Nathan Lampert signed Figure Technology Solutions' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Figure Technology Solutions' EIN is 82-4227262.
Download the official 2024 Form 5500 (PDF) for Figure Technology Solutions from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Figure Technology Solutions' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA), automatic enrollment, 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 | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRECEPT ADVISORY GROUP | 56-1623293 | — | ADVISOR | $27K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 |
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 Freedom Index 2055 Fund | Mutual Funds | — | — | $3.6M | 19.7% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $2.8M | 15.4% | |
| Fidelity Freedom Index 2060 Fund | Mutual Funds | — | — | $2.2M | 12.2% | |
| Fidelity Freedom Index 2050 Fund | Mutual Funds | — | — | $1.6M | 8.8% | |
| Fidelity Freedom Index 2045 Fund | Mutual Funds | — | — | $1.5M | 8.3% | |
| Fidelity Freedom Index 2035 Fund | Mutual Funds | — | — | $1.4M | 7.6% | |
| Fidelity Blue Chip Growth Fund | Mutual Funds | — | — | $998K | 5.5% | |
| Fidelity Freedom Index 2040 Fund | Mutual Funds | — | — | $810K | 4.5% | |
| Fidelity Freedom Index 2065 Fund | Mutual Funds | — | — | $330K | 1.8% | |
| Fidelity Freedom Index 2070 Fund ** 90 * Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $297K | 1.7% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $258K | 1.4% | |
| Dodge & Cox Stock Fund | Mutual Funds | — | — | $248K | 1.4% | |
| Fidelity Brokeragelink Units | Mutual Funds | — | — | $226K | 1.3% | |
| Victory Sycamore Established Value Fund | Other securities | — | — | $222K | 1.2% | |
| Fidelity Freedom Index 2030 Fund | Mutual Funds | — | — | $218K | 1.2% | |
| Fidelity Brokeragelink Common Stock | Mutual Funds | — | — | $213K | 1.2% | |
| Fidelity Freedom Index 2025 Fund | Mutual Funds | — | — | $183K | 1.0% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $152K | 0.8% | |
| Participant loans receivable - 22 loans outstanding with interest rates ranging from 4.25% to 9.50% - | Bonds / Notes | — | — | $147K | 0.8% | |
| MFS International Diversification Fund | Mutual Funds | — | — | $143K | 0.8% | |
| Fidelity Brokeragelink Cash | Mutual Funds | — | — | $117K | 0.6% | |
| PIMCO STABLE INC 1 SEI TRUST COMPANY · EIN 45-4367155 / PN 036 | Common Collective Trust | — | — | $88K | 0.5% | |
| Fidelity Freedom Index 2020 Fund | Mutual Funds | — | — | $70K | 0.4% | |
| Columbia Small Cap Growth Fund Institutional Class | Other securities | — | — | $65K | 0.4% | |
| American Century Small Cap Value Fund R6 Class | Other securities | — | — | $54K | 0.3% | |
| PIMCO Income Fund Institutional Class | Mutual Funds | — | — | $54K | 0.3% | |
| Blackrock Mid Cap Growth IS | Other securities | — | — | $44K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ADVISOR |
| $6K |
| — |
