Yolanda Butler signed Index Fresh, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Index Fresh, Inc.'s EIN is 33-0862019.
Download the official 2024 Form 5500 (PDF) for Index Fresh, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Index Fresh, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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.
| % of plan | |||
|---|---|---|---|
| SCHWAB IDX RET 2035 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 016 | Common Collective Trust | $1.7M | 18.1% |
| SCHWAB IDX RET 2050 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 019 | Common Collective Trust | $1.7M | 17.8% |
| CT STABLE INC I-0 AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 060 | Common Collective Trust | $1.5M | 15.5% |
| SCHWAB IDX RET 2030 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 015 | Common Collective Trust | $1.2M | 12.6% |
| SCHWAB IDX RET 2040 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 017 | Common Collective Trust | $978K | 10.3% |
| SCHWAB IDX RET 2045 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 018 | Common Collective Trust | $646K | 6.8% |
| SCHWAB IDX RET 2055 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 021 | Common Collective Trust | $569K | 6.0% |
| SCHWAB IDX RET 2015 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 012 | Common Collective Trust | $418K | 4.4% |
| MFS MID CAP GROWTH S GREAT GRAY TRUST COMPANY · EIN 38-4126294 / PN 597 | Common Collective Trust | $210K | 2.2% |
| SCHWAB IDX RET 2010 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 011 | Common Collective Trust | $180K | 1.9% |
| SCHWAB IDX RET 2025 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 014 | Common Collective Trust | $164K | 1.7% |
| SCHWAB IDX RET 2060 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 023 | Common Collective Trust | $129K | 1.4% |
| SCHWAB IDX RET 2020 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 013 | Common Collective Trust | $84K | 0.9% |
| FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | $55K | 0.6% |
| SCHWAB IDX RET 2065 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 024 | Common Collective Trust | $4K | <0.1% |
