Emily Ellis signed Drivewealth Holdings, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Drivewealth Holdings, Inc.'s EIN is 47-3891786.
Download the official 2024 Form 5500 (PDF) for Drivewealth Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Drivewealth Holdings, 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 | $45K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity FID 500 INDEX | Common Collective Trusts | — | — | $2.5M | 14.6% | |
| Fidelity FID FDM IDX 2050 IPR | Common Collective Trusts | — | — | $2.0M | 12.2% | |
| Fidelity FID FDM IDX 2040 IPR | Common Collective Trusts | — | — | $1.8M | 10.8% | |
| Fidelity FID FDM IDX 2035 IPR | Common Collective Trusts | — | — | $1.7M | 10.0% | |
| Fidelity FID LG CAP GR IDX | Common Collective Trusts | — | — | $1.3M | 7.8% | |
| Fidelity FID FDM IDX 2055 IPR | Common Collective Trusts | — | — | $1.1M | 6.8% | |
| Fidelity FID FDM IDX 2060 IPR | Common Collective Trusts | — | — | $1.0M | 6.1% | |
| Fidelity FID FDM IDX 2045 IPR | Common Collective Trusts | — | — | $723K | 4.3% | |
| Putnam PUTN LG CAP VAL R6 | Mutual Funds | — | — | $508K | 3.0% | |
| Fidelity FID FDM IDX 2030 IPR | Common Collective Trusts | — | — | $439K | 2.6% | |
| Fidelity FID MID CAP IDX | Common Collective Trusts | — | — | $329K | 2.0% | |
| Fidelity FID TOTAL MKT IDX | Common Collective Trusts | — | — | $314K | 1.9% | |
| Participant Loans Interest rates ranging from 4.25% to 9.50% - | Bonds / Notes | — | — | $308K | 1.8% | |
| Fidelity FID SM CAP IDX | Common Collective Trusts | — | — | $301K | 1.8% | |
| JP Morgan JPM MID CAP GRTH R6 | Other securities | — | — | $295K | 1.8% | |
| s * Fidelity FID GOVT MMKT 6 * Fidelity FID GOVT MMKT K6 | Mutual Funds | — | — | $285K | 1.7% | |
| Fidelity FID FDM IDX 2065 IPR | Common Collective Trusts | — | — | $207K | 1.2% | |
| Fidelity FID INTL INDEX | Mutual Funds | — | — | $202K | 1.2% | |
| American Funds AF BOND FD AMER R6 | Mutual Funds | — | — | $198K | 1.2% | |
| PIMCO PIM RAE US SM I | Mutual Funds | — | — | $197K | 1.2% | |
| Fidelity FID FDM IDX 2025 IPR | Common Collective Trusts | — | — | $197K | 1.2% | |
| Fidelity FID EMRG MKTS IDX | Common Collective Trusts | — | — | $173K | 1.0% | |
| MFS INTL EQUITY R6 | Mutual Funds | — | — | $165K | 1.0% | |
| Fidelity FID US BOND IDX | Common Collective Trusts | — | — | $119K | 0.7% | |
| PGIM HIGH YIELD R6 | Other securities | — | — | $109K | 0.7% | |
| Principal PIF MIDCAP VAL I R6 | Other securities | — | — | $61K | 0.4% | |
| Buffalo Funds BUFFALO SM CAP INST | Other securities | — | — | $45K | 0.3% | |
| American Funds AF NEW WORLD R6 | Mutual Funds | — | — | $37K | 0.2% | |
| American Funds AF INFL LINKED BD R6 | Mutual Funds | — | — | $35K | 0.2% | |
| Cohen & Steers C&S INST REALTY SHS | Common Stocks | — | — | $30K | 0.2% | |
| Fidelity FID FDM IDX 2020 IPR | Common Collective Trusts | — | — | $20K | 0.1% | |
| Fidelity FID FDM IDX INC IPR | Common Collective Trusts | — | — | $16K | <0.1% | |
| Fidelity FID INTL BOND INDEX | Mutual Funds | — | — | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
