Michelle Zeller signed Advanced Web Technologies, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Advanced Web Technologies, Inc.'s EIN is 47-4113525.
Download the official 2024 Form 5500 (PDF) for Advanced Web Technologies, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Advanced Web Technologies, 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 | $52K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHRISTENSEN GROUP FINANCIAL LLC | 87-4130828 | — | ADVISOR | $25K | — |
| STRATEGIC ADVISORS, INC. |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity FDM Index 2035 IPR N/R | Mutual Funds | — | — | $4.2M | 13.1% | |
| Fidelity FDM Index 2030 IPR N/R | Mutual Funds | — | — | $3.9M | 12.2% | |
| Fidelity 500 Index N/R | Common Collective Trusts | — | — | $2.9M | 9.1% | |
| JP Morgan JP Morgan Large Cap Growth R6 N/R | Other securities | — | — | $2.5M | 7.7% | |
| Fidelity FDM Index 2025 IPR N/R | Mutual Funds | — | — | $2.5M | 7.6% | |
| Fidelity FDM Index 2040 IPR N/R | Mutual Funds | — | — | $1.8M | 5.6% | |
| Fidelity FDM Index 2045 IPR N/R | Mutual Funds | — | — | $1.5M | 4.7% | |
| Fidelity FDM Index 2050 IPR N/R | Mutual Funds | — | — | $1.3M | 4.2% | |
| PGIM Total Rtn Bd R6 N/R | Other securities | — | — | $1.3M | 3.9% | |
| Fidelity FDM Index 2055 IPR N/R | Mutual Funds | — | — | $1.0M | 3.1% | |
| JP Morgan JP Morgan Equity Income R6 N/R | Other securities | — | — | $1.0M | 3.1% | |
| Janus Henderson Janus Henderson Enterprise N N/R | Mutual Funds | — | — | $1.0M | 3.1% | |
| American Funds American Funds New Perspective R6 N/R | Mutual Funds | — | — | $898K | 2.8% | |
| Fidelity International Index N/R | Mutual Funds | — | — | $827K | 2.6% | |
| Participant Loans Interest rates: 4.25%- 9.50%, maturing $0 | Bonds / Notes | — | — | $733K | 2.3% | |
| GG METLIFE STAB VAL GREAT GRAY TRUST COMPANY · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $726K | 2.3% | |
| Fidelity Small Cap Index N/R | Mutual Funds | — | — | $552K | 1.7% | |
| Victory Sycamore Victory Sycamore Established N/R | Other securities | — | — | $529K | 1.6% | |
| Fidelity Mid Cap Index N/R | Mutual Funds | — | — | $479K | 1.5% | |
| BlackRock High Yield Bond Portfolio K N/R | Other securities | — | — | $472K | 1.5% | |
| Fidelity FDM Index 2060 IPR N/R | Mutual Funds | — | — | $417K | 1.3% | |
| AB Small Cap Growth Z N/R | Other securities | — | — | $344K | 1.1% | |
| American Funds American Funds New World R6 N/R | Mutual Funds | — | — | $251K | 0.8% | |
| Janus Henderson JH Balanced N N/R | Mutual Funds | — | — | $244K | 0.8% | |
| BlackRock Health Science Ops N/R | Other securities | — | — | $199K | 0.6% | |
| BNY Mellon BNY Mellon Natural Resources Y N/R | Other securities | — | — | $169K | 0.5% | |
| Fidelity Real Estate Index N/R | Mutual Funds | — | — | $128K | 0.4% | |
| MFS New Disc Value R6 N/R | Mutual Funds | — | — | $111K | 0.3% | |
| Fidelity FDM Index 2020 IPR N/R | Mutual Funds | — | — | $85K | 0.3% | |
| Fidelity FDM Index Inc IPR N/R | Mutual Funds | — | — | $63K | 0.2% | |
| Fidelity FDM Index 2065 IPR N/R | Mutual Funds | — | — | $56K | 0.2% | |
| Fidelity Government Money Market N/R | Mutual Funds | — | — | $13K | <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 |
| $5K |
| — |
