KIM St. Pierre signed Embark Veterinary, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Embark Veterinary, Inc.'s EIN is 47-4663829.
Download the official 2024 Form 5500 (PDF) for Embark Veterinary, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Embark Veterinary, Inc.'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $296 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2055 Fund 109,037.2370 shares | Mutual Funds | — | $109K | $2.3M | 25.8% | |
| Fidelity Freedom Index 2050 Fund 53,873.8470 shares | Mutual Funds | — | $54K | $1.4M | 15.5% | |
| Fidelity Freedom Index 2060 Fund 61,280.3720 shares | Mutual Funds | — | $61K | $1.1M | 12.3% | |
| Fidelity 500 Index Fund 5,404.8050 shares | Common Collective Trusts | — | $5K | $1.1M | 12.2% | |
| Fidelity Freedom Index 2040 Fund 28,163.8940 shares | Mutual Funds | — | $28K | $693K | 7.7% | |
| Fidelity Freedom Index Income Fund 31,310.5690 shares | Mutual Funds | — | $31K | $366K | 4.1% | |
| Fidelity Freedom Index 2035 Fund 14,162.8710 shares | Mutual Funds | — | $14K | $330K | 3.7% | |
| Fidelity Freedom Index 2045 Fund 12,590.7650 shares | Mutual Funds | — | $13K | $326K | 3.6% | |
| Fidelity International Index Fund 4,678.9020 shares | Common Collective Trusts | — | $5K | $222K | 2.5% | |
| Fidelity Freedom Index 2065 Fund 14,289.7700 shares | Mutual Funds | — | $14K | $209K | 2.3% | |
| Fidelity Large Cap Value Index Fund 10,597.9090 shares | Common Collective Trusts | — | $11K | $192K | 2.1% | |
| Fidelity Large Cap Growth Index Fund 4,683.2360 shares | Common Collective Trusts | — | $5K | $183K | 2.0% | |
| Fidelity Small Cap Index Fund 3,545.6520 shares | Common Collective Trusts | — | $4K | $98K | 1.1% | |
| MFS Mid Cap Value Fund 1,988.1950 shares | Mutual Funds | — | $2K | $63K | 0.7% | |
| Fidelity Mid Cap Value Index Fund 2,221,628.0000 shares | Common Collective Trusts | — | $2.2M | $60K | 0.7% | |
| Fidelity Mid Cap Index Fund 1,322.7020 shares | Common Collective Trusts | — | $1K | $45K | 0.5% | |
| Fidelity US Bond Index Fund 3,970.5010 shares | Common Collective Trusts | — | $4K | $41K | 0.4% | |
| AB Sustainable Global Thematic Fund 205.1890 shares | Other securities | — | — | $32K | 0.4% | |
| Black Rock Equity Dividend Fund 1,624.2150 shares | Other securities | — | $2K | $31K | 0.3% | |
| Principal Blue Chip Fund 652.5840 shares | Other securities | — | — | $30K | 0.3% | |
| American Funds New World Funds 376.9190 shares | Mutual Funds | — | — | $29K | 0.3% | |
| Fidelity Small Cap Index Fund 999.4090 shares | Common Collective Trusts | — | — | $26K | 0.3% | |
| Fidelity Mid Cap Growth Index Fund 768.3910 shares | Common Collective Trusts | — | — | $25K | 0.3% | |
| Vanguard Consumer Staples Index Fund 174.2300 shares | Common Collective Trusts | — | — | $18K | 0.2% | |
| Participant loans 5.75% - 9.50% - | Bonds / Notes | — | — | $14K | 0.2% | |
| AB Small Cap Growth Fund 181.1740 shares | Other securities | — | — | $13K | 0.1% | |
| Fidelity Short-Term Treasury Bond Index Fund 641.2540 shares | U.S. Treasuries | — | — | $7K | <0.1% | |
| Columbia Small Cap Value Fund 120.7220 shares | Other securities | — | — | $6K | <0.1% | |
| Fidelity Total Bond K6 Fund 585.7720 shares | Mutual Funds | — | — | $5K | <0.1% | |
| Black Rock High Yield Bond Fund 597.7870 shares | Other securities | — | — | $4K | <0.1% | |
| Fidelity Government Money Market Fund 2,050.2500 shares | Mutual Funds | — | $2K | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
