Todd Clauer signed Bizlab, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bizlab, Inc.'s EIN is 20-8007995.
Download the official 2024 Form 5500 (PDF) for Bizlab, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bizlab, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment.
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 | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC | 04-2654524 | — | ADVISOR | $21K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom 2050 Fund | Mutual Funds | — | — | $1.3M | 20.6% | |
| Fidelity Freedom 2055 Fund | Mutual Funds | — | — | $1.2M | 18.9% | |
| Fidelity Freedom 2045 Fund | Mutual Funds | — | — | $677K | 11.0% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $532K | 8.6% | |
| Fidelity Freedom 2030 Fund | Mutual Funds | — | — | $515K | 8.3% | |
| Fidelity Freedom 2040 Fund | Mutual Funds | — | — | $450K | 7.3% | |
| Fidelity Blue Chip Growth Fund | Mutual Funds | — | — | $379K | 6.1% | |
| Fidelity Freedom 2060 Fund | Mutual Funds | — | — | $280K | 4.5% | |
| T.Rowe Price Dividend Growth Fund | Other securities | — | — | $134K | 2.2% | |
| American Funds American Mutual Fund | Mutual Funds | — | — | $117K | 1.9% | |
| Fidelity Global ex US Index Fund | Common Collective Trusts | — | — | $97K | 1.6% | |
| Participants Notes receivable from participants - various repayment schedules through August 2029, with interest rates ranging from 5.25% to 9.50% - | Bonds / Notes | — | — | $95K | 1.5% | |
| Fidelity Freedom 2065 Fund | Mutual Funds | — | — | $91K | 1.5% | |
| Columbia Emerging Markets Fund | Other securities | — | — | $65K | 1.0% | |
| Allspring Special Mid Cap Value Fund | Other securities | — | — | $64K | 1.0% | |
| Fidelity International Capital Appreciation Fund | Mutual Funds | — | — | $40K | 0.6% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $39K | 0.6% | |
| Fidelity Freedom 2035 Fund | Mutual Funds | — | — | $35K | 0.6% | |
| Fidelity Total Bond Fund | Mutual Funds | — | — | $27K | 0.4% | |
| JPMorgan Government Bond Fund | U.S. Treasuries | — | — | $19K | 0.3% | |
| Cohen & Steers Realty Shares Fund | Other securities | — | — | $18K | 0.3% | |
| BNY Mellon Small/Mid Cap Growth Fund | Other securities | — | — | $16K | 0.3% | |
| American Century Small Cap Value Fund | Other securities | — | — | $13K | 0.2% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $10K | 0.2% | |
| Fidelity Freedom 2025 Fund | Mutual Funds | — | — | $9K | 0.1% | |
| Fidelity Small Cap Growth Fund | Mutual Funds | — | — | $5K | <0.1% | |
| Fidelity Inflation-Protected Bond Fund | Mutual Funds | — | — | $3K | <0.1% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $2K | <0.1% | |
| s * Fidelity Government Money Market Fund | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ADVISOR |
| $3K |
| — |
