Kristen Johnson signed Fourth Enterprises, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Fourth Enterprises, LLC's EIN is 80-0841558.
Download the official 2024 Form 5500 (PDF) for Fourth Enterprises, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Fourth Enterprises, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 | -$8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH INC | 93-0987232 | — | ADVISOR | $51K | — |
| 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 | |||||
|---|---|---|---|---|---|---|
| FID 500 INDEX Mutual fund | Common Collective Trusts | — | — | $4.6M | 12.4% | |
| FA FREEDOM 2040 K6 Mutual fund | Other securities | — | — | $4.4M | 11.7% | |
| FA FREEDOM 2050 K6 Mutual fund | Other securities | — | — | $4.1M | 11.0% | |
| FA FREEDOM 2055 K6 Mutual fund | Other securities | — | — | $3.3M | 8.7% | |
| FA FREEDOM 2035 K6 Mutual fund | Other securities | — | — | $3.0M | 8.0% | |
| LARGE CAP GRTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $2.2M | 5.8% | |
| FID MID CAP IDX Mutual fund | Common Collective Trusts | — | — | $1.6M | 4.2% | |
| FID GOVT MMKT Money market fund | Mutual Funds | — | — | $1.4M | 3.7% | |
| FA FREEDOM 2060 K6 Mutual fund | Other securities | — | — | $1.2M | 3.3% | |
| FA Freedom 2030 K6 Mutual fund | Other securities | — | — | $1.2M | 3.1% | |
| FA Freedom 2025 K6 Mutual fund | Other securities | — | — | $969K | 2.6% | |
| FID SM CAP IDX Mutual fund | Common Collective Trusts | — | — | $906K | 2.4% | |
| MID CAP GROWTH II R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7304118 / PN 001 | Common Collective Trust | — | — | $777K | 2.1% | |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $722K | 1.9% | |
| JPM SM CAP GROWTH R6 Mutual fund | Other securities | — | — | $583K | 1.6% | |
| With varying maturity dates through 2031 and interest rates ranging from * Notes receivable from participants 3.25% to 8.50% | Bonds / Notes | — | — | $556K | 1.5% | |
| FID INTL INDEX Mutual fund | Mutual Funds | — | — | $433K | 1.2% | |
| BLKRK HI YLD BD INST Mutual fund | Other securities | — | — | $310K | 0.8% | |
| FA Freedom 2020 K6 Mutual fund | Other securities | — | — | $300K | 0.8% | |
| FID US BOND IDX Mutual fund | Common Collective Trusts | — | — | $284K | 0.8% | |
| MID CAP VAL II R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7312964 / PN 001 | Common Collective Trust | — | — | $276K | 0.7% | |
| FA FREEDOM 2065 K6 Mutual fund | Other securities | — | — | $199K | 0.5% | |
| FA Freedom 2015 K6 Mutual fund | Other securities | — | — | $173K | 0.5% | |
| AF BOND FD AMER R6 Mutual fund | Other securities | — | — | $148K | 0.4% | |
| PIM REAL RETURN INST Mutual fund | Other securities | — | — | $128K | 0.3% | |
| GS SM CP VAL INS R6 Mutual fund | Other securities | — | — | $109K | 0.3% | |
| BLKRK INTL I Mutual fund | Other securities | — | — | $102K | 0.3% | |
| C&S REAL ESTATE Z Mutual fund | Other securities | — | — | $86K | 0.2% | |
| GS EM MKT EQ INS INV Mutual fund | Other securities | — | — | $74K | 0.2% | |
| FA FREEDOM INCOME K6 Mutual fund | Other securities | — | — | $47K | 0.1% | |
| FA Freedom 2010 K6 Mutual fund | Other securities | — | — | $24K | <0.1% | |
| PGIM GLB TOT RTN R6 Mutual fund | Other securities | — | — | $18K | <0.1% | |
| STABLE VALUE FUND R1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
