Tamora Dixon signed Our Best Assets, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Our Best Assets, Inc.'s EIN is 74-3197486.
Download the official 2024 Form 5500 (PDF) for Our Best Assets, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Our Best Assets, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.
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 | $10K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FIAM Blend TD 2025 Q | Other securities | — | — | $2.4M | 13.1% | |
| FID FRDM BLND 2025 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 090 | Common Collective Trust | — | — | $2.4M | 13.1% | |
| FIAM Blend TD 2030 Q | Other securities | — | — | $2.0M | 11.0% | |
| FID FRDM BLND 2030 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 091 | Common Collective Trust | — | — | $2.0M | 11.0% | |
| FIAM Blend TD 2040 Q | Other securities | — | — | $2.0M | 10.8% | |
| FID FRDM BLND 2040 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 093 | Common Collective Trust | — | — | $2.0M | 10.8% | |
| FID FRDM BLND 2035 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 092 | Common Collective Trust | — | — | $2.0M | 10.7% | |
| FIAM Blend TD 2035 Q | Other securities | — | — | $2.0M | 10.7% | |
| FIAM Blend TD 2045 Q | Other securities | — | — | $1.9M | 10.4% | |
| FID FRDM BLND 2045 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 094 | Common Collective Trust | — | — | $1.9M | 10.4% | |
| Fidelity*: Blue Chip Growth Fund | Mutual Funds | — | — | $1.6M | 8.8% | |
| FIAM Blend TD 2020 Q | Other securities | — | — | $1.1M | 6.0% | |
| FID FRDM BLND 2020 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 089 | Common Collective Trust | — | — | $1.1M | 6.0% | |
| Fidelity*: FIAM Blend TD 2055 Q | Common Collective Trusts | — | — | $652K | 3.5% | |
| FID FRDM BLND 2055 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 113 | Common Collective Trust | — | — | $652K | 3.5% | |
| through October 2033 | Other securities | — | — | $632K | 3.4% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $627K | 3.4% | |
| Micap Fund I | Other securities | — | — | $442K | 2.4% | |
| 500 Index Fund | Common Collective Trusts | — | — | $373K | 2.0% | |
| FIAM Blend TD 2050 Q | Other securities | — | — | $363K | 2.0% | |
| FID FRDM BLND 2050 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 095 | Common Collective Trust | — | — | $363K | 2.0% | |
| Putnam Large Cap Value Y | Mutual Funds | — | — | $303K | 1.6% | |
| FIAM Blend TD 2060 Q | Other securities | — | — | $288K | 1.6% | |
| FID FRDM BLND 2060 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 147 | Common Collective Trust | — | — | $288K | 1.6% | |
| DFA: Inflation-Protected Securities Port | Mutual Funds | — | — | $277K | 1.5% | |
| Bond Fund R6 | Other securities | — | — | $239K | 1.3% | |
| International Index Fund | Common Collective Trusts | — | — | $171K | 0.9% | |
| FullerThaler Behavioral Small Cap Growth R6 | Other securities | — | — | $167K | 0.9% | |
| JP Morgan US Equity Fund | Other securities | — | — | $129K | 0.7% | |
| Vanguard International Growth Fund | Mutual Funds | — | — | $123K | 0.7% | |
| Mid Cap Index Fund | Common Collective Trusts | — | — | $115K | 0.6% | |
| Small Cap Index Fund | Common Collective Trusts | — | — | $101K | 0.5% | |
| FIAM Blend TD 2015 Q | Other securities | — | — | $97K | 0.5% | |
| FID FRDM BLND 2015 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 088 | Common Collective Trust | — | — | $97K | 0.5% | |
| Artisan Partners Developing World Fund | Other securities | — | — | $82K | 0.4% | |
| PRINCIPAL US REIT PRINCIPAL GLOBAL INVESTORS TRUST · EIN 82-2725212 / PN 001 | Common Collective Trust | — | — | $61K | 0.3% | |
| John Hancock: Disciplined Value Mid Cap I Fund | Other securities | — | — | $52K | 0.3% | |
| Smead International Value Fund Y | Other securities | — | — | $51K | 0.3% | |
| Lord Abbett Short Duration Income Fund I | Mutual Funds | — | — | $36K | 0.2% | |
| FIAM Blend TD 2010 Q | Other securities | — | — | $11K | <0.1% | |
| FID FRDM BLND 2010 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 087 | Common Collective Trust | — | — | $11K | <0.1% | |
| Columbia Management Inv COL Balanced 12 | Other securities | — | — | $10K | <0.1% | |
| SS&C AS SPL Small Cap Val IS | Other securities | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
