Sharon SETO signed Fit Electronics, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Fit Electronics, Inc.'s EIN is 46-4369207.
Download the official 2024 Form 5500 (PDF) for Fit Electronics, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Fit Electronics, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $15K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISERS LLC |
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 | |||||
|---|---|---|---|---|---|---|
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $6.6M | 14.6% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $5.6M | 12.3% | |
| COL LARGE CAP ENHANCED CORE I3 | Registered Investment Companies | — | — | $4.3M | 9.5% | |
| FRANKLIN DYNATECH FUND R6 | Registered Investment Companies | — | — | $4.2M | 9.3% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $2.0M | 4.4% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $1.8M | 3.9% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $1.5M | 3.2% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $1.4M | 3.1% | |
| FEDERATED MDT MDCP GR R6 | Registered Investment Companies | — | — | $1.4M | 3.0% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $1.4M | 3.0% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $1.3M | 3.0% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $1.3M | 2.8% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $1.2M | 2.7% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $1.1M | 2.5% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $1.1M | 2.4% | |
| BLACKROCK HIGH YIELD INST | Registered Investment Companies | — | — | $961K | 2.1% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $939K | 2.1% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $936K | 2.1% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $799K | 1.8% | |
| PGIM TOTAL RETURN BOND R6 | Registered Investment Companies | — | — | $656K | 1.5% | |
| SCHWAB TREAS INFL PROT SEC IDX | Registered Investment Companies | — | — | $645K | 1.4% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $623K | 1.4% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $553K | 1.2% | |
| COLUMBIA SMALL CAP INDEX INST3 | Registered Investment Companies | — | — | $496K | 1.1% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $466K | 1.0% | |
| VANGUARD EXPLORER ADMIN | Registered Investment Companies | — | — | $404K | 0.9% | |
| BROKERAGE FUND OPTIONS SELF-DIRECTED BROKERAGE ACCT | Self-Directed Brokerage | — | — | $325K | 0.7% | |
| TRO SPECTRUM MOD GRTH ALLOC | Registered Investment Companies | — | — | $294K | 0.7% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $257K | 0.6% | |
| DWS GLOBAL SMALL CAP R6 | Registered Investment Companies | — | — | $231K | 0.5% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $140K | 0.3% | |
| PIMCO INTL BOND USD HDGD I | Registered Investment Companies | — | — | $117K | 0.3% | |
| VANGUARD EUROPEAN STK IDX ADM | Registered Investment Companies | — | — | $84K | 0.2% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $60K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 36-3258176 |
| — |
| INVESTMENT/FINANCIAL ADVI |
| $12K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INDEPENDENT FINANCIAL GROUP, LLC | 71-0927304 | — | INVESTMENT/FINANCIAL ADVI | $23K | — |
