Christopher Edwards signed The Third Floor, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Third Floor, Inc.'s EIN is 20-1755197.
Download the official 2024 Form 5500 (PDF) for The Third Floor, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Third Floor, Inc.'s plan includes 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | KANSAS CITY, MO | RECORDKEEPER | $38K | — |
| ASCENSUS HOLDINGS, INC. | 82-3719843 | — | OTHER SERVICES | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BLKRK LP IDX 2050 K FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS COMPANY, LLC. · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $3.5M | 22.8% | |
| BLKRK LP IDX 2045 K FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS COMPANY, LLC. · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $2.5M | 16.0% | |
| FID 500 INDEX FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS COMPANY, LLC. · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $1.6M | 10.4% | |
| Fidelity Management Trust Company BlackRock LifePath Index 2040 K | Mutual Funds | — | — | $1.4M | 9.0% | |
| BLKRK LP IDX 2040 K FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS COMPANY, LLC. · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $1.4M | 9.0% | |
| Fidelity Management Trust Company BlackRock LifePath Index 2035 K | Mutual Funds | — | — | $972K | 6.3% | |
| BLKRK LP IDX 2035 K FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS COMPANY, LLC. · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $972K | 6.3% | |
| BLKRK LP IDX 2055 K FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS COMPANY, LLC. · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $951K | 6.1% | |
| Fidelity Management Trust Company BlackRock LifePath Index 2060 K | Mutual Funds | — | — | $690K | 4.4% | |
| BLKRK LP IDX 2060 K FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS COMPANY, LLC. · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $690K | 4.4% | |
| JPM LG CAP GROWTH R6 FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS COMPANY, LLC. · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $529K | 3.4% | |
| BLKRK LP IDX RTMT K FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS COMPANY, LLC. · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $367K | 2.4% | |
| VANG DEV MKT IDX ADM FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS COMPANY, LLC. · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $305K | 2.0% | |
| Fidelity Management Trust Company BlackRock LifePath Index 2030 K | Mutual Funds | — | — | $297K | 1.9% | |
| BLKRK LP IDX 2030 K FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS COMPANY, LLC. · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $297K | 1.9% | |
| Fidelity Management Trust Company Allspring Special Mid Cp Value Inst | Mutual Funds | — | — | $269K | 1.7% | |
| AS SPL MID CP VAL IS FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS COMPANY, LLC. · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $269K | 1.7% | |
| Fidelity Investments Institutional OpOUTSTANDING LOAN BALANCE | Mutual Funds | — | — | $229K | 1.5% | |
| MFS RESEARCH INTL R6 FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS COMPANY, LLC. · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $224K | 1.4% | |
| PGIM TOTAL RTN BD Z FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS COMPANY, LLC. · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $210K | 1.4% | |
| JPM EQUITY INCOME R6 FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS COMPANY, LLC. · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $161K | 1.0% | |
| GS STABLE VALUE INV1 FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS COMPANY, LLC. · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $155K | 1.0% | |
| FID SM CAP IDX FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS COMPANY, LLC. · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $148K | 1.0% | |
| FID GROWTH STRAT K6 FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS COMPANY, LLC. · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $148K | 1.0% | |
| Fidelity Management Trust Company Columbia Global Technology Growth Ins 2 | Mutual Funds | — | — | $144K | 0.9% | |
| COL GLB TECH GRTH I2 FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS COMPANY, LLC. · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $144K | 0.9% | |
| FID US BOND IDX FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS COMPANY, LLC. · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $98K | 0.6% | |
| Fidelity Management Trust Company Allspring Special Small Cap Value Inst | Mutual Funds | — | — | $95K | 0.6% | |
| AS SPL SM CAP VAL IS FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS COMPANY, LLC. · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $95K | 0.6% | |
| FID MID CAP IDX FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS COMPANY, LLC. · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $93K | 0.6% | |
| TRP QM US SMCP GR I FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS COMPANY, LLC. · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $85K | 0.5% | |
| PIMCO INCOME INST FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS COMPANY, LLC. · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $75K | 0.5% | |
| DFA REAL EST SEC I FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS COMPANY, LLC. · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $70K | 0.5% | |
| VANG LIFEST GROWTH FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS COMPANY, LLC. · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $67K | 0.4% | |
| BLKRK HLTH SCI OPP K FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS COMPANY, LLC. · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $56K | 0.4% | |
| BLKRK LP IDX 2065 K FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS COMPANY, LLC. · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $21K | 0.1% | |
| Fidelity Management Trust Company Vanguard Utilities Index Adm | Mutual Funds | — | — | $19K | 0.1% | |
| VANG UTIL IDX ADM FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS COMPANY, LLC. · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $19K | 0.1% | |
| Fidelity Management Trust Company Vanguard LifeStrategy Income | Mutual Funds | — | — | $1K | <0.1% | |
| VANG LIFEST INCOME FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS COMPANY, LLC. · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $1K | <0.1% | |
| VANG LIFEST CON GRTH FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS COMPANY, LLC. · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $783 | <0.1% | |
| MM MID CAP GRTH SVC FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS COMPANY, LLC. · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| BLKRK LP IDX 2025 K FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS COMPANY, LLC. · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| MONARCH PLAN ADVISORS |
| 46-3919960 |
| — |
| ADVISOR |
| $35K |
| — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JONES & MALHOTRA | 95-4668647 | — | ACCOUNTANT/AUDITOR | $10K | — |
