Crystal Fallas signed Outlier, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Outlier, LLC's EIN is 82-4000840.
Download the official 2024 Form 5500 (PDF) for Outlier, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Outlier, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PFG ADVISORS, LLC | 47-2483769 | — | INVESTMENT/FINANCIAL ADVI | $22K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| NUVEEN LC INDEX 2050 R6 | Registered Investment Companies | — | — | $938K | 15.0% | |
| NUVEEN LC INDEX 2045 R6 | Registered Investment Companies | — | — | $858K | 13.7% | |
| NUVEEN LC INDEX 2035 R6 | Registered Investment Companies | — | — | $812K | 13.0% | |
| NUVEEN LC INDEX 2040 R6 | Registered Investment Companies | — | — | $631K | 10.1% | |
| NUVEEN LC INDEX 2060 R6 | Registered Investment Companies | — | — | $587K | 9.4% | |
| NUVEEN LC INDEX 2055 R6 | Registered Investment Companies | — | — | $415K | 6.6% | |
| FID 500 IND | Registered Investment Companies | — | — | $396K | 6.3% | |
| NUVEEN LC INDEX 2030 R6 | Registered Investment Companies | — | — | $325K | 5.2% | |
| NUVEEN LC INDEX 2025 R6 | Registered Investment Companies | — | — | $320K | 5.1% | |
| NUVEEN LC INDEX 2015 R6 | Registered Investment Companies | — | — | $310K | 5.0% | |
| FIDELITY BLUE CHIP GROWTH K6 | Registered Investment Companies | — | — | $155K | 2.5% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $86K | 1.4% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $77K | 1.2% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $72K | 1.1% | |
| NUV LIFECYCLE IDX RET INC R6 | Registered Investment Companies | — | — | $59K | 0.9% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $43K | 0.7% | |
| JPMORGAN SMALL CAP GROWTH R6 | Registered Investment Companies | — | — | $32K | 0.5% | |
| NUVEEN LC INDEX 2020 R6 | Registered Investment Companies | — | — | $31K | 0.5% | |
| AMF BOND FUND OF AMERICA R6 | Registered Investment Companies | — | — | $30K | 0.5% | |
| JAN HEND GLOBAL EQUITY INC N | Registered Investment Companies | — | — | $17K | 0.3% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $16K | 0.3% | |
| GS SMALL CAP VALUE INSIGHTS R6 | Registered Investment Companies | — | — | $9K | 0.1% | |
| MFS MID CAP GROWTH R6 | Registered Investment Companies | — | — | $8K | 0.1% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $8K | 0.1% | |
| AMERICAN FUNDS CAP WLD BOND R6 | Registered Investment Companies | — | — | $7K | 0.1% | |
| FEDERATED HERMES INSTL HIYD BD | Registered Investment Companies | — | — | $7K | 0.1% | |
| VANGUARD SH TERM BD INDEX ADM | Registered Investment Companies | — | — | $4K | <0.1% | |
| JPM EMERGING MARKETS EQUITY R6 | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
