Kaandra Wright Carter signed Applied Insight, LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Applied Insight, LLC's EIN is 54-1957619.
Download the official 2023 Form 5500 (PDF) for Applied Insight, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Applied Insight, LLC's plan includes a default investment (QDIA), ERISA 404(c) participant direction, a 401(k) feature, profit-sharing.
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 | $36K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $11K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $42.9M | 96.1% | |
| [Assets held in common collective trust] | Other | — | — | $1.1M | 2.4% | |
| MISSIONSQ PLUS R13 VANTAGETRUST COMPANY, LLC · EIN 52-7193751 / PN 001 | Common Collective Trust | — | — | $1.1M | 2.4% | |
| [Assets held in participant loans] | Other | — | — | $661K | 1.5% | |
| [Assets held in interest-bearing cash] | Other | — | — | $11K | <0.1% | |
| CT EMRG MKT OPP A AMERIPRISE TRUST COMPANY · EIN 81-4389578 / PN 093 | Common Collective Trust | — | — | $0 | <0.1% |
