Heather Young signed Christopherson Andavo Travel, LP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Christopherson Andavo Travel, LP's EIN is 46-1790204.
Download the official 2024 Form 5500 (PDF) for Christopherson Andavo Travel, LP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Christopherson Andavo Travel, LP's plan includes ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA), profit-sharing.
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 | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SOLTIS INVESTMENT ADVISORS LLC | 27-3188744 | — | ADVISOR | $19K | — |
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 | |||||
|---|---|---|---|---|---|---|
| SIA TARGET DATE 2025 T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | $278K | $4.1M | 21.0% | |
| SIA TD 2040 2 ALTA TRUST COMPANY · EIN 83-1335569 / PN 001 | Common Collective Trust | — | $141K | $2.3M | 11.9% | |
| Fidelity 500 Index Fund 9,058 Shares | Common Collective Trusts | — | $9K | $1.8M | 9.5% | |
| SIA TD 2035 2 ALTA TRUST COMPANY · EIN 83-1318731 / PN 001 | Common Collective Trust | — | $107K | $1.7M | 8.7% | |
| SIA TARGET DATE 2030 T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | $94K | $1.4M | 7.3% | |
| SIA TD 2020 2 ALTA TRUST COMPANY · EIN 83-1273151 / PN 001 | Common Collective Trust | — | $91K | $1.3M | 6.6% | |
| SIA TD 2045 2 ALTA TRUST COMPANY · EIN 83-1358106 / PN 001 | Common Collective Trust | — | $69K | $1.2M | 6.0% | |
| Fidelity Mid Cap Index Fund 26,476 Shares | Common Collective Trusts | — | $26K | $894K | 4.6% | |
| SIA TARGET DATE 2050 T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | $51K | $865K | 4.4% | |
| SIA TD 2055 2 ALTA TRUST COMPANY · EIN 83-1392402 / PN 001 | Common Collective Trust | — | $40K | $678K | 3.5% | |
| Fidelity Government Cash Reserves 505,367 Shares | Mutual Funds | — | $505K | $505K | 2.6% | |
| SIA LARGE CAP GRTH 2 ALTA TRUST COMPANY · EIN 83-1419179 / PN 001 | Common Collective Trust | — | $20K | $445K | 2.3% | |
| Oakmark Fund I 2,451 Shares | Other securities | — | $2K | $373K | 1.9% | |
| MFS Mid Cap Value R4 11,280 Shares | Mutual Funds | — | $11K | $348K | 1.8% | |
| Participant loans Interest ranging from 3.25% to 9.50% | Bonds / Notes | — | — | $291K | 1.5% | |
| SIA TD 2060 2 ALTA TRUST COMPANY · EIN 83-1401342 / PN 001 | Common Collective Trust | — | $14K | $248K | 1.3% | |
| Artisan Micd Cap Inv 5,106 Shares | Other securities | — | $5K | $173K | 0.9% | |
| Schroder International Equity 8,592 Shares | Other securities | — | $9K | $124K | 0.6% | |
| SCHRDRS INTL EQ H1 SEI TRUST COMPANY · EIN 46-4679164 / PN 072 | Common Collective Trust | — | — | $124K | 0.6% | |
| Dodge & Cox 9,642 Shares | Mutual Funds | — | $10K | $119K | 0.6% | |
| Fidelity U.S. Bond Index Fund 7,308 Shares | Common Collective Trusts | — | $7K | $75K | 0.4% | |
| Fidelity Small Cap Index Fund 2,441 Shares | Common Collective Trusts | — | $2K | $68K | 0.3% | |
| MORLEY SV 50 - I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | $2K | $61K | 0.3% | |
| Fidelity International Index Fund 1,220 Shares | Common Collective Trusts | — | $1K | $58K | 0.3% | |
| T Rowe Price Retirement Income 4,121 Shares | Mutual Funds | — | $4K | $55K | 0.3% | |
| Janus Triton N 1,886 Shares | Mutual Funds | — | $2K | $52K | 0.3% | |
| Party in (b) (c) Current Interest Identity of Issue Description of Investment Value Invesco Oppenheimer Gold & Special Minerals 1,939 Shares | Mutual Funds | — | $2K | $50K | 0.3% | |
| Fidelity Emerging Markets Index Fund 3,885 Shares | Common Collective Trusts | — | $4K | $41K | 0.2% | |
| PIMCO Income Instl 3,678 Shares | Mutual Funds | — | $4K | $39K | 0.2% | |
| Boston Partners Small Cap Value FD II Instl CL 1,288 Shares | Other securities | — | $1K | $33K | 0.2% | |
| Fidelity Emerging Markets 705 Shares | Mutual Funds | — | — | $27K | 0.1% | |
| Fidelity Inflation-Protected Bond Index Fund 1,492 Shares | Common Collective Trusts | — | $1K | $13K | <0.1% | |
| Cohen & Steers Realty Shares 168 Shares | Other securities | — | — | $11K | <0.1% | |
| SIA TARGET DATE 2055 T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| SIA TARGET DATE 2060 T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| SIA TARGET DATE 2020 T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| SIA TARGET DATE 2035 T. ROWE PRICE TRUST COMPANY · EIN 36-7595913 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| SIA TARGET DATE 2040 T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| SIA TARGET DATE 2045 T. ROWE PRICE TRUST COMPANY · EIN 32-6198848 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLS CERTIFIED PUBLIC ACCOUNTANTS, | 27-3754613 | — | ACCOUNTANT/AUDITOR | $13K | — |
