Traci Royal signed Idealease, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Idealease, Inc.'s EIN is 36-3779757.
Download the official 2024 Form 5500 (PDF) for Idealease, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Idealease, 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 | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $5K | — |
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 PIMCO Rp B 2030 Inst # | Mutual Funds | — | — | $3.8M | 15.9% | |
| Fidelity Blue Chip Gr K6 # | Mutual Funds | — | — | $3.2M | 13.1% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $2.2M | 9.0% | |
| Fidelity Vanguard Info Tech Index Ad # | Mutual Funds | — | — | $1.5M | 6.2% | |
| Fidelity 500 Index # | Common Collective Trusts | — | — | $1.4M | 5.7% | |
| Fidelity PIMCO Rp B 2055 Inst # | Mutual Funds | — | — | $1.4M | 5.6% | |
| Fidelity TRP Financial Services I # | Mutual Funds | — | — | $969K | 4.0% | |
| Fidelity PIMCO Rp B 2025 Inst # | Mutual Funds | — | — | $855K | 3.5% | |
| Fidelity PIMCO Rp B 2035 Inst # | Mutual Funds | — | — | $710K | 2.9% | |
| Fidelity PIMCO Rp B 2045 Inst # | Mutual Funds | — | — | $643K | 2.7% | |
| Fidelity Vanguard MDCPGR Idx Adm # | Common Collective Trusts | — | — | $626K | 2.6% | |
| Fidelity PIMCO Rp B 2040 Inst # | Mutual Funds | — | — | $586K | 2.4% | |
| Fidelity Balanced K # | Mutual Funds | — | — | $516K | 2.1% | |
| Fidelity PIMCO Rp B 2050 Inst # | Mutual Funds | — | — | $491K | 2.0% | |
| INTL GROWTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $438K | 1.8% | |
| Fidelity TRP Value I # | Mutual Funds | — | — | $408K | 1.7% | |
| Fidelity Select Consumer Staples # | Mutual Funds | — | — | $358K | 1.5% | |
| Fidelity Vanguard MDCPVAL Index Adm # | Mutual Funds | — | — | $321K | 1.3% | |
| Fidelity Cash Reserves # | Mutual Funds | — | — | $293K | 1.2% | |
| Fidelity JPM Core Plus Bnd R6 # | Mutual Funds | — | — | $265K | 1.1% | |
| Fidelity Solarwindow Technologies Inc # 28 * Fidelity Tesla Motors Inc # | Mutual Funds | — | — | $257K | 1.1% | |
| Fidelity Blackrock High Yield K # | Mutual Funds | — | — | $243K | 1.0% | |
| Fidelity International Index # | Mutual Funds | — | — | $209K | 0.9% | |
| Fidelity Small Cap Index # | Mutual Funds | — | — | $208K | 0.9% | |
| Fidelity PIMCO Rp B Inc Inst # | Mutual Funds | — | — | $207K | 0.9% | |
| Fidelity Tidal Trust II Defiance S&P 500 # 164 * Fidelity Tidal Trust II Defiance Nasdaq # 142 * Fidelity Tidal Trust II Yieldmax Short Coin # 13 * Fidelity Tidal Trust II Yieldmax Tsm Option # 22 * Fidelity United Rentals Inc # | Common Collective Trusts | — | — | $165K | 0.7% | |
| Fidelity PIMCO Income Inst # | Mutual Funds | — | — | $162K | 0.7% | |
| Fidelity Public Service Enterprise Group Inc # 322 * Fidelity Quanta Services Inc # | Mutual Funds | — | — | $153K | 0.6% | |
| Fidelity AF New World R6 # | Mutual Funds | — | — | $130K | 0.5% | |
| Fidelity Nintendo Co Ltd # 732 * Fidelity Nvidia Corp # | Mutual Funds | — | — | $81K | 0.3% | |
| Fidelity Mid Cap Index # | Mutual Funds | — | — | $74K | 0.3% | |
| Fidelity Grayscale Bitcoin Trust # | Mutual Funds | — | — | $74K | 0.3% | |
| Fidelity Huntington Bancshares Inc # 89 * Fidelity Kaya Holdings Inc # 3 * Fidelity Lam Research Corp # | Mutual Funds | — | — | $72K | 0.3% | |
| Fidelity Costco Wholesale Corp # | Mutual Funds | — | — | $64K | 0.3% | |
| Fidelity Qxo Inc Com # | Mutual Funds | — | — | $62K | 0.3% | |
| Fidelity Roundhill ETF Trust Small Cap # 42 * Fidelity Shopify Inc # | Mutual Funds | — | — | $53K | 0.2% | |
| Fidelity New Residential Invt Corp # 99 * Fidelity Nuveen Floating Rate Income Fund # | Mutual Funds | — | — | $53K | 0.2% | |
| Fidelity Lordstown Motors Corp # 4 * Fidelity Lumen Technologies Inc # 64 * Fidelity Lyft Inc Class A # 13 * Fidelity Microsoft Corp # | Mutual Funds | — | — | $51K | 0.2% | |
| Fidelity Amazon.Com Inc NFS LLC # | Mutual Funds | — | — | $48K | 0.2% | |
| Fidelity Brightbiew Holdings Inc # | Mutual Funds | — | — | $46K | 0.2% | |
| Fidelity Netapp Inc # | Mutual Funds | — | — | $45K | 0.2% | |
| Fidelity JP Morgan Exchange-Traded Fund # | Mutual Funds | — | — | $45K | 0.2% | |
| Fidelity Appian Corp Class A # 330 * Fidelity Apple Computer Inc NFS LLC # | Mutual Funds | — | — | $40K | 0.2% | |
| Fidelity Advisorshares Trust Gerber Kawasaki ETF # 721 * Fidelity Advisorshares Trust Pure US Cannabis # 38 * Fidelity Ark 21Shares Bitcoin ETF # 280 * Fidelity Bain Cap Specialty # | Mutual Funds | — | — | $40K | 0.2% | |
| Fidelity ETF Opportunities Trust Rex Fang # 167 * Fidelity ETF Opportunities Trust T Rex 2X Long # 152 * Fidelity Eaton Vance Tax Managed Diversified # | Mutual Funds | — | — | $37K | 0.2% | |
| Fidelity Real Estate Index # | Mutual Funds | — | — | $37K | 0.2% | |
| Fidelity PIMCO Real Return Inst # | Mutual Funds | — | — | $34K | 0.1% | |
| Fidelity Leonardo Drs Inc # | Mutual Funds | — | — | $32K | 0.1% | |
| Fidelity Autozone Inc # | Mutual Funds | — | — | $32K | 0.1% | |
| Fidelity Abbvie Inc # 232 * Fidelity Advanced Micro Devices Inc # | Mutual Funds | — | — | $24K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
