JEAN Moloney signed Hyphen Solutions, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hyphen Solutions, LLC's EIN is 75-2566795.
Download the official 2024 Form 5500 (PDF) for Hyphen Solutions, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hyphen Solutions, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment, 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 WORKPLACE SERVICES LLC | 04-3532603 | — | PLAN ADMINISTRATOR | -$2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLS WEALTH ADVISORS LLC | 03-0530108 | — | ADVISOR | $55K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| K6 Mutual Funds * Fidelity Investments Fidelity Freedom Index 2040 Fund N/R | Mutual Funds | — | — | $3.0M | 11.4% | |
| Institutional Premium Class * Fidelity Investments Fidelity Freedom Index 2035 Fund N/R | Mutual Funds | — | — | $3.0M | 11.3% | |
| Institutional Premium Class * Fidelity Investments 500 Index Fund N/R | Common Collective Trusts | — | — | $2.7M | 10.2% | |
| Fidelity Investments Fidelity Freedom Index 2045 Fund N/R | Mutual Funds | — | — | $2.2M | 8.3% | |
| Money Market Fund * Fidelity Investments Government Money market Fund Class N/R | Mutual Funds | — | — | $1.8M | 7.0% | |
| Institutional Premium Class * Fidelity Investments Fidelity Freedom Index 2055 Fund N/R | Mutual Funds | — | — | $1.7M | 6.6% | |
| Institutional Premium Class * Fidelity Investments Fidelity Freedom Index 2050 Fund N/R | Mutual Funds | — | — | $1.7M | 6.4% | |
| Institutional Premium Class * Fidelity Investments Fidelity Freedom Index 2060 Fund N/R | Mutual Funds | — | — | $1.4M | 5.1% | |
| Institutional Premium Class * Fidelity Investments Fidelity Freedom Index 2030 Fund N/R | Mutual Funds | — | — | $1.3M | 4.8% | |
| Institutional Premium Class * Fidelity Investments Large Cap Growth Index Fund N/R | Common Collective Trusts | — | — | $1.1M | 4.0% | |
| Dimensional Fund Advisors US Core Equity II Portfolio Institutional N/R | Mutual Funds | — | — | $901K | 3.4% | |
| Class * Fidelity Investments Fidelity Freedom Index 2020 Fund N/R | Mutual Funds | — | — | $604K | 2.3% | |
| Self-Directed Brokerage Accounts * Fidelity Investments Self-Directed Brokerage Accounts N/R | Self-Directed Brokerage | — | — | $503K | 1.9% | |
| Institutional Premium Class Dimensional Fund Advisors US High Relative Profitability N/R | Mutual Funds | — | — | $427K | 1.6% | |
| Institutional Class Dimensional Fund Advisors US Small Capital Portfolio Institutional N/R | Mutual Funds | — | — | $390K | 1.5% | |
| Class Dimensional Fund Advisors International Core Equity Portfolio N/R | Mutual Funds | — | — | $330K | 1.2% | |
| Institutional Class Dimensional Fund Advisors 5-YR Global Fixed Income Portfolio N/R | Mutual Funds | — | — | $301K | 1.1% | |
| Fidelity Investments US Bond Index Fund N/R | Common Collective Trusts | — | — | $279K | 1.1% | |
| Fidelity Investments Fidelity Freedom Index 2025 Fund N/R | Mutual Funds | — | — | $270K | 1.0% | |
| Participant Loans * Participant Loans Interest rates: 5.25% to 9.50% $0 | Bonds / Notes | — | — | $251K | 0.9% | |
| Institutional Premium Class Dimensional Fund Advisors International High Relative Profitability N/R | Mutual Funds | — | — | $218K | 0.8% | |
| Portfolio International Class Dimensional Fund Advisors Emerging Markets Portfolio Institutional N/R | Mutual Funds | — | — | $215K | 0.8% | |
| Institutional Premium Class * Fidelity Investments Long Term Treasury Bond Index Fund N/R | U.S. Treasuries | — | — | $191K | 0.7% | |
| Class Dimensional Fund Advisors Emerging Markets Value Portfolio N/R | Mutual Funds | — | — | $170K | 0.6% | |
| T Rowe Price Emerging Market Bond 1 N/R | U.S. Treasuries | — | — | $149K | 0.6% | |
| Dimensional Fund Advisors US Micro Capital Portfolio Institutional N/R | Mutual Funds | — | — | $135K | 0.5% | |
| Dimensional Fund Advisors US Large Capital Value Portfolio N/R | Mutual Funds | — | — | $122K | 0.5% | |
| Class * Fidelity Investments Fidelity Freedom Index 2065 Fund N/R | Mutual Funds | — | — | $121K | 0.5% | |
| Dimensional Fund Advisors International Value Fund Institutional N/R | Mutual Funds | — | — | $119K | 0.4% | |
| Class Dimensional Fund Advisors International Small Capital Value N/R | Mutual Funds | — | — | $117K | 0.4% | |
| Dimensional Fund Advisors Inflation Protected Sec Portfolio N/R | Mutual Funds | — | — | $84K | 0.3% | |
| Dimensional Fund Advisors Emerging Markets Small Capital N/R | Mutual Funds | — | — | $82K | 0.3% | |
| Portfolio * Fidelity Investments Short Term Bond Index Fund N/R | Common Collective Trusts | — | — | $79K | 0.3% | |
| Dimensional Fund Advisors Global Real Estate Securities N/R | Mutual Funds | — | — | $43K | 0.2% | |
| Institutional * Fidelity Investments Index Income Fund Institutional N/R | Mutual Funds | — | — | $37K | 0.1% | |
| Dimensional Fund Advisors Commodity Strategy N/R | Mutual Funds | — | — | $28K | 0.1% | |
| Premium Class Dimensional Fund Advisors International Small Capital Value N/R | Mutual Funds | — | — | $12K | <0.1% | |
| Portfolio Institutional Class * Fidelity Investments Selected Technology N/R | Mutual Funds | — | — | $10K | <0.1% | |
| Fidelity Investments Fidelity Freedom Index 2015 Fund N/R | Mutual Funds | — | — | $8K | <0.1% | |
| Institutional Premium Class * Fidelity Investments Inflation Protected Bond Index Fund N/R | Common Collective Trusts | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
