Alexis Palise signed Dewpoint, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Dewpoint, LLC's EIN is 38-3300595.
Download the official 2024 Form 5500 (PDF) for Dewpoint, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Dewpoint, LLC's plan includes a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 | $32K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRIES FINANCIAL LLC | 34-1891243 | — | ADVISOR | $41K | — |
| 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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Management Trust Company FID Blue Chip GR K6 | Mutual Funds | — | — | $4.9M | 17.8% | |
| Fidelity Management Trust Company TRP Retire 2030 I | Mutual Funds | — | — | $3.1M | 11.3% | |
| Fidelity Management Trust Company FID 500 Index | Common Collective Trusts | — | — | $2.2M | 8.2% | |
| Fidelity Management Trust Company TRP Retire 2040 I | Mutual Funds | — | — | $2.2M | 7.9% | |
| Fidelity Management Trust Company TRP Retire 2025 I | Mutual Funds | — | — | $1.2M | 4.5% | |
| Fidelity Management Trust Company TRP Retire 2050 I | Mutual Funds | — | — | $1.1M | 3.9% | |
| Fidelity Management Trust Company TRP Retire 2035 I | Mutual Funds | — | — | $1.1M | 3.9% | |
| Fidelity Management Trust Company TRP Retire 2020 I | Mutual Funds | — | — | $1.0M | 3.7% | |
| and Money Market Mutual Fund (Continued) * Fidelity Management Trust Company MFS Mid Cap Growth Fund Class R6 | Mutual Funds | — | — | $933K | 3.4% | |
| Fidelity Management Trust Company American Funds American Mutual Fund R6 | Mutual Funds | — | — | $725K | 2.7% | |
| TRP STABLE VALUE A T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $678K | 2.5% | |
| Fidelity Management Trust Company TRP Retire 2045 I | Mutual Funds | — | — | $664K | 2.4% | |
| Fidelity Management Trust Company Dodge & Cox Income Fund Class I | Mutual Funds | — | — | $632K | 2.3% | |
| Fidelity Management Trust Company TRP Retire 2055 I | Mutual Funds | — | — | $629K | 2.3% | |
| Fidelity Management Trust Company Wells Fargo Special Mid Cap Value | Mutual Funds | — | — | $548K | 2.0% | |
| Fidelity Management Trust Company Undiscovered Managers Behavioral Value Fund R6 | Mutual Funds | — | — | $543K | 2.0% | |
| Fidelity Management Trust Company FID Lg Cap Growth Index | Mutual Funds | — | — | $504K | 1.8% | |
| Self-Directed Brokerage Accounts * Fidelity Brokerage Services, Inc. FID BrokerageLink - money market funds and mutual funds | Self-Directed Brokerage | — | — | $462K | 1.7% | |
| Fidelity Management Trust Company JPMorgan U.S. Equity Fund Class R6 | Mutual Funds | — | — | $404K | 1.5% | |
| Fidelity Management Trust Company TRP Retire 2060 I | Mutual Funds | — | — | $371K | 1.4% | |
| Fidelity Management Trust Company Vanguard Information Technology Index Fund Admiral Shares | Common Collective Trusts | — | — | $333K | 1.2% | |
| Fidelity Management Trust Company BlackRock Equity Dividend Fund K | Mutual Funds | — | — | $305K | 1.1% | |
| Fidelity Management Trust Company TRP Retire 2010 I | Mutual Funds | — | — | $292K | 1.1% | |
| Fidelity Management Trust Company FID Intl Cap Appr K6 | Mutual Funds | — | — | $286K | 1.0% | |
| Fidelity Management Trust Company FID Total Intl Index | Mutual Funds | — | — | $253K | 0.9% | |
| Fidelity Management Trust Company Vanguard Explorer Fund Admiral Shares | Mutual Funds | — | — | $222K | 0.8% | |
| Fidelity Management Trust Company FID Total Bond K6 | Mutual Funds | — | — | $170K | 0.6% | |
| Fidelity Management Trust Company TRP Retire 2065 I | Mutual Funds | — | — | $149K | 0.5% | |
| Fidelity Management Trust Company Cohen & Steers Realty Shares Fund Class | Mutual Funds | — | — | $118K | 0.4% | |
| Fidelity Management Trust Company FID Capital & Income | Mutual Funds | — | — | $115K | 0.4% | |
| Fidelity Management Trust Company FID Infl Pr Bond Index | Mutual Funds | — | — | $108K | 0.4% | |
| Fidelity Management Trust Company FID Mid Cap Index | Mutual Funds | — | — | $72K | 0.3% | |
| Fidelity Management Trust Company PIMCO International Bond Fund | Mutual Funds | — | — | $58K | 0.2% | |
| Fidelity Management Trust Company TRP Retire 2015 I | Mutual Funds | — | — | $55K | 0.2% | |
| Fidelity Management Trust Company FID Sm Cap Index | Mutual Funds | — | — | $55K | 0.2% | |
| Fidelity Management Trust Company BlackRock Total Return Fund Class K | Mutual Funds | — | — | $54K | 0.2% | |
| Fidelity Management Trust Company Vanguard International Growth Fund Admiral Shares | Mutual Funds | — | — | $52K | 0.2% | |
| Fidelity Management Trust Company Vanguard Consumer Discretionary Index Fund Admiral Shares | Common Collective Trusts | — | — | $51K | 0.2% | |
| Fidelity Management Trust Company Vanguard Long Term Treasury Index Fund Admiral | Common Collective Trusts | — | — | $47K | 0.2% | |
| Fidelity Management Trust Company Columbia Emerging Markets Fund I3 | Mutual Funds | — | — | $39K | 0.1% | |
| Fidelity Management Trust Company Vanguard Utilities Index Fund Admiral Shares | Common Collective Trusts | — | — | $38K | 0.1% | |
| Fidelity Management Trust Company Vanguard Health Care Index Fund Admiral Shares | Common Collective Trusts | — | — | $36K | 0.1% | |
| Fidelity Management Trust Company PIMCO Diversified Income Fund Institutional | Mutual Funds | — | — | $30K | 0.1% | |
| Fidelity Management Trust Company PIMCO Low Duration Fund Inst | Mutual Funds | — | — | $27K | <0.1% | |
| Fidelity Management Trust Company Goldman Sachs International Equity Income Fund | Mutual Funds | — | — | $21K | <0.1% | |
| Fidelity Management Trust Company BlackRock Global Allocation Fund Class K | Mutual Funds | — | — | $20K | <0.1% | |
| Fidelity Management Trust Company JPMorgan Hedged Equity 2 Fund R6 | Mutual Funds | — | — | $19K | <0.1% | |
| Fidelity Management Trust Company Vanguard Emerging Markets Stock Index Fund | Common Collective Trusts | — | — | $18K | <0.1% | |
| Fidelity Management Trust Company Nuveen Floating Rate Income Fund Class I | Mutual Funds | — | — | $16K | <0.1% | |
| Fidelity Management Trust Company BR System Memory IST | Mutual Funds | — | — | $14K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
