Caitlin Owens signed ARS Advertising, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ARS Advertising, LLC's EIN is 62-1015693.
Download the official 2024 Form 5500 (PDF) for ARS Advertising, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ARS Advertising, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLEXUS FINANCIAL SERVICES LLC | 27-1746834 | — | ADVISOR | $22K | — |
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 Freedom 2045 k6 | Mutual Funds | — | — | $2.2M | 19.7% | |
| Fidelity Freedom 2050 k6 | Mutual Funds | — | — | $1.9M | 16.9% | |
| Fidelity Freedom 2055 k6 | Mutual Funds | — | — | $1.6M | 14.7% | |
| Fidelity Freedom 2060 k6 | Mutual Funds | — | — | $998K | 9.1% | |
| Self Directed Brokerage Account | Self-Directed Brokerage | — | — | $769K | 7.0% | |
| Fidelity Freedom 2040 k6 | Mutual Funds | — | — | $748K | 6.8% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $713K | 6.5% | |
| Fidelity Freedom 2035 k6 | Mutual Funds | — | — | $479K | 4.4% | |
| Fidelity Small Cap Val Idx | Common Collective Trusts | — | — | $272K | 2.5% | |
| Fidelity Freedom 2065 k6 | Mutual Funds | — | — | $226K | 2.1% | |
| BNYM Intl Stock Y | Other securities | — | — | $202K | 1.8% | |
| PGIM Total Rtn Bd R6 | Other securities | — | — | $180K | 1.6% | |
| J.P.Morgan Large Cap Growth R6 | Other securities | — | — | $165K | 1.5% | |
| Fidelity Freedom 2030 k6 | Mutual Funds | — | — | $128K | 1.2% | |
| Fidelity Emrg Mkts Idx | Common Collective Trusts | — | — | $77K | 0.7% | |
| Fidelity Mid Cap Idx | Common Collective Trusts | — | — | $73K | 0.7% | |
| MFS Value R6 | Mutual Funds | — | — | $64K | 0.6% | |
| Fidelity Small Cap Idx | Common Collective Trusts | — | — | $64K | 0.6% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $58K | 0.5% | |
| Fidelity Managed Income Portfolio CL 2 | Mutual Funds | — | — | $58K | 0.5% | |
| Fidelity Small Cap Gr k6 | Mutual Funds | — | — | $43K | 0.4% | |
| Fidelity Freedom 2025 k6 | Mutual Funds | — | — | $41K | 0.4% | |
| Fidelity Freedom Inc k6 | Mutual Funds | — | — | $36K | 0.3% | |
| CRLN E Mid Cap Gr R6 | Other securities | — | — | $4K | <0.1% | |
| DFA Global Real Estate | Mutual Funds | — | — | $3K | <0.1% | |
| AM Cent Md Cp Val R6 | Other securities | — | — | $2K | <0.1% | |
| LD ABT High Yield R6 | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ELLIOTT DAVIS, LLC/PLLC | 57-0381582 | — | ACCOUNTANT/AUDITOR | $21K | — |
