Joanne Paladino signed Butterflymx, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Butterflymx, Inc.'s EIN is 45-5001650.
Download the official 2024 Form 5500 (PDF) for Butterflymx, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Butterflymx, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | 61-1758632 | — | ADVISOR | $14K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID Fdm Idx 2055 Ipr Mutual Fund | Common Collective Trusts | — | — | $1.5M | 19.8% | |
| FID Fdm Idx 2060 Ipr Mutual Fund | Common Collective Trusts | — | — | $1.2M | 15.3% | |
| FID 500 Index Mutual Fund | Common Collective Trusts | — | — | $941K | 12.2% | |
| FID Fdm Idx 2050 Ipr Mutual Fund | Common Collective Trusts | — | — | $890K | 11.5% | |
| FID Fdm Idx 2045 Ipr Mutual Fund | Common Collective Trusts | — | — | $783K | 10.1% | |
| Exhibit B – Schedule of Delinquent Participant Contributions Participant Total that Constitute Nonexempt Prohibited Transactions Total Fully Contributions Corrected Under Transferred Late VFCP and PTE to Plan | Other securities | — | — | $618K | 8.0% | |
| FID Fdm Idx 2040 Ipr Mutual Fund | Common Collective Trusts | — | — | $538K | 7.0% | |
| FID Lg Cap Gr Idx Mutual Fund | Common Collective Trusts | — | — | $351K | 4.6% | |
| Self-Directed Brokerage Accounts Mutual Funds/Common Stocks | Self-Directed Brokerage | — | — | $308K | 4.0% | |
| FID Fdm Idx 2030 Ipr Mutual Fund | Common Collective Trusts | — | — | $232K | 3.0% | |
| FID Fdm Idx 2065 Ipr Mutual Fund | Common Collective Trusts | — | — | $212K | 2.7% | |
| FID Fdm Idx 2035 Ipr Mutual Fund | Common Collective Trusts | — | — | $200K | 2.6% | |
| FID Fdm Idx 2025 Ipr Mutual Fund | Common Collective Trusts | — | — | $162K | 2.1% | |
| Notes receivable from participants Bearing interest at 8.75%-9.50% - | Bonds / Notes | — | — | $100K | 1.3% | |
| Late/Missed Year Contributions Loan Repayments Total 2024 | Other securities | — | $3K | $95K | 1.2% | |
| FID Mid Cap Idx Mutual Fund | Common Collective Trusts | — | — | $37K | 0.5% | |
| FID Fdm Idx 2020 Ipr Mutual Fund | Common Collective Trusts | — | — | $37K | 0.5% | |
| FID Sm Cap Idx Mutual Fund | Common Collective Trusts | — | — | $31K | 0.4% | |
| AF New World R6 Mutual Fund | Other securities | — | — | $27K | 0.3% | |
| FID Govt Mmkt Mutual Fund | Mutual Funds | — | — | $27K | 0.3% | |
| FID Lg Cap Val Idx Mutual Fund | Common Collective Trusts | — | — | $24K | 0.3% | |
| IS Msci Eafe Intl K Mutual Fund | Other securities | — | — | $23K | 0.3% | |
| MFS Intl Divrsn R3 Mutual Fund | Mutual Funds | — | — | $18K | 0.2% | |
| J H Triton T Mutual Fund | Other securities | — | — | $13K | 0.2% | |
| PGIM High Yield R6 Mutual Fund ** 522 * Fkln Sm Cap Value R6 Mutual Fund | Other securities | — | — | $13K | 0.2% | |
| Gughm Core Bond A Mutual Fund | Other securities | — | — | $11K | 0.1% | |
| FID Us Bond Idx Mutual Fund | Common Collective Trusts | — | — | $8K | 0.1% | |
| MFS Mid Cap Grth R3 Mutual Fund | Mutual Funds | — | — | $7K | <0.1% | |
| FID Infl Pr Bd Idx Mutual Fund | Common Collective Trusts | — | — | $4K | <0.1% | |
| PIF Real Est Sec Is Mutual Fund | Other securities | — | — | $4K | <0.1% | |
| FID Fdm Idx 2070 Ipr Mutual Fund | Common Collective Trusts | — | — | $2K | <0.1% | |
| AM Cent Md Cp Val R6 Mutual Fund | Other securities | — | — | $2K | <0.1% | |
| Capital Preservation Fund Collective Investment Trust | Common Collective Trusts | — | — | $1K | <0.1% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
