Elizabeth Tucker signed Emoney Advisor, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Emoney Advisor, LLC's EIN is 26-4703468.
Download the official 2024 Form 5500 (PDF) for Emoney Advisor, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Emoney Advisor, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing, 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 | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $58K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund | Common Collective Trusts | — | — | $17.9M | 17.9% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $10.7M | 10.7% | |
| Fidelity Puritan Fund | Mutual Funds | — | — | $6.2M | 6.2% | |
| Fidelity Freedom Index 2055 IPR | Mutual Funds | — | — | $5.3M | 5.3% | |
| Fidelity Freedom Index 2050 IPR | Mutual Funds | — | — | $4.8M | 4.7% | |
| Fidelity Freedom Index 2035 IPR | Mutual Funds | — | — | $4.7M | 4.7% | |
| JPMorgan JPM Large Cap Growth R5 | Other securities | — | — | $4.1M | 4.1% | |
| Fidelity Freedom Index 2040 IPR | Mutual Funds | — | — | $3.8M | 3.8% | |
| Fidelity Freedom Index 2045 IPR | Mutual Funds | — | — | $3.7M | 3.7% | |
| Vanguard Total International Stock Index Admiral Shares | Mutual Funds | — | — | $2.9M | 2.9% | |
| Fidelity Freedom Index 2060 IPR | Mutual Funds | — | — | $2.8M | 2.8% | |
| Vanguard Midcap Index Fund | Common Collective Trusts | — | — | $2.8M | 2.8% | |
| Vanguard Small-Cap Index Fund | Common Collective Trusts | — | — | $2.3M | 2.3% | |
| T. Rowe Price Spectrum Moderate Growth Allocation Fund | Other securities | — | — | $2.2M | 2.2% | |
| John Hancock Bond Fund Class R6 | Other securities | — | — | $2.1M | 2.1% | |
| MFS Institutional International Equity Fund | Mutual Funds | — | — | $2.0M | 2.0% | |
| GQG Partners Emerging Markets Equity Fund | Other securities | — | — | $1.9M | 1.9% | |
| Fidelity Freedom Index 2030 IPR | Mutual Funds | — | — | $1.9M | 1.9% | |
| Carillon Eagle Mid Cap Growth R6 | Other securities | — | — | $1.7M | 1.7% | |
| Vanguard Total Bond Market Index Admiral Shares | Mutual Funds | — | — | $1.7M | 1.7% | |
| RT NY LIFE AA CL 0 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $1.6M | 1.6% | |
| JPMorgan JPM Equity Income R5 | Other securities | — | — | $1.6M | 1.6% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $1.6M | 1.6% | |
| Fidelity Freedom Index 2025 IPR | Mutual Funds | — | — | $1.4M | 1.4% | |
| Fidelity Brokeragelink account Participant directed investments | Mutual Funds | — | — | $1.3M | 1.3% | |
| Federated Institutional High Yield Bond | Other securities | — | — | $907K | 0.9% | |
| American Funds Europacific Growth Fund Class R6 | Mutual Funds | — | — | $860K | 0.9% | |
| Participant loans Interest rates ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $802K | 0.8% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $695K | 0.7% | |
| AllianceBernstein Small Cap Growth Fund Class I | Other securities | — | — | $646K | 0.6% | |
| Vanguard REIT Index Fund | Common Collective Trusts | — | — | $586K | 0.6% | |
| Fidelity Freedom Index 2065 IPR | Mutual Funds | — | — | $559K | 0.6% | |
| JPMorgan JPM Small Cap Value Fund Class R6 | Other securities | — | — | $381K | 0.4% | |
| Morgan Stanley Global Fixed Income Opportunities | Other securities | — | — | $371K | 0.4% | |
| Vanguard Wellesley Income Fund | Mutual Funds | — | — | $348K | 0.3% | |
| Virtus Fund Advisers Ceredex Mid-Cap Value Equity Fund I | Other securities | — | — | $292K | 0.3% | |
| BlackRock Inflation Protected Bond Fund Inst. | Other securities | — | — | $206K | 0.2% | |
| Fidelity Freedom Index 2020 IPR | Mutual Funds | — | — | $125K | 0.1% | |
| Fidelity Government Money Market | Mutual Funds | — | — | $87K | <0.1% | |
| Fidelity Freedom Index Inc. IPR | Mutual Funds | — | — | $34K | <0.1% | |
| Fidelity Freedom Index 2010 IPR 414 * Fidelity Freedom Index 2015 IPR | Mutual Funds | — | — | $11K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
