Joanna Foster signed Marketwise Solutions LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Marketwise Solutions LLC's EIN is 35-2622970.
Download the official 2024 Form 5500 (PDF) for Marketwise Solutions LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Marketwise Solutions LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, 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 | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROBERT W BAIRD & CO | 39-6037917 | — | ADVISOR | $48K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $63.8M | 83.2% | |
| [Assets held in common stock] | Other | — | — | $6.7M | 8.8% | |
| [Assets held in interest-bearing cash] | Other | — | — | $5.0M | 6.5% | |
| [Assets held in participant loans] | Other | — | — | $557K | 0.7% | |
| [Assets held in common collective trust] | Other | — | — | $352K | 0.5% | |
| FA STABLE VALUE III FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $352K | 0.5% |
