Heather Rubner signed Upside Connection, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Upside Connection, LLC's EIN is 82-3152343.
Download the official 2024 Form 5500 (PDF) for Upside Connection, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Upside Connection, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | 35-2552359 | — | ADVISOR | $35K | — |
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 | |||||
|---|---|---|---|---|---|---|
| s * Fidelity 500 Index Fund N/R | Mutual Funds | — | — | $1.1M | 13.1% | |
| Fidelity Freedom 2035 Fund K6 N/R | Mutual Funds | — | — | $1.0M | 12.2% | |
| Fidelity Freedom 2055 Fund K6 N/R | Mutual Funds | — | — | $904K | 10.8% | |
| Fidelity Freedom 2040 Fund K6 N/R | Mutual Funds | — | — | $846K | 10.1% | |
| Fidelity Freedom 2045 Fund K6 N/R | Mutual Funds | — | — | $826K | 9.8% | |
| Fidelity Freedom 2050 Fund K6 N/R | Mutual Funds | — | — | $748K | 8.9% | |
| Fidelity Freedom 2060 Fund K6 N/R | Mutual Funds | — | — | $736K | 8.8% | |
| Fidelity Freedom 2030 Fund K6 N/R | Mutual Funds | — | — | $607K | 7.2% | |
| RT NY LIFE AA CL 0 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $317K | 3.8% | |
| JP Morgan JPMorgan Large Cap Growth Fund N/R | Other securities | — | — | $303K | 3.6% | |
| Class R6 * Fidelity Mid Cap Index Fund N/R | Common Collective Trusts | — | — | $222K | 2.6% | |
| Participant loans Interest rates: 4.25% - 9.50%, maturing N/R | Bonds / Notes | — | — | $139K | 1.7% | |
| Fidelity Small Cap Index Fund N/R | Common Collective Trusts | — | — | $111K | 1.3% | |
| Fidelity Freedom 2065 Fund K6 N/R | Mutual Funds | — | — | $110K | 1.3% | |
| Carillon Eagle Mid Cap Growth Fund R6 N/R | Other securities | — | — | $86K | 1.0% | |
| JP Morgan JPMorgan Equity Income Fund R6 N/R | Other securities | — | — | $77K | 0.9% | |
| Fidelity International Index Fund N/R | Common Collective Trusts | — | — | $63K | 0.7% | |
| JP Morgan JPMorgan Small Cap Growth R6 N/R | Other securities | — | — | $61K | 0.7% | |
| T. Rowe Price T Rowe Price Overseas Stock Fund N/R | Mutual Funds | — | — | $34K | 0.4% | |
| Fidelity Emerging Markets Fund Class K N/R | Mutual Funds | — | — | $15K | 0.2% | |
| CORE PLUS BOND R1 GREAT GRAY TRUST COMPANY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $13K | 0.2% | |
| JP Morgan JPMorgan Income Fund R6 N/R | Other securities | — | — | $13K | 0.2% | |
| Fidelity US Bond Index N/R | Mutual Funds | — | — | $12K | 0.1% | |
| Fidelity Intl Small Cap N/R | Mutual Funds | — | — | $11K | 0.1% | |
| MID CAP VALUE R1 GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
