Tatiana Cantwell signed Advance Publications, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Advance Publications, Inc.'s EIN is 13-5576716.
Download the official 2024 Form 5500 (PDF) for Advance Publications, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Advance Publications, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $448K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Funds BlackRock Inst. Trust Co. LifePath Index Retirement Fund 16,612,693 | Common Collective Trusts | — | — | $226.7M | 13.6% | |
| BTC LIFEPATH RET J BLACKROCK INST. TRUST COMPANY, N. A · EIN 82-4590893 / PN 001 | Common Collective Trust | — | — | $226.7M | 13.6% | |
| BTC LIFEPATH 2035 J BLACKROCK INST. TRUST COMPANY, N. A · EIN 82-4480429 / PN 001 | Common Collective Trust | — | — | $216.8M | 13.0% | |
| BTC LIFEPATH 2030 J BLACKROCK INST. TRUST COMPANY, N. A · EIN 82-4462201 / PN 001 | Common Collective Trust | — | — | $208.0M | 12.5% | |
| SS S&P 500 INDEX N STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 306 | Common Collective Trust | — | — | $203.7M | 12.2% | |
| BTC LIFEPATH 2040 J BLACKROCK INST. TRUST COMPANY, N. A · EIN 82-4496468 / PN 001 | Common Collective Trust | — | — | $169.4M | 10.2% | |
| BTC LIFEPATH 2045 J BLACKROCK INST. TRUST COMPANY, N. A · EIN 82-4514357 / PN 001 | Common Collective Trust | — | — | $157.2M | 9.4% | |
| BTC LIFEPATH 2050 J BLACKROCK INST. TRUST COMPANY, N. A · EIN 82-4532215 / PN 001 | Common Collective Trust | — | — | $125.5M | 7.5% | |
| BTC LIFEPATH 2055 J BLACKROCK INST. TRUST COMPANY, N. A · EIN 82-4552063 / PN 001 | Common Collective Trust | — | — | $94.4M | 5.7% | |
| Stable Value Funds * Fidelity Investments Fidelity Managed Income Portfolio II 56,704,577 | Stable Value | — | — | $56.7M | 3.4% | |
| MIP II CL 4 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $53.5M | 3.2% | |
| State Street Global Advisors Russell Small-Mid Cap Index Non- Lending Series Fund Class C | Other securities | — | — | $48.2M | 2.9% | |
| SS RSL SMMDCP IDX C STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 167 | Common Collective Trust | — | — | $48.2M | 2.9% | |
| BTC LIFEPATH 2060 J BLACKROCK INST. TRUST COMPANY, N. A · EIN 82-4575448 / PN 001 | Common Collective Trust | — | — | $39.8M | 2.4% | |
| Self-Directed Brokerage Account * Fidelity investments Fidelity BrokerageLink | Self-Directed Brokerage | — | — | $35.8M | 2.2% | |
| SS US BOND INDEX C STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 178 | Common Collective Trust | — | — | $24.0M | 1.4% | |
| State Street Global Advisors All Cap Equity Ex-U.S. Index Fund 1,394,434 | Common Collective Trusts | — | — | $21.9M | 1.3% | |
| SS GACEQ EX-US IDX K STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 456 | Common Collective Trust | — | — | $21.9M | 1.3% | |
| Shares Registered Investment Company Mutual Funds Dimensional Fund Advisors Global Equity Portfolio 624,998 | Mutual Funds | — | — | $21.3M | 1.3% | |
| to 8.50% - | Bonds / Notes | — | — | $10.7M | 0.6% | |
| BTC LIFEPATH 2065 J BLACKROCK INST. TRUST COMPANY, N.A. · EIN 84-1944762 / PN 001 | Common Collective Trust | — | — | $6.8M | 0.4% | |
| Fidelity Investments Fidelity Government Money Market Fund 2,630,875 | Mutual Funds | — | — | $2.6M | 0.2% | |
| Fidelity Investments Fidelity Institutional Money Market Government 246,873 | Mutual Funds | — | — | $247K | <0.1% | |
| BTC LIFEPATH 2025 J BLACKROCK INST. TRUST COMPANY, N. A · EIN 82-4453340 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
