Meredith Noble signed Elder Research, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Elder Research, Inc.'s EIN is 30-0000656.
Download the official 2024 Form 5500 (PDF) for Elder Research, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Elder Research, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), 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 | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $367 | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund 10,235.223 shares | Common Collective Trusts | — | $10K | $2.1M | 14.2% | |
| Fidelity Freedom 2035 Fund - Class K6 102,491.470 shares | Mutual Funds | — | $102K | $1.6M | 10.9% | |
| Fidelity Blue Chip Growth K6 Fund 41,183.706 shares | Mutual Funds | — | $41K | $1.5M | 10.3% | |
| Fidelity Freedom 2060 Fund - Class K6 78,836.256 shares | Mutual Funds | — | $79K | $1.1M | 7.8% | |
| Fidelity Freedom 2055 Fund - Class K6 68,319.119 shares | Mutual Funds | — | $68K | $1.1M | 7.3% | |
| Fidelity Freedom 2045 Fund - Class K6 71,886.769 shares | Mutual Funds | — | $72K | $964K | 6.6% | |
| Fidelity Freedom 2025 Fund - Class K6 52,927.834 shares | Mutual Funds | — | $53K | $718K | 4.9% | |
| Fidelity Freedom 2040 Fund - Class K6 56,084.157 shares | Mutual Funds | — | $56K | $645K | 4.4% | |
| Fidelity Freedom 2050 Fund -Class K6 42,114.244 shares | Mutual Funds | — | $42K | $574K | 3.9% | |
| Fidelity Freedom 2065 Fund - Class K6 27,892.996 shares | Mutual Funds | — | $28K | $370K | 2.5% | |
| Fidelity Freedom 2020 Fund - Class K6 13,566.879 shares | Mutual Funds | — | $14K | $194K | 1.3% | |
| Fidelity Mid Cap Index Fund 5,132.122 shares | Common Collective Trusts | — | $5K | $173K | 1.2% | |
| Fidelity Global Ex U.S. Index Fund 11,954.079 shares | Common Collective Trusts | — | $12K | $172K | 1.2% | |
| Fidelity Small Cap Index Fund 5,396.247 shares | Common Collective Trusts | — | $5K | $149K | 1.0% | |
| MFS Mid Cap Value Fund Class R6 4,564.955 shares | Mutual Funds | — | $5K | $145K | 1.0% | |
| Fidelity Inflation-Protected Bond Index Fund 11,670.927 shares | Common Collective Trusts | — | $12K | $104K | 0.7% | |
| T. Rowe Price Dividend Growth Fund I Class 1,233.479 shares | Other securities | — | $1K | $95K | 0.6% | |
| American Funds American Mutual Fund Class R6 1,410.268 shares | Mutual Funds | — | $1K | $78K | 0.5% | |
| Participant Notes Maturity 2030 | Other securities | — | — | $65K | 0.4% | |
| Cohen & Steers Realty Shares Fund Class K6 895.766 shares | Other securities | — | — | $59K | 0.4% | |
| Fidelity U.S. Bond Index 5,428.912 shares | Mutual Funds | — | $5K | $55K | 0.4% | |
| Fidelity Government Money Market Fund Class K6 55,102.160 shares | Mutual Funds | — | $55K | $55K | 0.4% | |
| American Century Small Cap Value Fund R6 5,163.183 shares | Other securities | — | $5K | $55K | 0.4% | |
| Mid Cap Growth Fund Class R6 934.747 shares | Other securities | — | — | $29K | 0.2% | |
| Fidelity International Capital Appreciation K6 Fund 1,794.638 shares | Mutual Funds | — | $2K | $29K | 0.2% | |
| BlackRock Emerging Markets K 1,014.297 shares | Other securities | — | $1K | $24K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
