Brett Hooper signed Infinera Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Infinera Corporation's EIN is 77-0560433.
Download the official 2024 Form 5500 (PDF) for Infinera Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Infinera Corporation's plan includes ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | $85K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP LLC | 33-0818667 | — | ADVISOR/INVESTMENT ADV | $100K | — |
| STRATEGIC ADVISORS, INC. |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity BrokerageLink Account Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $61.4M | 17.1% | |
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $55.7M | 15.5% | |
| T. Rowe Price Retirement 2030 H Common Trust Fund | Common Collective Trusts | — | — | $38.3M | 10.6% | |
| TRP RETIRE 2030 H T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $38.3M | 10.6% | |
| T. Rowe Price Retirement 2035 H Common Trust Fund | Common Collective Trusts | — | — | $25.8M | 7.2% | |
| TRP RETIRE 2035 H T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $25.8M | 7.2% | |
| T. Rowe Price Retirement 2025 H Common Trust Fund | Common Collective Trusts | — | — | $19.4M | 5.4% | |
| TRP RETIRE 2025 H T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $19.4M | 5.4% | |
| T. Rowe Price All-Cap Opportunities Fund Mutual Fund | Common Collective Trusts | — | — | $17.5M | 4.9% | |
| TRP RETIRE 2040 H T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $17.5M | 4.9% | |
| T. Rowe Price Retirement 2045 H Common Trust Fund | Common Collective Trusts | — | — | $16.9M | 4.7% | |
| TRP RETIRE 2045 H T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $16.9M | 4.7% | |
| Fidelity Government Money Market Fund Money Market Fund | Mutual Funds | — | — | $11.6M | 3.2% | |
| Fidelity Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $10.7M | 3.0% | |
| T. Rowe Price Retirement 2050 H Common Trust Fund | Common Collective Trusts | — | — | $9.9M | 2.8% | |
| TRP RETIRE 2050 H T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $9.9M | 2.8% | |
| T. Rowe Price Retirement 2020 H Common Trust Fund | Common Collective Trusts | — | — | $7.3M | 2.0% | |
| TRP RETIRE 2020 H T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $7.3M | 2.0% | |
| Victory Sycamore Established Value Fund Mutual Fund | Other securities | — | — | $7.2M | 2.0% | |
| Fidelity Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $7.0M | 1.9% | |
| American Century Heritage Fund Mutual Fund | Other securities | — | — | $6.9M | 1.9% | |
| T. Rowe Price Retirement 2055 H Common Trust Fund | Common Collective Trusts | — | — | $5.6M | 1.6% | |
| TRP RETIRE 2055 H T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $5.6M | 1.6% | |
| Putnam Large Cap Value Trust Fund Common Trust Fund | Common Collective Trusts | — | — | $4.9M | 1.4% | |
| PUTN LG CP VAL TR IA PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $4.9M | 1.4% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $4.6M | 1.3% | |
| Undiscovered Managers Behavioral Value Fd Mutual Fund | Other securities | — | — | $4.5M | 1.3% | |
| Fidelity Managed Income Portfolio Common Trust Fund | Common Collective Trusts | — | — | $4.4M | 1.2% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $4.4M | 1.2% | |
| Fidelity Advisor Government Income Fund Mutual Fund | Mutual Funds | — | — | $3.3M | 0.9% | |
| T. Rowe Price Retirement 2060 H Common Trust Fund | Common Collective Trusts | — | — | $2.8M | 0.8% | |
| TRP RETIRE 2060 H T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $2.8M | 0.8% | |
| Fidelity International Index Fund Mutual Fund | Common Collective Trusts | — | — | $2.5M | 0.7% | |
| maturing through October 2034 | Other securities | — | — | $2.4M | 0.7% | |
| Invesco International Small-Mid Company Fund Mutual Fund | Mutual Funds | — | — | $2.3M | 0.6% | |
| DFA Developing Markets Core EQ Mutual Fund | Mutual Funds | — | — | $2.2M | 0.6% | |
| T. Rowe Price Retirement 2010 H Common Trust Fund | Common Collective Trusts | — | — | $2.0M | 0.6% | |
| TRP RETIRE 2010 H T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $2.0M | 0.6% | |
| American Funds EuroPacific Growth Fund Mutual Fund | Mutual Funds | — | — | $1.9M | 0.5% | |
| Federated Hermes Kaufmann Small Cap Fund Mutual Fund | Other securities | — | — | $1.4M | 0.4% | |
| T. Rowe Price Retirement 2015 H Common Trust Fund | Common Collective Trusts | — | — | $1.3M | 0.4% | |
| TRP RETIRE 2015 H T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $1.3M | 0.4% | |
| T. Rowe Price Retirement 2065 H Common Trust Fund | Common Collective Trusts | — | — | $326K | <0.1% | |
| TRP RETIRE 2065 H T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $326K | <0.1% | |
| TRP RETIRE 2005 D T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $29K |
| — |
