Jennifer Huebscher signed Datasite LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Datasite LLC's EIN is 41-2007271.
Download the official 2024 Form 5500 (PDF) for Datasite LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Datasite 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 | $44K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Registered Investment Companies * Fidelity Management Trust Company Fidelity Growth Company K6 | Mutual Funds | — | — | $20.2M | 16.7% | |
| Fidelity Management Trust Company Fidelity 500 Index | Common Collective Trusts | — | — | $15.1M | 12.5% | |
| The Vanguard Group, Inc Vanguard Target Retirement 2055 | Mutual Funds | — | — | $10.2M | 8.5% | |
| The Vanguard Group, Inc Vanguard Target Retirement 2045 | Mutual Funds | — | — | $9.5M | 7.9% | |
| The Vanguard Group, Inc Vanguard Target Retirement 2050 | Mutual Funds | — | — | $9.3M | 7.7% | |
| The Vanguard Group, Inc Vanguard Target Retirement 2060 | Mutual Funds | — | — | $8.0M | 6.7% | |
| The Vanguard Group, Inc Vanguard Target Retirement 2040 | Mutual Funds | — | — | $7.3M | 6.0% | |
| Boston Trust & Investments Management BTW Small Cap | Other securities | — | — | $4.5M | 3.7% | |
| Fidelity Management Trust Company Fidelity Extended Market Index | Mutual Funds | — | — | $4.3M | 3.5% | |
| Invesco Ltd. Invesco Comstock R5 | Mutual Funds | — | — | $3.8M | 3.2% | |
| The Vanguard Group, Inc Vanguard Target Retirement 2035 | Mutual Funds | — | — | $3.5M | 2.9% | |
| Fidelity Management Trust Company Fidelity Puritan K | Mutual Funds | — | — | $3.1M | 2.6% | |
| Brokerage Link Various | Self-Directed Brokerage | — | — | $2.8M | 2.3% | |
| Fidelity Management Trust Company Fidelity Diversified International K | Mutual Funds | — | — | $2.5M | 2.1% | |
| The Vanguard Group, Inc Vanguard Target Retirement 2025 | Mutual Funds | — | — | $2.3M | 1.9% | |
| The Vanguard Group, Inc Vanguard Total Bond Market ADM | Mutual Funds | — | — | $2.0M | 1.7% | |
| Fidelity Management Trust Company Fidelity Managed Income Portfolio Class II | Mutual Funds | — | — | $2.0M | 1.6% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $2.0M | 1.6% | |
| The Vanguard Group, Inc Vanguard Target Retirement 2030 | Mutual Funds | — | — | $2.0M | 1.6% | |
| The Vanguard Group, Inc Vanguard Total International Stock AD | Mutual Funds | — | — | $1.6M | 1.3% | |
| The Vanguard Group, Inc Vanguard Target Retirement Income | Mutual Funds | — | — | $1.0M | 0.8% | |
| PIMCO Funds PIMCO Total Return Institutional | Mutual Funds | — | — | $985K | 0.8% | |
| Datasite Global Corporation 401(k) Incentive Savings Plan Participant loans interest ranges from 4.25% to 9.50%, and are due various | Bonds / Notes | — | — | $965K | 0.8% | |
| The Vanguard Group, Inc Vanguard Target Retirement 2020 | Mutual Funds | — | — | $862K | 0.7% | |
| The Vanguard Group, Inc Vanguard Emerging Mkts Sel Stk Inv | Mutual Funds | — | — | $674K | 0.6% | |
| The Vanguard Group, Inc Vanguard Target Retirement 2065 | Mutual Funds | — | — | $622K | 0.5% | |
| The Vanguard Group, Inc Vanguard Real Estate Index ADM | Mutual Funds | — | — | $580K | 0.5% | |
| The Vanguard Group, Inc Vanguard Target Retirement 2070 | Mutual Funds | — | — | $180K | 0.1% | |
| Dodge & Cox Dodge & Cox International Stock X | Mutual Funds | — | — | $122K | 0.1% | |
| Fidelity Management Trust Company Fidelity Government Money Market Fund | Mutual Funds | — | — | $46K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
