JA Stone signed Datavail Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Datavail Corporation's EIN is 26-1457126.
Download the official 2024 Form 5500 (PDF) for Datavail Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Datavail 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $43K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CL WEALTH MANAGEMENT LLC | 06-1748234 | — | ADVISOR | $32K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments** Freedom Index 2035 Fund | Mutual Funds | — | — | $4.5M | 17.2% | |
| Freedom Index 2045 Fund | Other securities | — | — | $4.0M | 15.4% | |
| Blue Chip Growth Fund | Other securities | — | — | $2.5M | 9.5% | |
| Total Market Index Fund | Common Collective Trusts | — | — | $2.0M | 7.5% | |
| Freedom Index 2025 Fund | Other securities | — | — | $1.6M | 6.2% | |
| Freedom Index 2055 Fund | Other securities | — | — | $1.6M | 6.1% | |
| Freedom Index 2015 Fund * 842 Vanguard Information Technology Index Fund | Common Collective Trusts | — | — | $1.5M | 5.8% | |
| Freedom Index 2030 Fund | Other securities | — | — | $1.4M | 5.3% | |
| Freedom Index 2040 Fund | Other securities | — | — | $1.1M | 4.4% | |
| Small Cap Index Fund | Common Collective Trusts | — | — | $943K | 3.6% | |
| Vanguard Money market fund - Federal Money Market Fund | Mutual Funds | — | — | $888K | 3.4% | |
| Freedom Index 2050 Fund | Other securities | — | — | $820K | 3.1% | |
| International Index Fund | Common Collective Trusts | — | — | $641K | 2.5% | |
| December 2029 - | Other securities | — | — | $484K | 1.9% | |
| Principal MidCap S&P 400 Index Fund | Common Collective Trusts | — | — | $422K | 1.6% | |
| Emerging Markets Fund | Other securities | — | — | $292K | 1.1% | |
| Energy Index Fund | Common Collective Trusts | — | — | $210K | 0.8% | |
| PGIM High Yield Fund | Other securities | — | — | $171K | 0.7% | |
| Cohen & Steers Real Estate Securities Fund | Other securities | — | — | $159K | 0.6% | |
| Invesco Gold & Special Minerals Fund | Mutual Funds | — | — | $156K | 0.6% | |
| Short-Term Investment-Grade Fund | Other securities | — | — | $94K | 0.4% | |
| Freedom Index 2060 Fund | Other securities | — | — | $88K | 0.3% | |
| Freedom Index 2065 Fund | Other securities | — | — | $84K | 0.3% | |
| Freedom Index Income Fund | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ADVISOR |
| $7K |
| — |
