Laura Benjamin signed Needham & Company, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Needham & Company, LLC's EIN is 13-3255839.
Download the official 2024 Form 5500 (PDF) for Needham & Company, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Needham & Company, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.
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 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| S * Needham Growth Is | Mutual Funds | — | $219K | $14.0M | 15.5% | |
| SELF DIRECTED BROKERAGE * Self Directed Brokerage | OTHER | — | — | $10.8M | 11.9% | |
| Fidelity Large Cap Stock | Mutual Funds | — | $172K | $9.4M | 10.4% | |
| Needham Aggr Growth Is | Other securities | — | $154K | $7.5M | 8.3% | |
| Needham SmallCap Growth IS | Other securities | — | $328K | $6.5M | 7.2% | |
| Fidelity Fund K | Mutual Funds | — | $62K | $5.9M | 6.6% | |
| Fidelity Growth Strat K | Mutual Funds | — | $86K | $5.8M | 6.4% | |
| Fidelity Diversified Intl K | Mutual Funds | — | $115K | $4.9M | 5.4% | |
| MONEY MARKET FUNDS SHARES / UNITS * Fidelity Goverment Money Market Fund | Mutual Funds | — | $3.4M | $3.4M | 3.8% | |
| Fidelity Capital & Income | Mutual Funds | — | $316K | $3.2M | 3.6% | |
| Fidelity Magellan K | Mutual Funds | — | $197K | $2.9M | 3.2% | |
| Fidelity Low Priced Stk K | Mutual Funds | — | $61K | $2.5M | 2.7% | |
| Fidelity Freedom 2050 K | Mutual Funds | — | $174K | $2.4M | 2.6% | |
| Fidelity Freedom 2035 K | Mutual Funds | — | $80K | $1.3M | 1.4% | |
| Artisan Mid Cap Val IS | Other securities | — | $74K | $1.1M | 1.3% | |
| Fidelity Freedom 2055 K | Mutual Funds | — | $72K | $1.1M | 1.3% | |
| Fidelity Freedom 2060 K | Mutual Funds | — | $76K | $1.1M | 1.2% | |
| Fidelity Freedom 2045 K | Mutual Funds | — | $66K | $893K | 1.0% | |
| Fidelity LTD Term Govt | Mutual Funds | — | $74K | $708K | 0.8% | |
| Fidelity Asset Mgr 70% | Mutual Funds | — | $21K | $580K | 0.6% | |
| Col Contran Core I | Other securities | — | $15K | $526K | 0.6% | |
| Keeley Sc Div Val A | Other securities | — | $28K | $475K | 0.5% | |
| Weitz Value | Other securities | — | $7K | $358K | 0.4% | |
| Fidelity Freedom 2040 K | Mutual Funds | — | $25K | $290K | 0.3% | |
| NOTES RECEIVABLE FROM PARTICIPANTS Loans have an interest rate of 5.00% | Bonds / Notes | — | — | $248K | 0.3% | |
| Fidelity Freedom 2030 K | Mutual Funds | — | $13K | $225K | 0.2% | |
| Fidelity Freedom 2065 K | Mutual Funds | — | $15K | $203K | 0.2% | |
| Vanguard Total Bond Market Adm | Mutual Funds | — | $20K | $188K | 0.2% | |
| Fidelity Freedom 2015 K | Mutual Funds | — | $14K | $156K | 0.2% | |
| Fidelity Freedom 2020 K | Mutual Funds | — | $10K | $144K | 0.2% | |
| MFS Mid Cap Value R6 | Mutual Funds | — | $4K | $116K | 0.1% | |
| Pim Rae US Sm I | Other securities | — | $7K | $85K | <0.1% | |
| Vanguard SmallCap Growth Index Adm 655 | Mutual Funds | — | — | $65K | <0.1% | |
| Fidelity Freedom Inc K | Mutual Funds | — | $6K | $59K | <0.1% | |
| Fidelity Freedom 2025 K | Mutual Funds | — | $3K | $46K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
