Natalie Gordon signed Babylist, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Babylist, Inc.'s EIN is 45-3767218.
Download the official 2024 Form 5500 (PDF) for Babylist, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Babylist, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $83K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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.
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 |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | 22-3570392 | — | INVESTMENT ADVISORY | $16K | — |
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL SECURITIES INC | 42-0941553 | — | OTHER SERVICES | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T ROWE PRICE RT 2050 TRST CL G T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | $0 | $3.4M | 21.2% | |
| T ROWE PRICE RT 2045 TRST CL G T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | $0 | $3.1M | 18.9% | |
| LARGE CAP VALUE R1 FUND | Other securities | — | $0 | $2.9M | 17.8% | |
| T ROWE PRICE RT 2040 TRST CL G T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | $0 | $1.5M | 9.5% | |
| FIDELITY 500 INDEX FUND | Common Collective Trusts | — | $0 | $870K | 5.4% | |
| T ROWE PRICE RT 2055 TRST CL G T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | $0 | $779K | 4.8% | |
| Fidelity Real Est Index Fund | Common Collective Trusts | — | $0 | $591K | 3.7% | |
| Fidelity Mid Cap Val Idx Fd | Common Collective Trusts | — | $0 | $406K | 2.5% | |
| FIDELITY SM CAP INDEX FUND | Common Collective Trusts | — | $0 | $349K | 2.2% | |
| T ROWE PRICE RT 2035 TRST CL G T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | $0 | $337K | 2.1% | |
| T ROWE PRICE RT 2025 TRST CL G T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | $0 | $282K | 1.7% | |
| LARGE CAP GROWTH FUND II R1 FD | Other securities | — | $0 | $225K | 1.4% | |
| FIDELITY INTERNATIONAL IDX FD | Common Collective Trusts | — | $0 | $211K | 1.3% | |
| T ROWE PRICE RT 2030 TRST CL G T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | $0 | $196K | 1.2% | |
| FIDELITY SMALL CAP GRWTH K6 FD | Mutual Funds | — | $0 | $191K | 1.2% | |
| T ROWE PRICE RT 2040 TRST CL G | Mutual Funds | — | $0 | $186K | 1.2% | |
| FIDELITY US BOND INDEX FUND | Common Collective Trusts | — | $0 | $134K | 0.8% | |
| SMALL CAP VALUE III CL R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $83K | 0.5% | |
| PIMCO STABLE INC FD II FDRS CL | Mutual Funds | — | $0 | $83K | 0.5% | |
| MID CAP GROWTH II CL R1 FUND | Other securities | — | $0 | $63K | 0.4% | |
| Fidelity Extended Mkt Idx Fd | Common Collective Trusts | — | $0 | $63K | 0.4% | |
| LARGE CAP VALUE R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $63K | 0.4% | |
| Fid LC Val Index Fund | Common Collective Trusts | — | $0 | $56K | 0.3% | |
| SMALL CAP VALUE III CL R1 FUND | Other securities | — | $0 | $52K | 0.3% | |
| T ROWE PRICE RT 2060 TRST CL G T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $52K | 0.3% | |
| Prin Fixed Inc Guar Option | Common Stocks | — | $0 | $50K | 0.3% | |
| CORE PLUS BOND FUND III CL R1 | Other securities | — | $0 | $48K | 0.3% | |
| Fid LC Gr Index Fund | Common Collective Trusts | — | $0 | $46K | 0.3% | |
| LARGE CAP GROWTH FUND II R1 FD GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $33K | 0.2% | |
| Fidelity Emerg Mkt Index Fund | Common Collective Trusts | — | $0 | $33K | 0.2% | |
| CORE PLUS BOND FUND III CL R1 GREAT GRAY TRUST COMPANY · EIN 99-3045498 / PN 001 | Common Collective Trust | — | — | $21K | 0.1% | |
| Amer Funds Amer Bal R6 Fd | Other securities | — | $0 | $21K | 0.1% | |
| MID CAP VALUE FUND II CLASS R1 GREAT GRAY TRUST COMPANY · EIN 38-7312964 / PN 001 | Common Collective Trust | — | $0 | $2K | <0.1% | |
| PIMCO STABLE INC FD II FDRS CL SEI TRUST COMPANY · EIN 99-1448910 / PN 181 | Common Collective Trust | — | — | $719 | <0.1% | |
| Participant Loans | Participant loans | — | $0 | $714 | <0.1% | |
| T ROWE PRICE RT BAL TRST CL G T. ROWE PRICE TRUST COMPANY · EIN 38-7011316 / PN 001 | Common Collective Trust | — | $0 | $4 | <0.1% | |
| PRIN SMALL-MIDCAP DIV SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 138 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2055 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2045 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2035 SEP ACT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2025 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN SAM STRAT GROWTH SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 109 | Pooled Separate Account | — | — | $0 | <0.1% | |
| T ROWE PRICE RT 2020 TRST CL G T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN SAM CONS GROWTH SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 107 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN SAM CONS BALANCED SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 106 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN SAM BALANCED SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 105 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $0 | <0.1% |
