Nicole Johnson signed Tracelink, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Tracelink, Inc.'s EIN is 80-0451564.
Download the official 2024 Form 5500 (PDF) for Tracelink, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Tracelink, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, profit-sharing, 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 | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | ADVISOR | $29K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Registered Investment Companies (Mutual Funds) * Fidelity 500 Index Shares of Registered Investment Companies | Common Collective Trusts | — | — | $11.2M | 18.8% | |
| Interest in Common Collective Investment Trusts * T. Rowe Price Retirement 2050 A Interest in Common Collective Investment Trust | Common Collective Trusts | — | — | $5.9M | 9.9% | |
| TRP RETIRE 2050 A T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $5.9M | 9.9% | |
| T. Rowe Price Retirement 2055 A Interest in Common Collective Investment Trust | Common Collective Trusts | — | — | $5.2M | 8.8% | |
| TRP RETIRE 2055 A T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $5.2M | 8.8% | |
| T. Rowe Price Retirement 2040 A Interest in Common Collective Investment Trust | Common Collective Trusts | — | — | $4.6M | 7.6% | |
| TRP RETIRE 2040 A T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $4.6M | 7.6% | |
| Fidelity Advisor Equity Growth Fund Class I Shares of Registered Investment Companies | Mutual Funds | — | — | $3.9M | 6.6% | |
| T. Rowe Price Retirement 2045 A Interest in Common Collective Investment Trust | Common Collective Trusts | — | — | $3.9M | 6.5% | |
| TRP RETIRE 2045 A T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $3.9M | 6.5% | |
| T. Rowe Price Retirement 2030 A Interest in Common Collective Investment Trust | Common Collective Trusts | — | — | $3.6M | 6.1% | |
| TRP RETIRE 2030 A T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $3.6M | 6.1% | |
| T. Rowe Price Retirement 2060 A Interest in Common Collective Investment Trust | Common Collective Trusts | — | — | $2.4M | 4.1% | |
| TRP RETIRE 2060 A T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 018 | Common Collective Trust | — | — | $2.4M | 4.1% | |
| T. Rowe Price Retirement 2035 A Interest in Common Collective Investment Trust | Common Collective Trusts | — | — | $2.4M | 4.0% | |
| TRP RETIRE 2035 A T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $2.4M | 4.0% | |
| Victory Established Value I Shares of Registered Investment Companies | Other securities | — | — | $1.6M | 2.6% | |
| Fidelity Mid Cap Index Shares of Registered Investment Companies | Mutual Funds | — | — | $1.5M | 2.5% | |
| Contracts in Common Collective Investment Trusts * Putnam Stable Value Stable Value Fund | Stable Value | — | — | $1.5M | 2.5% | |
| Fidelity International Index Shares of Registered Investment Companies | Mutual Funds | — | — | $1.3M | 2.2% | |
| MassMutual Select Mid Cap Gr Equity R5 Shares of Registered Investment Companies | Other securities | — | — | $1.2M | 2.1% | |
| T. Rowe Price Retirement 2025 A Interest in Common Collective Investment Trust | Common Collective Trusts | — | — | $1.2M | 2.0% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.2M | 2.0% | |
| The Hartford Dividend and Growth Fund Class R6 Shares of Registered Investment Companies | Other securities | — | — | $1.1M | 1.9% | |
| TRP RETIRE 2025 A T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $990K | 1.7% | |
| T Rowe Price Overseas Stock Shares of Registered Investment Companies | Mutual Funds | — | — | $760K | 1.3% | |
| Allspring Core Plus Bond R6 Fund Shares of Registered Investment Companies | Other securities | — | — | $677K | 1.1% | |
| American Century Small Cap Growth Fund R6 Shares of Registered Investment Companies | Other securities | — | — | $564K | 0.9% | |
| American Funds New World R6 Shares of Registered Investment Companies | Mutual Funds | — | — | $560K | 0.9% | |
| Met West Total Return Bond I Shares of Registered Investment Companies | Other securities | — | — | $551K | 0.9% | |
| Undiscovered Managers Behavioral Value Fund Class R6 Shares of Registered Investment Companies | Other securities | — | — | $436K | 0.7% | |
| Fidelity US Bond Index Shares of Registered Investment Companies | Mutual Funds | — | — | $406K | 0.7% | |
| Notes Receivable from Participants (Participant Loans) Participant loans, various maturity terms up to five years interest at 5.25%-6.25% | Bonds / Notes | — | — | $377K | 0.6% | |
| Cohen & Steers Real Estate Securities I Shares of Registered Investment Companies | Other securities | — | — | $372K | 0.6% | |
| Federated Hermes Instl High Yield Bd IS Shares of Registered Investment Companies | Other securities | — | — | $369K | 0.6% | |
| T. Rowe Price Retirement 2020 A Interest in Common Collective Investment Trust | Common Collective Trusts | — | — | $359K | 0.6% | |
| TRP RETIRE 2020 A T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $359K | 0.6% | |
| BNY Mellon Natural Resources I Shares of Registered Investment Companies | Other securities | — | — | $250K | 0.4% | |
| T. Rowe Price Retirement BAL Shares of Registered Investment Companies | Other securities | — | — | $219K | 0.4% | |
| T. Rowe Price Retirement 2065 A Interest in Common Collective Investment Trust | Common Collective Trusts | — | — | $191K | 0.3% | |
| TRP RETIRE 2065 A T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $191K | 0.3% | |
| JPMorgan Government Bond Fund Class R6 Shares of Registered Investment Companies | U.S. Treasuries | — | — | $180K | 0.3% | |
| MassMutual Infl-Prot and Inc I Shares of Registered Investment Companies | Common Stocks | — | — | $124K | 0.2% | |
| PIMCO International Bond Fund I (U.S. Dollar-Hedged) Shares of Registered Investment Companies | Mutual Funds | — | — | $96K | 0.2% | |
| T. Rowe Price Retirement 2015 A Interest in Common Collective Investment Trust | Common Collective Trusts | — | — | $87K | 0.1% | |
| TRP RETIRE 2015 A T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $87K | 0.1% | |
| Vanguard Total International Bond Index Admr Shares of Registered Investment Companies | Mutual Funds | — | — | $61K | 0.1% | |
| T. Rowe Price Retirement 2010 A Interest in Common Collective Investment Trust | Common Collective Trusts | — | — | $59K | <0.1% | |
| TRP RETIRE 2010 A T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $35K | <0.1% | |
| T. Rowe Price Retirement 2005 A Interest in Common Collective Investment Trust | Common Collective Trusts | — | — | $17K | <0.1% |
