Palloma Peterson signed Nodal Exchange, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Nodal Exchange, LLC's EIN is 20-8671915.
Download the official 2024 Form 5500 (PDF) for Nodal Exchange, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Nodal Exchange, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 | $1K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $20.9M | 80.9% | |
| [Assets held in interest-bearing cash] | Other | — | — | $3.5M | 13.4% | |
| [Assets held in common stock] | Other | — | — | $1.4M | 5.4% | |
| [Assets held in participant loans] | Other | — | — | $71K | 0.3% | |
| [Assets held in common collective trust] | Other | — | — | $13K | <0.1% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $12K | <0.1% |
