Brandi Campbell signed Expertvoice, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Expertvoice, Inc.'s EIN is 20-1957244.
Download the official 2024 Form 5500 (PDF) for Expertvoice, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Expertvoice, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $49K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROCK HOUSE FINANCIAL | 47-3417936 | — | ADVISOR | $18K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity FID FDM IDX 2045 IPR | Common Collective Trusts | — | — | $3.6M | 18.2% | |
| Fidelity FID FDM IDX 2050 IPR | Common Collective Trusts | — | — | $3.1M | 15.8% | |
| Fidelity FID FDM IDX 2055 IPR | Common Collective Trusts | — | — | $2.7M | 13.6% | |
| Fidelity FID 500 INDEX | Common Collective Trusts | — | — | $2.6M | 13.0% | |
| Fidelity FID FDM IDX 2040 IPR | Common Collective Trusts | — | — | $2.4M | 12.1% | |
| Fidelity FID FDM IDX 2035 IPR | Common Collective Trusts | — | — | $1.6M | 8.3% | |
| Fidelity FID FDM IDX 2060 IPR | Common Collective Trusts | — | — | $995K | 5.0% | |
| Fidelity FID CONTRAFUND | Mutual Funds | — | — | $551K | 2.8% | |
| Fidelity FID US SUSTN IDX | Common Collective Trusts | — | — | $454K | 2.3% | |
| Fidelity FID TOTAL MKT IDX | Common Collective Trusts | — | — | $333K | 1.7% | |
| Dimensional Fund Advisors DFA US SMALL CAP I | Mutual Funds | — | — | $254K | 1.3% | |
| Fidelity FID FDM IDX 2065 IPR | Common Collective Trusts | — | — | $163K | 0.8% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $163K | 0.8% | |
| Fidelity FID FDM IDX 2030 IPR | Common Collective Trusts | — | — | $150K | 0.8% | |
| Dimensional Fund Advisors DFA US TARGET VAL I | Mutual Funds | — | — | $129K | 0.7% | |
| Notes receivable from participants. Paricipant loans, maturing through 2038 at Interest rates of 4.25% - 9.50% -0- | Bonds / Notes | — | — | $126K | 0.6% | |
| Fidelity FID INTL SUSTN IDX | Common Collective Trusts | — | — | $125K | 0.6% | |
| Fidelity FID US BOND IDX | Common Collective Trusts | — | — | $102K | 0.5% | |
| Fidelity FID TOTAL INTL IDX | Common Collective Trusts | — | — | $60K | 0.3% | |
| Dimensional Fund Advisors DFA INTL VALUE I | Mutual Funds | — | — | $39K | 0.2% | |
| Dimensional Fund Advisors DFA EMRG MKT CORE EQ | Mutual Funds | — | — | $35K | 0.2% | |
| Dimensional Fund Advisors DFA GLOB REAL ESTATE | Mutual Funds | — | — | $29K | 0.1% | |
| Dimensional Fund Advisors DFA COMM STRATEGY I | Mutual Funds | — | — | $19K | <0.1% | |
| Dimensional Fund Advisors DFA INF PRT SEC PORT | Mutual Funds | — | — | $9K | <0.1% | |
| Fidelity FID FDM IDX 2025 IPR | Common Collective Trusts | — | — | $8K | <0.1% | |
| Fidelity FID FDM IDX 2020 IPR | Common Collective Trusts | — | — | $8K | <0.1% | |
| Fidelity FID FDM IDX INC IPR | Common Collective Trusts | — | — | $7K | <0.1% | |
| Fidelity FID GOVT MMKT K6 | Mutual Funds | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
