Antanett Harris signed Index Analytics LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Index Analytics LLC's EIN is 45-5364115.
Download the official 2024 Form 5500 (PDF) for Index Analytics LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Index Analytics LLC'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $1K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 Fund Mutual Fund NR | Mutual Funds | — | — | $1.9M | 13.9% | |
| Vanguard 500 Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $1.7M | 12.6% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund NR | Mutual Funds | — | — | $1.4M | 10.1% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund NR | Mutual Funds | — | — | $1.3M | 9.7% | |
| Vanguard Total Stock Market Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $1.3M | 9.3% | |
| Vanguard Target Retirement 2030 Fund Mutual Fund NR | Mutual Funds | — | — | $1.2M | 8.6% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund NR | Mutual Funds | — | — | $944K | 6.8% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund NR | Mutual Funds | — | — | $660K | 4.8% | |
| BlackRock Equity Dividend Fund Mutual Fund NR | Other securities | — | — | $616K | 4.5% | |
| Vanguard Small Cap Value Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $593K | 4.3% | |
| Vanguard Total International Stock Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $269K | 1.9% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund NR | Mutual Funds | — | — | $232K | 1.7% | |
| American Funds New Perspective Fund Mutual Fund NR | Mutual Funds | — | — | $221K | 1.6% | |
| American Funds New World Fund Mutual Fund NR | Mutual Funds | — | — | $179K | 1.3% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund NR | Mutual Funds | — | — | $156K | 1.1% | |
| Vanguard Real Estate Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $135K | 1.0% | |
| Various, bearing interest * Participant loans from 7.75% to 8.50% | Bonds / Notes | — | — | $133K | 1.0% | |
| Vanguard Emerging Markets Stock Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $130K | 0.9% | |
| Fidelity Select Software and IT Services Portfolio Fund Mutual Fund NR | Mutual Funds | — | — | $105K | 0.8% | |
| Vanguard Cash Reserves Federal Money Market Fund Mutual Fund NR | Mutual Funds | — | — | $88K | 0.6% | |
| Vanguard Total Bond Market Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $77K | 0.6% | |
| Vanguard Intermediate-Term Treasury Fund Mutual Fund NR | Mutual Funds | — | — | $76K | 0.5% | |
| Vanguard Inflation-Protected Securities Fund Mutual Fund NR | Mutual Funds | — | — | $71K | 0.5% | |
| Fidelity Mid Cap Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $54K | 0.4% | |
| Vanguard Target Retirement 2065 Fund Mutual Fund NR | Mutual Funds | — | — | $48K | 0.3% | |
| JPMorgan Core Bond Fund Mutual Fund NR | Other securities | — | — | $42K | 0.3% | |
| Fidelity Small Cap Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $39K | 0.3% | |
| Vanguard Target Retirement 2020 Fund Mutual Fund NR | Mutual Funds | — | — | $19K | 0.1% | |
| Fidelity International Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $18K | 0.1% | |
| Baron Growth Fund Mutual Fund NR | Other securities | — | — | $14K | 0.1% | |
| Columbia Small Cap Value Fund Mutual Fund NR | Other securities | — | — | $7K | <0.1% | |
| BlackRock Inflation Protected Bond Fund Mutual Fund NR 283 Brown Advisory Sustainable Growth Fund Mutual Fund NR | Other securities | — | — | $5K | <0.1% | |
| John Hancock Strategic Income Opportunities Fund Mutual Fund NR 970 John Hancock Disciplined Value Mid Cap Fund Mutual Fund NR | Other securities | — | — | $5K | <0.1% | |
| American Century Small Cap Growth Fund Mutual Fund NR | Other securities | — | — | $4K | <0.1% | |
| Fidelity Intermediate Treasury Bond Index Fund Mutual Fund NR 948 * Fidelity Sustainability Bond Index Mutual Fund NR | U.S. Treasuries | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
