Olivia Passucci-Capaldo signed Aquestive Therapeutics' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Aquestive Therapeutics' EIN is 82-3827296.
Download the official 2024 Form 5500 (PDF) for Aquestive Therapeutics from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Aquestive Therapeutics' plan includes a 401(k) feature, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.
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 | -$46K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO CLEARING SERVICES LLC | 23-2384840 | — | ADVISOR | $44K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FIDELITY ADVISOR FREEDOM 2045 Z 233,542 shares | Mutual Funds | — | $234K | $3.1M | 13.2% | |
| FIDELITY ADVISOR FREEDOM 2035 Z 203,848 shares | Mutual Funds | — | $204K | $3.0M | 12.7% | |
| FIDELITY ADVISOR FREEDOM 2040 Z 141,633 shares | Mutual Funds | — | $142K | $2.3M | 10.0% | |
| FIDELITY ADVISOR FREEDOM 2050 Z 115,663 shares | Mutual Funds | — | $116K | $1.5M | 6.6% | |
| FIDELITY ADVISOR FREEDOM 2030 Z 109,012 shares | Mutual Funds | — | $109K | $1.5M | 6.6% | |
| FIDELITY 500 INDEX 6,522 shares | Common Collective Trusts | — | $7K | $1.3M | 5.7% | |
| FIDELITY GOVERNMENT MONEY MARKET FUND 1,145,132 shares | Mutual Funds | — | $1.1M | $1.1M | 4.9% | |
| FIDELITY ADVISOR FREEDOM 2055 Z 75,380 shares | Mutual Funds | — | $75K | $1.1M | 4.8% | |
| FIDELITY ADVISOR FREEDOM 2025 Z 83,423 shares | Mutual Funds | — | $83K | $1.0M | 4.5% | |
| BLACK ROCK HEALTH SCIENCE OPPORTUNITIES K 15,007 shares | Other securities | — | $15K | $1.0M | 4.3% | |
| FIDELITY ADVISOR FREEDOM 2020 Z 73,072 shares | Mutual Funds | — | $73K | $856K | 3.7% | |
| FIDELITY ADVISOR FREEDOM 2060 Z 48,604 shares | Mutual Funds | — | $49K | $663K | 2.8% | |
| FIDELITY ADVISOR NEW INSIGHTS I 13,472 shares | Mutual Funds | — | $13K | $587K | 2.5% | |
| FIDELITY ADVISOR REAL ESTATE INC I 49,102 shares | Mutual Funds | — | $49K | $583K | 2.5% | |
| BLACK ROCK EQUITY DIVIDEND K 20,150 shares | Other securities | — | $20K | $382K | 1.6% | |
| GOLDMAN SACHS TECHNOLOGY OPPORTUNITIES INST 10,162 shares | Other securities | — | $10K | $368K | 1.6% | |
| MFS INTERNATIONAL DIVERSIFICATION R4 15,402 shares | Mutual Funds | — | $15K | $350K | 1.5% | |
| AMERICAN CENTURY MID CAP VALUE R6 14,859 shares | Other securities | — | $15K | $231K | 1.0% | |
| FIDELITY ADVISOR SMALL CAP VALUE Z 10,912 shares | Mutual Funds | — | $11K | $222K | 1.0% | |
| JANUS TRITON N 7,876 shares | Mutual Funds | — | $8K | $217K | 0.9% | |
| s: (continued) * FIDELITY ADVISOR FREEDOM 2065 Z 16,050 shares | Mutual Funds | — | $16K | $208K | 0.9% | |
| LORD ABBETT SHORT DURATION INCOME R5 46,280 shares | Mutual Funds | — | $46K | $179K | 0.8% | |
| BLACKROCK HIGH YIELD BOND INVESTMENT K 24,729 shares | Other securities | — | $25K | $176K | 0.8% | |
| FIDELITY ADVISOR FLOATING RATE I 16,854 shares | Mutual Funds | — | $17K | $156K | 0.7% | |
| LORD ABBETT INCOME R5 61,465 shares | Mutual Funds | — | $61K | $148K | 0.6% | |
| PGIM JENNISON NATURAL RESOURCE R6 2,200 shares | Other securities | — | $2K | $118K | 0.5% | |
| MFS UTILITIES R4 5,030 shares | Mutual Funds | — | $5K | $113K | 0.5% | |
| INVESCO DEVELOPING MARKETS FUND R6 2,312 shares | Mutual Funds | — | $2K | $88K | 0.4% | |
| Notes receivable from participant Maturity dates range from 2025 to 2029 3.25% – 8.50% | Bonds / Notes | — | — | $87K | 0.4% | |
| FIDELITY ADVISOR SMALL CAP I 2,394 shares | Mutual Funds | — | $2K | $78K | 0.3% | |
| FIDELITY ADVISOR MID CAP II I 3,135 shares | Mutual Funds | — | $3K | $76K | 0.3% | |
| FIDELITY ADVISOR FREEDOM INCOME FUND Z 6,891 shares | Mutual Funds | — | $7K | $69K | 0.3% | |
| JOHN HANCOCK BOND R6 5,095 shares | Other securities | — | $5K | $68K | 0.3% | |
| FIDELITY ADVISOR FREEDOM 2015 Z 3,247 shares | Mutual Funds | — | $3K | $34K | 0.1% | |
| LORD ABBETT FUNDAMENTAL EQUITY R5 2,054 shares | Mutual Funds | — | $2K | $31K | 0.1% | |
| FIDELITY ADVISOR STRATEGIC INCOME I 2,398 shares | Mutual Funds | — | $2K | $28K | 0.1% | |
| PIMCO REAL RETURN INST 1,842 shares | Mutual Funds | — | $2K | $18K | <0.1% | |
| MFS MODERATE ALLOCATION R4 857 shares | Mutual Funds | — | — | $16K | <0.1% | |
| INVESCO MAIN STREET MID CAP FUND CLASS Y 460 shares | Mutual Funds | — | — | $15K | <0.1% | |
| ALLSPRING SPECIAL GLOBAL SMALL CAMP FUND IS 355 shares | Other securities | — | — | $14K | <0.1% | |
| MFS AGGRESSIVE GROWTH ALLOCATION R4 66 shares | Mutual Funds | — | — | $2K | <0.1% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | 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.
