Anna O'LOUghlin-Johnson signed Appspace 401(k) Plan's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Appspace 401(k) Plan's EIN is 43-1969532.
Download the official 2024 Form 5500 (PDF) for Appspace 401(k) Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Appspace 401(k) Plan's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GUIDELINE, INC. | 30-1418950 | — | RECORDKEEPER | $9K | — |
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $200 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC |
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 | |||||
|---|---|---|---|---|---|---|
| MYCOMPASS INDEX MODERATE 2055 FUND WILMINGTON TRUST, N.A. · EIN 38-4097335 / PN 481 | Common Collective Trust | — | — | $4.8M | 35.9% | |
| MYCOMPASS INDEX MODERATE 2035 FUND WILMINGTON TRUST, N.A. · EIN 38-4097333 / PN 479 | Common Collective Trust | — | — | $3.4M | 25.5% | |
| MYCOMPASS INDEX MODERATE 2045 FUND WILMINGTON TRUST, N.A. · EIN 38-4097334 / PN 480 | Common Collective Trust | — | — | $2.2M | 16.8% | |
| MYCOMPASS INDEX MODERATE RETIREMENT WILMINGTON TRUST, N.A. · EIN 38-4097331 / PN 477 | Common Collective Trust | — | — | $1.2M | 9.0% | |
| MYCOMPASS INDEX MODERATE 2065 FUND WILMINGTON TRUST, N.A. · EIN 38-7271385 / PN 766 | Common Collective Trust | — | — | $508K | 3.8% | |
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $176K | 1.3% | |
| MYCOMPASS INDEX AGGRESSIVE 2045 FUN WILMINGTON TRUST, N.A. · EIN 38-4097329 / PN 475 | Common Collective Trust | — | — | $132K | 1.0% | |
| Fidelity Large Cap Growth Index Fund Mutual Fund | Common Collective Trusts | — | — | $131K | 1.0% | |
| Participant Loans to participants, bearing interest from 4.25% to 9.50% | Bonds / Notes | — | — | $112K | 0.8% | |
| MYCOMPASS INDEX CONSERVATIVE 2045 F WILMINGTON TRUST, N.A. · EIN 38-4097339 / PN 485 | Common Collective Trust | — | — | $89K | 0.7% | |
| Voya Fixed Account Fully Benefit-Responsive Investment Contract | Other securities | — | — | $76K | 0.6% | |
| Fidelity Total Market Index Fund Mutual Fund | Common Collective Trusts | — | — | $76K | 0.6% | |
| Vanguard Information Technology Index Fund Admiral Shares Mutual Fund | Common Collective Trusts | — | — | $64K | 0.5% | |
| Vanguard Real Estate Index Fund Admiral Shares Mutual Fund | Common Collective Trusts | — | — | $48K | 0.4% | |
| Vanguard Small Cap Index Fund Admiral Shares Mutual Fund | Common Collective Trusts | — | — | $47K | 0.4% | |
| Vanguard Value Index Fund Admiral Shares Mutual Fund | Common Collective Trusts | — | — | $36K | 0.3% | |
| Vanguard Total International Stock Index Fund Admiral Shares Mutual Fund | Common Collective Trusts | — | — | $33K | 0.3% | |
| Vanguard Total Bond Market Index Fund Admiral Shares Mutual Fund | Common Collective Trusts | — | — | $28K | 0.2% | |
| Fidelity International Index Fnd Mutual Fund | Mutual Funds | — | — | $26K | 0.2% | |
| Vanguard Financials Index Fund Admiral Shares Mutual Fund | Common Collective Trusts | — | — | $25K | 0.2% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Mutual Fund | Common Collective Trusts | — | — | $22K | 0.2% | |
| Fidelity Small Cap growth Index Fund Mutual Fund | Common Collective Trusts | — | — | $11K | <0.1% | |
| Vanguard Small-Cap Value Index Fund Admiral Shares Mutual Fund | Common Collective Trusts | — | — | $11K | <0.1% | |
| Fidelity Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $10K | <0.1% | |
| MYCOMPASS INDEX AGGRESSIVE RETIREME WILMINGTON TRUST, N.A. · EIN 38-4097326 / PN 472 | Common Collective Trust | — | — | $9K | <0.1% | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Mutual Fund | Common Collective Trusts | — | — | $8K | <0.1% | |
| Vanguard Energy Index Fund Admiral Shares Mutual Fund | Common Collective Trusts | — | — | $6K | <0.1% | |
| Fidelity Inflation-Protected Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $5K | <0.1% | |
| MYCOMPASS INDEX AGGRESSIVE 2055 FUN WILMINGTON TRUST, N.A. · EIN 38-4097330 / PN 476 | Common Collective Trust | — | — | $4K | <0.1% | |
| Fidelity U.S. Sustainability Index Fund Mutual Fund | Common Collective Trusts | — | — | $2K | <0.1% | |
| Fidelity Short-Term Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $1K | <0.1% | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Mutual Fund | Common Collective Trusts | — | — | $1K | <0.1% | |
| MYCOMPASS INDEX AGGRESSIVE 2035 FUN WILMINGTON TRUST, N.A. · EIN 38-4097328 / PN 474 | Common Collective Trust | — | — | $966 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 47-1411118 |
| — |
| SERVICE PROVIDER |
| $0 |
| — |
