James Lee signed Chromadex, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Chromadex, Inc.'s EIN is 33-0880006.
Download the official 2024 Form 5500 (PDF) for Chromadex, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Chromadex, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), 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 | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OPPENHEIMER & CO INC | 13-5657518 | — | ADVISOR | $23K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID 500 INDEX Mutual fund | Common Collective Trusts | — | — | $2.0M | 23.3% | |
| FID FDM IDX 2035 INV Mutual fund | Common Collective Trusts | — | — | $1.3M | 14.8% | |
| FID FDM IDX 2055 INV Mutual fund | Common Collective Trusts | — | — | $1.1M | 13.3% | |
| FID FDM IDX 2050 INV Mutual fund | Common Collective Trusts | — | — | $770K | 9.1% | |
| FID FDM IDX 2045 INV Mutual fund | Common Collective Trusts | — | — | $691K | 8.1% | |
| FID FDM IDX 2040 INV Mutual fund | Common Collective Trusts | — | — | $403K | 4.8% | |
| AB LG CAP GRTH I Mutual fund | Other securities | — | — | $269K | 3.2% | |
| AF INV CO OF AMER R6 Mutual fund | Common Stocks | — | — | $243K | 2.9% | |
| FID FDM IDX 2060 INV Mutual fund | Common Collective Trusts | — | — | $217K | 2.6% | |
| FID MID CAP IDX Mutual fund | Common Collective Trusts | — | — | $212K | 2.5% | |
| VICTORY S EST VAL R6 Mutual fund | Other securities | — | — | $175K | 2.1% | |
| FID OVERSEAS Mutual fund | Mutual Funds | — | — | $129K | 1.5% | |
| PUTN LG CAP VAL R6 Mutual fund | Other securities | — | — | $116K | 1.4% | |
| FID FDM IDX 2025 INV Mutual fund | Common Collective Trusts | — | — | $101K | 1.2% | |
| Participant loans February 2035 | Participant loans | — | — | $96K | 1.1% | |
| MFS AGGR GR ALLOC R4 Mutual fund | Mutual Funds | — | — | $94K | 1.1% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $94K | 1.1% | |
| FID FDM IDX 2030 INV Mutual fund | Common Collective Trusts | — | — | $71K | 0.8% | |
| ABF INTL EQUITY R5 Mutual fund | Other securities | — | — | $69K | 0.8% | |
| ABF SM CAP VAL R5 Mutual fund | Other securities | — | — | $68K | 0.8% | |
| JPM CORE PLUS BND R6 Mutual fund | Other securities | — | — | $64K | 0.8% | |
| DFA INF PRT SEC PORT Mutual fund | Mutual Funds | — | — | $54K | 0.6% | |
| MGL EMRG MKTS INST Mutual fund | Other securities | — | — | $49K | 0.6% | |
| DFA LARGE CAP INTL I Mutual fund | Mutual Funds | — | — | $38K | 0.4% | |
| AF EUROPAC GROWTH R6 Mutual fund | Other securities | — | — | $31K | 0.4% | |
| J H VENTURE I Mutual fund | Other securities | — | — | $31K | 0.4% | |
| FID FDM IDX 2065 INV Mutual fund | Common Collective Trusts | — | — | $11K | 0.1% | |
| JPM US SMALL CO R6 Mutual fund | Common Stocks | — | — | $8K | <0.1% | |
| EV INC FND BOSTON R6 Mutual fund | Common Stocks | — | — | $4K | <0.1% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $2K | <0.1% | |
| FID GOVT MMKT Mutual fund | Mutual Funds | — | — | $2K | <0.1% | |
| FID FDM IDX 2010 INV Mutual fund | Common Collective Trusts | — | — | $1K | <0.1% | |
| MFS CONSERV ALLOC R4 Mutual fund | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
