Michael Bayer signed Wasabi Technologies LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wasabi Technologies LLC's EIN is 81-1335285.
Download the official 2024 Form 5500 (PDF) for Wasabi Technologies LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wasabi Technologies LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing, a self-directed brokerage window.
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 | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $5K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund " | Common Collective Trusts | — | — | $2.7M | 13.2% | |
| Fidelity Freedom Index 2030 Investor Fund " | Mutual Funds | — | — | $1.8M | 9.0% | |
| Fidelity Freedom Index 2055 Investor Fund " | Mutual Funds | — | — | $1.6M | 8.0% | |
| Fidelity Freedom Index 2060 Investor Fund " | Mutual Funds | — | — | $1.4M | 7.2% | |
| Fidelity Freedom Index 2050 Investor Fund " | Mutual Funds | — | — | $1.4M | 7.1% | |
| Fidelity Freedom Index 2045 Investor Fund " | Mutual Funds | — | — | $1.4M | 6.7% | |
| Fidelity Freedom Index 2025 Investor Fund " | Mutual Funds | — | — | $1.3M | 6.3% | |
| Fidelity Freedom Index 2035 Investor Fund " | Mutual Funds | — | — | $1.2M | 5.8% | |
| Fidelity Freedom Index 2040 Investor Fund " | Mutual Funds | — | — | $1.1M | 5.7% | |
| Fidelity Large Cap Growth Index Fund " | Common Collective Trusts | — | — | $1.1M | 5.6% | |
| Fidelity Freedom Index 2065 Investor Fund " | Mutual Funds | — | — | $738K | 3.7% | |
| Fidelity Mid Cap Index Fund " | Common Collective Trusts | — | — | $606K | 3.0% | |
| Fidelity Global ex US Index Fund " | Common Collective Trusts | — | — | $493K | 2.4% | |
| Fidelity Small Cap Index Fund " | Common Collective Trusts | — | — | $485K | 2.4% | |
| Fidelity US Bond Index Fund " | Common Collective Trusts | — | — | $426K | 2.1% | |
| Fidelity Large Cap Value Index Fund " | Common Collective Trusts | — | — | $351K | 1.7% | |
| Fidelity Government Money Market Fund " | Mutual Funds | — | — | $220K | 1.1% | |
| Fidelity Freedom Index Income Fund Mutual fund ** 859 * Fidelity Freedom Index 2020 Investor Fund " | Mutual Funds | — | — | $217K | 1.1% | |
| Fidelity Emerging Markets Index Fund " | Common Collective Trusts | — | — | $193K | 1.0% | |
| Fidelity Mid Cap Value Index Fund " | Common Collective Trusts | — | — | $184K | 0.9% | |
| Fidelity Inflation Protected Bond Index Fund " | Common Collective Trusts | — | — | $158K | 0.8% | |
| Fidelity Real Estate Index Fund " | Common Collective Trusts | — | — | $129K | 0.6% | |
| Fidelity Mid Cap Growth Index Fund " | Common Collective Trusts | — | — | $120K | 0.6% | |
| Fidelity Brokerage Link Account Self-directed brokerage account | Self-Directed Brokerage | — | — | $113K | 0.6% | |
| Fidelity Small Cap Growth Index Fund " | Common Collective Trusts | — | — | $112K | 0.6% | |
| Fidelity U.S. Sustainability Index Fund " | Common Collective Trusts | — | — | $112K | 0.6% | |
| Fidelity Small Cap Value Index Fund " | Common Collective Trusts | — | — | $85K | 0.4% | |
| Fidelity Freedom Index 2015 Investor Fund " | Mutual Funds | — | — | $21K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
