Shannon McNair signed Persona Identities, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Persona Identities, Inc.'s EIN is 38-4087866.
Download the official 2024 Form 5500 (PDF) for Persona Identities, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Persona Identities, Inc.'s plan includes a 401(k) feature, a default investment (QDIA), a self-directed brokerage window, profit-sharing, ERISA 404(c) participant direction.
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 | $2K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2055 Fund Institutional Premium Class | Mutual Funds | — | — | $6.3M | 33.5% | |
| Fidelity Freedom Index 2060 Fund Institutional Premium Class | Mutual Funds | — | — | $4.1M | 21.6% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $3.6M | 19.2% | |
| Fidelity Freedom Index 2050 Fund Institutional Premium Class | Mutual Funds | — | — | $1.5M | 7.9% | |
| Fidelity Freedom Index 2045 Fund Institutional Premium Class | Mutual Funds | — | — | $1.2M | 6.3% | |
| Fidelity Freedom Index 2065 Fund Institutional Premium Class | Mutual Funds | — | — | $1.1M | 6.0% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $284K | 1.5% | |
| Fidelity Freedom Index 2035 Fund Institutional Premium Class ** 513 * Fidelity Freedom Index 2040 Fund Institutional Premium Class | Mutual Funds | — | — | $209K | 1.1% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $187K | 1.0% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $141K | 0.7% | |
| Fidelity Emerging Markets Index Fund | Common Collective Trusts | — | — | $132K | 0.7% | |
| Fidelity BrokerageLink - Units | Mutual Funds | — | — | $37K | 0.2% | |
| Fidelity BrokerageLink - External Fund | Mutual Funds | — | — | $23K | 0.1% | |
| Fidelity Government Money Market Fund Class K6 | Mutual Funds | — | — | $16K | <0.1% | |
| Fidelity BrokerageLink - Fidelity Fund | Mutual Funds | — | — | $13K | <0.1% | |
| Fidelity BrokerageLink - Cash | Mutual Funds | — | — | $5K | <0.1% | |
| Fidelity BrokerageLink - Common Stock | Mutual Funds | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
