Caitlyn Falco signed Jackson HOLE Mountain Resort Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Jackson HOLE Mountain Resort Corporation's EIN is 83-0202584.
Download the official 2024 Form 5500 (PDF) for Jackson HOLE Mountain Resort Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Jackson HOLE Mountain Resort Corporation's plan includes a 401(k) feature, automatic enrollment, profit-sharing, a default investment (QDIA), 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 | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $24K | — |
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 500 Index | Common Collective Trusts | — | — | $3.8M | 11.3% | |
| Fidelity Balanced K | Mutual Funds | — | — | $1.9M | 5.8% | |
| Fidelity Freedom 2035 K | Mutual Funds | — | — | $1.9M | 5.6% | |
| Fidelity Freedom 2050 K | Mutual Funds | — | — | $1.8M | 5.3% | |
| Fidelity Fid Intl Index | Mutual Funds | — | — | $1.7M | 5.0% | |
| Fidelity Freedom 2025 K | Mutual Funds | — | — | $1.6M | 4.7% | |
| Fidelity Freedom 2045 K | Mutual Funds | — | — | $1.3M | 4.0% | |
| Baird Core Plus Inv | Other securities | — | — | $1.2M | 3.5% | |
| Fidelity Freedom 2040 K | Mutual Funds | — | — | $1.2M | 3.5% | |
| Fidelity Freedom 2055 K | Mutual Funds | — | — | $1.1M | 3.3% | |
| Fidelity Freedom 2060 K | Mutual Funds | — | — | $821K | 2.5% | |
| Fidelity Extended Market Index | Mutual Funds | — | — | $736K | 2.2% | |
| Pimco RAE US Small Instl | Mutual Funds | — | — | $627K | 1.9% | |
| Fidelity Freedom 2030 K | Mutual Funds | — | — | $592K | 1.8% | |
| Fidelity US Bond IDX | Common Collective Trusts | — | — | $511K | 1.5% | |
| American Funds Af Europac Grth R4 | Mutual Funds | — | — | $500K | 1.5% | |
| Janus Henderson J H Enterprise T | Mutual Funds | — | — | $472K | 1.4% | |
| Allspring As Spl Sm Cp Val Adm | Other securities | — | — | $440K | 1.3% | |
| Fidelity Govt Mmkt | Mutual Funds | — | — | $438K | 1.3% | |
| Alliance Bernstein Ab Sm Cap Grth K | Other securities | — | — | $367K | 1.1% | |
| American Funds Af Amer Mutual R4 | Mutual Funds | — | — | $358K | 1.1% | |
| TRP STABLE VALUE A T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $325K | 1.0% | |
| Fidelity Small Cap Idex Pr | Mutual Funds | — | — | $254K | 0.8% | |
| Fidelity Freedom 2065 K | Mutual Funds | — | — | $212K | 0.6% | |
| Fidelity Freedom 2015 K | Mutual Funds | — | — | $176K | 0.5% | |
| Harbor Capital Harbor Cap App Adm 37 Participant Loans 3.25% - 8.50% Interest | Bonds / Notes | — | — | $170K | 0.5% | |
| Fidelity Freedom 2020 k | Mutual Funds | — | — | $40K | 0.1% | |
| Fidelity Freedom 2010 K | Mutual Funds | — | — | $30K | <0.1% | |
| Morningstar C&S Inst Realty SHS | Common Stocks | — | — | $25K | <0.1% | |
| Fidelity Freedom Inc K | Mutual Funds | — | — | $10K | <0.1% | |
| Voya Small Cap Growth | Other securities | — | — | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
