Kirsty Devine signed F.T. Publications, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
F.T. Publications, Inc.'s EIN is 13-2545828.
Download the official 2024 Form 5500 (PDF) for F.T. Publications, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)F.T. Publications, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $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 | |||||
|---|---|---|---|---|---|---|
| S SHARES / UNITS * Vanguard 500 Index Fund Admiral Shares | Mutual Funds | — | $21K | $11.1M | 13.0% | |
| NUVEEN TIAA LIFECYCLE INDEX 2050; R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | $760K | $10.5M | 12.2% | |
| NUVEEN TIAA LIFECYCLE INDEX 2040; R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | $686K | $9.1M | 10.6% | |
| NUVEEN TIAA LIFECYCLE INDEX 2035; R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | $711K | $9.0M | 10.5% | |
| NUVEEN TIAA LIFECYCLE INDEX 2045; R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | $587K | $8.0M | 9.3% | |
| NUVEEN TIAA LIFECYCLE INDEX 2055; R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | $389K | $5.4M | 6.3% | |
| NUVEEN TIAA LIFECYCLE INDEX 2030; R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | $435K | $5.3M | 6.2% | |
| NUVEEN TIAA LIFECYCLE INDEX 2060; R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | $238K | $3.2M | 3.7% | |
| NUVEEN TIAA LIFECYCLE INDEX 2020; R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | $260K | $3.0M | 3.5% | |
| Vanguard Growth and Income Fund Admiral Shares | Mutual Funds | — | $14K | $2.9M | 3.4% | |
| NUVEEN TIAA LIFECYCLE INDEX 2025; R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | $181K | $2.1M | 2.5% | |
| MONEY MARKET FUND * Vanguard Cash Reserves Federal MM Fund Admiral Shares | Mutual Funds | — | $2.1M | $2.1M | 2.5% | |
| Vanguard Developed Markets Index Fund Admiral Shares | Common Collective Trusts | — | $127K | $1.9M | 2.3% | |
| Vanguard Growth Index Fund Admiral Shares | Common Collective Trusts | — | $15K | $1.5M | 1.8% | |
| Vanguard Small-Cap Index Fund Admiral Shares | Common Collective Trusts | — | $9K | $1.0M | 1.2% | |
| Vanguard Mid-Cap Growth Index Fund Admiral | Common Collective Trusts | — | $9K | $997K | 1.2% | |
| Vanguard Total Bond Market Index Fund Admiral Shares | Common Collective Trusts | — | $98K | $928K | 1.1% | |
| Vanguard Mid-Cap Value Index Fund Admiral | Common Collective Trusts | — | $10K | $857K | 1.0% | |
| NUVEEN TIAA LIFECYCLE INDEX 2010; R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | $78K | $842K | 1.0% | |
| Vanguard Value Index Fund Admiral Shares | Common Collective Trusts | — | $12K | $792K | 0.9% | |
| Vanguard Mid-Cap Index Fund Admiral Shares | Common Collective Trusts | — | $2K | $771K | 0.9% | |
| Putnam Small Cap Growth Fund; Class R6 | Mutual Funds | — | $7K | $573K | 0.7% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Shr | Common Collective Trusts | — | $15K | $541K | 0.6% | |
| Vanguard Small-Cap Value Index Fund Admiral | Common Collective Trusts | — | $6K | $537K | 0.6% | |
| NUVEEN TIAA LIFECYCLE INDEX 2065; R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | $37K | $480K | 0.6% | |
| Vanguard Short-Term Federal Fund Admiral Shares | Mutual Funds | — | $42K | $431K | 0.5% | |
| Vanguard High-Yield Corporate Fund Admiral Shares | Mutual Funds | — | $73K | $394K | 0.5% | |
| PIMCO Income Fund; Institutional Class | Mutual Funds | — | $34K | $354K | 0.4% | |
| Fidelity Advisor International Capital Appreciation Fund; Class Z | Mutual Funds | — | $10K | $318K | 0.4% | |
| 9.50% with maturities through 2029 | Bonds / Notes | — | — | $300K | 0.3% | |
| Vanguard Intermediate-Term Bond Index Fund: Adm Shr | Common Collective Trusts | — | $22K | $225K | 0.3% | |
| BNY Mellon Global Fixed Income Fund; Class I | Other securities | — | $8K | $158K | 0.2% | |
| Vanguard Inflation-Protected Securities Fund: Adm Shares | Mutual Funds | — | $3K | $61K | <0.1% | |
| Vanguard GNMA Fund Admiral Shares | Agency / Mortgage-Backed | — | $6K | $52K | <0.1% | |
| NUVEEN TIAA LIFECYCLE INDEX 2015; R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $1 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
