Sidra Narvaez signed Instabase's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Instabase's EIN is 47-3401215.
Download the official 2024 Form 5500 (PDF) for Instabase from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Instabase's plan includes a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, 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 | $2K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2055 Investor Fund " | Mutual Funds | — | — | $2.4M | 20.2% | |
| Fidelity 500 Index Fund " | Common Collective Trusts | — | — | $2.1M | 17.1% | |
| Fidelity Freedom Index 2050 Investor Fund " | Mutual Funds | — | — | $1.9M | 15.6% | |
| Fidelity Freedom Index 2060 Investor Fund " | Mutual Funds | — | — | $1.9M | 15.5% | |
| Fidelity Freedom Index 2045 Investor Fund " | Mutual Funds | — | — | $894K | 7.4% | |
| Fidelity Freedom Index 2065 Investor Fund " | Mutual Funds | — | — | $586K | 4.9% | |
| Fidelity Large Cap Growth Index Fund " | Common Collective Trusts | — | — | $426K | 3.5% | |
| Fidelity Extended Market Index Fund " | Common Collective Trusts | — | — | $402K | 3.3% | |
| Fidelity Total Market Index Fund " | Common Collective Trusts | — | — | $377K | 3.1% | |
| Fidelity Freedom Index 2040 Investor Fund " | Mutual Funds | — | — | $198K | 1.7% | |
| Fidelity Freedom Index 2035 Investor Fund " | Mutual Funds | — | — | $183K | 1.5% | |
| Fidelity Freedom Index 2030 Investor Fund " | Mutual Funds | — | — | $147K | 1.2% | |
| Fidelity International Index Fund " | Common Collective Trusts | — | — | $127K | 1.1% | |
| DFA U.S. Small Cap Portfolio Institutional Class Mutual fund | Mutual Funds | — | — | $77K | 0.6% | |
| Putnam Large Cap Value Fund Class R6 " | Mutual Funds | — | — | $70K | 0.6% | |
| Dodge & Cox Income Fund Class X " | Mutual Funds | — | — | $63K | 0.5% | |
| Fidelity Emerging Markets Index Fund " | Common Collective Trusts | — | — | $52K | 0.4% | |
| Fidelity U.S. Bond Index Fund " | Common Collective Trusts | — | — | $50K | 0.4% | |
| The Gabelli U.S. Treasury Money Market Fund Interest bearing cash | Cash / Money Market | — | — | $20K | 0.2% | |
| American Funds New World Fund Class R-6 " | Mutual Funds | — | — | $17K | 0.1% | |
| Self directed brokerage account Self directed brokerage account | Self-Directed Brokerage | — | — | $10K | <0.1% | |
| BlackRock International Fund of BlackRock Series, Inc. Investor A Shares " | Common Stocks | — | — | $7K | <0.1% | |
| JPMorgan Large Cap Growth Fund Class R6 " | Other securities | — | — | $3K | <0.1% | |
| Fidelity Freedom Index Income Investor Fund " | 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.
