JEAN Moloney signed Activecampaign, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Activecampaign, LLC's EIN is 20-0215482.
Download the official 2024 Form 5500 (PDF) for Activecampaign, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Activecampaign, LLC's plan includes ERISA 404(c) participant direction, profit-sharing, 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 |
|---|---|---|---|---|---|
| FIDELITY WORKPLACE SERVICES, LLC | 04-3532603 | — | PLAN ADMINISTRATOR | $66K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES | 22-3570392 | — | ADVISOR | $49K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PIMCO Funds PIMCO RealPath Blend 2055 Institutional Class | Mutual Funds | — | — | $12.5M | 23.5% | |
| PIMCO Funds PIMCO RealPath Blend 2050 Institutional Class | Mutual Funds | — | — | $9.8M | 18.5% | |
| PIMCO Funds PIMCO RealPath Blend 2060 Institutional Class | Mutual Funds | — | — | $8.2M | 15.4% | |
| Fidelity Investments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $5.8M | 11.0% | |
| PIMCO Funds PIMCO RealPath Blend 2045 Institutional Class | Mutual Funds | — | — | $4.1M | 7.7% | |
| PIMCO Funds PIMCO RealPath Blend 2040 Institutional Class | Mutual Funds | — | — | $3.1M | 5.8% | |
| JPMorgan Large Cap Growth Fund Class R6 | Other securities | — | — | $1.7M | 3.2% | |
| Fidelity Investments Fidelity NASDQ Composite Index Fund | Common Collective Trusts | — | — | $1.6M | 3.1% | |
| PIMCO Funds PIMCO RealPath Blend 2035 Institutional Class | Mutual Funds | — | — | $1.0M | 1.9% | |
| PIMCO Funds PIMCO RealPath Blend 2030 Institutional Class | Mutual Funds | — | — | $813K | 1.5% | |
| Participant Loans 10.50%, maturity dates January 2025 to January 2030) ** $ | Bonds / Notes | — | — | $628K | 1.2% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $458K | 0.9% | |
| Vanguard Total International Stock Index Fund Admiral Shares | Common Collective Trusts | — | — | $422K | 0.8% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $290K | 0.5% | |
| JPMorgan Equity Income Fund Class R6 | Other securities | — | — | $281K | 0.5% | |
| Fidelity Investments Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $280K | 0.5% | |
| BlackRock High Yield Bond Portfolio Class K | Other securities | — | — | $273K | 0.5% | |
| Vanguard Explorer Fund Admiral Shares | Mutual Funds | — | — | $272K | 0.5% | |
| PIMCO Funds PIMCO RealPath Blend 2065 Institutional Class | Mutual Funds | — | — | $246K | 0.5% | |
| PIMCO Funds PIMCO Income Fund Institutional Class | Mutual Funds | — | — | $211K | 0.4% | |
| Allspring Global Investments Allspring Special Mid Cap Value Fund Class R6 ** $ | Other securities | — | — | $200K | 0.4% | |
| Loomis Sayles Loomis Sayles Core Plus Bond Fund Class N | Other securities | — | — | $134K | 0.3% | |
| American Funds American Funds New Perspective Fund Class R6 | Mutual Funds | — | — | $122K | 0.2% | |
| BlackRock Emerging Markets Fund Class K | Other securities | — | — | $105K | 0.2% | |
| Vanguard Real Estate Index Fund Admiral Shares | Common Collective Trusts | — | — | $74K | 0.1% | |
| INTL GROWTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $71K | 0.1% | |
| PIMCO Funds PIMCO RealPath Blend Income Fund Institutional Class | Mutual Funds | — | — | $66K | 0.1% | |
| STABLE VALUE FUND R1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $55K | 0.1% | |
| MID CAP GROWTH R1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $54K | 0.1% | |
| Franklin Templeton Franklin Small Cap Value Fund Class R6 | Mutual Funds | — | — | $39K | <0.1% | |
| PIMCO Funds PIMCO RealPath Blend 2025 Institutional Class | Mutual Funds | — | — | $18K | <0.1% | |
| Fidelity Investments Fidelity Government Money Market Fund Class K6 | Mutual Funds | — | — | $10K | <0.1% | |
| American Funds American Funds Inflation Linked Bond Fund Class R-6 | Mutual Funds | — | — | $7K | <0.1% | |
| Franklin Templeton Franklin Utilities Fund Class R6 | Mutual Funds | — | — | $7K | <0.1% | |
| American Funds American Funds Capital World Bond R6 | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
