Andrew Delgado signed VERY Good Security, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
VERY Good Security, Inc.'s EIN is 81-1237915.
Download the official 2024 Form 5500 (PDF) for VERY Good Security, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)VERY Good Security, Inc.'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 | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | 61-1758632 | — | ADVISOR | $16K | — |
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 Freedom Index 2055 Fund Inst Premium | Mutual Funds | — | — | $1.1M | 14.9% | |
| Fidelity Freedom Index 2045 Fund Inst Premium | Mutual Funds | — | — | $1.1M | 14.2% | |
| Fidelity Total Market Index Fund | Common Collective Trusts | — | — | $1.0M | 14.1% | |
| Fidelity Freedom Index 2050 Fund Inst Premium | Mutual Funds | — | — | $1.0M | 14.0% | |
| AB Large Cap Growth Fund Z | Other securities | — | — | $676K | 9.1% | |
| Fidelity Freedom Index 2035 Fund Inst Premium | Mutual Funds | — | — | $500K | 6.7% | |
| Fidelity Freedom Index 2060 Fund Inst Premium | Mutual Funds | — | — | $457K | 6.2% | |
| Fidelity Freedom Index 2025 Fund Inst Premium ** 1 * Fidelity Freedom Index 2030 Fund Inst Premium | Mutual Funds | — | — | $255K | 3.4% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $230K | 3.1% | |
| Fidelity Freedom Index 2040 Fund Inst Premium | Mutual Funds | — | — | $229K | 3.1% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $152K | 2.0% | |
| JPMorgan Equity Income Fund R6 | Other securities | — | — | $137K | 1.8% | |
| Fidelity Total International Index Fund | Common Collective Trusts | — | — | $99K | 1.3% | |
| Loomis Sayles Small Cap Growth Fund N ** 24 MFS International Diversification Fund R6 | Mutual Funds | — | — | $84K | 1.1% | |
| Fidelity Freedom Index 2065 Fund Inst Premium | Mutual Funds | — | — | $74K | 1.0% | |
| MFS Mid Cap Value Fund R6 | Mutual Funds | — | — | $68K | 0.9% | |
| BlackRock Total Return Fund K | Other securities | — | — | $44K | 0.6% | |
| Carillon Eagle Mid Cap Growth Fund R6 | Other securities | — | — | $44K | 0.6% | |
| Participant loans receivable - 3 loans outstanding with interest rates of 9.50% - | Bonds / Notes | — | — | $39K | 0.5% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $31K | 0.4% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $28K | 0.4% | |
| PIMCO Intl Bond Fund (US Dollar-Hedged) Inst | Mutual Funds | — | — | $17K | 0.2% | |
| American Century Small Cap Value Fund R6 | Other securities | — | — | $14K | 0.2% | |
| Fidelity Inflation-Protected Bond Index Fund | Common Collective Trusts | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
