Jessica Pione signed Tradestation Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Tradestation Group, Inc.'s EIN is 65-0977576.
Download the official 2024 Form 5500 (PDF) for Tradestation Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Tradestation Group, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing, 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 | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | 35-2552359 | — | ADVISOR | $61K | — |
| STRATEGIC ADVISORS, INC. |
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 Investments Fidelity Blue Chip Growth Fund - Class K | Mutual Funds | — | — | $10.2M | 11.3% | |
| Fidelity Investments Fidelity S&P 500 Index Fund | Common Collective Trusts | — | — | $10.0M | 11.1% | |
| Fidelity Investments Fidelity BrokerageLink - Common Stock | Mutual Funds | — | — | $7.5M | 8.4% | |
| Fidelity Investments Fidelity BrokerageLink - Unit Investment | Mutual Funds | — | — | $7.3M | 8.1% | |
| Trusts * Fidelity Investments Fidelity BrokerageLink - Fidelity Fund | Mutual Funds | — | — | $7.1M | 7.9% | |
| JP Morgan Trust JP Morgan Chase Bank SmartRetirement | Other securities | — | — | $4.8M | 5.3% | |
| JPMCB SRPB 2045 CF30 JP MORGAN CHASE BANK, N.A. · EIN 26-1165449 / PN 001 | Common Collective Trust | — | — | $4.8M | 5.3% | |
| Passive Blend 2045 Fund CF30 JP Morgan Trust JP Morgan Chase Bank SmartRetirement | Other securities | — | — | $4.0M | 4.5% | |
| JPMCB SRPB 2035 CF30 JP MORGAN CHASE BANK, N.A. · EIN 84-2433553 / PN 001 | Common Collective Trust | — | — | $4.0M | 4.5% | |
| Passive Blend 2035 Fund CF30 * Fidelity Investments Fidelity Contrafund Fund - Class K | Mutual Funds | — | — | $3.4M | 3.8% | |
| MID CAP GROWTH II R1 GREAT GRAY TRUST COMPANY LLC · EIN 38-7304118 / PN 001 | Common Collective Trust | — | — | $3.0M | 3.3% | |
| JP Morgan Trust JP Morgan Chase Bank SmartRetirement | Other securities | — | — | $2.9M | 3.3% | |
| JPMCB SRPB 2050 CF30 JP MORGAN CHASE BANK, N.A. · EIN 26-1165477 / PN 001 | Common Collective Trust | — | — | $2.9M | 3.3% | |
| Passive Blend 2050 Fund CF30 * Fidelity Investments Fidelity Money Market Trust Retirement | Mutual Funds | — | — | $2.7M | 3.0% | |
| Government II Fund * Fidelity Investments Fidelity BrokerageLink - Cash | Mutual Funds | — | — | $2.0M | 2.3% | |
| JP Morgan Trust JP Morgan Chase Bank SmartRetirement | Other securities | — | — | $2.0M | 2.2% | |
| JPMCB SRPB 2040 CF30 JP MORGAN CHASE BANK, N.A. · EIN 84-2507352 / PN 001 | Common Collective Trust | — | — | $2.0M | 2.2% | |
| JPMCB SRPB 2030 CF30 JP MORGAN CHASE BANK, N.A. · EIN 84-2420474 / PN 001 | Common Collective Trust | — | — | $2.0M | 2.2% | |
| Passive Blend 2030 Fund CF30 JP Morgan Trust JP Morgan Chase Bank SmartRetirement | Other securities | — | — | $1.7M | 1.9% | |
| JPMCB SRPB 2055 CF30 JP MORGAN CHASE BANK, N.A. · EIN 45-5595944 / PN 001 | Common Collective Trust | — | — | $1.7M | 1.9% | |
| Passive Blend 2055 Fund CF30 Putnam Investments Putnam Large Cap Value Fund – Class R1 | Mutual Funds | — | — | $1.6M | 1.8% | |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $1.6M | 1.8% | |
| JP Morgan Trust JP Morgan Chase Bank SmartRetirement | Other securities | — | — | $1.6M | 1.7% | |
| JPMCB SRPB 2025 CF30 JP MORGAN CHASE BANK, N.A. · EIN 26-1165154 / PN 001 | Common Collective Trust | — | — | $1.6M | 1.7% | |
| Passive Blend 2025 Fund CF30 * Fidelity Investments Fidelity Total Market Index Fund | Common Collective Trusts | — | — | $1.3M | 1.5% | |
| Janus Henderson Janus Henderson Overseas Fund - Class N | Mutual Funds | — | — | $1.1M | 1.2% | |
| JP Morgan Trust JP Morgan Chase Bank SmartRetirement | Other securities | — | — | $958K | 1.1% | |
| JPMCB SRPB 2060 CF30 JP MORGAN CHASE BANK, N.A. · EIN 84-2507352 / PN 001 | Common Collective Trust | — | — | $958K | 1.1% | |
| Passive Blend 2060 Fund CF30 * Fidelity Investments Fidelity Low-Priced Stock Fund - Class K | Mutual Funds | — | — | $886K | 1.0% | |
| Fidelity Investments Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $854K | 1.0% | |
| Fidelity Investments Fidelity International Index Fund | Common Collective Trusts | — | — | $831K | 0.9% | |
| Fidelity Investments Fidelity Small Cap Value Fund | Mutual Funds | — | — | $792K | 0.9% | |
| Cash * Participant Loans Interest rates range from 4.25% to 9.50% | Cash / Money Market | — | — | $730K | 0.8% | |
| Fidelity Investments Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $729K | 0.8% | |
| Fidelity Investments Managed Income Portfolio - Class 1 Fund | Mutual Funds | — | — | $718K | 0.8% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $718K | 0.8% | |
| Delaware Funds Macquarie Emerging Markets Fund - Class R6 | Other securities | — | — | $712K | 0.8% | |
| Wells Fargo Wells Fargo Core Bond Institutional Fund | Other securities | — | — | $676K | 0.8% | |
| Fidelity Investments Fidelity Mid Cap Index | Mutual Funds | — | — | $645K | 0.7% | |
| Janus Henderson Janus Henderson Global Life Sciences Fund | Mutual Funds | — | — | $640K | 0.7% | |
| Class N Massachusetts Financial Services 'MFS International Intrinsic Value Fund - | Mutual Funds | — | — | $612K | 0.7% | |
| Company Class R6 * Fidelity Investments Fidelity Puritan Fund - Class K | Mutual Funds | — | — | $609K | 0.7% | |
| John Hancock John Hancock Funds Disciplined Value Mid | Other securities | — | — | $549K | 0.6% | |
| Cap Fund - Class I BlackRock High Yield K | Other securities | — | — | $505K | 0.6% | |
| Fidelity Investments Fidelity Strategic Income Fund | Mutual Funds | — | — | $477K | 0.5% | |
| American Century Investments American Century Small Cap Growth Fund | Other securities | — | — | $466K | 0.5% | |
| Fidelity Investments Fidelity BrokerageLink - Certificates of | Mutual Funds | — | — | $290K | 0.3% | |
| JPMCB SRPB 2020 CF30 JP MORGAN CHASE BANK, N.A. · EIN 84-2388804 / PN 001 | Common Collective Trust | — | — | $250K | 0.3% | |
| Deposit JP Morgan Trust JP Morgan Chase Bank SmartRetirement | Other securities | — | — | $250K | 0.3% | |
| Passive Blend 2020 Fund CF30 * Fidelity Investments Fidelity Real Estate Investment Fund | Mutual Funds | — | — | $246K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $10K |
| — |
