Karen Maude signed Expedition Technology, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Expedition Technology, Inc.'s EIN is 46-4016188.
Download the official 2024 Form 5500 (PDF) for Expedition Technology, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Expedition Technology, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment, 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 | -$127 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | 35-2552359 | — | ADVISOR | $20K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual fund | Common Collective Trusts | — | — | $5.5M | 26.4% | |
| Fidelity Freedom Index 2060 Mutual fund | Mutual Funds | — | — | $2.2M | 10.7% | |
| Fidelity Freedom Index 2035 Mutual fund | Mutual Funds | — | — | $1.9M | 9.0% | |
| Fidelity Freedom Index 2040 Mutual fund | Mutual Funds | — | — | $1.8M | 8.6% | |
| Fidelity Total Market Index Mutual fund | Common Collective Trusts | — | — | $1.5M | 7.1% | |
| Fidelity Freedom Index 2055 Mutual fund | Mutual Funds | — | — | $1.4M | 6.8% | |
| Fidelity Freedom Index 2030 Mutual fund | Mutual Funds | — | — | $1.1M | 5.1% | |
| Fidelity Freedom Index 2050 Mutual fund | Mutual Funds | — | — | $908K | 4.3% | |
| Fidelity Freedom Index 2065 Mutual fund | Mutual Funds | — | — | $894K | 4.3% | |
| Fidelity Freedom Index 2045 Mutual fund | Mutual Funds | — | — | $872K | 4.2% | |
| Fidelity US Bond Index Fund Mutual fund | Common Collective Trusts | — | — | $485K | 2.3% | |
| LARGE CAP GRTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $441K | 2.1% | |
| Fidelity Total International Index Mutual fund | Mutual Funds | — | — | $308K | 1.5% | |
| Fidelity US Sustainability Index Mutual fund | Mutual Funds | — | — | $301K | 1.4% | |
| Putnam Large Cap Value Fund R1 Collective trust fund | Common Collective Trusts | — | — | $177K | 0.8% | |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $177K | 0.8% | |
| Fidelity Government Money Market Fund K6 Mutual fund ** 313 * Fidelity Mid Cap Index Fund Mutual fund | Common Collective Trusts | — | — | $170K | 0.8% | |
| MID CAP GROWTH II R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7304118 / PN 001 | Common Collective Trust | — | — | $143K | 0.7% | |
| SMALL CAP VAL III R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $127K | 0.6% | |
| SMALL CAP GR III R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7304119 / PN 001 | Common Collective Trust | — | — | $94K | 0.4% | |
| Fidelity Small Cap Index Fund Mutual fund | Common Collective Trusts | — | — | $75K | 0.4% | |
| STABLE VALUE FUND R1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $71K | 0.3% | |
| INTL GROWTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $68K | 0.3% | |
| Great Gray Emerging Markets Fund II R1 Collective trust fund | Common Collective Trusts | — | — | $58K | 0.3% | |
| GG EMERG MKTS II R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7304135 / PN 001 | Common Collective Trust | — | — | $58K | 0.3% | |
| CORE PLUS BOND R1 GREAT GRAY TRUST COMPANY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $58K | 0.3% | |
| MID CAP VAL II R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7312964 / PN 001 | Common Collective Trust | — | — | $54K | 0.3% | |
| INTERNATIONAL EQ R1 GREAT GRAY TRUST COMPANY · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $47K | 0.2% | |
| BALANCED SUST R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139844 / PN 624 | Common Collective Trust | — | — | $46K | 0.2% | |
| GG EUROPAC GROWTH R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $36K | 0.2% | |
| Pioneer International Equity Fund Y Mutual fund | Other securities | — | — | $27K | 0.1% | |
| Northern World Selection Index K Mutual fund | Other securities | — | — | $17K | <0.1% | |
| BlackRock High Yield Portfolio Fund K Mutual fund | Other securities | — | — | $5K | <0.1% | |
| Principal Real Estate Securities Fund R6 Mutual fund | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
