Caitlin Wright signed YOU NEED a Budget LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
YOU NEED a Budget LLC's EIN is 47-2847611.
Download the official 2024 Form 5500 (PDF) for YOU NEED a Budget LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)YOU NEED a Budget LLC's plan includes automatic enrollment, ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature, profit-sharing, a self-directed brokerage window.
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 | $3K | — |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
