Shandee Ewert signed Fivetran Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Fivetran Inc.'s EIN is 46-1571767.
Download the official 2024 Form 5500 (PDF) for Fivetran Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Fivetran Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature, a self-directed brokerage window, automatic enrollment.
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 | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $23K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2055 Fund | Mutual Funds | — | — | $17.3M | 25.0% | |
| Fidelity Freedom Index 2050 Fund | Mutual Funds | — | — | $10.7M | 15.5% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $9.7M | 14.0% | |
| Fidelity Freedom Index 2060 Fund | Mutual Funds | — | — | $8.5M | 12.3% | |
| Fidelity Freedom Index 2045 Fund | Mutual Funds | — | — | $4.6M | 6.7% | |
| Fidelity Freedom Index 2040 Fund | Mutual Funds | — | — | $3.7M | 5.3% | |
| Fidelity Freedom Index 2035 Fund | Mutual Funds | — | — | $3.3M | 4.8% | |
| JPMorgan Large Cap Growth Fund | Other securities | — | — | $2.8M | 4.0% | |
| Fidelity Freedom Index 2030 Fund | Mutual Funds | — | — | $1.4M | 2.0% | |
| Fidelity Freedom Index 2065 Fund | Mutual Funds | — | — | $1.0M | 1.5% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $826K | 1.2% | |
| s: ** Invesco Small Cap Value Fund Class R6 | Mutual Funds | — | — | $747K | 1.1% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $729K | 1.1% | |
| Vanguard Equity Income Fund | Mutual Funds | — | — | $690K | 1.0% | |
| Fidelity Freedom Index 2025 Fund | Mutual Funds | — | — | $655K | 0.9% | |
| Participant loans receivable - 26 loans outstanding with interest rates ranging from 4.25% to 9.50% - | Bonds / Notes | — | — | $480K | 0.7% | |
| Fidelity Government Money Market Fund | Mutual Funds | — | — | $394K | 0.6% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $379K | 0.5% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $300K | 0.4% | |
| Victory Government Securities Fund | Other securities | — | — | $187K | 0.3% | |
| Fidelity Brokeragelink Common Stock | Mutual Funds | — | — | $165K | 0.2% | |
| American Funds New World Fund | Mutual Funds | — | — | $153K | 0.2% | |
| Fidelity Brokeragelink External Fund | Mutual Funds | — | — | $142K | 0.2% | |
| Allspring Small Company Growth Fund | Common Stocks | — | — | $101K | 0.1% | |
| Fidelity Freedom Index 2020 Fund | Mutual Funds | — | — | $81K | 0.1% | |
| Fidelity Brokeragelink Unit | Mutual Funds | — | — | $79K | 0.1% | |
| Fidelity Brokeragelink Fidelity Fund | Mutual Funds | — | — | $53K | <0.1% | |
| Fidelity Freedom Index Income Fund | Mutual Funds | — | — | $10K | <0.1% | |
| Fidelity Brokeragelink Cash | Mutual Funds | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
