Dale LAMB signed Fractal Analytics, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Fractal Analytics, Inc.'s EIN is 27-0070961.
Download the official 2024 Form 5500 (PDF) for Fractal Analytics, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Fractal Analytics, Inc.'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $47K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES, LLC | 22-3570392 | — | INVESTMENT/FINANCIAL ADVI | $11K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $2.4M | 17.0% | |
| BLACKROCK LIFEPATH 2055 FUND K | Registered Investment Companies | — | — | $2.0M | 14.6% | |
| BLACKROCK LIFEPATH 2050 FUND K | Registered Investment Companies | — | — | $1.5M | 10.9% | |
| FID ADV EQUITY GROWTH - Z | Registered Investment Companies | — | — | $1.4M | 10.0% | |
| BLACKROCK LIFEPATH 2045 FUND K | Registered Investment Companies | — | — | $1.4M | 9.8% | |
| BLACKROCK LIFEPATH 2060 K | Registered Investment Companies | — | — | $1.1M | 7.6% | |
| BLACKROCK LIFEPATH 2040 FUND K | Registered Investment Companies | — | — | $678K | 4.9% | |
| BLACKROCK LIFEPATH 2035 K | Registered Investment Companies | — | — | $402K | 2.9% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $327K | 2.3% | |
| BLACKROCK LIFEPATH RET FUND K | Registered Investment Companies | — | — | $303K | 2.2% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $277K | 2.0% | |
| BLACKROCK EQUITY DIVIDEND K | Registered Investment Companies | — | — | $264K | 1.9% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $263K | 1.9% | |
| BLACKROCK EMERGING MARKETS K | Registered Investment Companies | — | — | $243K | 1.7% | |
| VANGUARD HEALTH CARE INDEX ADM | Registered Investment Companies | — | — | $202K | 1.5% | |
| BLACKROCK LIFEPATH 2030 FUND K | Registered Investment Companies | — | — | $190K | 1.4% | |
| AMC SMALL CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $125K | 0.9% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $125K | 0.9% | |
| MID CAP GROWTH R1 WILMINGTON TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $103K | 0.7% | |
| FID US BOND IND | Registered Investment Companies | — | — | $80K | 0.6% | |
| PRI REAL ESTATE SECURITIES R6 | Registered Investment Companies | — | — | $79K | 0.6% | |
| BLACKROCK LIFEPATH 2065 K | Registered Investment Companies | — | — | $61K | 0.4% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $51K | 0.4% | |
| INTERNATIONAL GR II R1 WILMINGTON TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $48K | 0.3% | |
| VANGUARD UTIL IDX ADM | Registered Investment Companies | — | — | $47K | 0.3% | |
| PIMCO DIVERSIFIED INC - INST | Registered Investment Companies | — | — | $47K | 0.3% | |
| MID CAP VAL R1 WILMINGTON TRUST COMPANY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $38K | 0.3% | |
| INTERNATIONAL STOCK FUND R1 WILMINGTON TRUST COMPANY · EIN 82-2436292 / PN 342 | Common Collective Trust | — | — | $32K | 0.2% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $21K | 0.2% | |
| AMF INFL LINKED BOND R6 | Registered Investment Companies | — | — | $21K | 0.2% | |
| PGIM GLOBAL TOTAL RTN R6 | Registered Investment Companies | — | — | $16K | 0.1% | |
| T ROWE PRICE NEW ERA FUND I | Registered Investment Companies | — | — | $9K | <0.1% | |
| AB SMALL CAP GROWTH PORT Z | Registered Investment Companies | — | — | $4K | <0.1% | |
| PGIM SELECT REAL ESTATE R6 | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
