Miller Brian signed Good Place Holdings Co.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Good Place Holdings Co.'s EIN is 47-5470978.
Download the official 2024 Form 5500 (PDF) for Good Place Holdings Co. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Good Place Holdings Co.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | ADVISOR | $59K | — |
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 Total Bond K6 Fund 359,101 units | Mutual Funds | — | $359K | $3.1M | 12.7% | |
| American Funds Europacific Growth Fund 52,164 units | Mutual Funds | — | $52K | $2.8M | 11.4% | |
| John Hancock Balanced Fund 58,611 units | Other securities | — | $59K | $2.7M | 10.9% | |
| T. Rowe Price Retirement 2035 Fund 101,575 units | Other securities | — | $102K | $2.1M | 8.7% | |
| Galliard Stable Return Fund C 34,392 units | Other securities | — | $34K | $2.1M | 8.6% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $2.1M | 8.6% | |
| Harbor Capital Appreciation Fund 16,133 units | Other securities | — | $16K | $1.8M | 7.4% | |
| MFS Value Fund R4 30,838 units | Mutual Funds | — | $31K | $1.5M | 6.1% | |
| T. Rowe Price Retirement 2005 Fund 39 units 466 T. Rowe Price Retirement 2025 Fund 63,575 units | Other securities | — | $64K | $1.1M | 4.3% | |
| T. Rowe Price Retirement 2055 Fund 50,983 units | Other securities | — | $51K | $1.0M | 4.1% | |
| T. Rowe Price Retirement 2030 Fund 38,869 units | Other securities | — | $39K | $995K | 4.0% | |
| JPMorgan Mid Cap Value Fund 22,074 units | Other securities | — | $22K | $811K | 3.3% | |
| MassMutual Select Mid Cap Growth Fund 37,909 units | Other securities | — | $38K | $733K | 3.0% | |
| Fidelity 500 Index Fund 3,375 units | Common Collective Trusts | — | $3K | $689K | 2.8% | |
| T. Rowe Price Retirement 2050 Fund 34,369 units | Other securities | — | $34K | $651K | 2.6% | |
| T. Rowe Price Retirement 2040 Fund 18,208 units | Other securities | — | $18K | $557K | 2.3% | |
| T. Rowe Price Retirement 2060 Fund 33,401 units | Other securities | — | $33K | $554K | 2.3% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $368K | 1.5% | |
| Principal SmallCap Value II R6 Fund 28,118 units | Other securities | — | $28K | $323K | 1.3% | |
| Principal SmallCap Growth I R6 19,693 units | Other securities | — | $20K | $293K | 1.2% | |
| T. Rowe Price Retirement 2045 Fund 10,814 units | Other securities | — | $11K | $241K | 1.0% | |
| Fidelity Extended Market Index Fund 1,447 units | Common Collective Trusts | — | $1K | $132K | 0.5% | |
| Fidelity US Bond Index 2,128 units | Mutual Funds | — | $2K | $22K | <0.1% | |
| Fidelity Total International Index Fund 200 units | Common Collective Trusts | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
