Katherine Bradfield signed Edgeconnex Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Edgeconnex Inc.'s EIN is 27-1401074.
Download the official 2024 Form 5500 (PDF) for Edgeconnex Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Edgeconnex Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
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 | $2K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Advisor 500 Index Fund | Common Collective Trusts | — | — | $5.3M | 17.1% | |
| Fidelity Advisor Fidelity Freedom 2035 K | Mutual Funds | — | — | $5.1M | 16.6% | |
| Fidelity Advisor Contrafund | Mutual Funds | — | — | $2.8M | 9.1% | |
| Fidelity Advisor Fidelity Freedom 2045 K | Mutual Funds | — | — | $2.6M | 8.4% | |
| Fidelity Advisor Fidelity Freedom 2050 K | Mutual Funds | — | — | $2.5M | 8.0% | |
| Fidelity Advisor Fidelity Freedom 2030 K | Mutual Funds | — | — | $1.8M | 6.0% | |
| Fidelity Advisor Fidelity Freedom 2040 K | Mutual Funds | — | — | $1.5M | 4.7% | |
| Fidelity Advisor Government Market Fund 20 * Fidelity Advisor Extended Market Index Fund | Common Collective Trusts | — | — | $1.1M | 3.6% | |
| Wilmington Trust Galliard Retirement Income Fund 35 | Other securities | — | — | $979K | 3.2% | |
| GG G RETIRE INC F35 GREAT GRAY TRUST COMPANY · EIN 20-5886387 / PN 082 | Common Collective Trust | — | — | $979K | 3.2% | |
| Fidelity Advisor Total Bond Fund | Mutual Funds | — | — | $931K | 3.0% | |
| Fidelity Advisor Fidelity Freedom 2060 K | Mutual Funds | — | — | $844K | 2.7% | |
| Fidelity Advisor Small Cap Growth Fund | Mutual Funds | — | — | $757K | 2.5% | |
| Fidelity Advisor Fidelity Freedom 2055 K | Mutual Funds | — | — | $675K | 2.2% | |
| MassMutual Select Mid Cap Growth I | Other securities | — | — | $570K | 1.9% | |
| Fidelity Advisor Fidelity Freedom 2025 K | Mutual Funds | — | — | $522K | 1.7% | |
| Fidelity Advisor International Index Fund | Common Collective Trusts | — | — | $415K | 1.4% | |
| Columbia Dividend Income Adv | Other securities | — | — | $383K | 1.2% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $327K | 1.1% | |
| Fidelity Advisor Fidelity Freedom 2020 K | Mutual Funds | — | — | $293K | 1.0% | |
| Fidelity Advisor Small Cap Value Fund | Mutual Funds | — | — | $248K | 0.8% | |
| ClearBridge International Growth Fund | Other securities | — | — | $239K | 0.8% | |
| Fidelity Advisor U.S. Bond Index Fund | Common Collective Trusts | — | — | $233K | 0.8% | |
| PIMCO Income Adm | Mutual Funds | — | — | $185K | 0.6% | |
| John Hancock Disciplined Value Mid Cap Fund R6 | Other securities | — | — | $179K | 0.6% | |
| Invesco Oppenheimer Developing Markets Y | Mutual Funds | — | — | $141K | 0.5% | |
| Fidelity Advisor Fidelity Freedom 2065 K | Mutual Funds | — | — | $120K | 0.4% | |
| PIMCO All Asset Fund Institutional Class | Mutual Funds | — | — | $100K | 0.3% | |
| Fidelity Advisor Freedom Fund 472 * Fidelity Advisor Fidelity Freedom 2015 K | Mutual Funds | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
