Ben Swartwout signed Greenlight Financial Technology, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Greenlight Financial Technology, Inc.'s EIN is 47-2550478.
Download the official 2024 Form 5500 (PDF) for Greenlight Financial Technology, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Greenlight Financial Technology, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, 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 | $27K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID FDM IDX 2050 IPR Registered Investment Company | Common Collective Trusts | — | — | $7.4M | 22.9% | |
| FID FDM IDX 2055 IPR Registered Investment Company | Common Collective Trusts | — | — | $7.1M | 21.9% | |
| FID FDM IDX 2060 IPR Registered Investment Company | Common Collective Trusts | — | — | $5.6M | 17.3% | |
| FID 500 INDEX Registered Investment Company | Common Collective Trusts | — | — | $3.5M | 10.7% | |
| FID FDM IDX 2045 IPR Registered Investment Company | Common Collective Trusts | — | — | $2.3M | 7.0% | |
| FID FDM IDX 2040 IPR Registered Investment Company | Common Collective Trusts | — | — | $1.6M | 5.0% | |
| VICT NASDAQ 100 R6 Registered Investment Company | Common Stocks | — | — | $953K | 2.9% | |
| BrokerageLink: Unit | Other securities | — | — | $714K | 2.2% | |
| FID FDM IDX 2035 IPR Registered Investment Company | Common Collective Trusts | — | — | $527K | 1.6% | |
| FID FDM IDX 2065 IPR Registered Investment Company | Common Collective Trusts | — | — | $334K | 1.0% | |
| FID FDM IDX 2030 IPR Registered Investment Company | Common Collective Trusts | — | — | $301K | 0.9% | |
| FID INTL INDEX Registered Investment Company | Mutual Funds | — | — | $216K | 0.7% | |
| BrokerageLink: Common Stock | Common Stocks | — | — | $204K | 0.6% | |
| FID FDM IDX 2025 IPR Registered Investment Company | Common Collective Trusts | — | — | $197K | 0.6% | |
| Participant Loans Interest rates range from 4.25% - 9.50% | Bonds / Notes | — | — | $157K | 0.5% | |
| FID GROWTH STRAT K6 Registered Investment Company | Mutual Funds | — | — | $146K | 0.5% | |
| FID MID CAP IDX Registered Investment Company | Common Collective Trusts | — | — | $132K | 0.4% | |
| FID US BOND IDX Registered Investment Company | Common Collective Trusts | — | — | $129K | 0.4% | |
| DFA INF PRT SEC PORT Registered Investment Company 12 IS R SM/MD-CAP IDX K Registered Investment Company | Common Collective Trusts | — | — | $128K | 0.4% | |
| Fid Govt Mmkt Money Market | Mutual Funds | — | — | $127K | 0.4% | |
| AF BALANCED R6 Registered Investment Company | Common Stocks | — | — | $99K | 0.3% | |
| DFA SM CAP GRTH INST Registered Investment Company | Mutual Funds | — | — | $92K | 0.3% | |
| AF AMER MUTUAL R6 Registered Investment Company | Common Stocks | — | — | $77K | 0.2% | |
| DFA US TARGET VAL I Registered Investment Company | Mutual Funds | — | — | $75K | 0.2% | |
| AF NEW PERSPECT R6 Registered Investment Company | Common Stocks | — | — | $64K | 0.2% | |
| FID MULTI ASSET IDX Registered Investment Company | Common Collective Trusts | — | — | $55K | 0.2% | |
| BrokerageLink: Fidelity Fund | Mutual Funds | — | — | $44K | 0.1% | |
| DFA REAL EST SEC I Registered Investment Company | Mutual Funds | — | — | $35K | 0.1% | |
| AF NEW WORLD R6 Registered Investment Company | Common Stocks | — | — | $27K | <0.1% | |
| AF HIGH INCOME R6 Registered Investment Company | Common Stocks | — | — | $27K | <0.1% | |
| DFA INTL VALUE I Registered Investment Company | Mutual Funds | — | — | $21K | <0.1% | |
| BrokerageLink: Cash | Cash / Money Market | — | — | $21K | <0.1% | |
| FID FDM IDX 2020 IPR Registered Investment Company | Common Collective Trusts | — | — | $13K | <0.1% | |
| BLKRK 40/60 TA K Registered Investment Company | Common Stocks | — | — | $8K | <0.1% | |
| AF BOND FD AMER R6 Registered Investment Company | Common Stocks | — | — | $7K | <0.1% | |
| DFA US VECTOR EQ I Registered Investment Company | Mutual Funds | — | — | $4K | <0.1% | |
| DODGE & COX GLB BD X Registered Investment Company | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
