Sharon Bowers signed Blue Origin, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Blue Origin, LLC's EIN is 61-1770771.
Download the official 2024 Form 5500 (PDF) for Blue Origin, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Blue Origin, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, 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 | $547K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $417K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund N/R | Common Collective Trusts | — | — | $174.8M | 14.8% | |
| FID GROWTH CO POOL A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 135 | Common Collective Trust | — | — | $148.5M | 12.6% | |
| Fidelity Freedom 2055 Fund Class T N/R | Mutual Funds | — | — | $109.5M | 9.3% | |
| FID FRDM INX 2055 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 112 | Common Collective Trust | — | — | $109.5M | 9.3% | |
| Fidelity Freedom 2050 Fund Class T N/R | Mutual Funds | — | — | $103.2M | 8.7% | |
| FID FRDM INX 2050 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 084 | Common Collective Trust | — | — | $103.2M | 8.7% | |
| Fidelity Freedom 2045 Fund Class T N/R | Mutual Funds | — | — | $83.5M | 7.1% | |
| FID FRDM INX 2045 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 083 | Common Collective Trust | — | — | $83.5M | 7.1% | |
| Fidelity Freedom 2060 Fund Class T N/R | Mutual Funds | — | — | $70.3M | 5.9% | |
| FID FRDM INX 2060 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 146 | Common Collective Trust | — | — | $70.3M | 5.9% | |
| Fidelity Freedom 2040 Fund Class T N/R | Mutual Funds | — | — | $57.9M | 4.9% | |
| FID FRDM INX 2040 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 082 | Common Collective Trust | — | — | $57.9M | 4.9% | |
| Fidelity Freedom 2035 Fund Class T N/R | Mutual Funds | — | — | $54.3M | 4.6% | |
| FID FRDM INX 2035 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 081 | Common Collective Trust | — | — | $54.3M | 4.6% | |
| Fidelity Total Market Index Fund N/R | Common Collective Trusts | — | — | $49.8M | 4.2% | |
| Fidelity Freedom 2030 Fund Class T N/R | Mutual Funds | — | — | $40.6M | 3.4% | |
| FID FRDM INX 2030 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 080 | Common Collective Trust | — | — | $40.6M | 3.4% | |
| Fidelity Freedom 2025 Fund Class T N/R | Mutual Funds | — | — | $27.8M | 2.3% | |
| FID FRDM INX 2025 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 079 | Common Collective Trust | — | — | $27.8M | 2.3% | |
| Self-Directed Investments * Fidelity Brokeragelink N/R | Self-Directed Brokerage | — | — | $24.2M | 2.0% | |
| Fidelity Freedom 2065 Fund Class T N/R | Mutual Funds | — | — | $23.8M | 2.0% | |
| FID FRDM INX 2065 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 169 | Common Collective Trust | — | — | $23.8M | 2.0% | |
| Collective Trusts * Fidelity Broad Market Duration Fund N/R | Common Collective Trusts | — | — | $22.8M | 1.9% | |
| FIAM BR MKT DUR CL D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 012 | Common Collective Trust | — | — | $22.8M | 1.9% | |
| Fidelity International Index Fund N/R | Common Collective Trusts | — | — | $21.8M | 1.8% | |
| American Funds American Mutual Fund Class R-6 N/R | Mutual Funds | — | — | $21.4M | 1.8% | |
| Participant Loans * Notes Receivables from Interest rates: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $15.1M | 1.3% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $14.1M | 1.2% | |
| Fidelity Mid-Cap Stock Fund Class K6 N/R | Mutual Funds | — | — | $13.9M | 1.2% | |
| LLC. Fund Dodge & Cox International Stock Fund N/R | Mutual Funds | — | — | $13.4M | 1.1% | |
| Fidelity Extended Market Index Fund N/R | Common Collective Trusts | — | — | $13.4M | 1.1% | |
| Fidelity U.S. Bond Index Fund N/R | Common Collective Trusts | — | — | $13.1M | 1.1% | |
| American Funds New World R6 N/R | Mutual Funds | — | — | $10.8M | 0.9% | |
| Fidelity Small Cap Value Fund N/R | Mutual Funds | — | — | $10.7M | 0.9% | |
| Fund Vanguard International Growth Fund N/R | Mutual Funds | — | — | $7.5M | 0.6% | |
| Fidelity Freedom 2020 Fund Class T N/R | Mutual Funds | — | — | $6.7M | 0.6% | |
| FID FRDM INX 2020 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 078 | Common Collective Trust | — | — | $6.7M | 0.6% | |
| Fidelity Puritan Fund K N/R | Mutual Funds | — | — | $5.7M | 0.5% | |
| American Century Mid Cap Value Fund R6 Class N/R | Mutual Funds | — | — | $5.5M | 0.5% | |
| T. Rowe Price Integrated US Small Cap Growth N/R | Other securities | — | — | $5.0M | 0.4% | |
| Dimensional Fund Advisors, Real Estate Securities Portfolio N/R | Mutual Funds | — | — | $4.8M | 0.4% | |
| Vanguard Short-Term Inflation-Protected N/R | Mutual Funds | — | — | $4.3M | 0.4% | |
| Fidelity Freedom 2010 Fund Class T N/R | Mutual Funds | — | — | $1.4M | 0.1% | |
| FID FRDM INX 2010 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 076 | Common Collective Trust | — | — | $1.4M | 0.1% | |
| TRP STABLE VALUE N T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $1.2M | 0.1% | |
| Fidelity Freedom Income Fund Class T N/R | Mutual Funds | — | — | $1.1M | <0.1% | |
| FID FRDM INX INC T FIAM TRUST COMPANY · EIN 20-4659714 / PN 074 | Common Collective Trust | — | — | $1.1M | <0.1% | |
| Fidelity Freedom 2015 Fund Class T N/R | Mutual Funds | — | — | $987K | <0.1% | |
| FID FRDM INX 2015 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 077 | Common Collective Trust | — | — | $987K | <0.1% | |
| Money Market Funds * Fidelity Government Money Market Fund N/R | Mutual Funds | — | — | $217K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
