Philip Stabile signed Viewpointe Archive Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Viewpointe Archive Services, LLC's EIN is 76-0660530.
Download the official 2024 Form 5500 (PDF) for Viewpointe Archive Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Viewpointe Archive Services, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
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 | -$53K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $5K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| s * Fidelity Total Market Index Fund | Mutual Funds | — | — | $4.4M | 13.3% | |
| Fidelity Growth Company Fund Class K | Mutual Funds | — | — | $3.7M | 11.3% | |
| Fidelity Blue Chip Groth Fund Class K | Mutual Funds | — | — | $3.0M | 9.2% | |
| Fidelity Freedom 2040 Fund K | Mutual Funds | — | — | $1.9M | 5.7% | |
| Fidelity Contrafund Class K | Mutual Funds | — | — | $1.8M | 5.6% | |
| Fidelity Freedom 2035 Fund K | Mutual Funds | — | — | $1.8M | 5.6% | |
| Fidelity OTC Portfolio Class K | Mutual Funds | — | — | $1.7M | 5.3% | |
| Fidelity Freedom 2045 Fund K | Mutual Funds | — | — | $1.4M | 4.2% | |
| Fidelity Large Cap Stock Fund | Mutual Funds | — | — | $1.1M | 3.4% | |
| Fidelity Freedom 2030 Fund K | Mutual Funds | — | — | $1.1M | 3.3% | |
| Fidelity Equity-Income Fund Class K | Mutual Funds | — | — | $1.0M | 3.1% | |
| Principal Small Cap R5 | Other securities | — | — | $988K | 3.0% | |
| Fidelity FID GROWTH STRAT K | Mutual Funds | — | — | $849K | 2.6% | |
| Fidelity Government Money Market Fund | Mutual Funds | — | — | $776K | 2.4% | |
| Columbia Dividend Income Fund Flass A | Other securities | — | — | $770K | 2.3% | |
| Fidelity Low Priced Stock Fund Class K | Mutual Funds | — | — | $724K | 2.2% | |
| Fidelity Mid-Cap Stock Fund Class K | Mutual Funds | — | — | $685K | 2.1% | |
| Fidelity Freedom 2020 Fund K | Mutual Funds | — | — | $612K | 1.9% | |
| Fidelity Investment Grade Bond | Mutual Funds | — | — | $565K | 1.7% | |
| Fidelity Diversified International Fund K | Mutual Funds | — | — | $473K | 1.4% | |
| Fidelity Global Extended US Index Fund | Common Collective Trusts | — | — | $468K | 1.4% | |
| Fidelity Total Bond Fund | Mutual Funds | — | — | $426K | 1.3% | |
| Fidelity Overseas Fund | Mutual Funds | — | — | $411K | 1.2% | |
| Fidelity Puritan Fund Class K | Mutual Funds | — | — | $363K | 1.1% | |
| Fidelity Freedom 2025 Fund K | Mutual Funds | — | — | $297K | 0.9% | |
| Fidelity Emerging Markets Fund Class K | Mutual Funds | — | — | $296K | 0.9% | |
| Fidelity Real Estate Investment Portfolio | Mutual Funds | — | — | $293K | 0.9% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $183K | 0.6% | |
| maturing through December 2029 | Other securities | — | — | $158K | 0.5% | |
| Fidelity Freedom Income Fund | Mutual Funds | — | — | $138K | 0.4% | |
| Fidelity Freedom 2050 Fund K | Mutual Funds | — | — | $123K | 0.4% | |
| Fidelity Freedom 2015 Fund K | Mutual Funds | — | — | $72K | 0.2% | |
| Fidelity Freedom 2060 Fund K | Mutual Funds | — | — | $51K | 0.2% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $46K | 0.1% | |
| Fidelity Freedom 2065 Fund K | Mutual Funds | — | — | $41K | 0.1% | |
| Fidelity Freedom 2055 Fund K | Mutual Funds | — | — | $33K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
