Melena Dascoulias signed FRX Management Holdings' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
FRX Management Holdings' EIN is 83-2189929.
Download the official 2024 Form 5500 (PDF) for FRX Management Holdings from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)FRX Management Holdings' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | — | RECORDKEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ASSOCIATES INC(USA) | 95-2755361 | — | INVESTMENT ADVISOR | $185 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BlackRock LifePath Index 2065 | Other securities | — | — | $147K | 14.7% | |
| BlackRock LifePath Index 2050 | Other securities | — | — | $133K | 13.3% | |
| BlackRock LifePath Index 2040 | Other securities | — | — | $105K | 10.5% | |
| BlackRock LifePath Index 2030 | Other securities | — | — | $102K | 10.2% | |
| BlackRock LifePath Index 2045 | Other securities | — | — | $88K | 8.8% | |
| BlackRock LifePath Index 2055 | Other securities | — | — | $87K | 8.7% | |
| BlackRock LifePath Index 2060 | Other securities | — | — | $83K | 8.3% | |
| Nuveen Large-Cap Growth Index | Mutual Funds | — | — | $30K | 3.0% | |
| BlackRock LifePath Index 2025 | Other securities | — | — | $27K | 2.7% | |
| 'Royce Small-Cap Total Return ** 272 Vanguard Explorer Fund ** 615 Vanguard Growth Index Fund | Common Collective Trusts | — | — | $24K | 2.4% | |
| BlackRock LifePath Index 2035 | Other securities | — | — | $19K | 1.9% | |
| Participants notes receivable Interest rates 6% - 9.5% 0 | Bonds / Notes | — | — | $16K | 1.6% | |
| John Hancock Value Index Fund | Common Collective Trusts | — | — | $15K | 1.5% | |
| Vanguard LT Treasury Index | Mutual Funds | — | — | $12K | 1.2% | |
| American Funds American Balanced Fund | Mutual Funds | — | — | $10K | 1.0% | |
| DFA Five-Year Gbl Fixed-Income ** 405 DFA Intermediate Gov Fixed Inc | Mutual Funds | — | — | $9K | 0.9% | |
| BlackRock U.S. Debt Index Fund | Common Collective Trusts | — | — | $9K | 0.9% | |
| DFA International Value | Mutual Funds | — | — | $8K | 0.8% | |
| Vanguard Interm-Term Bond Idx ** 394 Vanguard Total Bond Market Idx | Common Collective Trusts | — | — | $8K | 0.8% | |
| MFS Total Return Fund ** 521 Vanguard Balanced Index Fund | Common Collective Trusts | — | — | $7K | 0.7% | |
| John Hancock Mid Cap Index Fund | Common Collective Trusts | — | — | $6K | 0.6% | |
| Nuveen Small-Cap Blend Index ** 262 'Royce Small-Cap Opportunity | Mutual Funds | — | — | $6K | 0.6% | |
| Nuveen Equity Index Fund | Common Collective Trusts | — | — | $5K | 0.5% | |
| Vanguard Mid-Cap Value ETF ** 663 Vanguard Small Cap Grow Index | Mutual Funds | — | — | $5K | 0.5% | |
| Corrective contribution receivable | Other securities | — | — | $5K | 0.5% | |
| Nuveen Large-Cap Value Index | Mutual Funds | — | — | $4K | 0.4% | |
| DFA US Large Company Fund | Mutual Funds | — | — | $4K | 0.4% | |
| Alliance Bernstein Discovery Value Fund ** 132 Baron Real Estate Fund ** 779 Cohen & Steers Real Estate ** 123 Fidelity Adv Diversified Stock ** 527 Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $4K | 0.4% | |
| Vanguard Mid-Cap Growth ETF | Mutual Funds | — | — | $4K | 0.4% | |
| Vanguard International Growth | Mutual Funds | — | — | $3K | 0.3% | |
| Fidelity Real Estate Index ** 249 Invesco Real Estate Fund | Mutual Funds | — | — | $3K | 0.3% | |
| BlackRock LifePath Index Ret | Other securities | — | — | $2K | 0.2% | |
| Vanguard Total Intl Stock Idx | Common Collective Trusts | — | — | $2K | 0.2% | |
| BlackRock EAFE Equity Index | Common Collective Trusts | — | — | $2K | 0.2% | |
| Vanguard Small Cap Value Index | Mutual Funds | — | — | $2K | 0.2% | |
| Guranteed Interest Accounts | Other securities | — | — | $2K | 0.2% | |
| Vanguard High Dividend Yld Idx | Common Collective Trusts | — | — | $2K | 0.2% | |
| Vanguard Tot Wld Stk Index ETF | Mutual Funds | — | — | $1K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
