Fortune Enterprise Holdings Inc.'s EIN is 20-1303840.
Download the official 2024 Form 5500 (PDF) for Fortune Enterprise Holdings Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Fortune Enterprise Holdings Inc.'s plan includes a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Equity Index Group Vanguard Inst. Target 2030 | Common Collective Trusts | — | — | $429K | 27.3% | |
| Vanguard Equity Index Group Vanguard Inst. Target 2035 | Common Collective Trusts | — | — | $240K | 15.3% | |
| Vanguard Equity Index Group Vanguard Inst. Target 2040 | Common Collective Trusts | — | — | $174K | 11.1% | |
| Vanguard Equity Index Group Vanguard Inst. Target 2045 | Common Collective Trusts | — | — | $113K | 7.2% | |
| Vanguard Equity Index Group Vanguard Inst. Target 2025 | Common Collective Trusts | — | — | $84K | 5.4% | |
| Note Receivables - Participants Interest rate at 5.25%-7.5% | Bonds / Notes | — | — | $78K | 5.0% | |
| Vanguard Equity Index Group Vanguard Inst. Target 2055 | Common Collective Trusts | — | — | $68K | 4.3% | |
| Vanguard Equity Index Group Vanguard 500 Index Adm | Common Collective Trusts | — | — | $58K | 3.7% | |
| Vanguard Equity Index Group Vanguard Inst. Target 2050 | Common Collective Trusts | — | — | $53K | 3.4% | |
| Cash & Cash Equivalents Vanguard Prime Money Market Inv | Mutual Funds | — | — | $43K | 2.8% | |
| Vanguard Equity Index Group Vanguard Inst. Target 2020 | Common Collective Trusts | — | — | $43K | 2.7% | |
| Alger Spectra I | Other securities | — | — | $23K | 1.4% | |
| Vanguard Equity Index Group Vanguard Inst. Target 2065 785 * Vanguard Equity Index Group Vanguard Inst. Target 2070 505 * Vanguard Equity Index Group Vanguard Inst'l Target Retirem | Common Collective Trusts | — | — | $22K | 1.4% | |
| Vanguard Equity Index Group Vanguard Inst. Target 2060 | Common Collective Trusts | — | — | $21K | 1.4% | |
| Vanguard Equity Index Group Vanguard Total Bond Market Ind | Common Collective Trusts | — | — | $20K | 1.3% | |
| JP Morgan Asset Management JPMorgan Equity Income R6 | Other securities | — | — | $17K | 1.1% | |
| Vanguard Equity Index Group Vanguard Mid-Cap Value Index A | Common Collective Trusts | — | — | $17K | 1.1% | |
| Vanguard Equity Index Group Vanguard Inflation-Protected S | Common Collective Trusts | — | — | $13K | 0.8% | |
| Janus Henderson Investors Janus Henderson Flexible Bond | Mutual Funds | — | — | $8K | 0.5% | |
| Vanguard Equity Index Group Vanguard Small Cap Index Adm | Common Collective Trusts | — | — | $7K | 0.5% | |
| American Century Investments American Century Infl-Adj Bond | Other securities | — | — | $6K | 0.4% | |
| Vanguard Equity Index Group Vanguard Total Inti Stock Ind | Common Collective Trusts | — | — | $5K | 0.3% | |
| Vanguard Equity Index Group Vanguard Small-Cap Value ETF | Common Collective Trusts | — | — | $4K | 0.3% | |
| Vanguard Equity Index Group PIMCO Commodity Real Ret Strat | Common Collective Trusts | — | — | $4K | 0.3% | |
| Delaware Funds by Macquarie Delaware Emerging Markets Inst | Other securities | — | — | $4K | 0.3% | |
| BlackRock Advantage Small Cap BlackRock Advantage Small Cap | Other securities | — | — | $3K | 0.2% | |
| New York Life Investments MainStay CBRE Real Estate I | Other securities | — | — | $3K | 0.2% | |
| Columbia Threadneedle Investme Columbia Contrarian Core 12 | Other securities | — | — | $3K | 0.2% | |
| Columbia Threadneedle Investme Columbia Balanced 12 | Other securities | — | — | $3K | 0.2% | |
| AllianceBemstein Investments, AB Discovery Growth I | Other securities | — | — | $2K | 0.2% | |
| Vanguard Equity Index Group Voya Intermediate Bond Inst | Common Collective Trusts | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
