Pete LAMB signed Next Fifteen Communications Corporation's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Next Fifteen Communications Corporation's EIN is 20-3013332.
Download the official 2023 Form 5500 (PDF) for Next Fifteen Communications Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Next Fifteen Communications Corporation's plan includes ERISA 404(c) participant direction, a 401(k) feature, profit-sharing, a default investment (QDIA), a self-directed brokerage window.
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 | $31K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $16K | — |
| CETERA ADVISOR NETWORKS LLC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FIDELITY FDM IDX 2050 IPR Registered Investment Company | Common Collective Trusts | — | — | $3.9M | 12.5% | |
| FIDELITY FDM IDX 2045 IPR Registered Investment Company | Common Collective Trusts | — | — | $3.8M | 12.2% | |
| FIDELITY FDM IDX 2040 IPR Registered Investment Company | Common Collective Trusts | — | — | $3.8M | 12.1% | |
| FIDELITY FDM IDX 2055 IPR Registered Investment Company | Common Collective Trusts | — | — | $3.1M | 9.8% | |
| VANGUARD 500 INDEX ADM Registered Investment Company | Common Collective Trusts | — | — | $2.9M | 9.4% | |
| FIDELITY FDM IDX 2035 IPR Registered Investment Company | Common Collective Trusts | — | — | $2.5M | 8.0% | |
| FIDELITY FDM IDX 2025 IPR Registered Investment Company | Common Collective Trusts | — | — | $2.1M | 6.9% | |
| FIDELITY FDM IDX 2030 IPR Registered Investment Company | Common Collective Trusts | — | — | $1.0M | 3.3% | |
| MFS GROWTH R6 Registered Investment Company | Mutual Funds | — | — | $990K | 3.2% | |
| PIMCO TOTAL RT INST Registered Investment Company ** 12 T-ROWE PRICE HEALTH SCIENCES Registered Investment Company | Mutual Funds | — | — | $655K | 2.1% | |
| VANGUARD EQUITY INC ADM Registered Investment Company | Mutual Funds | — | — | $577K | 1.9% | |
| VANGUARD MIDCAP IDX ADM Registered Investment Company | Common Collective Trusts | — | — | $522K | 1.7% | |
| FIDELITY FDM IDX 2060 IPR Registered Investment Company | Common Collective Trusts | — | — | $447K | 1.4% | |
| INVESCO DISCOVERY Y Registered Investment Company | Mutual Funds | — | — | $431K | 1.4% | |
| INVESCO DEVELOP MKT R6 Registered Investment Company | Mutual Funds | — | — | $411K | 1.3% | |
| MFS INTL GROWTH R4 Registered Investment Company | Mutual Funds | — | — | $407K | 1.3% | |
| VANGUARD SM CAP IDX ADM Registered Investment Company | Common Collective Trusts | — | — | $401K | 1.3% | |
| VANGUARD VMMR-FED MMKT Registered Investment Company | Mutual Funds | — | — | $376K | 1.2% | |
| VANGUARD FTSE SOC IDX ADM Registered Investment Company | Common Collective Trusts | — | — | $349K | 1.1% | |
| ISHARES MSCI EAFE INTL K Registered Investment Company | Common Stocks | — | — | $292K | 0.9% | |
| IS US AGG BD IDX K Registered Investment Company | Common Collective Trusts | — | — | $280K | 0.9% | |
| JOHN HANCOCK DSCPL VAL MDCP I Registered Investment Company | Common Stocks | — | — | $235K | 0.8% | |
| FIDELITY REAL ESTATE INVS Registered Investment Company | Mutual Funds | — | — | $234K | 0.8% | |
| FIDELITY FDM IDX 2010 IPR Registered Investment Company ** 195 * FIDELITY FDM IDX 2015 IPR Registered Investment Company | Common Collective Trusts | — | — | $229K | 0.7% | |
| BROKERAGE LINK Self-directed brokerage account | Self-Directed Brokerage | — | — | $224K | 0.7% | |
| maturing through September 2028 0 | Other securities | — | — | $200K | 0.6% | |
| FIDELITY LOW PRICED STK K Registered Investment Company | Mutual Funds | — | — | $174K | 0.6% | |
| PGIM HIGH YIELD Z Registered Investment Company | Common Stocks | — | — | $148K | 0.5% | |
| PGIM TOTAL RTN BD Z Registered Investment Company | Common Stocks | — | — | $145K | 0.5% | |
| LD ABT BOND DBNTR R5 Registered Investment Company | U.S. Treasuries | — | — | $128K | 0.4% | |
| BLACKROCK GLOBAL ALLOC I Registered Investment Company | Common Stocks | — | — | $59K | 0.2% | |
| FIDELITY FDM IDX 2020 IPR Registered Investment Company | Common Collective Trusts | — | — | $41K | 0.1% | |
| FIDELITY FDM IDX INC IPR Registered Investment Company ** 33 * FIDELITY FDM IDX 2005 IPR Registered Investment Company | Common Collective Trusts | — | — | $6K | <0.1% | |
| FIDELITY FDM IDX 2065 IPR Registered Investment Company | Common Collective Trusts | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 95-3845382 |
| — |
| ADVISOR |
| $13K |
| — |
| MMA SECURITIES | 22-3570392 | — | ADVISOR | $6K | — |
