Eric BECK signed ESO Solutions, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ESO Solutions, Inc.'s EIN is 36-4566209.
Download the official 2024 Form 5500 (PDF) for ESO Solutions, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ESO Solutions, 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 | $17K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID Freedom 2045 K6 Mutual fund | Mutual Funds | — | — | $3.8M | 17.3% | |
| FID Freedom 2050 K6 Mutual fund | Mutual Funds | — | — | $3.2M | 14.8% | |
| FID Freedom 2035 K6 Mutual fund | Mutual Funds | — | — | $3.2M | 14.5% | |
| FID Freedom 2055 K6 Mutual fund | Mutual Funds | — | — | $2.4M | 11.1% | |
| FID Freedom 2040 K6 Mutual fund | Mutual Funds | — | — | $1.7M | 7.6% | |
| FID Freedom 2030 K6 Mutual fund | Mutual Funds | — | — | $1.6M | 7.4% | |
| FID Freedom 2060 K6 Mutual fund | Mutual Funds | — | — | $1.2M | 5.6% | |
| FID 500 Index Mutual fund | Common Collective Trusts | — | — | $912K | 4.2% | |
| JPM US Equity R6 Mutual fund | Other securities | — | — | $604K | 2.8% | |
| FID Freedom 2025 K6 Mutual fund | Mutual Funds | — | — | $490K | 2.2% | |
| Vanguard Equity Inc Adm Mutual fund | Mutual Funds | — | — | $409K | 1.9% | |
| JPM LG Cap Growth R6 Mutual fund | Other securities | — | — | $370K | 1.7% | |
| FID Intl Index Mutual fund | Mutual Funds | — | — | $333K | 1.5% | |
| With varying maturity dates through November 2029 and interest rates * Notes receivable from participants ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $329K | 1.5% | |
| FID Freedom 2065 K6 Mutual fund | Mutual Funds | — | — | $211K | 1.0% | |
| American Funds Bond FD Amer R6 Mutual fund | Mutual Funds | — | — | $146K | 0.7% | |
| JPM Mid Cap Grth R6 Mutual fund | Other securities | — | — | $146K | 0.7% | |
| Vanguard Small Cap Index Adm Mutual fund | Mutual Funds | — | — | $145K | 0.7% | |
| American Funds New World R6 Mutual fund | Mutual Funds | — | — | $123K | 0.6% | |
| FID Govt MMKT K6 Mutual fund | Mutual Funds | — | — | $122K | 0.6% | |
| FID Mid Cap Val IDX Mutual fund | Common Collective Trusts | — | — | $112K | 0.5% | |
| Vanguard Explorer Adm Mutual fund | Mutual Funds | — | — | $89K | 0.4% | |
| FID Freedom 2020 K6 Mutual fund | Mutual Funds | — | — | $60K | 0.3% | |
| Pimco Income Inst Mutual fund | Mutual Funds | — | — | $59K | 0.3% | |
| American Century SD INFL PR BD R6 Mutual fund | Other securities | — | — | $36K | 0.2% | |
| Cohen & Steers Realty Shares Z Mutual fund | Other securities | — | — | $22K | <0.1% | |
| FID Freedom 2015 K6 Mutual fund | Mutual Funds | — | — | $20K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
