Shelley Smith signed Choreo, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Choreo, LLC's EIN is 41-1944416.
Download the official 2024 Form 5500 (PDF) for Choreo, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Choreo, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 | $15K | — |
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 BrokerageLink | Mutual Funds | — | — | $24.2M | 52.9% | |
| Vanguard Total Stock Market Index Fund | Common Collective Trusts | — | — | $5.5M | 12.1% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $1.8M | 3.9% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $1.6M | 3.4% | |
| Vanguard Diversified Equity Fund | Mutual Funds | — | — | $1.5M | 3.3% | |
| Vanguard Total International Stock Index Fund | Common Collective Trusts | — | — | $1.5M | 3.2% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $1.4M | 3.1% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $1.0M | 2.3% | |
| Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $856K | 1.9% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $843K | 1.8% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $748K | 1.6% | |
| Managed Income Portfolio | Other securities | — | — | $651K | 1.4% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $651K | 1.4% | |
| Dodge & Cox Income Fund | Mutual Funds | — | — | $624K | 1.4% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $588K | 1.3% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $564K | 1.2% | |
| Vanguard Total World Stock Index Fund | Common Collective Trusts | — | — | $554K | 1.2% | |
| American Funds New Perspective Fund | Mutual Funds | — | — | $481K | 1.1% | |
| Participant loans | Participant loans | — | — | $356K | 0.8% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $326K | 0.7% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $217K | 0.5% | |
| Harbor Diversified International All Cap Fund | Other securities | — | — | $204K | 0.4% | |
| PIMCO Inflation Response Multi-Asset Fund | Mutual Funds | — | — | $73K | 0.2% | |
| Fidelity Government Cash Reserves | Mutual Funds | — | — | $71K | 0.2% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $48K | 0.1% | |
| Vanguard Federal Money Market Fund | Mutual Funds | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
