Laurie Lovett signed Twin Rivers Technologies' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Twin Rivers Technologies' EIN is 26-0843076.
Download the official 2024 Form 5500 (PDF) for Twin Rivers Technologies from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Twin Rivers Technologies' 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $6K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Blue Chip Growth Fund K6 - | Mutual Funds | — | — | $6.8M | 13.8% | |
| Fidelity Growth Company Fund K6 - | Mutual Funds | — | — | $6.8M | 13.8% | |
| Fidelity Contrafund K6 - | Mutual Funds | — | — | $6.8M | 13.7% | |
| Fidelity 500 Index Fund - | Common Collective Trusts | — | — | $4.2M | 8.4% | |
| Fidelity OTC Portfolio K - | Mutual Funds | — | — | $3.7M | 7.5% | |
| Fidelity Freedom 2035 Fund - | Mutual Funds | — | — | $2.9M | 5.9% | |
| Fidelity Government Money Market | Mutual Funds | — | — | $2.7M | 5.5% | |
| Fidelity Growth Strategies Fund K6 - | Mutual Funds | — | — | $2.2M | 4.4% | |
| Fidelity Low Priced Stock Fund K6 - | Mutual Funds | — | — | $1.5M | 3.0% | |
| Fidelity Dividend Growth Fund K - | Mutual Funds | — | — | $1.2M | 2.5% | |
| Fidelity Government Income Fund - | Mutual Funds | — | — | $1.0M | 2.1% | |
| Fidelity Total Bond K6 - | Mutual Funds | — | — | $1.0M | 2.1% | |
| Fidelity Freedom 2045 Fund - | Mutual Funds | — | — | $1.0M | 2.0% | |
| Fidelity Freedom 2030 Fund - | Mutual Funds | — | — | $1.0M | 2.0% | |
| Fidelity Balanced Fund - | Mutual Funds | — | — | $914K | 1.8% | |
| Fidelity Diversified International Fund K - | Mutual Funds | — | — | $850K | 1.7% | |
| Fidelity Stock Selector Small Capital - | Mutual Funds | — | — | $650K | 1.3% | |
| Columbia Income Fund A - | Other securities | — | — | $602K | 1.2% | |
| Fidelity Freedom 2025 Fund - | Mutual Funds | — | — | $511K | 1.0% | |
| Fidelity Freedom 2060 Fund - | Mutual Funds | — | — | $508K | 1.0% | |
| Fund * Fidelity International Discovery Fund K - | Mutual Funds | — | — | $446K | 0.9% | |
| Fidelity Freedom 2055 Fund - | Mutual Funds | — | — | $417K | 0.8% | |
| Fidelity Freedom 2040 Fund - | Mutual Funds | — | — | $415K | 0.8% | |
| Notes Receivable From Interest rate of 5.25% maturing - | Bonds / Notes | — | — | $393K | 0.8% | |
| Fidelity Freedom 2050 Fund - | Mutual Funds | — | — | $256K | 0.5% | |
| Fidelity Overseas Fund K - | Mutual Funds | — | — | $255K | 0.5% | |
| Fidelity Freedom 2065 Fund - | Mutual Funds | — | — | $141K | 0.3% | |
| Cohen & Steers Realty - | Other securities | — | — | $136K | 0.3% | |
| Fidelity Freedom 2070 Fund - | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
