TINA YEH signed Auditboard, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Auditboard, Inc.'s EIN is 47-1299245.
Download the official 2024 Form 5500 (PDF) for Auditboard, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Auditboard, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
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 | $69K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BALDWIN GROUP WEALTH ADVISORS | 47-5476782 | — | ADVISOR | $74K | — |
| STRATEGIC ADVISORS, INC. |
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 | |||||
|---|---|---|---|---|---|---|
| Fid 500 Index Mutual fund | Common Collective Trusts | — | — | $8.5M | 20.5% | |
| Blkrk Lp Idx 2055 K Mutual fund | Common Collective Trusts | — | — | $8.1M | 19.6% | |
| Blkrk Lp Idx 2050 K Mutual fund | Common Collective Trusts | — | — | $6.1M | 14.7% | |
| Blkrk Lp Idx 2060 K Mutual fund | Common Collective Trusts | — | — | $3.4M | 8.3% | |
| Blkrk Lp Idx 2045 K Mutual fund | Common Collective Trusts | — | — | $2.4M | 5.8% | |
| Blkrk Lp Idx 2040 K Mutual fund | Common Collective Trusts | — | — | $1.6M | 3.8% | |
| LARGE CAP GRTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $1.3M | 3.2% | |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $1.2M | 2.8% | |
| Fid Intl Index Mutual fund | Mutual Funds | — | — | $1.0M | 2.5% | |
| Blkrk Lp Idx 2035 K Mutual fund | Common Collective Trusts | — | — | $1.0M | 2.5% | |
| Fid Mid Cap Idx Mutual fund | Common Collective Trusts | — | — | $934K | 2.3% | |
| Blkrk Lp Idx 2065 K Mutual fund | Common Collective Trusts | — | — | $800K | 1.9% | |
| Fid Sm Cap Idx Mutual fund | Common Collective Trusts | — | — | $731K | 1.8% | |
| Jpm Core Plus Bnd R6 Mutual fund | Other securities | — | — | $561K | 1.4% | |
| Af New Perspect R6 Mutual fund | Other securities | — | — | $498K | 1.2% | |
| Fid US Bond Idx Mutual fund | Common Collective Trusts | — | — | $484K | 1.2% | |
| INTL GROWTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $419K | 1.0% | |
| Dlwr Emrg Mkts R6 Mutual fund | Other securities | — | — | $419K | 1.0% | |
| STABLE VALUE FUND R1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $365K | 0.9% | |
| AC SMALL CAP VALUE GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $251K | 0.6% | |
| Pif Real Est Sec R6 Mutual fund | Other securities | — | — | $227K | 0.6% | |
| with various maturities through August * Notes receivable from participants 2034 - | Other securities | — | — | $206K | 0.5% | |
| MID CAP GROWTH II R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7304118 / PN 001 | Common Collective Trust | — | — | $204K | 0.5% | |
| Blkrk Lp Idx 2030 K Mutual fund | Common Collective Trusts | — | — | $173K | 0.4% | |
| MID CAP VALUE R1 GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $130K | 0.3% | |
| Pif High Yield R6 Mutual fund | Other securities | — | — | $116K | 0.3% | |
| Dodge & Cox Stock X Mutual fund | Mutual Funds | — | — | $69K | 0.2% | |
| Af Infl Linked Bd R6 Mutual fund | Other securities | — | — | $47K | 0.1% | |
| Blkrk Lp Idx Rtmt K Mutual fund | Common Collective Trusts | — | — | $36K | <0.1% | |
| Calvert Equity R6 Mutual fund | Other securities | — | — | $20K | <0.1% | |
| MFS New Discovery R6 Mutual fund | Mutual Funds | — | — | $15K | <0.1% | |
| Pimco Income Inst Mutual fund | Mutual Funds | — | — | $10K | <0.1% | |
| MID CAP GROWTH R1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | 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.
| 04-2654524 |
| — |
| ADVISOR |
| $16K |
| — |
