Joelle Fosco signed Frontier Technology, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Frontier Technology, LLC's EIN is 52-2337159.
Download the official 2024 Form 5500 (PDF) for Frontier Technology, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Frontier Technology, LLC'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $22K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING HOLDCO, LLC | 84-4519624 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| CLEARBRIDGE LARGE CAP GR IS | Registered Investment Companies | — | — | $2.3M | 16.6% | |
| FID 500 IND | Registered Investment Companies | — | — | $1.5M | 10.6% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $788K | 5.6% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $784K | 5.6% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $733K | 5.2% | |
| MFS VALUE R6 | Registered Investment Companies | — | — | $729K | 5.2% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $722K | 5.2% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $656K | 4.7% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $641K | 4.6% | |
| VICTORY RS GLOBAL Y | Registered Investment Companies | — | — | $636K | 4.6% | |
| EV ATLANTA CAPITAL SMID CAP R6 | Registered Investment Companies | — | — | $618K | 4.4% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $439K | 3.1% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $437K | 3.1% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $402K | 2.9% | |
| VANGUARD TREASURY MONEY MARKET | Registered Investment Companies | — | — | $398K | 2.9% | |
| HARTFORD STRAT INC FUND R6 | Registered Investment Companies | — | — | $308K | 2.2% | |
| PIM RE REAL RETURN STRAT - INS | Registered Investment Companies | — | — | $277K | 2.0% | |
| FRANKLIN GLD & PREC METAL R6 | Registered Investment Companies | — | — | $250K | 1.8% | |
| ALLSPRING SPECIAL MC VAL R6 | Registered Investment Companies | — | — | $241K | 1.7% | |
| FID TOTAL INTERNATIONAL INDEX | Registered Investment Companies | — | — | $214K | 1.5% | |
| TRPRICE INTL STOCK FD I | Registered Investment Companies | — | — | $208K | 1.5% | |
| FRANKLIN SCV R6 | Registered Investment Companies | — | — | $152K | 1.1% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $122K | 0.9% | |
| PIONEER BOND FUND - K | Registered Investment Companies | — | — | $85K | 0.6% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $64K | 0.5% | |
| LORD ABBETT SHORT DUR INC R6 | Registered Investment Companies | — | — | $57K | 0.4% | |
| FID US BOND IND | Registered Investment Companies | — | — | $55K | 0.4% | |
| PIMCO INTL BOND USD HDGD I | Registered Investment Companies | — | — | $36K | 0.3% | |
| AMERFUNDS 2010 TARG DATERET R6 716 REGISTERED INVESTMENT COMPANY AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $16K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $38K |
| — |
