Daniel Tucker signed Madwell LLC's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Madwell LLC's EIN is 27-2776962.
Download the official 2022 Form 5500 (PDF) for Madwell LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Madwell LLC's plan includes ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing, a 401(k) feature, automatic enrollment.
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 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom 2050 K6 Mutual Fund | Mutual Funds | — | — | $1.6M | 32.7% | |
| Fidelity Freedom 2055 K6 Mutual Fund | Mutual Funds | — | — | $1.3M | 25.7% | |
| Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $464K | 9.5% | |
| Fidelity Freedom 2060 K6 Mutual Fund | Mutual Funds | — | — | $453K | 9.3% | |
| Fidelity Freedom 2040 K6 Mutual Fund | Mutual Funds | — | — | $430K | 8.8% | |
| Fidelity Freedom 2030 K6 Mutual Fund | Mutual Funds | — | — | $154K | 3.2% | |
| Fidelity Mid Cap Idx Mutual Fund | Common Collective Trusts | — | — | $87K | 1.8% | |
| Fidelity Blue Chip Gr K6 Mutual Fund | Mutual Funds | — | — | $86K | 1.8% | |
| Fidelity Sm Cap Idx Mutual Fund | Common Collective Trusts | — | — | $65K | 1.3% | |
| Fidelity Freedom 2045 K6 Mutual Fund | Mutual Funds | — | — | $55K | 1.1% | |
| Fidelity Freedom Inc K6 Mutual Fund | Mutual Funds | — | — | $30K | 0.6% | |
| Fidelity Intl Cap Appr K6 Mutual Fund | Mutual Funds | — | — | $29K | 0.6% | |
| Fidelity Glb Ex US Idx Mutual Fund | Common Collective Trusts | — | — | $25K | 0.5% | |
| Notes receivable from participants Bearing interest at 3.25%-6.25% - | Bonds / Notes | — | — | $24K | 0.5% | |
| Mfs Ma Inv Trust R6 Mutual Fund ** 895 * Af Amer Mutual R6 Mutual Fund | Mutual Funds | — | — | $19K | 0.4% | |
| Fidelity Infl Pr Bd Idx Mutual Fund | Common Collective Trusts | — | — | $15K | 0.3% | |
| Fidelity Govt Mmkt K6 Mutual Fund ** 4 * RBC Emrg Mkts Eq R6 Mutual Fund | Mutual Funds | — | — | $15K | 0.3% | |
| Fidelity Freedom 2035 K6 Mutual Fund | Mutual Funds | — | — | $15K | 0.3% | |
| Fidelity Freedom 2065 K6 Mutual Fund | Mutual Funds | — | — | $13K | 0.3% | |
| Ab Sm Cap Grth Z Mutual Fund | Other securities | — | — | $13K | 0.3% | |
| Fidelity US Bond Idx Mutual Fund | Common Collective Trusts | — | — | $12K | 0.3% | |
| Mfs Mid Cap Grth R6 Mutual Fund | Mutual Funds | — | — | $11K | 0.2% | |
| Am Cent Md Cp Val R6 Mutual Fund | Other securities | — | — | $10K | 0.2% | |
| Fidelity Total Bond K6 Mutual Fund | Mutual Funds | — | — | $5K | 0.1% | |
| C&S Realty Shares Z Mutual Fund | Other securities | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
