MERY Chevalier signed Fineline Technologies, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Fineline Technologies, Inc.'s EIN is 58-2378027.
Download the official 2024 Form 5500 (PDF) for Fineline Technologies, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Fineline Technologies, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | 35-2552359 | — | ADVISOR | $45K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| s *Fidelity Blue Chip Growth Fund 21,762 shares | Mutual Funds | — | $22K | $5.0M | 24.0% | |
| Fidelity 500 Index Fund 21,703 shares | Common Collective Trusts | — | $22K | $4.4M | 21.4% | |
| Vanguard Target Retirement 2035 Fund 56,382 shares | Mutual Funds | — | $56K | $1.4M | 6.5% | |
| Vanguard Target Retirement 2025 Fund 54,844 shares | Mutual Funds | — | $55K | $1.0M | 5.0% | |
| Vanguard Target Retirement 2040 Fund 19,821 shares | Mutual Funds | — | $20K | $857K | 4.1% | |
| Money Market Fund Fidelity Government Money Market Fund 842,750 shares | Mutual Funds | — | $843K | $843K | 4.1% | |
| Vanguard Target Retirement 2045 Fund 25,023 shares | Mutual Funds | — | $25K | $742K | 3.6% | |
| Fidelity Extended Market Index Fund 6,589 shares | Common Collective Trusts | — | $7K | $599K | 2.9% | |
| Fidelity International Index Fund 11,672 shares | Common Collective Trusts | — | $12K | $555K | 2.7% | |
| Vanguard Target Retirement 2050 Fund 10,662 shares | Mutual Funds | — | $11K | $531K | 2.6% | |
| Vanguard Target Retirement 2030 Fund 13,073 shares | Mutual Funds | — | $13K | $495K | 2.4% | |
| Vanguard LifeStrategy Growth Fund 10,847 shares | Mutual Funds | — | $11K | $479K | 2.3% | |
| Vanguard Short-Term Investment-Grade Fund 38,737 shares | Mutual Funds | — | $39K | $399K | 1.9% | |
| Fidelity Small Cap Index Fund 13,615 shares | Common Collective Trusts | — | $14K | $377K | 1.8% | |
| Vanguard Target Retirement Income Fund 27,491 shares | Mutual Funds | — | $27K | $360K | 1.7% | |
| Dodge & Cox Income Fund 26,915 shares | Mutual Funds | — | $27K | $333K | 1.6% | |
| Vanguard Target Retirement 2055 Fund 5,490 shares | Mutual Funds | — | $5K | $305K | 1.5% | |
| Vanguard Target Retirement 2060 Fund 5,299 shares | Mutual Funds | — | $5K | $272K | 1.3% | |
| JPMorgan Mid Cap Growth Fund 5,108 shares | Other securities | — | $5K | $264K | 1.3% | |
| Vanguard Wellington Fund 3,283 shares | Mutual Funds | — | $3K | $243K | 1.2% | |
| DFA U.S. Small Cap Portfolio Institutional Class 4,852 shares | Mutual Funds | — | $5K | $237K | 1.1% | |
| Vanguard Equity Income Fund 2,366 shares | Mutual Funds | — | $2K | $209K | 1.0% | |
| Through November 2029 | Other securities | — | — | $190K | 0.9% | |
| Vanguard Target Retirement 2020 Fund 5,885 shares | Mutual Funds | — | $6K | $156K | 0.8% | |
| DFA Emerging Markets Core Equity Portfolio Institutional Class 6,173 shares | Mutual Funds | — | $6K | $144K | 0.7% | |
| Oakmark International Institutional 3,467 shares | Other securities | — | $3K | $86K | 0.4% | |
| Vanguard Small-Cap Growth Index Fund 794 shares | Common Collective Trusts | — | — | $78K | 0.4% | |
| Vanguard High-Yield Corporate Fund 8,832 shares | Mutual Funds | — | $9K | $48K | 0.2% | |
| Vanguard Inflation-Protected Securities Fund 2,114 shares | Mutual Funds | — | $2K | $48K | 0.2% | |
| Vanguard Target Retirement 2065 Fund 1,088 shares | Mutual Funds | — | $1K | $37K | 0.2% | |
| Vanguard Short-Term Federal Fund 2,070 shares | Mutual Funds | — | $2K | $21K | 0.1% | |
| Vanguard Wellesley Income Fund 288 shares | Mutual Funds | — | — | $17K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
