Laura Flores signed People.AI, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
People.AI, Inc.'s EIN is 81-1859014.
Download the official 2024 Form 5500 (PDF) for People.AI, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)People.AI, Inc.'s plan includes ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing, a 401(k) feature, a self-directed brokerage window, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $20K | — |
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $6K | — |
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 Investor " | Mutual Funds | — | — | $1.9M | 25.0% | |
| Fidelity Freedom Index 2050 Investor " | Mutual Funds | — | — | $1.4M | 18.8% | |
| Fidelity Freedom Index 2045 Investor " | Mutual Funds | — | — | $992K | 12.9% | |
| Fidelity 500 Index " | Common Collective Trusts | — | — | $888K | 11.5% | |
| Fidelity Freedom Index 2060 Investor " | Mutual Funds | — | — | $424K | 5.5% | |
| Fidelity Freedom Index 2040 Investor " | Mutual Funds | — | — | $288K | 3.7% | |
| JPMorgan Large Cap Growth Fund Class R6 " | Other securities | — | — | $283K | 3.7% | |
| Fidelity Extended Market Index " | Mutual Funds | — | — | $250K | 3.2% | |
| Gabelli US Treasury MMkt I " | U.S. Treasuries | — | — | $245K | 3.2% | |
| Fidelity US Bond Index " | Mutual Funds | — | — | $157K | 2.0% | |
| Fidelity Total International Index " | Mutual Funds | — | — | $153K | 2.0% | |
| PGIM Total Return Bond Fund -Class R6 " | Other securities | — | — | $116K | 1.5% | |
| Dodge & Cox Stock X " | Mutual Funds | — | — | $116K | 1.5% | |
| DFA World ex US Core Equity Instl " | Mutual Funds | — | — | $114K | 1.5% | |
| Fidelity Freedom Index 2035 Investor " | Mutual Funds | — | — | $91K | 1.2% | |
| DFA Us Small Cap Mutual fund | Mutual Funds | — | — | $79K | 1.0% | |
| Brokerage Link Self-directed brokerage account | Self-Directed Brokerage | — | — | $61K | 0.8% | |
| Fidelity Freedom Index 2065 Investor " | Mutual Funds | — | — | $3K | <0.1% | |
| PUTNAM RETIRMNT ADVANTAGE TRST 2050 PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 272 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMT ADVANTAGE TRST 2060 PUTNAM INVESTMENTS CIT · EIN 27-3616920 / PN 273 | 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.
