Elizabeth Jones signed Fullsight, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Fullsight, LLC's EIN is 82-2833702.
Download the official 2024 Form 5500 (PDF) for Fullsight, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Fullsight, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $200K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Funds Institutional Target Rtrmt 2035 Inv | Mutual Funds | — | — | $13.0M | 13.7% | |
| Vanguard Funds Institutional Target Rtrmt 2030 Inv | Mutual Funds | — | — | $10.7M | 11.3% | |
| Vanguard Funds Institutional Target Rtrmt 2040 Inv | Mutual Funds | — | — | $9.8M | 10.3% | |
| Fidelity Investments 500 Index Fund | Common Collective Trusts | — | — | $8.8M | 9.2% | |
| Vanguard Funds Institutional Target Rtrmt 2050 Inv | Mutual Funds | — | — | $6.4M | 6.8% | |
| LARGE CAP GRWTH FD III CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $6.3M | 6.6% | |
| Vanguard Funds Institutional Target Rtrmt 2025 Inv | Mutual Funds | — | — | $5.4M | 5.7% | |
| Vanguard Funds Institutional Target Rtrmt 2045 Inv | Mutual Funds | — | — | $5.2M | 5.5% | |
| STABLE VALUE R1 FUND GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $3.7M | 3.9% | |
| Vanguard Funds Institutional Target Rtrmt 2055 Inv | Mutual Funds | — | — | $3.7M | 3.9% | |
| Delaware Funds Small Cap Core Fund | Other securities | — | — | $3.6M | 3.8% | |
| T. Rowe Price Associates Overseas STK I | Other securities | — | — | $2.2M | 2.3% | |
| Columbia Management Advisors Dividend Income Y Fund | Other securities | — | — | $2.0M | 2.2% | |
| Fidelity Management & Research Mid Cap Index Fund | Common Collective Trusts | — | — | $2.0M | 2.1% | |
| Wilmington Trust Tr Collective Inv Federated Hrms P | Common Collective Trusts | — | — | $1.5M | 1.6% | |
| FEDERATE HERM TOT RET BD CIF P GREAT GRAY TRUST COMPANY · EIN 85-3992542 / PN 652 | Common Collective Trust | — | — | $1.5M | 1.6% | |
| PRINCIPAL MID-CAP EQ FD TIER I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 45-5114041 / PN 001 | Common Collective Trust | — | — | $1.4M | 1.5% | |
| Vanguard Funds Institutional Target Rtrmt 2020 Inv | Mutual Funds | — | — | $1.3M | 1.4% | |
| Notes Receivable from Participants Interest rates of 4.25% - 9.50% | Bonds / Notes | — | — | $1.3M | 1.4% | |
| Vanguard Funds Institutional Target Rtrmt 2060 Inv | Mutual Funds | — | — | $1.2M | 1.3% | |
| Pioneer Strategic Income Fund | Other securities | — | — | $1.0M | 1.1% | |
| Vanguard Funds Institutional Target Inc Inv Fund | Mutual Funds | — | — | $457K | 0.5% | |
| MID CAP VALUE R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $444K | 0.5% | |
| Vanguard Funds Institutional Target Rtrmt 2065 Inv | Mutual Funds | — | — | $332K | 0.4% | |
| Vanguard Funds Institutional Target Rtrmt 2070 Inv | Mutual Funds | — | — | $111K | 0.1% | |
| Fixed Annuity Contract * Teachers Insurance and Annuity Association TIAA Traditional | Mutual Funds | — | — | $73K | <0.1% | |
| ASSETS HELD AT END OF YEAR (E) | Other securities | — | $56K | $73K | <0.1% | |
| PRIN GL REAL EST SEC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 136 | Pooled Separate Account | — | — | $56K | <0.1% | |
| MID CAP GROWTH R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DEFINITI, LLC | 85-0833363 | — | CONTRACT ADMINISTRATOR | $825 | — |
