Becca Morris signed DAVE, Inc.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
DAVE, Inc.'s EIN is 47-5235605.
Download the official 2022 Form 5500 (PDF) for DAVE, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)DAVE, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, profit-sharing, 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 | $1K | — |
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 Freedom® 2055 Mutual Fund | Mutual Funds | — | — | $2.3M | 19.4% | |
| Fidelity® 500 Index Mutual Fund | Common Collective Trusts | — | — | $1.9M | 15.9% | |
| Fidelity Freedom® 2050 Mutual Fund | Mutual Funds | — | — | $1.8M | 14.8% | |
| Fidelity Freedom® 2045 Mutual Fund | Mutual Funds | — | — | $1.1M | 9.6% | |
| Fidelity Large Cap Growth Index Mutual Fund | Mutual Funds | — | — | $721K | 6.1% | |
| Fidelity Freedom® 2060 Mutual Fund | Mutual Funds | — | — | $715K | 6.0% | |
| Fidelity® Mid Cap Index Mutual Fund | Mutual Funds | — | — | $542K | 4.6% | |
| Fidelity Freedom® 2040 Mutual Fund | Mutual Funds | — | — | $509K | 4.3% | |
| Fidelity® Small Cap Index Mutual Fund | Mutual Funds | — | — | $422K | 3.5% | |
| Fidelity® International Index Mutual Fund | Mutual Funds | — | — | $302K | 2.5% | |
| JPMorgan Mid Cap Growth R6 Mutual Fund | Other securities | — | — | $236K | 2.0% | |
| Fidelity® US Bond Index Mutual Fund | Mutual Funds | — | — | $196K | 1.6% | |
| American Century Mid Cap Value R6 Mutual Fund | Other securities | — | — | $169K | 1.4% | |
| Fidelity Freedom® 2035 Mutual Fund | Mutual Funds | — | — | $153K | 1.3% | |
| Fidelity Freedom® 2065 Mutual Fund | Mutual Funds | — | — | $134K | 1.1% | |
| Columbia Dividend Income Inst3 Mutual Fund | Other securities | — | — | $107K | 0.9% | |
| Fidelity Freedom® 2030 Mutual Fund | Mutual Funds | — | — | $106K | 0.9% | |
| INVESCO STABLE VAL I INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $73K | 0.6% | |
| American Century Emerging Markets R6 Mutual Fund | Other securities | — | — | $70K | 0.6% | |
| Fidelity Freedom® 2020 Mutual Fund ** 819 * Fidelity Freedom® 2025 Mutual Fund | Mutual Funds | — | — | $61K | 0.5% | |
| PGIM High Yield R6 Mutual Fund | Other securities | — | — | $56K | 0.5% | |
| Principal Real Estate Securities Fd R-6 Mutual Fund | Other securities | — | — | $50K | 0.4% | |
| BlackRock Total Return K Mutual Fund | Other securities | — | — | $44K | 0.4% | |
| T. Rowe Price Overseas Stock I Mutual Fund | Other securities | — | — | $43K | 0.4% | |
| Janus Henderson Triton N Mutual Fund | Mutual Funds | — | — | $27K | 0.2% | |
| Participant Loans Loan to participants, bearing interest from 5.25% to 9% | Bonds / Notes | — | — | $22K | 0.2% | |
| American Century Small Cap Value R6 Mutual Fund | Other securities | — | — | $19K | 0.2% | |
| Fidelity Freedom® Index Income Fund Mutual Fund | Mutual Funds | — | — | $6K | <0.1% | |
| Fidelity Freedom® 2015 Mutual Fund | Mutual Funds | — | — | $3K | <0.1% | |
| Fidelity Freedom® 2005 Mutual Fund ** 843 * Fidelity Freedom® 2010 Mutual 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.
