Jessica YI signed Bond Creative, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bond Creative, LLC's EIN is 46-0702188.
Download the official 2024 Form 5500 (PDF) for Bond Creative, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bond Creative, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature, a self-directed brokerage window.
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 | $25 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID FDM IDX 2045 IPR Registered Investment Company | Common Collective Trusts | — | — | $2.5M | 24.6% | |
| FID FDM IDX 2050 IPR Registered Investment Company | Common Collective Trusts | — | — | $2.2M | 21.7% | |
| FID FDM IDX 2040 IPR Registered Investment Company | Common Collective Trusts | — | — | $1.7M | 16.7% | |
| FID FDM IDX 2055 IPR Registered Investment Company | Common Collective Trusts | — | — | $1.1M | 10.8% | |
| FID FDM IDX 2060 IPR Registered Investment Company | Common Collective Trusts | — | — | $709K | 7.0% | |
| Self-Directed Brokerage Accounts BROKERAGELINK Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $623K | 6.2% | |
| FID FDM IDX 2035 IPR Registered Investment Company | Common Collective Trusts | — | — | $399K | 4.0% | |
| C&S GBL INFRASTR Z Registered Investment Company ** 304 * FID 500 INDEX Registered Investment Company | Common Collective Trusts | — | — | $371K | 3.7% | |
| FID FDM IDX 2020 IPR Registered Investment Company | Common Collective Trusts | — | — | $171K | 1.7% | |
| FID FDM IDX 2065 IPR Registered Investment Company | Common Collective Trusts | — | — | $121K | 1.2% | |
| FID FDM IDX 2025 IPR Registered Investment Company | Common Collective Trusts | — | — | $117K | 1.2% | |
| C&S INST REALTY SHS Registered Investment Company ** 761 VANG INFL PROT ADM Registered Investment Company ** 33 VANG INFO TEC IDX AD Registered Investment Company | Common Collective Trusts | — | — | $34K | 0.3% | |
| Participant Loans Interest rates at (5.75 ~ 9.50%) $0 | Bonds / Notes | — | — | $33K | 0.3% | |
| Registered Investment Companies J H GLB TECH INNV N Registered Investment Company | Common Stocks | — | — | $13K | 0.1% | |
| FID FDM IDX 2030 IPR Registered Investment Company | Common Collective Trusts | — | — | $11K | 0.1% | |
| IS MSCI EAFE INTL K Registered Investment Company | Common Stocks | — | — | $7K | <0.1% | |
| FID MID CAP IDX Registered Investment Company | Common Collective Trusts | — | — | $6K | <0.1% | |
| Interest-Bearing Cash GABELLI US MM I Interest-Bearing Cash | Cash / Money Market | — | — | $5K | <0.1% | |
| VANG TOT BD MKT ADM Registered Investment Company | Common Stocks | — | — | $1K | <0.1% | |
| VANG SM CAP IDX ADM Registered Investment Company | Common Collective Trusts | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
