Kevin Hoffman signed Author Solutions, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Author Solutions, LLC's EIN is 20-8201724.
Download the official 2024 Form 5500 (PDF) for Author Solutions, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Author Solutions, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 | $1K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| S SHARES / UNITS * Fidelity Freedom 2035 K | Mutual Funds | — | $77K | $1.2M | 18.0% | |
| Fidelity Total Market Index Fund | Common Collective Trusts | — | $7K | $1.1M | 17.1% | |
| Fidelity Freedom 2040 K | Mutual Funds | — | $69K | $802K | 12.0% | |
| Fidelity Freedom 2050 K | Mutual Funds | — | $45K | $608K | 9.1% | |
| Fidelity Freedom 2045 K | Mutual Funds | — | $39K | $522K | 7.8% | |
| Fidelity Freedom 2030 K | Mutual Funds | — | $27K | $468K | 7.0% | |
| T. Rowe Price Blue Chip Growth FundAdvisor Class | Other securities | — | $2K | $288K | 4.3% | |
| Fidelity Freedom 2025 K | Mutual Funds | — | $17K | $230K | 3.4% | |
| COMMON COLLECTIVE TRUST * Managed Income Portfolio Class 1 | Common Collective Trusts | — | $210K | $210K | 3.2% | |
| Fidelity Freedom 2055 K | Mutual Funds | — | $13K | $202K | 3.0% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $197K | 3.0% | |
| Fidelity Freedom 2020 K | Mutual Funds | — | $11K | $157K | 2.4% | |
| Vanguard Extended Market Index FundAdmiral Shares | Common Collective Trusts | — | $1K | $149K | 2.2% | |
| American Beacon Large Cap Value Fund Class R-6 | Other securities | — | $4K | $124K | 1.9% | |
| American Funds American Balanced Mutual Class R4 | Mutual Funds | — | $2K | $123K | 1.8% | |
| Fidelity Freedom 2060 K | Mutual Funds | — | $5K | $79K | 1.2% | |
| Fidelity Diversified International Fund | Mutual Funds | — | $2K | $70K | 1.0% | |
| Deutsche Real Estate Securities Fund Institutional Class | Other securities | — | $2K | $49K | 0.7% | |
| Vanguard Total Bond Market Index Fund Admiral Shares | Common Collective Trusts | — | $5K | $49K | 0.7% | |
| Fidelity Low-Priced Stock Fund 898 | Mutual Funds | — | — | $37K | 0.5% | |
| Fidelity Small Cap Index | Mutual Funds | — | $1K | $33K | 0.5% | |
| Vanguard Total International Stock Index Fund Investor Shares 755 | Common Collective Trusts | — | — | $24K | 0.4% | |
| Fidelity Freedom 2065 K | Mutual Funds | — | $1K | $15K | 0.2% | |
| Fidelity Freedom Inc K 312 | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
