Melissa Passanisi Cummings signed Blue River Technology LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Blue River Technology LLC's EIN is 45-2442141.
Download the official 2023 Form 5500 (PDF) for Blue River Technology LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Blue River Technology LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
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 | $53K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund " | Common Collective Trusts | — | — | $8.7M | 21.9% | |
| Vanguard Target Retirement 2050 Fund " | Mutual Funds | — | — | $5.6M | 14.2% | |
| Vanguard Target Retirement 2055 Fund Mutual fund | Mutual Funds | — | — | $3.6M | 9.1% | |
| Vanguard Target Retirement 2060 Fund " | Mutual Funds | — | — | $2.6M | 6.5% | |
| Vanguard Target Retirement 2045 Fund " | Mutual Funds | — | — | $2.0M | 5.0% | |
| Vanguard Total International Stock Index Fund " | Common Collective Trusts | — | — | $1.8M | 4.6% | |
| Vanguard Total Bond Market Index Fund " | Common Collective Trusts | — | — | $1.7M | 4.2% | |
| Vanguard Mid Cap Index Fund " | Common Collective Trusts | — | — | $1.5M | 3.7% | |
| Vanguard Small Cap Index Fund " | Common Collective Trusts | — | — | $1.2M | 3.1% | |
| Vanguard Target Retirement 2040 Fund " | Mutual Funds | — | — | $1.2M | 3.0% | |
| Vanguard Target Retirement 2035 Fund " | Mutual Funds | — | — | $968K | 2.4% | |
| Vanguard Target Retirement 2025 Fund " | Mutual Funds | — | — | $964K | 2.4% | |
| Vanguard Cash Reserves Federal Money Market Fund " | Mutual Funds | — | — | $943K | 2.4% | |
| JPMorgan Large Cap Growth Fund " | Other securities | — | — | $938K | 2.4% | |
| Brokeragelink Self-directed brokerage account | Self-Directed Brokerage | — | — | $904K | 2.3% | |
| Vanguard Target Retirement 2020 Fund " ** 445 Vanguard Target Retirement 2030 Fund " | Mutual Funds | — | — | $835K | 2.1% | |
| Victory Sycamore Established Value Fund " | Other securities | — | — | $759K | 1.9% | |
| Vanguard Target Retirement 2065 Fund " | Mutual Funds | — | — | $672K | 1.7% | |
| BlackRock Equity Dividend Fund " | Other securities | — | — | $591K | 1.5% | |
| Vanguard International Growth Fund " | Mutual Funds | — | — | $538K | 1.4% | |
| AB Small Cap Growth Fund " | Other securities | — | — | $380K | 1.0% | |
| Dodge & Cox Income Fund " | Mutual Funds | — | — | $162K | 0.4% | |
| Vanguard Target Retirement Income Fund " | Mutual Funds | — | — | $137K | 0.3% | |
| Vanguard Target Retirement 2070 Fund " | Mutual Funds | — | — | $20K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
