Brittany Lyons signed Happy Money, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Happy Money, Inc.'s EIN is 26-4419538.
Download the official 2024 Form 5500 (PDF) for Happy Money, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Happy Money, Inc.'s 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 | $39K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BALDWIN GROUP WEALTH ADVISORS | 47-5476782 | — | ADVISOR | $57K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Registered investment companies * Fidelity FID 500 INDEX | Common Collective Trusts | — | — | $3.3M | 19.4% | |
| Blackrock BLKRK LP IDX 2055 K | Common Collective Trusts | — | — | $2.4M | 13.9% | |
| Blackrock BLKRK LP IDX 2050 K | Common Collective Trusts | — | — | $2.1M | 12.2% | |
| Blackrock BLKRK LP IDX 2045 K | Common Collective Trusts | — | — | $1.8M | 10.8% | |
| Blackrock BLKRK LP IDX 2060 K | Common Collective Trusts | — | — | $1.4M | 8.1% | |
| LARGE CAP GRTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $996K | 5.9% | |
| Blackrock BLKRK LP IDX 2040 K | Common Collective Trusts | — | — | $759K | 4.5% | |
| Fidelity FID MID CAP IDX | Common Collective Trusts | — | — | $674K | 4.0% | |
| MIGNX MFS MA INV GR STK R6 | Mutual Funds | — | — | $618K | 3.6% | |
| Blackrock BLKRK LP IDX 2035 K | Common Collective Trusts | — | — | $400K | 2.3% | |
| Fidelity FID SM CAP IDX | Common Collective Trusts | — | — | $329K | 1.9% | |
| Fidelity FID INTL INDEX | Mutual Funds | — | — | $320K | 1.9% | |
| Fidelity FID US BOND IDX | Common Collective Trusts | — | — | $267K | 1.6% | |
| Fidelity Managed Income Portfolio Class 2 | Mutual Funds | — | — | $254K | 1.5% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $254K | 1.5% | |
| Blackrock BLKRK LP IDX 2030 K | Common Collective Trusts | — | — | $195K | 1.1% | |
| Blackrock BLKRK LP IDX RTMT K | Common Collective Trusts | — | — | $170K | 1.0% | |
| AF NEW WORLD R6 | Other securities | — | — | $138K | 0.8% | |
| MID CAP VAL II R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7312964 / PN 001 | Common Collective Trust | — | — | $126K | 0.7% | |
| Dodge & Cox DODGE & COX STOCK X | Mutual Funds | — | — | $99K | 0.6% | |
| PIF SMCP GRTH I R6 | Other securities | — | — | $90K | 0.5% | |
| Fidelity FID REAL ESTATE IDX | Common Collective Trusts | — | — | $86K | 0.5% | |
| MIGNX MFS MID CAP GRTH R6 | Mutual Funds | — | — | $83K | 0.5% | |
| JPMorgan JPM EQUITY INCOME R6 | Other securities | — | — | $81K | 0.5% | |
| Pioneer BOND K | Other securities | — | — | $78K | 0.5% | |
| AS SPL SM CAP VAL R6 | Other securities | — | — | $63K | 0.4% | |
| Fidelity FID INTL GROWTH | Mutual Funds | — | — | $62K | 0.4% | |
| Mass Mutual MM HIGH YIELD I | Other securities | — | — | $21K | 0.1% | |
| PGIM GLB TOT RTN R6 | Other securities | — | — | $14K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
