Kelsey Moede signed Instrument LLC's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Instrument LLC's EIN is 20-8125555.
Download the official 2022 Form 5500 (PDF) for Instrument LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Instrument LLC'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $49K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES | — | ST PETERSBURG, FL | INVESTMENT ADVISOR | $33K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard TARGET RETIREMENT 2045 INV | Mutual Funds | — | — | $4.0M | 23.7% | |
| Vanguard TARGET RETIREMENT 2050 INV | Mutual Funds | — | — | $3.7M | 21.9% | |
| Vanguard TARGET RETIREMENT 2055 INV | Mutual Funds | — | — | $3.2M | 18.5% | |
| Vanguard TARGET RETIREMENT 2040 INV | Mutual Funds | — | — | $1.7M | 10.1% | |
| Vanguard TARGET RETIREMENT 2060 INV | Mutual Funds | — | — | $761K | 4.5% | |
| Vanguard 500 INDEX ADMIRAL | Common Collective Trusts | — | — | $640K | 3.8% | |
| Vanguard TARGET RETIREMENT 2035 INV | Mutual Funds | — | — | $327K | 1.9% | |
| Calvert GROWTH ALLOCATION I | Other securities | — | — | $218K | 1.3% | |
| Vanguard TOTAL INTL STOCK INDEX ADMIRAL | Mutual Funds | — | — | $167K | 1.0% | |
| Vanguard SMALL CAP INDEX ADM | Mutual Funds | — | — | $158K | 0.9% | |
| Vanguard TARGET RETIREMENT 2020 INV ** 311 Vanguard TARGET RETIREMENT 2025 INV | Mutual Funds | — | — | $152K | 0.9% | |
| PGIM PAX GLOBAL ENVIRONMENTAL MARKETS INSTL | Other securities | — | — | $146K | 0.9% | |
| Empower T. ROWE PRICE MID CAP GR INST | Other securities | — | — | $143K | 0.8% | |
| Vanguard TARGET RETIREMENT 2030 INV | Mutual Funds | — | — | $128K | 0.8% | |
| Vanguard EQUITY‐INCOME ADM | Mutual Funds | — | — | $120K | 0.7% | |
| DFA INTERNATIONAL VALUE I | Mutual Funds | — | — | $112K | 0.7% | |
| T. Rowe Price GROWTH STOCK | Other securities | — | — | $110K | 0.6% | |
| Vanguard MID CAP INDEX FUND ‐ ADMIRAL | Common Collective Trusts | — | — | $105K | 0.6% | |
| Calvert MODERATE ALLOCATION I | Other securities | — | — | $103K | 0.6% | |
| Fidelity CONTRAFUND | Mutual Funds | — | — | $101K | 0.6% | |
| American Funds EUROPACIFIC GROWTH R6 | Mutual Funds | — | — | $76K | 0.4% | |
| 8.00% maturing through 2027) ‐ | Bonds / Notes | — | — | $73K | 0.4% | |
| DFA US SMALL CAP VALUE I | Mutual Funds | — | — | $68K | 0.4% | |
| DFA INTERNATIONAL SMALL COMPANY I | Mutual Funds | — | — | $66K | 0.4% | |
| Vanguard TARGET RETIREMENT 2065 INV | Mutual Funds | — | — | $65K | 0.4% | |
| American Funds WASHINGTON MUTUAL FUND R6 | Mutual Funds | — | — | $62K | 0.4% | |
| Vanguard SMALL CAP GROWTH INDEX ADMIRAL | Mutual Funds | — | — | $56K | 0.3% | |
| Vanguard INFLATION‐PROTECTED SECS ADM | Mutual Funds | — | — | $54K | 0.3% | |
| Vanguard MID‐CAP GROWTH INDEX ADMIRAL | Mutual Funds | — | — | $46K | 0.3% | |
| PIMCO INCOME A | Mutual Funds | — | — | $39K | 0.2% | |
| DFA US LARGE CAP VALUE I | Mutual Funds | — | — | $32K | 0.2% | |
| Fidelity TOTAL BOND | Mutual Funds | — | — | $31K | 0.2% | |
| DFA EMERGING MARKETS I | Mutual Funds | — | — | $29K | 0.2% | |
| Calvert CONSERVATIVE ALLOCATION I | Other securities | — | — | $28K | 0.2% | |
| T. Rowe Price SCIENCE/TECHNOLOGY FUND | Other securities | — | — | $24K | 0.1% | |
| Calvert US LARGE CAP CORE RSPNB IDX I | Common Collective Trusts | — | — | $23K | 0.1% | |
| T. Rowe Price HEALTH SCIENCES | Other securities | — | — | $21K | 0.1% | |
| Vanguard MID‐CAP VALUE INDEX ADMIRAL | Mutual Funds | — | — | $19K | 0.1% | |
| American Funds BALANCED R6 | Mutual Funds | — | — | $18K | 0.1% | |
| PGIM HIGH‐YIELD R6 | Other securities | — | — | $16K | <0.1% | |
| Calvert US SMALL CAP VALUE I | Other securities | — | — | $14K | <0.1% | |
| Vanguard ENERGY ADM | Mutual Funds | — | — | $10K | <0.1% | |
| Vanguard SELECTED VALUE INV | Mutual Funds | — | — | $8K | <0.1% | |
| Great‐West KEY GUARANTEED PORTFOLIO FUND | Other securities | — | — | $7K | <0.1% | |
| Vanguard TARGET RETIREMENT INCOME INV ** 203 Vanguard TOTAL INTL BD IDX ADMIRAL | Common Collective Trusts | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
