Neil Dickinson signed Insidere, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Insidere, LLC's EIN is 81-4019017.
Download the official 2024 Form 5500 (PDF) for Insidere, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Insidere, LLC's plan includes a 401(k) feature, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, 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 | $35K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE WATERFORD GROUP LLC | 80-0675279 | — | ADVISOR | $63K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $4.3M | 20.3% | |
| Fidelity Freedom Index 2055 Fund Institutional Premium Class | Mutual Funds | — | — | $2.7M | 12.9% | |
| Fidelity Freedom Index 2050 Fund Institutional Premium Class | Mutual Funds | — | — | $2.2M | 10.2% | |
| Fidelity Freedom Index 2045 Fund Institutional Premium Class | Mutual Funds | — | — | $1.5M | 7.2% | |
| Fidelity Freedom Index 2040 Fund Institutional Premium Class | Mutual Funds | — | — | $1.5M | 7.1% | |
| Fidelity Freedom Index 2060 Fund Institutional Premium Class | Mutual Funds | — | — | $1.4M | 6.7% | |
| Guggenheim Investments Guggenheim Limited Duration Institutional Class | Other securities | — | — | $1.1M | 5.3% | |
| Grant Park Funds Grant Park Multi Alternative Strategies Fund Class I | Other securities | — | — | $729K | 3.4% | |
| Fidelity Freedom Index 2035 Fund Institutional Premium Class | Mutual Funds | — | — | $702K | 3.3% | |
| Lord Abbett Lord Abbett Short Duration Income Fund Class R6 | Mutual Funds | — | — | $579K | 2.7% | |
| American Funds American Funds New Economy Fund Class R6 | Mutual Funds | — | — | $565K | 2.7% | |
| Allspring Global Investments Allspring Disciplined US Core Fund | Other securities | — | — | $512K | 2.4% | |
| Franklin Templeton Investments Western Asset Core Plus Bond I Fund | Mutual Funds | — | — | $414K | 2.0% | |
| Fidelity Freedom Index 2030 Fund Institutional Premium Class | Mutual Funds | — | — | $404K | 1.9% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $334K | 1.6% | |
| Fidelity Government Money Market | Mutual Funds | — | — | $334K | 1.6% | |
| Vanguard Mid Cap Growth Index Admiral | Mutual Funds | — | — | $288K | 1.4% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $269K | 1.3% | |
| Vanguard Small Cap Value Index Admiral | Mutual Funds | — | — | $221K | 1.0% | |
| Fidelity Global ex US Index Fund | Common Collective Trusts | — | — | $210K | 1.0% | |
| Fidelity Emerging Markets Index | Mutual Funds | — | — | $194K | 0.9% | |
| Fidelity Freedom Index 2065 Fund Institutional Premium Class | Mutual Funds | — | — | $192K | 0.9% | |
| Harbor Investments Harbor Mid Cap Value Institutional | Other securities | — | — | $165K | 0.8% | |
| Notes receivables from participants Participant loans, maturing through 2029 at interest rates of 4.25% 9.5% 0 | Bonds / Notes | — | — | $142K | 0.7% | |
| Hartford Small Company Y Fund | Common Stocks | — | — | $85K | 0.4% | |
| Fidelity Freedom Index 2025 Fund Institutional Premium Class | Mutual Funds | — | — | $79K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
