Kristi Perley signed 97TH Floor LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
97TH Floor LLC's EIN is 54-2186389.
Download the official 2024 Form 5500 (PDF) for 97TH Floor LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)97TH Floor LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $4K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $834K | 23.2% | |
| Fidelity Freedom 2060 Fund Mutual Fund | Mutual Funds | — | — | $756K | 21.0% | |
| Fidelity Freedom 2055 Fund Mutual Fund | Mutual Funds | — | — | $549K | 15.3% | |
| Fidelity Freedom 2065 Fund Mutual Fund | Mutual Funds | — | — | $348K | 9.7% | |
| Fidelity BrokerageLink Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $337K | 9.4% | |
| Fidelity Freedom 2050 Fund Mutual Fund | Mutual Funds | — | — | $315K | 8.7% | |
| Fidelity Freedom 2045 Fund Mutual Fund | Mutual Funds | — | — | $296K | 8.2% | |
| Fidelity Freedom 2070 Fund Mutual Fund ** 366 * Participant Loans to participants bearing interest from 4.25% to 9.50% | Mutual Funds | — | — | $95K | 2.6% | |
| Fidelity Freedom 2035 Fund Mutual Fund | Mutual Funds | — | — | $26K | 0.7% | |
| JPMorgan Government Bond Fund Mutual Fund ** 16 Putnam Large Cap Value Fund Mutual Fund | U.S. Treasuries | — | — | $8K | 0.2% | |
| JPMorgan US Equity Fund Mutual Fund | Other securities | — | — | $6K | 0.2% | |
| Fidelity Blue Chip Growth Fund Mutual Fund | Mutual Funds | — | — | $6K | 0.2% | |
| PIMCO StockPLUS International Fund USD-Hedged Mutual Fund | Mutual Funds | — | — | $4K | 0.1% | |
| Gabelli US Treasury Money Market Fund Mutual Fund | U.S. Treasuries | — | — | $4K | 0.1% | |
| Fidelity Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $3K | <0.1% | |
| PIMCO RAE US Small Institutional Fund Mutual Fund | Mutual Funds | — | — | $3K | <0.1% | |
| Loomis Sayles Investment Grade Bond Fund Mutual Fund ** 520 Cohen & Steers Realty Shares Fund Mutual Fund ** 1 American Funds New World Fund Mutual Fund ** 21 Allspring Special Mid Cap Value Fund Mutual Fund | Mutual Funds | — | — | $3K | <0.1% | |
| Fidelity Inflation-Protected Bond Index Fund Mutual Fund ** 5 * Fidelity Total International Index Fund Mutual Fund | Common Collective Trusts | — | — | $3K | <0.1% | |
| Fidelity Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $2K | <0.1% | |
| Fidelity Capital & Income Fund Mutual Fund | Mutual Funds | — | — | $2K | <0.1% | |
| Fidelity Small Cap Growth Fund 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.
