Shannon Callahan signed Advarra, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Advarra, Inc.'s EIN is 31-1358981.
Download the official 2024 Form 5500 (PDF) for Advarra, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Advarra, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
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 | $102K | — |
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 500 Index Fund | Common Collective Trusts | — | — | $12.4M | 14.3% | |
| Fidelity Advisor Freedom 2040 Fund | Mutual Funds | — | — | $9.0M | 10.4% | |
| Fidelity Advisor Freedom 2050 Fund | Mutual Funds | — | — | $8.7M | 10.0% | |
| Fidelity Advisor Freedom 2055 Fund | Mutual Funds | — | — | $8.2M | 9.4% | |
| Fidelity Advisor Freedom 2045 Fund | Mutual Funds | — | — | $8.1M | 9.3% | |
| JPMorgan Large Cap Growth Fund | Other securities | — | — | $6.2M | 7.1% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $4.5M | 5.2% | |
| Fidelity Advisor Freedom 2035 Fund | Mutual Funds | — | — | $4.4M | 5.1% | |
| Fidelity Advisor Freedom 2030 Fund | Mutual Funds | — | — | $4.3M | 4.9% | |
| Fidelity Advisor Freedom 2025 Fund | Mutual Funds | — | — | $3.1M | 3.6% | |
| Fidelity Advisor Freedom 2060 Fund | Mutual Funds | — | — | $2.3M | 2.7% | |
| JPMorgan Core Plus Bond Fund | Other securities | — | — | $2.3M | 2.6% | |
| Thornburg International Value Fund | Other securities | — | — | $1.9M | 2.2% | |
| MFS Value Fund | Mutual Funds | — | — | $1.8M | 2.1% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $1.7M | 2.0% | |
| FA STABLE VALUE III FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $1.5M | 1.8% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $1.5M | 1.7% | |
| Fidelity Advisor Freedom 2015 Fund | Mutual Funds | — | — | $1.2M | 1.4% | |
| Fidelity Advisor Freedom Income Fund | Mutual Funds | — | — | $1.1M | 1.3% | |
| Fidelity Advisor Freedom 2020 Fund | Mutual Funds | — | — | $1.0M | 1.2% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $639K | 0.7% | |
| Fidelity Advisor Freedom 2065 Fund | Mutual Funds | — | — | $427K | 0.5% | |
| MORLEY SV 50 - I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $307K | 0.4% | |
| Fidelity Government Money Market Fund | Mutual Funds | — | — | $121K | 0.1% | |
| Fidelity Advisor Freedom 2010 Fund | Mutual Funds | — | — | $108K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
