Sabra Sciolaro signed Firstup, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Firstup, Inc.'s EIN is 27-3839152.
Download the official 2024 Form 5500 (PDF) for Firstup, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Firstup, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 | $1K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $4.4M | 17.2% | |
| T. Rowe Price Retirement I 2055 Fund | Other securities | — | — | $3.7M | 14.2% | |
| T. Rowe Price Retirement I 2050 Fund | Other securities | — | — | $2.7M | 10.4% | |
| T. Rowe Price Retirement I 2040 Fund | Other securities | — | — | $2.3M | 9.1% | |
| T. Rowe Price Retirement 2040 Fund | Other securities | — | — | $1.3M | 5.3% | |
| T. Rowe Price Retirement I 2030 Fund | Other securities | — | — | $1.2M | 4.7% | |
| T. Rowe Price Retirement I 2060 Fund | Other securities | — | — | $1.2M | 4.6% | |
| T. Rowe Price Retirement I 2035 Fund | Other securities | — | — | $1.0M | 4.1% | |
| Franklin Dynatech R6 | Mutual Funds | — | — | $909K | 3.5% | |
| Vanguard Energy Index AdmI | Mutual Funds | — | — | $907K | 3.5% | |
| Vanguard Growth Index Adm | Mutual Funds | — | — | $793K | 3.1% | |
| Fidelity Select Technology Fund | Mutual Funds | — | — | $681K | 2.7% | |
| PIMCO Commodities Plus Strategy Fund | Mutual Funds | — | — | $560K | 2.2% | |
| Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $553K | 2.2% | |
| Vanguard Mid Cap Value Index Adm | Mutual Funds | — | — | $312K | 1.2% | |
| Vanguard Intermediate Bond Index Adm | Mutual Funds | — | — | $295K | 1.1% | |
| Vanguard Developing Markets Index Adm | Mutual Funds | — | — | $294K | 1.1% | |
| Vanguard Small Cap Value Index Adm | Mutual Funds | — | — | $249K | 1.0% | |
| Fidelity Emerging Markets K | Mutual Funds | — | — | $232K | 0.9% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $231K | 0.9% | |
| Vanguard Value Index Adm | Mutual Funds | — | — | $215K | 0.8% | |
| Alliance Bernstein Small Cap Growth Fund Z | Other securities | — | — | $188K | 0.7% | |
| Oakmark Institutional Fund | Other securities | — | — | $165K | 0.6% | |
| Loans to Participants * Plan Participants Notes receivable from participants (interest rates range from 9.00% to 9.50% with various maturities) | Bonds / Notes | — | — | $139K | 0.5% | |
| Money Market Fund Gabelli US Treasury Money Market Account | U.S. Treasuries | — | — | $132K | 0.5% | |
| T. Rowe Price Retirement I 2025 Fund | Other securities | — | — | $131K | 0.5% | |
| Fidelity Balanced Fund | Mutual Funds | — | — | $118K | 0.5% | |
| Calvert US Mid Cap Cri I 913 John Hancock Bond Fund R6 | Other securities | — | — | $95K | 0.4% | |
| Blackrock Mid Cap Growth Equity Fund | Other securities | — | — | $93K | 0.4% | |
| Putnam International Value Fund R6 | Mutual Funds | — | — | $78K | 0.3% | |
| Calvert US Large Cap Cri Fund | Other securities | — | — | $63K | 0.2% | |
| Vanguard International Growth Adm | Mutual Funds | — | — | $52K | 0.2% | |
| Calvert International RSP Index Fund | Common Collective Trusts | — | — | $49K | 0.2% | |
| Vanguard Healthcare Index Adm | Mutual Funds | — | — | $47K | 0.2% | |
| Vanguard Real Estate Index Adm | Mutual Funds | — | — | $42K | 0.2% | |
| Vanguard Short term Inv Gr Adm | Mutual Funds | — | — | $41K | 0.2% | |
| CT STABLE INC I-0 AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 060 | Common Collective Trust | — | — | $25K | <0.1% | |
| T.Rowe Price Retirement I 2015 Fund | Mutual Funds | — | — | $25K | <0.1% | |
| PGIM High Yield Fund R6 | Other securities | — | — | $21K | <0.1% | |
| T. Rowe Price Retirement I 2065 Fund | Other securities | — | — | $19K | <0.1% | |
| T. Rowe Price Retirement I 2020 Fund | Other securities | — | — | $16K | <0.1% | |
| Invesco Gold Spl Min R6 | Mutual Funds | — | — | $15K | <0.1% | |
| Dimensional Fund Advisors Inflation Protected Securities Port | Mutual Funds | — | — | $14K | <0.1% | |
| PGIM J Utility Fund R6 | Other securities | — | — | $9K | <0.1% | |
| Cohen & Steers Real Estate Fund Z | Other securities | — | — | $7K | <0.1% | |
| Lord Abbett Bond Debenture R6 | U.S. Treasuries | — | — | $6K | <0.1% | |
| Dodge & Cox Global Bond Fund I | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
