Kristin Harper signed Bluemodus, Inc. Https//RGF.Fisglobal.COM/5500clien's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bluemodus, Inc. Https//RGF.Fisglobal.COM/5500clien's EIN is 20-1660448.
Download the official 2022 Form 5500 (PDF) for Bluemodus, Inc. Https//RGF.Fisglobal.COM/5500clien from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Bluemodus, Inc. Https//RGF.Fisglobal.COM/5500clien'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $32K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | 04-3046611 | — | INVESTMENT/FINANCIAL ADVI | $8K | — |
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 | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $825K | 16.2% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $504K | 9.9% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $476K | 9.4% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $364K | 7.2% | |
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $360K | 7.1% | |
| ISHARES RUSSELL MIDCAP INDEX K | Registered Investment Companies | — | — | $298K | 5.9% | |
| PIONEER FUNDAMENTAL GROWTH K | Registered Investment Companies | — | — | $270K | 5.3% | |
| T. ROWE PRICE DIVIDEND GR I | Registered Investment Companies | — | — | $248K | 4.9% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $237K | 4.7% | |
| T ROWE PRICE OVERSEAS STOCK | Registered Investment Companies | — | — | $225K | 4.4% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $205K | 4.0% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $162K | 3.2% | |
| BLACKROCK TOTAL RETURN K | Registered Investment Companies | — | — | $149K | 2.9% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $136K | 2.7% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $129K | 2.5% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $96K | 1.9% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $68K | 1.3% | |
| MFS VALUE R6 | Registered Investment Companies | — | — | $55K | 1.1% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $42K | 0.8% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $42K | 0.8% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $41K | 0.8% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $26K | 0.5% | |
| ISHARES US AGGREGATE BD IDX K | Registered Investment Companies | — | — | $14K | 0.3% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $12K | 0.2% | |
| T ROWE PRICE SMALL CAP VALUE I | Registered Investment Companies | — | — | $5K | 0.1% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $5K | <0.1% | |
| AMERICAN FUNDS WAMU - R6 | Registered Investment Companies | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
