Renee Wheeler signed Start Early's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Start Early's EIN is 36-3186328.
Download the official 2024 Form 5500 (PDF) for Start Early from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Start Early's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $62K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROCATON INVESTMENT ADVISORS LLC | 04-3638035 | — | INVESTMENT ADVISOR | $45K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Associates, Inc. T. Rowe Price Retirement 2045 I | Common Stocks | — | — | $5.8M | 14.0% | |
| T. Rowe Price Associates, Inc. T. Rowe Price Retirement 2050 I | Common Stocks | — | — | $5.6M | 13.6% | |
| T. Rowe Price Associates, Inc. T. Rowe Price Retirement 2040 I | Common Stocks | — | — | $3.8M | 9.1% | |
| T. Rowe Price Associates, Inc. T. Rowe Price Retirement 2055 I | Common Stocks | — | — | $3.3M | 8.0% | |
| T. Rowe Price Associates, Inc. T. Rowe Price Blue Chip Growth Fund | Common Stocks | — | — | $3.2M | 7.6% | |
| T. Rowe Price Associates, Inc. T. Rowe Price Retirement 2035 I | Common Stocks | — | — | $3.1M | 7.4% | |
| T. Rowe Price Associates, Inc. T. Rowe Price Retirement 2030 I | Common Stocks | — | — | $2.8M | 6.6% | |
| T. Rowe Price Associates, Inc. T. Rowe Price Retirement 2025 I | Common Stocks | — | — | $2.5M | 6.1% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $2.5M | 6.0% | |
| T. Rowe Price Associates, Inc. T. Rowe Price Retirement 2060 I | Common Stocks | — | — | $1.3M | 3.2% | |
| JP Morgan JPMorgan Small Cap Growth Fund R6 | Other securities | — | — | $1.1M | 2.6% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $802K | 1.9% | |
| T. Rowe Price Associates, Inc. T. Rowe Price Equity Income Fund | Common Stocks | — | — | $714K | 1.7% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $699K | 1.7% | |
| MFS New Discovery Value Fund R6 | Mutual Funds | — | — | $474K | 1.1% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $439K | 1.1% | |
| Fidelity Investment Grade Bond | Mutual Funds | — | — | $416K | 1.0% | |
| T. Rowe Price Associates, Inc. T. Rowe Price Retirement 2005 I | Common Stocks | — | — | $392K | 0.9% | |
| American Funds American Funds EUPAC Growth Fund R6 | Mutual Funds | — | — | $389K | 0.9% | |
| T. Rowe Price Associates, Inc. T. Rowe Price Retirement Balance I | Common Stocks | — | — | $378K | 0.9% | |
| Fidelity Total International Index Fund | Common Collective Trusts | — | — | $373K | 0.9% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $347K | 0.8% | |
| T. Rowe Price Associates, Inc. T. Rowe Price Retirement 2020 I | Common Stocks | — | — | $346K | 0.8% | |
| T. Rowe Price Associates, Inc. T. Rowe Price Retirement 2015 I | Common Stocks | — | — | $249K | 0.6% | |
| Invesco Developing Markets Y | Mutual Funds | — | — | $205K | 0.5% | |
| Fidelity Strategic Income | Mutual Funds | — | — | $190K | 0.5% | |
| T. Rowe Price Associates, Inc. T. Rowe Price Retirement 2065 I | Common Stocks | — | — | $108K | 0.3% | |
| First Eagle Investments First Eagle Overseas Fund R6 | Other securities | — | — | $77K | 0.2% | |
| T. Rowe Price Associates, Inc. T. Rowe Price Retirement 2010 I | Common Stocks | — | — | $40K | <0.1% | |
| Fidelity Inflation-Protected Bond Index Fund | Common Collective Trusts | — | — | $16K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
