Bryan Plater signed Fifth Generation, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Fifth Generation, Inc.'s EIN is 74-2737688.
Download the official 2024 Form 5500 (PDF) for Fifth Generation, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Fifth Generation, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $53K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MESIROW FINANCIAL INVESTMENT MANAGE | 36-3429599 | — | INVESTMENT/FINANCIAL ADVI | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $16.1M | 15.3% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $9.8M | 9.4% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $9.2M | 8.7% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $8.7M | 8.3% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $7.5M | 7.1% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $5.6M | 5.4% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $4.3M | 4.1% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $3.5M | 3.4% | |
| ALGER CAPITAL APPRECIATION Z | Registered Investment Companies | — | — | $3.4M | 3.2% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $2.5M | 2.4% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $2.2M | 2.1% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $2.2M | 2.1% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $2.2M | 2.0% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $2.0M | 1.9% | |
| DFA EMERGING MARKETS PORT INST | Registered Investment Companies | — | — | $1.9M | 1.8% | |
| JANUS HENDERSON ENTERPRISE N | Registered Investment Companies | — | — | $1.8M | 1.7% | |
| INVESCO EQUITY AND INCOME R6 | Registered Investment Companies | — | — | $1.7M | 1.6% | |
| DFA US CORE EQUITY 1 PORT INST | Registered Investment Companies | — | — | $1.7M | 1.6% | |
| PUT DYNAMIC ASSET ALLOC BAL R6 | Registered Investment Companies | — | — | $1.6M | 1.6% | |
| CLEARBRIDGE SMALL CAP GR IS | Registered Investment Companies | — | — | $1.6M | 1.5% | |
| INVESCO COMSTOCK FUND - R6 | Registered Investment Companies | — | — | $1.4M | 1.3% | |
| PUT DYNAMIC ASSET ALLOC GR R6 | Registered Investment Companies | — | — | $1.3M | 1.3% | |
| DFA US SMALL CAP VAL PORT INST | Registered Investment Companies | — | — | $1.3M | 1.2% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $1.2M | 1.2% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $1.1M | 1.0% | |
| DFA INTL CORE EQUITY 2 INST | Registered Investment Companies | — | — | $782K | 0.7% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $762K | 0.7% | |
| PIMCO TOTAL RETURN FUND - INST | Registered Investment Companies | — | — | $742K | 0.7% | |
| TROWE PRICE INTL VALUE EQ I | Registered Investment Companies | — | — | $737K | 0.7% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $692K | 0.7% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $690K | 0.7% | |
| PUT DYNAMIC ASSET ALLOC CON R6 | Registered Investment Companies | — | — | $502K | 0.5% | |
| VANGUARD SHORT TERM INV GR ADM | Registered Investment Companies | — | — | $419K | 0.4% | |
| LOOMIS SAYLES BOND FUND N | Registered Investment Companies | — | — | $417K | 0.4% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $300K | 0.3% | |
| DFA INFLATION PROT SEC INST | Registered Investment Companies | — | — | $283K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
