Peggy Newhouse signed Fidelity Technologies Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Fidelity Technologies Corporation's EIN is 23-2492166.
Download the official 2024 Form 5500 (PDF) for Fidelity Technologies Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Fidelity Technologies Corporation'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $198K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 |
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 | |||||
|---|---|---|---|---|---|---|
| 15 -* Principal LargeCap S&P 500 Index Inst Fund Mutual Fund | Common Collective Trusts | — | — | $7.1M | 12.4% | |
| PRIN LIFETIME HB 2035 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $6.8M | 11.8% | |
| PRIN LIFETIME HYB 2030 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $5.2M | 9.1% | |
| PRIN LIFETIME HB 2045 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $4.7M | 8.1% | |
| American Funds Growth Fund of America R6 Fund Mutual Fund | Mutual Funds | — | — | $3.9M | 6.9% | |
| PRIN LIFETIME HB 2040 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $3.8M | 6.6% | |
| Rowe Price LargeCap Growth I R6 Fund Mutual Fund | Other securities | — | — | $3.0M | 5.2% | |
| PRIN LIFETIME HY 2050 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $2.9M | 5.0% | |
| Principal Government Money Market R6 Fund Mutual Fund | Cash / Money Market | — | — | $2.2M | 3.8% | |
| Principal Capital Appreciation Inst Fund Mutual Fund | Other securities | — | — | $1.6M | 2.7% | |
| Principal Equity Income Inst Fund Mutual Fund | Other securities | — | — | $1.5M | 2.7% | |
| PRIN LIFETIME HYB 2025 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $1.5M | 2.6% | |
| Principal MidCap Growth Inst Fund Mutual Fund | Other securities | — | — | $1.5M | 2.5% | |
| PRIN LIFETIME HY INC CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $1.3M | 2.2% | |
| PRIN LIFETIME HY 2055 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $1.2M | 2.2% | |
| Principal Midcap S&P 400 Index R6 Fund Mutual Fund | Other securities | — | — | $1.2M | 2.0% | |
| American Funds America Mutual R6 Fund Mutual Fund | Mutual Funds | — | — | $1.1M | 1.9% | |
| LA Capital Management Midcap Value I R6 Fund Mutual Fund | Other securities | — | — | $1.1M | 1.9% | |
| Principal SmallCap S&P 600 Index R6 Fund AB Mutual Fund | Other securities | — | — | $978K | 1.7% | |
| American Funds EuroPacific Growth R6 Fund Mutual Fund | Mutual Funds | — | — | $755K | 1.3% | |
| PRIN LIFETIME HY 2060 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $744K | 1.3% | |
| through September 2052 | Other securities | — | — | $711K | 1.2% | |
| PRIN LIFETIME HYB 2020 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $570K | 1.0% | |
| MFS In Trust-MFS International Mutual Fund | Mutual Funds | — | — | $516K | 0.9% | |
| SmallCap Growth I R6 Fund Mutual Fund | Other securities | — | — | $414K | 0.7% | |
| PRIN LIFETIME HY 2065 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $342K | 0.6% | |
| Fidelity Advisor Small Cap Z Fund Mutual Fund | Mutual Funds | — | — | $321K | 0.6% | |
| PRIN LIFETIME HYB 2015 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $222K | 0.4% | |
| Vaughan Nelson SmallCap Value II R6 Fund Mutual Fund | Other securities | — | — | $198K | 0.3% | |
| (E) | Other securities | — | $76K | $86K | 0.1% | |
| Principal International Fund I Mutual Fund | Other securities | — | — | $86K | 0.1% | |
| PRIN LIFETIME HYB 2070 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $76K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERITAS ADVISORY SERVICES, LLC | 84-4383499 | — | INVESTMENT ADVISORY | $0 | — |
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MAILLIE LLP | 23-1518888 | — | ACCOUNTANT | $9K | — |
