Michele HOLT signed Bluestone Insourcing Solutions,'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bluestone Insourcing Solutions,'s EIN is 45-5291304.
Download the official 2024 Form 5500 (PDF) for Bluestone Insourcing Solutions, from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bluestone Insourcing Solutions,'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $20K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO | 34-1542819 | — | N/A | $53K |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds Gth Fund of America R6 | Mutual Funds | — | — | $4.3M | 20.4% | |
| American Funds Wash Mutual Inv Fund R6 | Mutual Funds | — | — | $3.6M | 17.5% | |
| American Funds American Balance Fund R6 | Mutual Funds | — | — | $2.8M | 13.2% | |
| American Funds New Perspective Fund R6 | Mutual Funds | — | — | $1.8M | 8.5% | |
| American Funds 2035 Trgt Date Retire R6 | Mutual Funds | — | — | $1.2M | 5.6% | |
| American Funds Bond Fund of America R6 | Mutual Funds | — | — | $1.2M | 5.5% | |
| American Funds U.S. Gov Money Market R6 | Mutual Funds | — | — | $1.1M | 5.1% | |
| American Funds The Inc Fund of Amer R6 | Mutual Funds | — | — | $833K | 4.0% | |
| American Funds 2020 Trgt Date Retire R6 | Mutual Funds | — | — | $497K | 2.4% | |
| American Funds 2050 Trgt Date Retire R6 | Mutual Funds | — | — | $491K | 2.4% | |
| iShares S&P 500 Index Fund - Institutional | Common Collective Trusts | — | — | $487K | 2.3% | |
| Amer Funds Cap Wld Gth and Inc Fund R6 | Common Stocks | — | — | $419K | 2.0% | |
| Columbia Acorn Fund - Advisor Class | Other securities | — | — | $366K | 1.8% | |
| American Funds 2045 Trgt Date Retire R6 | Mutual Funds | — | — | $321K | 1.5% | |
| American Funds 2055 Trgt Date Retire R6 | Mutual Funds | — | — | $261K | 1.2% | |
| American Mutual Fund Class R6 | Other securities | — | — | $179K | 0.9% | |
| American Funds 2060 Trgt Date Retire R6 | Mutual Funds | — | — | $162K | 0.8% | |
| Federated Heremes Mid Cap Idx Fund R6 | Common Collective Trusts | — | — | $136K | 0.6% | |
| American Funds 2025 Trgt Date Retire R6 | Mutual Funds | — | — | $127K | 0.6% | |
| Vanguard Mid-Cap Value Idx Fund - Adm | Common Collective Trusts | — | — | $113K | 0.5% | |
| American Funds 2040 Trgt Date Retire R6 | Mutual Funds | — | — | $92K | 0.4% | |
| American Funds 2030 Trgt Date Retire R6 | Mutual Funds | — | — | $91K | 0.4% | |
| Vanguard Small Cap Growth Idx - Admiral | Common Collective Trusts | — | — | $66K | 0.3% | |
| Fidelity Advisor Mid Cap Value Fund - Z | Mutual Funds | — | — | $63K | 0.3% | |
| Vanguard Info Tech Index Fund - Admiral | Common Collective Trusts | — | — | $45K | 0.2% | |
| BlackRock High Yield Bond Portfolio - Inst | Other securities | — | — | $43K | 0.2% | |
| Vanguard Short Term Inv Grade Admiral | Mutual Funds | — | — | $33K | 0.2% | |
| Vanguard Small Cap Index Fund - Admiral | Common Collective Trusts | — | — | $32K | 0.2% | |
| Vanguard Short Term Fed Fund - Admiral | Mutual Funds | — | — | $30K | 0.1% | |
| American Funds New World Fund R6 | Mutual Funds | — | — | $28K | 0.1% | |
| Vanguard Healthcare Index Fund Admiral | Common Collective Trusts | — | — | $21K | <0.1% | |
| Participant Loans | Participant loans | — | $0 | $18K | <0.1% | |
| American Funds Cap World Bond Fund R6 | Mutual Funds | — | — | $17K | <0.1% | |
| Vanguard Dev Markets Idx Fund - Admiral | Common Collective Trusts | — | — | $17K | <0.1% | |
| American Funds 2065 Trgt Date Retire R6 | Mutual Funds | — | — | $16K | <0.1% | |
| Lord Abbett Bond Debenture Fund R6 | U.S. Treasuries | — | — | $13K | <0.1% | |
| Vanguard Small Cap Value Idx Fund Adm | Common Collective Trusts | — | — | $11K | <0.1% | |
| Vanguard Int'l Gth Fund - Admiral | Mutual Funds | — | — | $10K | <0.1% | |
| DFA Inflation Protected Sec Port - Inst | Mutual Funds | — | — | $7K | <0.1% | |
| DFA Real Estate Securities Portfolio Inst | Mutual Funds | — | — | $3K | <0.1% | |
| Vanguard LifeStrategy Income Fund - Inv | Mutual Funds | — | — | $946 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
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