Chris McAleavey signed Voltus, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Voltus, Inc.'s EIN is 81-3538282.
Download the official 2024 Form 5500 (PDF) for Voltus, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Voltus, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature, automatic enrollment.
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 | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | 61-1758632 | — | ADVISOR | $28K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2055 Fund IPR | Mutual Funds | — | — | $3.8M | 22.1% | |
| Fidelity Freedom Index 2050 Fund IPR | Mutual Funds | — | — | $3.5M | 20.6% | |
| Fidelity Freedom Index 2060 Fund IPR | Mutual Funds | — | — | $2.6M | 15.1% | |
| Fidelity Freedom Index 2045 Fund IPR | Mutual Funds | — | — | $1.8M | 10.3% | |
| Fidelity Freedom Index 2040 Fund IPR | Mutual Funds | — | — | $1.5M | 8.6% | |
| Fidelity Freedom Index 2065 Fund IPR | Mutual Funds | — | — | $909K | 5.3% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $831K | 4.9% | |
| Fidelity Large Cap Growth Index Fund | Common Collective Trusts | — | — | $665K | 3.9% | |
| Fidelity Total Market Index Fund | Common Collective Trusts | — | — | $231K | 1.4% | |
| Fidelity Freedom Index 2030 Fund IPR | Mutual Funds | — | — | $149K | 0.9% | |
| Putnam Large Cap Value Fund R6 | Mutual Funds | — | — | $110K | 0.6% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $110K | 0.6% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $104K | 0.6% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $95K | 0.6% | |
| Fidelity Government Money Market Fund K6 | Mutual Funds | — | — | $91K | 0.5% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $78K | 0.5% | |
| Fidelity Emerging Markets Index Fund | Common Collective Trusts | — | — | $57K | 0.3% | |
| MFS International Equity Fund R6 | Mutual Funds | — | — | $53K | 0.3% | |
| Fidelity Freedom Index 2035 Fund IPR | Mutual Funds | — | — | $50K | 0.3% | |
| Fidelity U.S. Sustainability Index Fund | Common Collective Trusts | — | — | $49K | 0.3% | |
| Capital Group Bond Fund of America R6 | Common Stocks | — | — | $43K | 0.3% | |
| American Century High Income Fund R6 | Other securities | — | — | $35K | 0.2% | |
| PIMCO US Small Fund Institutional | Mutual Funds | — | — | $28K | 0.2% | |
| Cash | Cash / Money Market | — | — | $20K | 0.1% | |
| American Century Small Cap Growth Fund R6 | Other securities | — | — | $19K | 0.1% | |
| BlackRock Mid-Cap Growth Equity Fund K | Other securities | — | — | $16K | <0.1% | |
| Capital Group New World Fund R6 | Common Stocks | — | — | $15K | <0.1% | |
| Cohen & Steers Institutional Realty Shares | Other securities | — | — | $10K | <0.1% | |
| Principal Funds Mid Cap Value Fund I R6 | Other securities | — | — | $10K | <0.1% | |
| Fidelity Inflation-Protected Bond Index Fund | Common Collective Trusts | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
