Martin Ponieman signed Personalized Beauty Discovery, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Personalized Beauty Discovery, Inc.'s EIN is 45-2964976.
Download the official 2024 Form 5500 (PDF) for Personalized Beauty Discovery, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Personalized Beauty Discovery, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $28K | — |
| ASCENSUS LLC | 11-3665754 | — | RECORD KEEPER | $26K | — |
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $100 | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $9.5M | 28.3% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $6.5M | 19.4% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $5.0M | 14.7% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $4.1M | 12.1% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $3.5M | 10.5% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.6M | 4.7% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $1.3M | 3.9% | |
| Fidelity Large Cap Growth Index Fund | Common Collective Trusts | — | — | $489K | 1.5% | |
| Fidelity Nasdaq Composite Index Fund | Common Collective Trusts | — | — | $350K | 1.0% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $268K | 0.8% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $205K | 0.6% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $170K | 0.5% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $169K | 0.5% | |
| Participant loans receivable - 18 loans outstanding with interest rates ranging from 4.25% to 9.50% - | Bonds / Notes | — | — | $141K | 0.4% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $53K | 0.2% | |
| Fidelity Large Cap Value Index Fund | Common Collective Trusts | — | — | $51K | 0.2% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $38K | 0.1% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $33K | <0.1% | |
| Vanguard Federal Money Market Fund | Mutual Funds | — | — | $30K | <0.1% | |
| Fidelity Emerging Markets Index Fund | Common Collective Trusts | — | — | $26K | <0.1% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name |
|---|
| EIN |
|---|
| Location |
|---|
| Relation |
|---|
| Direct comp |
|---|
| Indirect comp |
|---|
| SHAREBUILDER ADVISOR LLC | — | SEATTLE, WA | INVESTMENT MANAGER | $87K | — |
