Megan Graham signed Topbloc, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Topbloc, LLC's EIN is 81-2102104.
Download the official 2024 Form 5500 (PDF) for Topbloc, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Topbloc, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), 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 | $42K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWFRONT RETIREMENT SERVICES INC | 80-0833114 | — | ADVISOR | $41K | — |
| STRATEGIC ADVISORS, INC. |
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 Fund 2060 " | Common Collective Trusts | — | — | $5.9M | 18.5% | |
| Fidelity 500 Index Fund " | Common Collective Trusts | — | — | $5.2M | 16.2% | |
| Fidelity Freedom Index Fund 2055 " | Common Collective Trusts | — | — | $4.9M | 15.4% | |
| Fidelity Freedom Index Fund 2050 " | Common Collective Trusts | — | — | $2.7M | 8.3% | |
| Fidelity Freedom Index Fund 2065 " | Common Collective Trusts | — | — | $1.7M | 5.4% | |
| Fidelity Freedom Index Fund 2045 " | Common Collective Trusts | — | — | $1.7M | 5.3% | |
| Fidelity Freedom Index Fund 2040 " | Common Collective Trusts | — | — | $1.6M | 4.9% | |
| Fidelity Freedom Index Fund 2035 " | Common Collective Trusts | — | — | $1.4M | 4.4% | |
| JPMorgan Growth Advantage Fund " | Other securities | — | — | $1.2M | 3.7% | |
| Fidelity Mid Cap Index Fund " | Common Collective Trusts | — | — | $921K | 2.9% | |
| Fidelity Small Cap Index Fund " | Common Collective Trusts | — | — | $669K | 2.1% | |
| Fidelity International Index Fund " | Common Collective Trusts | — | — | $562K | 1.8% | |
| Fidelity Brokerage Link Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $507K | 1.6% | |
| Dodge & Cox Stock Fund " | Mutual Funds | — | — | $487K | 1.5% | |
| Fidelity Freedom Index Fund 2030 " | Common Collective Trusts | — | — | $386K | 1.2% | |
| Fidelity Emerging Markets Index Fund " | Common Collective Trusts | — | — | $372K | 1.2% | |
| Fidelity Freedom Index Fund 2025 " | Common Collective Trusts | — | — | $332K | 1.0% | |
| Dodge & Cox Income Fund Mutual fund | Mutual Funds | — | — | $317K | 1.0% | |
| MFS International Diversification Fund " | Mutual Funds | — | — | $200K | 0.6% | |
| Fidelity US Bond Index Fund " | Common Collective Trusts | — | — | $196K | 0.6% | |
| BlackRock Advantage Small Cap Core Fund " | Other securities | — | — | $194K | 0.6% | |
| Fidelity Government Money Market Fund " | Mutual Funds | — | — | $102K | 0.3% | |
| Fidelity Managed Income Portfolio Common collective trust | Common Collective Trusts | — | — | $83K | 0.3% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $83K | 0.3% | |
| Fidelity Freedom Index Fund 2020 " | Common Collective Trusts | — | — | $28K | <0.1% | |
| Fidelity Freedom Index Fund " ** 305 * Fidelity Freedom Index Fund 2010 " | Common Collective Trusts | — | — | $24K | <0.1% | |
| Fidelity Freedom Index Fund 2015 " | Common Collective Trusts | — | — | $18K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $11K |
| — |
