Jeffrey Shrader signed VISA Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
VISA Inc.'s EIN is 26-0267673.
Download the official 2024 Form 5500 (PDF) for VISA Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)VISA Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $77K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $903.1M | 17.4% | |
| BrokerageLink | Other securities | — | — | $508.3M | 9.8% | |
| Fidelity Balanced Fund Class K | Mutual Funds | — | — | $406.6M | 7.8% | |
| T. Rowe Price Large Cap Growth Institutional | Other securities | — | — | $397.8M | 7.7% | |
| Vanguard Target Retirement 2050 Fund Institutional | Mutual Funds | — | — | $326.7M | 6.3% | |
| Vanguard Target Retirement 2045 Fund Institutional | Mutual Funds | — | — | $324.1M | 6.2% | |
| Vanguard Target Retirement 2040 Fund Institutional | Mutual Funds | — | — | $265.6M | 5.1% | |
| Vanguard Target Retirement 2055 Fund Institutional | Mutual Funds | — | — | $256.8M | 4.9% | |
| Vanguard Target Retirement 2035 Fund Institutional | Mutual Funds | — | — | $252.3M | 4.9% | |
| Vanguard External Market Index Fund Institutional Plus | Common Collective Trusts | — | — | $169.7M | 3.3% | |
| Vanguard Total Stock Market Fund Institutional | Mutual Funds | — | — | $166.5M | 3.2% | |
| DFA US Small Cap 1 | Mutual Funds | — | — | $162.4M | 3.1% | |
| Vanguard Target Retirement 2030 Fund Institutional | Mutual Funds | — | — | $150.5M | 2.9% | |
| Vanguard Target Retirement 2060 Fund Institutional | Mutual Funds | — | — | $144.3M | 2.8% | |
| Vanguard Value Index Fund Institutional | Common Collective Trusts | — | — | $141.7M | 2.7% | |
| Vanguard Total International Stock Fund Institutional Plus | Mutual Funds | — | — | $102.7M | 2.0% | |
| Vanguard Target Retirement 2025 Fund Institutional | Mutual Funds | — | — | $85.7M | 1.6% | |
| Dodge & Cox International Stock Fund X | Mutual Funds | — | — | $65.7M | 1.3% | |
| Vanguard Total Bond Market Fund Institutional | Mutual Funds | — | — | $42.6M | 0.8% | |
| Participant Loans Interest rates from 4.25% to 10.50% - | Bonds / Notes | — | — | $42.0M | 0.8% | |
| Vanguard Target Retirement 2065 Fund Institutional | Mutual Funds | — | — | $37.1M | 0.7% | |
| Vanguard Target Retirement 2020 Fund Institutional | Mutual Funds | — | — | $27.9M | 0.5% | |
| Vanguard Target Retirement Income Fund Institutional | Mutual Funds | — | — | $16.1M | 0.3% | |
| American General Life (2.782%) | Bonds / Notes | — | — | $15.2M | 0.3% | |
| Prudential Insurance Co America (2.782%) | Bonds / Notes | — | — | $14.8M | 0.3% | |
| JP Morgan Chase (2.782%) | Bonds / Notes | — | — | $14.3M | 0.3% | |
| Pacific Life Insurance Co. (2.782%) | Bonds / Notes | — | — | $13.9M | 0.3% | |
| Metropolitan Life Insurance Co. (2.782%) | Bonds / Notes | — | — | $13.8M | 0.3% | |
| Nationwide Life Insurance Co (2.792%) | Bonds / Notes | — | — | $13.6M | 0.3% | |
| Massachusetts Mutual Life Insurance Co. (2.782%) | Bonds / Notes | — | — | $12.1M | 0.2% | |
| Transamerica Premier Life (2.782%) | Bonds / Notes | — | — | $11.3M | 0.2% | |
| State Street Bank & Trust Company (2.782%) | Bonds / Notes | — | — | $10.1M | 0.2% | |
| Fidelity Short term investment fund (interest rate 4.4393%) | Mutual Funds | — | — | $2.6M | <0.1% | |
| Vanguard Target Retirement 2070 Fund Institutional | Mutual Funds | — | — | $1.8M | <0.1% | |
| Vanguard Federal Money Market Fund | Mutual Funds | — | — | $211K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
