Karl DICK signed Draper, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Draper, Inc.'s EIN is 35-1508822.
Download the official 2024 Form 5500 (PDF) for Draper, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Draper, Inc.'s plan includes 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 | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BEMANAGED DBA ACTIUM LLC | 59-3835428 | — | CONSULTANT | $33K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 |
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 Total Market Index Fund 52,097 | Common Collective Trusts | — | — | $8.4M | 10.8% | |
| Fidelity Total Bond Fund 665,141 | Mutual Funds | — | — | $6.3M | 8.1% | |
| American Funds Target Date 2040 Fund R6 296,272 | Mutual Funds | — | — | $6.1M | 7.9% | |
| Fidelity Low-Priced Stock Fund K 139,989 | Mutual Funds | — | — | $5.7M | 7.3% | |
| Fidelity Contrafund K6 180,595 | Mutual Funds | — | — | $5.6M | 7.2% | |
| American Funds Target Date 2030 Fund R6 283,353 | Mutual Funds | — | — | $4.9M | 6.3% | |
| Vanguard Equity Income Fund Admiral 52,614 | Mutual Funds | — | — | $4.6M | 6.0% | |
| TRP STABLE VALUE A T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $4.0M | 5.1% | |
| American Funds Target Date 2025 Fund R6 259,583 | Mutual Funds | — | — | $3.9M | 5.1% | |
| American Funds Target Date 2035 Fund R6 187,093 | Mutual Funds | — | — | $3.6M | 4.6% | |
| American Funds Target Date 2045 Fund R6 144,555 | Mutual Funds | — | — | $3.1M | 4.0% | |
| American Funds EuroPacific Growth Fund R6 53,053 | Mutual Funds | — | — | $2.9M | 3.7% | |
| Neuberger Berman Genesis Trust Institutional Fund R6 43,578 | Other securities | — | — | $2.8M | 3.7% | |
| American Funds Target Date 2055 Fund R6 98,173 | Mutual Funds | — | — | $2.6M | 3.3% | |
| American Funds Target Date 2050 Fund R6 115,888 | Mutual Funds | — | — | $2.4M | 3.1% | |
| American Funds Target Date 2060 Fund R6 124,874 | Mutual Funds | — | — | $2.2M | 2.9% | |
| Fidelity Mid Cap Index Fund 54,328 | Common Collective Trusts | — | — | $1.8M | 2.4% | |
| American Funds Target Date 2020 Fund R6 118,646 | Mutual Funds | — | — | $1.6M | 2.1% | |
| Fidelity Inflation-Prot Bd Index Fund 145,414 | Common Collective Trusts | — | — | $1.3M | 1.7% | |
| NOTES RECEIVABLE FROM PARTICIPANTS, bearing interest at 7.75%, with maturities through January 2030 0 | Bonds / Notes | — | — | $876K | 1.1% | |
| American Century Government Bond R5 73,121 | U.S. Treasuries | — | — | $673K | 0.9% | |
| American Funds Target Date 2010 Fund R6 55,726 | Mutual Funds | — | — | $648K | 0.8% | |
| American Funds Target Date 2015 Fund R6 47,414 | Mutual Funds | — | — | $581K | 0.7% | |
| REGISTERED INVESTMENT COMPANIES AB Global Bond Fund Z 58,443 | Other securities | — | — | $402K | 0.5% | |
| American Funds Target Date 2065 Fund R6 22,491 | Mutual Funds | — | — | $393K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ADVISOR |
| $5K |
| — |
