Christine ADEE signed Ownersedge, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ownersedge, Inc.'s EIN is 47-2035141.
Download the official 2024 Form 5500 (PDF) for Ownersedge, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ownersedge, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALERUS FINANCIAL N.A. | 45-6062081 | — | NONE | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SPECTRUM INVESTMENT ADVISORS, INC. | 39-1828175 | — | NONE | $32K | — |
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 Investments 500 Index Fund | Common Collective Trusts | — | — | $3.4M | 13.9% | |
| Fidelity Investments Large Cap Growth Index Fund | Common Collective Trusts | — | — | $2.9M | 11.7% | |
| Vanguard Funds Target Retirement 2030 Fund | Mutual Funds | — | — | $2.4M | 9.6% | |
| Vanguard Funds Target Retirement 2040 Fund | Mutual Funds | — | — | $1.3M | 5.1% | |
| Dodge & Cox Funds Income Fund | Mutual Funds | — | — | $1.2M | 5.0% | |
| Vanguard Funds Mid-Cap Index Fund | Common Collective Trusts | — | — | $1.1M | 4.6% | |
| Vanguard Funds Target Retirement 2050 Fund | Mutual Funds | — | — | $1.1M | 4.3% | |
| MFS Funds International Diversified Income Fund | Mutual Funds | — | — | $988K | 4.0% | |
| Vanguard Funds Target Retirement 2035 Fund | Mutual Funds | — | — | $955K | 3.9% | |
| American Funds American Balanced Fund | Mutual Funds | — | — | $929K | 3.8% | |
| Vanguard Funds Target Retirement 2045 Fund | Mutual Funds | — | — | $877K | 3.6% | |
| MFS Funds Mid Cap Growth Fund | Mutual Funds | — | — | $783K | 3.2% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $742K | 3.0% | |
| Vanguard Funds Target Retirement 2055 Fund | Mutual Funds | — | — | $652K | 2.6% | |
| Vanguard Funds Target Retirement 2060 Fund | Mutual Funds | — | — | $591K | 2.4% | |
| Vanguard Funds Explorer Fund | Mutual Funds | — | — | $524K | 2.1% | |
| Vanguard Funds Small Cap Index Fund | Common Collective Trusts | — | — | $512K | 2.1% | |
| Vanguard Funds Small Cap Value Index Fund | Common Collective Trusts | — | — | $495K | 2.0% | |
| Vanguard Funds Target Retirement 2020 Fund | Mutual Funds | — | — | $484K | 2.0% | |
| Vanguard Funds Wellington Fund | Mutual Funds | — | — | $470K | 1.9% | |
| Fidelity Investments Low-Priced Stock Fund | Mutual Funds | — | — | $357K | 1.4% | |
| BlackRock Funds Global Allocation Fund | Other securities | — | — | $282K | 1.1% | |
| Participants Notes receivable from participants - various repayment schedules through October 2029 with interest rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $145K | 0.6% | |
| Vanguard Funds Target Retirement 2025 Fund | Mutual Funds | — | — | $96K | 0.4% | |
| JPMorgan Funds Global Bond Opportunities Fund | Other securities | — | — | $89K | 0.4% | |
| American Funds New World Fund | Mutual Funds | — | — | $87K | 0.4% | |
| Vanguard Funds Inflation-Protected Securities Fund | Mutual Funds | — | — | $76K | 0.3% | |
| Vanguard Funds Target Retirement Income Fund | Mutual Funds | — | — | $17K | <0.1% | |
| Vanguard Funds Target Retirement 2065 Fund | Mutual Funds | — | — | $12K | <0.1% | |
| Vanguard Funds Target Retirement 2070 Fund | 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.
