Catherine McGurrin signed Predictive Index, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Predictive Index, LLC's EIN is 61-1748187.
Download the official 2024 Form 5500 (PDF) for Predictive Index, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Predictive Index, LLC'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 | $950 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID 500 INDEX | Common Collective Trusts | — | — | $4.4M | 14.4% | |
| FID FREEDOM 2055 K | Mutual Funds | — | — | $3.2M | 10.4% | |
| FID FREEDOM 2050 K | Mutual Funds | — | — | $3.1M | 9.9% | |
| FID CONTRAFUND | Mutual Funds | — | — | $3.0M | 9.9% | |
| FID FREEDOM 2045 K | Mutual Funds | — | — | $2.3M | 7.5% | |
| FID FREEDOM 2035 K | Mutual Funds | — | — | $2.1M | 6.6% | |
| FID TOTAL MKT IDX | Common Collective Trusts | — | — | $1.9M | 6.2% | |
| FID FREEDOM 2060 K | Mutual Funds | — | — | $1.9M | 6.1% | |
| FID FREEDOM 2040 K | Mutual Funds | — | — | $1.7M | 5.4% | |
| FID FREEDOM 2030 K | Mutual Funds | — | — | $1.6M | 5.2% | |
| FID CAPITAL APPREC | Mutual Funds | — | — | $1.1M | 3.4% | |
| FID GOVT MMKT | Mutual Funds | — | — | $778K | 2.5% | |
| FID FREEDOM 2065 K | Mutual Funds | — | — | $622K | 2.0% | |
| FID EXTD MKT IDX | Common Collective Trusts | — | — | $418K | 1.4% | |
| FID VALUE | Mutual Funds | — | — | $385K | 1.2% | |
| FID BALANCED | Mutual Funds | — | — | $340K | 1.1% | |
| TRP BLUE CHIP GR ADV | Other securities | — | — | $191K | 0.6% | |
| FID INTL DISCOVERY | Mutual Funds | — | — | $178K | 0.6% | |
| Notes receivable from participants | Other securities | — | — | $166K | 0.5% | |
| FID SEL ENERGY | Mutual Funds | — | — | $152K | 0.5% | |
| FID SHORT TERM BOND | Mutual Funds | — | — | $145K | 0.5% | |
| AS SMALL CO VALUE A | Common Stocks | — | — | $143K | 0.5% | |
| FID STKSEL LGCAP VAL | Mutual Funds | — | — | $128K | 0.4% | |
| FID REAL ESTATE INVS | Mutual Funds | — | — | $128K | 0.4% | |
| FID EMERGING MKTS | Mutual Funds | — | — | $126K | 0.4% | |
| FID CAPITAL & INCOME | Mutual Funds | — | — | $91K | 0.3% | |
| BARON SMALL CAP | Other securities | — | — | $83K | 0.3% | |
| FID STRATEGIC INCOME | Mutual Funds | — | — | $82K | 0.3% | |
| ABF LG CAP VAL INV | Other securities | — | — | $78K | 0.3% | |
| FID STK SEL MID CAP | Mutual Funds | — | — | $67K | 0.2% | |
| FID INFL PR BD IDX | Common Collective Trusts | — | — | $48K | 0.2% | |
| AF BOND FD AMER R5 | Other securities | — | — | $46K | 0.1% | |
| ROYCE SM CP OPPS S | Other securities | — | — | $46K | 0.1% | |
| FID FREEDOM 2025 K | Mutual Funds | — | — | $45K | 0.1% | |
| FID FREEDOM 2015 K | Mutual Funds | — | — | $32K | 0.1% | |
| FID FREEDOM 2020 K | Mutual Funds | — | — | $27K | <0.1% | |
| FID FREEDOM INC K | Mutual Funds | — | — | $25K | <0.1% | |
| J H TRITON T | Other securities | — | — | $24K | <0.1% | |
| FID INTL SM CAP OPP | Mutual Funds | — | — | $24K | <0.1% | |
| FID NEW MARKETS INC | Mutual Funds | — | — | $15K | <0.1% | |
| FID CANADA | Mutual Funds | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
