Dan Gerelick signed Aditi Consulting LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Aditi Consulting LLC's EIN is 26-4656792.
Download the official 2024 Form 5500 (PDF) for Aditi Consulting LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Aditi Consulting LLC'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 | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | — | ADVISOR | $28K | — |
| 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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AB US LG CP GR CIT L GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | $1.3M | $1.4M | 24.6% | |
| FID 500 INDEX | Common Collective Trusts | — | $846K | $1.0M | 17.8% | |
| FID FREEDOM 2040 K6 | Mutual Funds | — | $685K | $677K | 12.0% | |
| FID FREEDOM 2045 K6 | Mutual Funds | — | $390K | $387K | 6.9% | |
| FID FREEDOM 2030 K6 | Mutual Funds | — | $393K | $382K | 6.8% | |
| FID FREEDOM 2055 K6 | Mutual Funds | — | $348K | $346K | 6.1% | |
| FID FREEDOM 2060 K6 | Mutual Funds | — | $237K | $235K | 4.2% | |
| FID FREEDOM 2035 K6 | Mutual Funds | — | $229K | $224K | 4.0% | |
| MFS INTL DIVRSN R6 | Mutual Funds | — | $212K | $197K | 3.5% | |
| AS SPL MD CAP VAL E2 WELLS FARGO BANK, N.A. · EIN 84-6615098 / PN 001 | Common Collective Trust | — | $192K | $189K | 3.4% | |
| GG FKLN SM CAP VAL GREAT GRAY TRUST COMPANY · EIN 38-4126289 / PN 594 | Common Collective Trust | — | $97K | $99K | 1.8% | |
| FID FREEDOM 2050 K6 | Mutual Funds | — | $79K | $79K | 1.4% | |
| FID GOVT MMKT K6 | Mutual Funds | — | $65K | $65K | 1.2% | |
| FID MID CAP IDX | Common Collective Trusts | — | $47K | $48K | 0.8% | |
| FID FREEDOM 2025 K6 | Mutual Funds | — | $48K | $46K | 0.8% | |
| FID SM CAP IDX | Common Collective Trusts | — | $41K | $43K | 0.8% | |
| FID FREEDOM 2065 K6 | Mutual Funds | — | $41K | $40K | 0.7% | |
| VANG EQUITY INC ADM | Common Stocks | — | $36K | $33K | 0.6% | |
| JH CR PL FXD INC I2 JOHN HANCOCK TRUST COMPANY LLC · EIN 45-2395022 / PN 002 | Common Collective Trust | — | $26K | $25K | 0.4% | |
| FID INTL INDEX | Mutual Funds | — | $23K | $23K | 0.4% | |
| BR MIDCAP GR EQ L1 GREAT GRAY TRUST COMPANY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | $20K | $23K | 0.4% | |
| FID FREEDOM 2020 K6 | Mutual Funds | — | $16K | $15K | 0.3% | |
| C&S US REALTY RS SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | — | $16K | $15K | 0.3% | |
| INVS DISCOVERY R6 | Other securities | — | $11K | $11K | 0.2% | |
| PIMCO INCOME INST | Mutual Funds | — | $11K | $11K | 0.2% | |
| FID FREEDOM INC K6 | Mutual Funds | — | $9K | $9K | 0.2% | |
| FID US BOND IDX | Common Collective Trusts | — | $9K | $8K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
