Brita Bader signed Curious PLOT, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Curious PLOT, LLC's EIN is 47-3169988.
Download the official 2024 Form 5500 (PDF) for Curious PLOT, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Curious PLOT, LLC'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $17K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD LIFESTRATEGY GROWTH | Registered Investment Companies | — | — | $1.4M | 16.6% | |
| BLACKROCK LIFEPATH 2050 FUND K | Registered Investment Companies | — | — | $1.4M | 16.0% | |
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $1.1M | 12.7% | |
| VANGUARD LIFESTRATEGY MOD GROW | Registered Investment Companies | — | — | $977K | 11.3% | |
| BLACKROCK LIFEPATH 2055 FUND K | Registered Investment Companies | — | — | $897K | 10.4% | |
| BLACKROCK LIFEPATH 2060 K | Registered Investment Companies | — | — | $799K | 9.2% | |
| BLACKROCK LIFEPATH 2030 FUND K | Registered Investment Companies | — | — | $516K | 6.0% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $174K | 2.0% | |
| BLACKROCK LIFEPATH 2040 FUND K | Registered Investment Companies | — | — | $170K | 2.0% | |
| BLACKROCK LIFEPATH 2035 K | Registered Investment Companies | — | — | $156K | 1.8% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $137K | 1.6% | |
| LOOMIS SAYLES GROWTH FUND N | Registered Investment Companies | — | — | $121K | 1.4% | |
| BLACKROCK LIFEPATH 2045 FUND K | Registered Investment Companies | — | — | $107K | 1.2% | |
| ISHARES US AGGREGATE BD IDX K | Registered Investment Companies | — | — | $104K | 1.2% | |
| ISHARES MSCI TOTAL INTL IDX K | Registered Investment Companies | — | — | $92K | 1.1% | |
| NTW GENEVA SC GROWTH R6 | Registered Investment Companies | — | — | $92K | 1.1% | |
| JOHN HANCOCK DISC VAL R6 | Registered Investment Companies | — | — | $87K | 1.0% | |
| VANGUARD TREASURY MONEY MARKET | Registered Investment Companies | — | — | $65K | 0.8% | |
| LOOMIS SAYLES CORE PLUS BOND N | Registered Investment Companies | — | — | $57K | 0.7% | |
| INVESCO EQV INTL EQUITY R6 | Registered Investment Companies | — | — | $57K | 0.7% | |
| JOHN HANCOCK DISC VALUE MC R6 | Registered Investment Companies | — | — | $45K | 0.5% | |
| CONGRESS MID CAP GR FD INST | Registered Investment Companies | — | — | $33K | 0.4% | |
| BLACKROCK LIFEPATH RET FUND K | Registered Investment Companies | — | — | $22K | 0.3% | |
| MACQUARIE SMALL CAP VALUE R6 | Registered Investment Companies | — | — | $10K | 0.1% | |
| TEMPLETON FOREIGN FUND R6 | Registered Investment Companies | — | — | $10K | 0.1% | |
| VAN LS INCOME - INV | Registered Investment Companies | — | — | $4K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| (1) X DOL Regulation 2520.103-8 (2) X DOL Regulation 2520.103-12(d) (3) X neither DOL Regulation 2520.103-8 nor DOL Regulation 2520.103-12(d). | Other securities | — | $3K | $3K | <0.1% | |
| Yes No Amount a | Other securities | — | — | $3K | <0.1% | |
| VAN LIFESTRAT CONSERV GR - INV | Registered Investment Companies | — | — | $2K | <0.1% | |
| BR GLOB ALLOC K | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISOR |
| $26K |
| — |
