Michelle Nicoson signed Moveero, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Moveero, Inc.'s EIN is 42-0921728.
Download the official 2024 Form 5500 (PDF) for Moveero, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Moveero, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment, profit-sharing.
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 | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $8K | — |
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 Investments FREEDOM 2035 K6 | Mutual Funds | — | — | $4.6M | 18.0% | |
| Fidelity Investments FREEDOM 2030 K6 | Mutual Funds | — | — | $4.3M | 17.2% | |
| Fidelity Investments FREEDOM 2025 K6 | Mutual Funds | — | — | $4.1M | 16.3% | |
| Fidelity Investments FREEDOM 2045 K6 | Mutual Funds | — | — | $2.0M | 8.0% | |
| Fidelity Investments FREEDOM 2040 K6 | Mutual Funds | — | — | $1.9M | 7.4% | |
| Fidelity Investments 500 INDEX | Common Collective Trusts | — | — | $1.8M | 7.3% | |
| Fidelity Investments FREEDOM 2055 K6 | Mutual Funds | — | — | $960K | 3.8% | |
| Fidelity Investments FREEDOM 2050 K6 | Mutual Funds | — | — | $915K | 3.6% | |
| T Rowe Price GROWTH STOCK | Mutual Funds | — | — | $867K | 3.4% | |
| Fidelity Investments MID CAP IDX | Common Collective Trusts | — | — | $622K | 2.5% | |
| Fidelity Investments GLB EX US IDX | Common Collective Trusts | — | — | $451K | 1.8% | |
| Participant Loans Various participant loans – Interest rates ranged from 4.25% - 9.50% per | Bonds / Notes | — | — | $442K | 1.7% | |
| American Mutual Fund AF AMER MUTUAL R6 | Other securities | — | — | $412K | 1.6% | |
| Fidelity Investments SM CAP IDX | Common Collective Trusts | — | — | $364K | 1.4% | |
| Fidelity Investments Managed Income Portfolio | Mutual Funds | — | — | $334K | 1.3% | |
| MIP II CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $334K | 1.3% | |
| PGIM Fund CORE BOND R6 | Other securities | — | — | $304K | 1.2% | |
| American Mutual Fund AF EUROPAC GROWTH R6 | Other securities | — | — | $246K | 1.0% | |
| Carillon Eagle Mid Cap Growth Fund CRLN E MID CAP GR R6 | Other securities | — | — | $166K | 0.7% | |
| Fidelity Investments FREEDOM 2060 K6 | Mutual Funds | — | — | $148K | 0.6% | |
| Virtus Ceredex VRTS C MDCP VL EQ R6 | Other securities | — | — | $106K | 0.4% | |
| Fidelity Investments FREEDOM 2020 K6 | Mutual Funds | — | — | $80K | 0.3% | |
| Fidelity Investments US BOND IDX | Common Collective Trusts | — | — | $54K | 0.2% | |
| Fidelity Investments FREEDOM 2065 K6 | Mutual Funds | — | — | $37K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
