Cyrus Baghelai signed Econometrica, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Econometrica, Inc.'s EIN is 52-2108043.
Download the official 2024 Form 5500 (PDF) for Econometrica, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Econometrica, Inc.'s plan includes ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature, profit-sharing, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | INVESTMENT PROVIDER | $10K | — |
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CITIGROUP GLOBAL MARKETS INC | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Multi‑Asset Index Fund Mutual Fund | Common Collective Trusts | — | — | $1.7M | 21.1% | |
| iShares S&P 500 Index Fund Investor A Shares Mutual Fund | Common Collective Trusts | — | — | $1.4M | 17.3% | |
| Fidelity Balanced Fund – Class A Mutual Fund | Mutual Funds | — | — | $1.2M | 15.1% | |
| Fidelity Total Market Index Fund Mutual Fund | Common Collective Trusts | — | — | $477K | 6.0% | |
| Putnam Large Cap Growth Fund Class A Mutual Fund | Mutual Funds | — | — | $367K | 4.6% | |
| Fidelity Advisor Freedom Blend 2045 Class A Mutual Fund | Mutual Funds | — | — | $330K | 4.1% | |
| Fidelity Advisor Freedom Blend 2025 Class A Mutual Fund | Mutual Funds | — | — | $276K | 3.5% | |
| Fidelity Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $260K | 3.3% | |
| Fidelity Advisor Freedom Blend 2050 Class A Mutual Fund | Mutual Funds | — | — | $235K | 2.9% | |
| Fidelity Advisor Freedom Blend 2030 Class A Mutual Fund | Mutual Funds | — | — | $172K | 2.2% | |
| Fidelity Advisor Freedom Blend 2055 Class A Mutual Fund | Mutual Funds | — | — | $167K | 2.1% | |
| American Funds Conservative Growth and Income Portfolio Class R-4 Mutual Fund | Mutual Funds | — | — | $146K | 1.8% | |
| Fidelity International Index Fund Mutual Fund | Common Collective Trusts | — | — | $129K | 1.6% | |
| Victory Sycamore Established Value Fund Class A Mutual Fund | Other securities | — | — | $122K | 1.5% | |
| Brokeragelink Self Directed Brokerage | Self-Directed Brokerage | — | — | $111K | 1.4% | |
| Fidelity Advisor Freedom Blend 2060 Class A Mutual Fund | Mutual Funds | — | — | $96K | 1.2% | |
| BNY Mellon Dynamic Value Fund Class A Mutual Fund | Other securities | — | — | $82K | 1.0% | |
| JPMorgan Core Plus Bond Fund Class A Mutual Fund | Other securities | — | — | $81K | 1.0% | |
| PGIM Jennison International Opportunities Fund-Class R2 Mutual Fund | Other securities | — | — | $80K | 1.0% | |
| Fidelity Advisor Freedom Blend 2040 Class A Mutual Fund | Mutual Funds | — | — | $66K | 0.8% | |
| Notes receivable from participants Bearing interest at 5.25%-9.50% | Bonds / Notes | — | — | $62K | 0.8% | |
| Cohen & Steers Realty Shares Fund Class A Mutual Fund | Other securities | — | — | $55K | 0.7% | |
| American Funds New World Fund Class R-4 Mutual Fund | Mutual Funds | — | — | $51K | 0.6% | |
| Fidelity Advisor Freedom Blend 2035 Class A Mutual Fund | Mutual Funds | — | — | $50K | 0.6% | |
| Fidelity Inflation Protected Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $47K | 0.6% | |
| iShares U.S. Aggregate Bond Index Fund Investor A Shares Mutual Fund | Common Collective Trusts | — | — | $45K | 0.6% | |
| American Funds American High-Income Trust® Class R-4 Mutual Fund | Mutual Funds | — | — | $28K | 0.4% | |
| Principal Overseas Fund R-3 Class Mutual Fund | Other securities | — | — | $28K | 0.3% | |
| Virtus KAR Mid-Cap Core Fund Class A Mutual Fund | Other securities | — | — | $19K | 0.2% | |
| Fidelity Advisor Freedom Blend 2010 Class A Mutual Fund ** 726 * Fidelity Advisor Freedom Blend 2015 Class A Mutual Fund | Mutual Funds | — | — | $11K | 0.1% | |
| Fidelity Advisor Freedom Blend 2065 Class A Mutual Fund | Mutual Funds | — | — | $10K | 0.1% | |
| JPMorgan Mortgage-Backed Securities Fund Class A Mutual Fund | Other securities | — | — | $8K | 0.1% | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) Class A Mutual Fund | Mutual Funds | — | — | $5K | <0.1% | |
| Fidelity U.S. Sustainability Index Fund Mutual Fund | Common Collective Trusts | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| NEW YORK, NY |
| ADVISOR |
| $0 |
| — |
