Laurie Baadsgaard signed Engage Technologies Corporation's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Engage Technologies Corporation's EIN is 36-4580303.
Download the official 2023 Form 5500 (PDF) for Engage Technologies Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Engage Technologies Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHRISTENSEN GROUP FINANCIAL LLC | 87-4130828 | — | ADVISOR | $40K | — |
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 Management Trust Company * Fidelity 500 Index PR | Mutual Funds | — | — | $3.1M | 16.5% | |
| Fidelity Contrafund | Mutual Funds | — | — | $2.6M | 14.0% | |
| JH ENTERPRISE N | Other securities | — | — | $1.3M | 7.1% | |
| Fidelity Freedom 2035 K6 | Mutual Funds | — | — | $1.2M | 6.2% | |
| Fidelity Asset Manager 70% | Mutual Funds | — | — | $1.0M | 5.5% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $918K | 4.9% | |
| Fidelity Freedom 2040 K6 | Mutual Funds | — | — | $871K | 4.7% | |
| Prudential Total Return Bond R6 | Other securities | — | — | $809K | 4.3% | |
| Fidelity Freedom 2030 K6 | Mutual Funds | — | — | $748K | 4.0% | |
| Fidelity Small Cap GR K6 | Mutual Funds | — | — | $721K | 3.9% | |
| JPMorgan Equity Income Fund Class R6 | Other securities | — | — | $688K | 3.7% | |
| Fidelity Freedom 2055 K6 | Mutual Funds | — | — | $624K | 3.3% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | — | $550K | 2.9% | |
| Fidelity International Index Fund IC | Common Collective Trusts | — | — | $460K | 2.5% | |
| Fidelity Freedom 2060 K6 | Mutual Funds | — | — | $382K | 2.0% | |
| Fidelity Freedom 2045 K6 | Mutual Funds | — | — | $375K | 2.0% | |
| Fidelity Freedom 2050 K6 | Mutual Funds | — | — | $346K | 1.8% | |
| Fidelity Freedom 2025 K6 | Mutual Funds | — | — | $316K | 1.7% | |
| Fidelity Asset Manager 50% | Mutual Funds | — | — | $304K | 1.6% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $219K | 1.2% | |
| Fidelity Gov't Money Market K6 | Mutual Funds | — | — | $182K | 1.0% | |
| Fidelity INTL Growth | Mutual Funds | — | — | $138K | 0.7% | |
| Fidelity Freedom 2020 K6 | Mutual Funds | — | — | $137K | 0.7% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $131K | 0.7% | |
| American Century Mid Cap Val R6 | Other securities | — | — | $125K | 0.7% | |
| Fidelity Freedom 2065 K6 | Mutual Funds | — | — | $110K | 0.6% | |
| Fidelity Gov't Income | Mutual Funds | — | — | $96K | 0.5% | |
| Fidelity Asset Manager 20% | Mutual Funds | — | — | $76K | 0.4% | |
| Fidelity Emerging Markets Index Fund | Common Collective Trusts | — | — | $71K | 0.4% | |
| Fidelity Freedom Income K6 | Mutual Funds | — | — | $22K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
