Jessica Ramos signed Aptean, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Aptean, Inc.'s EIN is 35-1665080.
Download the official 2024 Form 5500 (PDF) for Aptean, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Aptean, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
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 | $123K | — |
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 FIAM Index Target Date 2035 B | Mutual Funds | — | — | $21.0M | 17.0% | |
| FID FRDM INX 2035 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 081 | Common Collective Trust | — | — | $21.0M | 17.0% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $16.1M | 13.0% | |
| Fidelity FIAM Index Target Date 2030 B | Mutual Funds | — | — | $15.2M | 12.3% | |
| FID FRDM INX 2030 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 080 | Common Collective Trust | — | — | $15.2M | 12.3% | |
| Fidelity FIAM Index Target Date 2040 B | Mutual Funds | — | — | $12.6M | 10.2% | |
| FID FRDM INX 2040 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 082 | Common Collective Trust | — | — | $12.6M | 10.2% | |
| Fidelity FIAM Index Target Date 2045 B | Mutual Funds | — | — | $10.3M | 8.3% | |
| FID FRDM INX 2045 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 083 | Common Collective Trust | — | — | $10.3M | 8.3% | |
| Fidelity Contrafund K6 | Mutual Funds | — | — | $6.7M | 5.4% | |
| Fidelity FIAM Index Target Date 2050 B | Mutual Funds | — | — | $6.6M | 5.4% | |
| FID FRDM INX 2050 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 084 | Common Collective Trust | — | — | $6.6M | 5.4% | |
| Fidelity FIAM Index Target Date 2025 B | Mutual Funds | — | — | $5.6M | 4.5% | |
| FID FRDM INX 2025 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 079 | Common Collective Trust | — | — | $5.6M | 4.5% | |
| Fidelity FIAM Index Target Date 2055 B | Mutual Funds | — | — | $3.6M | 2.9% | |
| FID FRDM INX 2055 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 112 | Common Collective Trust | — | — | $3.6M | 2.9% | |
| Fidelity Government Money Market | Mutual Funds | — | — | $3.3M | 2.7% | |
| Fidelity FIAM Index Target Date 2060 B | Mutual Funds | — | — | $2.6M | 2.1% | |
| FID FRDM INX 2060 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 146 | Common Collective Trust | — | — | $2.6M | 2.1% | |
| John Hancock Discplined Value Mid Cap R6 | Other securities | — | — | $1.9M | 1.5% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $1.8M | 1.5% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $1.7M | 1.4% | |
| Fidelity FIAM Index Target Date 2020 B | Mutual Funds | — | — | $1.6M | 1.3% | |
| FID FRDM INX 2020 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 078 | Common Collective Trust | — | — | $1.6M | 1.3% | |
| John Hancock Triton N | Other securities | — | — | $1.6M | 1.3% | |
| MassMutual Select Mid Cap Growth I | Other securities | — | — | $1.6M | 1.3% | |
| Fidelity International Index | Mutual Funds | — | — | $1.4M | 1.1% | |
| American Funds EUPAC Growth R6 | Mutual Funds | — | — | $1.3M | 1.0% | |
| PGIM TOT RET BOND LP GREAT GRAY TRUST COMPANY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $1.1M | 0.9% | |
| PIMCO Income Instl | Mutual Funds | — | — | $956K | 0.8% | |
| Principal Equity Income Instl | Other securities | — | — | $888K | 0.7% | |
| Fidelity FIAM Index Target Date 2065 B | Mutual Funds | — | — | $862K | 0.7% | |
| FID FRDM INX 2065 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 169 | Common Collective Trust | — | — | $862K | 0.7% | |
| Participants Notes Receivable from Participants Rates at 4.25-9.5% | Bonds / Notes | — | — | $832K | 0.7% | |
| Fidelity U.S. Bond Index | Mutual Funds | — | — | $698K | 0.6% | |
| AllianceBernstein Small Cap Value Instl | Other securities | — | — | $674K | 0.5% | |
| Fidelity FIAM Index Target Date 2015 B | Mutual Funds | — | — | $361K | 0.3% | |
| FID FRDM INX 2015 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 077 | Common Collective Trust | — | — | $361K | 0.3% | |
| Invesco Developing Markets R6 | Mutual Funds | — | — | $261K | 0.2% | |
| Fidelity Short-Term Bond Index | Mutual Funds | — | — | $195K | 0.2% | |
| FID FRDM INX INC B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 074 | Common Collective Trust | — | — | $99K | <0.1% | |
| Fidelity FIAM Index Target Date Income B | Mutual Funds | — | — | $99K | <0.1% | |
| PIMCO All Asset Instl | Mutual Funds | — | — | $71K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
