Leslie Bruinsma signed Point B, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Point B, Inc.'s EIN is 26-3473011.
Download the official 2024 Form 5500 (PDF) for Point B, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Point B, Inc.'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 | $60K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID 500 INDEX Mutual Fund | Common Collective Trusts | — | — | $26.7M | 17.6% | |
| VANG TARGET RET 2035 Mutual Fund | Other securities | — | — | $18.4M | 12.1% | |
| VANG TARGET RET 2030 Mutual Fund | Other securities | — | — | $15.0M | 9.9% | |
| VANG TARGET RET 2040 Mutual Fund | Other securities | — | — | $14.1M | 9.2% | |
| JPM LG CAP GROWTH R6 Mutual Fund | Other securities | — | — | $11.3M | 7.5% | |
| VANG TARGET RET 2045 Mutual Fund | Other securities | — | — | $8.7M | 5.7% | |
| VANG TARGET RET 2050 Mutual Fund | Other securities | — | — | $7.9M | 5.2% | |
| VANG TARGET RET 2055 Mutual Fund | Other securities | — | — | $7.8M | 5.1% | |
| FID EXTD MKT IDX Mutual Fund | Common Collective Trusts | — | — | $7.2M | 4.8% | |
| AF AMER MUTUAL R6 Mutual Fund | Other securities | — | — | $4.7M | 3.1% | |
| VANG TARGET RET 2025 Mutual Fund | Other securities | — | — | $4.4M | 2.9% | |
| VANG TARGET RET 2060 Mutual Fund | Other securities | — | — | $4.4M | 2.9% | |
| FID GLB EX US IDX Mutual Fund | Common Collective Trusts | — | — | $3.8M | 2.5% | |
| AF EUROPAC GROWTH R6 Mutual Fund | Other securities | — | — | $3.0M | 1.9% | |
| BROKERAGELINK Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $2.4M | 1.6% | |
| FID US BOND IDX Mutual Fund | Common Collective Trusts | — | — | $2.4M | 1.6% | |
| TCW MW TOT RTN BD P Mutual Fund | Other securities | — | — | $2.2M | 1.4% | |
| VANGUARD INTL VALUE Mutual Fund | Mutual Funds | — | — | $1.9M | 1.3% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $1.8M | 1.2% | |
| VANG TARGET RET 2065 Mutual Fund | Other securities | — | — | $1.4M | 0.9% | |
| 9.50%, maturing through June 2034 0 | Bonds / Notes | — | — | $838K | 0.6% | |
| VANG INFL PROT ADM Mutual Fund | Other securities | — | — | $733K | 0.5% | |
| VANG TARGET RET 2020 Mutual Fund | Other securities | — | — | $346K | 0.2% | |
| VAN FTSE SOC IDX ADM Mutual Fund | Common Collective Trusts | — | — | $334K | 0.2% | |
| VANG TARGET RET INC Mutual Fund | Common Stocks | — | — | $158K | 0.1% | |
| FID GOVT MMRK PRM Mutual Fund | Mutual Funds | — | — | $62K | <0.1% | |
| VANG TARGET RET 2070 Mutual Fund | Other securities | — | — | $6K | <0.1% |
