Nick Fields signed Minted, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Minted, LLC's EIN is 75-3249279.
Download the official 2024 Form 5500 (PDF) for Minted, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Minted, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, 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 | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TOWERS WATSON INVESTMENT SERVICES, | 52-1868818 | — | BROKER | $6K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index Fund Investor Class 25,507 Shares ^ | Common Collective Trusts | — | — | $5.2M | 19.8% | |
| Fidelity Investments Fidelity Freedom Index 2050 Fund Investor Class 162,745 Shares ^ | Mutual Funds | — | — | $4.2M | 16.1% | |
| Fidelity Investments Fidelity Freedom Index 2055 Fund Investor Class 180,223 Shares ^ | Mutual Funds | — | — | $3.9M | 14.6% | |
| Fidelity Investments Fidelity Freedom Index 2045 Fund Investor Class 119,924 Shares ^ | Mutual Funds | — | — | $3.1M | 11.8% | |
| Fidelity Investments Fidelity Freedom Index 2040 Fund Investor Class 63,193 Shares ^ | Mutual Funds | — | — | $1.6M | 5.9% | |
| Fidelity Investments Fidelity Freedom Index 2060 Fund Investor Class 79,716 Shares ^ | Mutual Funds | — | — | $1.4M | 5.5% | |
| Fidelity Investments Fidelity Freedom Index 2035 Fund Investor Class 60,079 Shares ^ | Mutual Funds | — | — | $1.4M | 5.3% | |
| Fidelity Investments Fidelity Advisor International Index Fund 18,267 Shares ^ | Common Collective Trusts | — | — | $868K | 3.3% | |
| Fidelity Investments Fidelity Freedom Index 2065 Fund Investor Class 48,098 Shares ^ | Mutual Funds | — | — | $705K | 2.7% | |
| Fidelity Investments Fidelity Advisor Small Cap Index 23,605 Shares ^ | Mutual Funds | — | — | $653K | 2.5% | |
| Calvert Investments Calvert Equity Fund Class R6 5,108 Shares ^ | Other securities | — | — | $472K | 1.8% | |
| Fidelity Investments Fidelity Freedom Index 2030 Fund Investor Class 21,116 Shares ^ | Mutual Funds | — | — | $426K | 1.6% | |
| Fidelity Investments Fidelity Advisor Large Cap Growth Index 8,697 Shares ^ | Mutual Funds | — | — | $341K | 1.3% | |
| Fidelity Investments Fidelity Government Money Market Fund Class K6 339,271 Shares ^ | Mutual Funds | — | — | $339K | 1.3% | |
| Fidelity Investments Fidelity Advisor Mid Cap Index 8,354 Shares ^ | Mutual Funds | — | — | $282K | 1.1% | |
| Fidelity Investments Fidelity Freedom Index 2025 Fund Investor Class 13,917 Shares ^ | Mutual Funds | — | — | $259K | 1.0% | |
| Dodge & Cox Dodge & Cox Stock Fund 810 Shares ^ | Mutual Funds | — | — | $208K | 0.8% | |
| Invesco Ltd. Invesco Gold & Special Minerals Fund Class R6 8,023 Shares ^ | Mutual Funds | — | — | $208K | 0.8% | |
| Fidelity Investments Fidelity Advisor Total Bond Fund Class A 10,884 Shares ^ | Mutual Funds | — | — | $102K | 0.4% | |
| Cohen & Steers Cohen & Steers Real Estate Securities Fund 5,329 Shares ^ | Other securities | — | — | $92K | 0.3% | |
| BlackRock Advisors BlackRock High Yield Bond Portfolio Class K 10,781 Shares ^ | Other securities | — | — | $77K | 0.3% | |
| Carillion Eagle Carillion Eagle Mid Cap Growth R6 879 Shares ^ | Other securities | — | — | $69K | 0.3% | |
| Fidelity Investments Fidelity Strategic Income Fund 3,642 Shares ^ | Mutual Funds | — | — | $42K | 0.2% | |
| Fidelity Investments Fidelity Freedom Index 2020 Fund Investor Class 1,773 Shares ^ | Mutual Funds | — | — | $28K | 0.1% | |
| American Funds American Funds New World Fund Class R6 312 Shares ^ | Mutual Funds | — | — | $24K | <0.1% | |
| American Century American Century Mid Cap Value Fund Class R6 1,094 Shares ^ | Other securities | — | — | $17K | <0.1% | |
| MFS International Growth Fund Class R6 396 Shares ^ | Mutual Funds | — | — | $16K | <0.1% | |
| Lord Abbett Lord Abbett Developing Growth Fund Class R6 458 Shares ^ | Mutual Funds | — | — | $14K | <0.1% | |
| Fidelity Investments Fidelity Freedom Index Income Fund 1,112 Shares ^ | Mutual Funds | — | — | $13K | <0.1% | |
| American Century American Century Small Cap Value Fund Class R6 443 Shares ^ | 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.
