Shirley Horner signed Feddata Holdings LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Feddata Holdings LLC's EIN is 81-2669089.
Download the official 2024 Form 5500 (PDF) for Feddata Holdings LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Feddata Holdings 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $35K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| 401K ADVISORS INC | 33-0905143 | — | INVESTMENT/FINANCIAL ADVI | $80K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $8.3M | 36.3% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $2.2M | 9.8% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $1.6M | 6.9% | |
| STABLE VALUE FUND - I1 WILMINGTON TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $1.4M | 6.1% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $1.2M | 5.3% | |
| AMERICAN CENTURY ULTRA - R6 | Registered Investment Companies | — | — | $1.0M | 4.5% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $920K | 4.0% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $884K | 3.9% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $781K | 3.4% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $720K | 3.1% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $588K | 2.6% | |
| SMALL CAP GROWTH II - I1 WILMINGTON TRUST COMPANY · EIN 38-4097324 / PN 487 | Common Collective Trust | — | — | $335K | 1.5% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $333K | 1.5% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $318K | 1.4% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $284K | 1.2% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $275K | 1.2% | |
| LARGE CAP VALUE I1 WILMINGTON TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $260K | 1.1% | |
| FID US BOND IND | Registered Investment Companies | — | — | $208K | 0.9% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $181K | 0.8% | |
| DFA INFLATION PROT SEC INST | Registered Investment Companies | — | — | $159K | 0.7% | |
| INTERNATIONAL GR II I1 WILMINGTON TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $154K | 0.7% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $148K | 0.6% | |
| PIMCO RAE US SM INSTL | Registered Investment Companies | — | — | $79K | 0.3% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $48K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY VIRCHOW KRAUSE, LLP | 39-0859910 | — | ACCOUNTANT | $21K | — |