Chris Swenson signed Parksite, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Parksite, Inc.'s EIN is 36-2741965.
Download the official 2024 Form 5500 (PDF) for Parksite, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Parksite, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
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 | -$75K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Management Trust Company FA Freedom K 2030 | Mutual Funds | — | — | $8.9M | 10.7% | |
| Fidelity Management Trust Company FA Freedom K 2035 | Mutual Funds | — | — | $8.2M | 9.9% | |
| Fidelity Management Trust Company Growth Company Fund K | Mutual Funds | — | — | $8.1M | 9.8% | |
| Fidelity Management Trust Company FA Freedom K 2025 | Mutual Funds | — | — | $7.8M | 9.3% | |
| Fidelity Management Trust Company FA Freedom K 2040 | Mutual Funds | — | — | $6.9M | 8.4% | |
| Fidelity Management Trust Company Contrafund K | Mutual Funds | — | — | $6.3M | 7.6% | |
| Fidelity Management Trust Company FA Freedom K 2045 | Mutual Funds | — | — | $6.0M | 7.2% | |
| Fidelity Management Trust Company FID 500 Index | Common Collective Trusts | — | — | $4.7M | 5.7% | |
| Fidelity Management Trust Company FA Freedom K 2050 | Mutual Funds | — | — | $3.2M | 3.8% | |
| Fidelity Management Trust Company FA Freedom K 2055 | Mutual Funds | — | — | $2.6M | 3.2% | |
| Fidelity Management Trust Company FA Freedom K 2020 | Mutual Funds | — | — | $2.2M | 2.6% | |
| John Hancock Investments John Hancock Discipline Value Fund | Other securities | — | — | $1.6M | 2.0% | |
| Fidelity Management Trust Company Total Bond Fund | Mutual Funds | — | — | $1.5M | 1.9% | |
| Fidelity Management Trust Company FID Small Cap Growth | Mutual Funds | — | — | $1.3M | 1.5% | |
| Fidelity Management Trust Company FID Low-Priced Stock K6 Fund | Mutual Funds | — | — | $1.2M | 1.4% | |
| January 2025 to December 2029 | Other securities | — | — | $1.1M | 1.4% | |
| Robert W Baird & Co. Inc. Baird Mid Cap Institution Fund | Common Stocks | — | — | $1.0M | 1.2% | |
| BrokerageLink—Common Stock | Common Stocks | — | — | $1.0M | 1.2% | |
| Fidelity Management Trust Company FID Govt Mmkt | Mutual Funds | — | — | $1.0M | 1.2% | |
| Fidelity Management Trust Company Diversified International Fund K | Mutual Funds | — | — | $956K | 1.1% | |
| Fidelity Management Trust Company FA Freedom K 2060 | Mutual Funds | — | — | $885K | 1.1% | |
| American Century Investments American Century Small Cap Value R6 | Other securities | — | — | $760K | 0.9% | |
| Janus Investments Janus Balanced | Mutual Funds | — | — | $752K | 0.9% | |
| Fidelity Management Trust Company BrokerageLink | Mutual Funds | — | — | $701K | 0.8% | |
| Fidelity Management Trust Company FID International Index | Mutual Funds | — | — | $569K | 0.7% | |
| Robert W Baird & Co. Inc. Baird Short-Term Bond Fund Institutional Class | Common Stocks | — | — | $542K | 0.7% | |
| Fidelity Management Trust Company US Bond Index Fund Investor Class | Common Collective Trusts | — | — | $530K | 0.6% | |
| Fidelity Management Trust Company BrokerageLink—Cash Reserves | Mutual Funds | — | — | $429K | 0.5% | |
| Allspring Global Investments Allspring Special Mid Cap Value Fund – Institutional Shares | Other securities | — | — | $421K | 0.5% | |
| Fidelity Management Trust Company FID Extended Market Index | Mutual Funds | — | — | $366K | 0.4% | |
| Fidelity Management Trust Company FA Freedom K 2065 | Mutual Funds | — | — | $336K | 0.4% | |
| BlackRock Advantage Small Cap Core Fund | Other securities | — | — | $257K | 0.3% | |
| Various Corporate debt instruments | Other securities | — | — | $203K | 0.2% | |
| Seafarer OS GR&IN IV | Other securities | — | — | $171K | 0.2% | |
| Fidelity Management Trust Company FA Freedom K 2015 | Mutual Funds | — | — | $162K | 0.2% | |
| Various U.S. government securities | Other securities | — | — | $99K | 0.1% | |
| Fidelity Management Trust Company FID Freedom Income K | Mutual Funds | — | — | $98K | 0.1% | |
| Fidelity Management Trust Company FA Freedom K 2010 | Mutual Funds | — | — | $55K | <0.1% | |
| Fidelity Management Trust Company Non-interest-bearing cash | Mutual Funds | — | — | $8K | <0.1% | |
| Fidelity Management Trust Company FA Freedom K 2070 | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
