Richardo Forrer signed Team Belvedere LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Team Belvedere LLC's EIN is 80-0959280.
Download the official 2024 Form 5500 (PDF) for Team Belvedere LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Team Belvedere 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 | $49K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | 33-0905143 | — | ADVISOR | $50K | — |
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 Investments FID 500 INDEX | Common Collective Trusts | — | — | $23.8M | 38.2% | |
| Vanguard VANG TARGET RET 2060 | Mutual Funds | — | — | $4.8M | 7.7% | |
| STABLE VALUE FUND I1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $3.6M | 5.9% | |
| LARGE CAP GRTH II I1 GREAT GRAY TRUST COMPANY · EIN 82-4435820 / PN 375 | Common Collective Trust | — | — | $3.0M | 4.8% | |
| Vanguard VANG TARGET RET 2055 | Mutual Funds | — | — | $2.9M | 4.7% | |
| Fidelity Investments FID INTL INDEX | Mutual Funds | — | — | $2.9M | 4.7% | |
| Fidelity Investments FID MID CAP IDX | Common Collective Trusts | — | — | $2.7M | 4.4% | |
| Fidelity Investments FID SM CAP IDX | Common Collective Trusts | — | — | $2.3M | 3.7% | |
| Vanguard VANG TARGET RET 2050 | Mutual Funds | — | — | $1.7M | 2.8% | |
| Vanguard VANG TARGET RET 2045 | Mutual Funds | — | — | $1.7M | 2.8% | |
| LARGE CP VALUE I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $1.7M | 2.7% | |
| Vanguard VANG TARGET RET 2040 | Mutual Funds | — | — | $1.1M | 1.8% | |
| American Funds AF NEW WORLD R6 | Mutual Funds | — | — | $1.1M | 1.7% | |
| Vanguard VANG TARGET RET 2035 | Mutual Funds | — | — | $1.1M | 1.7% | |
| Vanguard VANG TARGET RET 2065 | Mutual Funds | — | — | $1.0M | 1.6% | |
| Vanguard VAN REAL EST IDX ADM | Common Collective Trusts | — | — | $917K | 1.5% | |
| MID CAP GROWTH II I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7304118 / PN 001 | Common Collective Trust | — | — | $880K | 1.4% | |
| CORE PLUS BOND I1 GREAT GRAY TRUST COMPANY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $694K | 1.1% | |
| Vanguard VANG LIFEST GROWTH | Mutual Funds | — | — | $538K | 0.9% | |
| Vanguard VANG TARGET RET 2030 | Mutual Funds | — | — | $510K | 0.8% | |
| Great Gray Trust Company VICT SM CAP GR I1 | Common Stocks | — | — | $501K | 0.8% | |
| SMALL CAP GROWTH I1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $501K | 0.8% | |
| Loomis Sayles Funds LS INFL PRO SEC N | Other securities | — | — | $493K | 0.8% | |
| Fidelity Investments FID US BOND IDX | Common Collective Trusts | — | — | $468K | 0.8% | |
| Franklin Templeton Investments BWG HIGH YIELD IS | Mutual Funds | — | — | $383K | 0.6% | |
| Vanguard VANG LIFEST MOD GRTH | Mutual Funds | — | — | $332K | 0.5% | |
| Vanguard VANG LIFEST CON GRTH | Mutual Funds | — | — | $315K | 0.5% | |
| INTERNATIONAL EQ I1 GREAT GRAY TRUST COMPANY · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $272K | 0.4% | |
| SMALL CAP VAL II I1 GREAT GRAY TRUST COMPANY · EIN 38-4097325 / PN 488 | Common Collective Trust | — | — | $129K | 0.2% | |
| Vanguard VANG TARGET RET 2025 | Mutual Funds | — | — | $116K | 0.2% | |
| Vanguard VANG TARGET RET INC | Mutual Funds | — | — | $82K | 0.1% | |
| Participant Loans April 2029 - | Participant loans | — | — | $31K | <0.1% | |
| a state or federal agency, that prepared and certified the statements or information regarding assets so held in accordance with 29 CFR 2520.103-5. Our audit did not extend to the certified | Other securities | — | — | $3K | <0.1% | |
| MID CAP GROWTH I1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | 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.
