & Steers Real Estate Fund Class A Mutual Fund | Other securities | — | — | $10K | <0.1% | |
| Fidelity Government Money Market Fund Mutual Fund ** 753 * Fidelity Government Money Market Fund Class K6 Mutual Fund | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
