Kelley Stanton signed Virgin Pulse, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Virgin Pulse, Inc.'s EIN is 20-2547480.
Download the official 2024 Form 5500 (PDF) for Virgin Pulse, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Virgin Pulse, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $185K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $47K | — |
| PRINCIPAL FINANCIAL GROUP | — | DES MOINES, IA | OTHER | $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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | — | DALLAS, TX | INVESTMENT ADVISOR | $71K | — |
| UBS FINANCIAL SERVICES | — | NASHVILLE, TN | INVESTMENT ADVISOR | $50K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT SOLUTIONS ETC, LTD. | — | DAYTON, OH | CONTRACT ADMIN | $65K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund " | Common Collective Trusts | — | — | $19.5M | 12.5% | |
| American Funds 2050 Target Date Fund " | Mutual Funds | — | — | $16.0M | 10.3% | |
| American Funds 2045 Target Date Fund " | Mutual Funds | — | — | $11.2M | 7.2% | |
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $10.7M | 6.9% | |
| American Funds 2055 Target Date Fund " | Mutual Funds | — | — | $10.5M | 6.7% | |
| American Funds 2035 Target Date Fund " | Mutual Funds | — | — | $10.4M | 6.7% | |
| Key Guaranteed Portfolio Fund Fully Benefit-Responsive | Other securities | — | — | $9.1M | 5.8% | |
| American Funds 2040 Target Date Fund " | Mutual Funds | — | — | $8.3M | 5.3% | |
| American Funds 2030 Target Date Fund " | Mutual Funds | — | — | $7.1M | 4.6% | |
| iShares MSCI EAFE International Index Fund " | Common Collective Trusts | — | — | $5.5M | 3.5% | |
| Vanguard Small Cap Index Fund " | Common Collective Trusts | — | — | $4.9M | 3.1% | |
| Dreyfus Government Cash Management Fund " | Mutual Funds | — | — | $4.7M | 3.0% | |
| American Funds 2060 Target Date Fund " | Mutual Funds | — | — | $3.8M | 2.4% | |
| American Funds American Mutual " | Mutual Funds | — | — | $3.7M | 2.4% | |
| John Hancock Bond Fund " | Other securities | — | — | $2.8M | 1.8% | |
| Fidelity US Bond Index Fund " | Common Collective Trusts | — | — | $2.7M | 1.8% | |
| iShares Russell Mid-Cap Index Fund " | Common Collective Trusts | — | — | $2.6M | 1.7% | |
| American Funds New World " | Mutual Funds | — | — | $2.2M | 1.4% | |
| American Funds 2025 Target Date Fund " | Mutual Funds | — | — | $2.2M | 1.4% | |
| FUTUREFUNDS SERIES ACCOUNT II OF GR EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 003 | Pooled Separate Account | — | — | $1.8M | 1.2% | |
| MFS Mid Cap Growth Fund " | Mutual Funds | — | — | $1.5M | 1.0% | |
| Participant loans to participants bearing - | Participant loans | — | — | $1.5M | 1.0% | |
| American Funds 2020 Target Date Fund " | Mutual Funds | — | — | $1.4M | 0.9% | |
| Virtus KAR Small-Cap Core Fund " | Other securities | — | — | $1.4M | 0.9% | |
| American Funds 2010 Target Date Fund Mutual Funds | Mutual Funds | — | — | $1.2M | 0.8% | |
| Columbia Global Technology Growth Fund " | Other securities | — | — | $1.2M | 0.8% | |
| American Funds New Perspective " | Mutual Funds | — | — | $1.2M | 0.7% | |
| As of December 31, 2024 * Capital Group Europacific Growth Fund Pooled Separate Accounts | Pooled Separate Accounts | — | — | $1.1M | 0.7% | |
| Cohen & Steers Real Estate Securities Fund " | Other securities | — | — | $1.1M | 0.7% | |
| American Funds 2070 Target Date Fund " ** 204 American Funds American Balanced Fund " | Mutual Funds | — | — | $898K | 0.6% | |
| Janus Henderson Small Cap Value Fund " | Mutual Funds | — | — | $759K | 0.5% | |
| American Funds Capital Income Builder Fund " | Mutual Funds | — | — | $746K | 0.5% | |
| MFS Mid Cap Value Fund " | Mutual Funds | — | — | $690K | 0.4% | |
| Vanguard Emerging Markets Stock Index Fund " | Common Collective Trusts | — | — | $631K | 0.4% | |
| T. Rowe Price Health Sciences Fund " | Other securities | — | — | $569K | 0.4% | |
| Janus Henderson Global Equity Income Fund " | Mutual Funds | — | — | $353K | 0.2% | |
| PIMCO Global Bond Opportunities Fund " | Mutual Funds | — | — | $346K | 0.2% | |
| Fidelity Advisor Strategic Income Fund " | Mutual Funds | — | — | $308K | 0.2% | |
| American Funds 2065 Target Date Fund " | Mutual Funds | — | — | $281K | 0.2% | |
| PIMCO Real Return Fund " | Mutual Funds | — | — | $264K | 0.2% | |
| Vanguard Inflation-Protected Securities Fund " | Mutual Funds | — | — | $237K | 0.2% | |
| HIGH YIELD BOND / PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 300 | Pooled Separate Account | — | — | $197K | 0.1% | |
| GALLIARD STABLE RETURN FUND C WELLS FARGO MUTUAL FUNDS · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $177K | 0.1% | |
| American Funds 2015 Target Date Fund " | Mutual Funds | — | — | $22K | <0.1% |
