Katie Van Dixhorn signed Caret Holdings, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Caret Holdings, Inc.'s EIN is 47-3049829.
Download the official 2024 Form 5500 (PDF) for Caret Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Caret Holdings, Inc.'s plan includes automatic enrollment, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
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 | $149K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR/INVESMENT ADVIS | $46K | — |
| STRATEGIC ADVISORS, INC. |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID FDM IDX 2055 IPR Mutual Fund | Common Collective Trusts | — | — | $9.6M | 16.9% | |
| FID FDM IDX 2050 IPR Mutual Fund | Common Collective Trusts | — | — | $8.8M | 15.5% | |
| FID 500 INDEX Mutual Fund | Common Collective Trusts | — | — | $8.3M | 14.5% | |
| FID FDM IDX 2045 IPR Mutual Fund | Common Collective Trusts | — | — | $6.7M | 11.7% | |
| FID FDM IDX 2060 IPR Mutual Fund | Common Collective Trusts | — | — | $4.9M | 8.7% | |
| FID FDM IDX 2040 IPR Mutual Fund | Common Collective Trusts | — | — | $3.7M | 6.5% | |
| FID FDM IDX 2035 IPR Mutual Fund | Common Collective Trusts | — | — | $2.6M | 4.5% | |
| MFS GROWTH R6 Mutual Fund | Mutual Funds | — | — | $1.4M | 2.5% | |
| FID INTL INDEX Mutual Fund | Mutual Funds | — | — | $1.3M | 2.2% | |
| FID SM CAP IDX Mutual Fund | Common Collective Trusts | — | — | $1.0M | 1.8% | |
| FID FDM IDX 2065 IPR Mutual Fund | Common Collective Trusts | — | — | $1.0M | 1.8% | |
| FID MID CAP IDX Mutual Fund | Common Collective Trusts | — | — | $1.0M | 1.8% | |
| FID FDM IDX 2070 IPR Mutual Fund ** 978 STD STABLE ASSET 2 Guaranteed Investment Contract | Stable Value | — | — | $1.0M | 1.8% | |
| FID FDM IDX 2030 IPR Mutual Fund | Common Collective Trusts | — | — | $968K | 1.7% | |
| GS CORE FIXED INC R6 Mutual Fund | Common Stocks | — | — | $832K | 1.5% | |
| PARTICIPANT LOANS maturing through November 2035 0 | Participant loans | — | — | $676K | 1.2% | |
| COL DIVIDEND INC I3 Mutual Fund | Common Stocks | — | — | $658K | 1.2% | |
| JPM EMRG MKTS EQ R6 Mutual Fund | Other securities | — | — | $409K | 0.7% | |
| J H BALANCED N Mutual Fund | Other securities | — | — | $296K | 0.5% | |
| AF NEW PERSPECT R6 Mutual Fund | Other securities | — | — | $293K | 0.5% | |
| FID FDM IDX 2025 IPR Mutual Fund | Common Collective Trusts | — | — | $235K | 0.4% | |
| MFS MID CAP GRTH R6 Mutual Fund | Mutual Funds | — | — | $216K | 0.4% | |
| PIMCO INCOME INST Mutual Fund | Mutual Funds | — | — | $188K | 0.3% | |
| AS SPL SM CAP VAL R6 Mutual Fund | Other securities | — | — | $181K | 0.3% | |
| NB REAL ESTATE R6 Mutual Fund | Other securities | — | — | $179K | 0.3% | |
| CB INTL GRTH IS Mutual Fund | Other securities | — | — | $109K | 0.2% | |
| AM CENT MD CP VAL R6 Mutual Fund | Other securities | — | — | $106K | 0.2% | |
| LD ABT DEV GRTH R6 Mutual Fund | Other securities | — | — | $78K | 0.1% | |
| FID FDM IDX INC IPR Mutual Fund | Common Collective Trusts | — | — | $41K | <0.1% | |
| FID GOVT MMKT K6 Mutual Fund | Mutual Funds | — | — | $11K | <0.1% | |
| FID FDM IDX 2015 IPR Mutual Fund | Common Collective Trusts | — | — | $8K | <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 |
| $14K |
| — |
