David Andrus signed Fishbowl Solutions LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Fishbowl Solutions LLC's EIN is 83-2855918.
Download the official 2024 Form 5500 (PDF) for Fishbowl Solutions LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Fishbowl Solutions LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK USA | 01-0233346 | — | RECORDKEEPER | $78K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JOHN HANCOCK TRUST COMPANY LT BLEND JOHN HANCOCK TRUST COMPANY · EIN 85-6153745 / PN 024 | Common Collective Trust | — | — | $2.8M | 20.2% | |
| JOHN HANCOCK TRUST COMPANY LT BLEND JOHN HANCOCK TRUST COMPANY · EIN 85-6153745 / PN 022 | Common Collective Trust | — | — | $2.6M | 18.8% | |
| JOHN HANCOCK TRUST COMPANY LT BLEND JOHN HANCOCK TRUST COMPANY · EIN 85-6153745 / PN 023 | Common Collective Trust | — | — | $2.1M | 15.1% | |
| JOHN HANCOCK TRUST COMPANY LT BLEND JOHN HANCOCK TRUST COMPANY · EIN 85-6153745 / PN 021 | Common Collective Trust | — | — | $1.5M | 11.0% | |
| Fidelity 500 Index Fd Mutual Fund N/A | Common Collective Trusts | — | — | $1.0M | 7.6% | |
| JOHN HANCOCK TRUST COMPANY LT BLEND JOHN HANCOCK TRUST COMPANY · EIN 85-6153745 / PN 025 | Common Collective Trust | — | — | $955K | 7.0% | |
| JOHN HANCOCK TRUST COMPANY LT BLEND JOHN HANCOCK TRUST COMPANY · EIN 85-6153745 / PN 020 | Common Collective Trust | — | — | $821K | 6.0% | |
| Vanguard Growth Index Fd Adm Mutual Fund N/A | Mutual Funds | — | — | $513K | 3.7% | |
| Fidelity Blue Chip Growth K6 Mutual Fund N/A | Mutual Funds | — | — | $316K | 2.3% | |
| JOHN HANCOCK TRUST COMPANY LT BLEND JOHN HANCOCK TRUST COMPANY · EIN 85-6153745 / PN 019 | Common Collective Trust | — | — | $173K | 1.3% | |
| JOHN HANCOCK TRUST COMPANY LT BLEND JOHN HANCOCK TRUST COMPANY · EIN 85-6153745 / PN 018 | Common Collective Trust | — | — | $160K | 1.2% | |
| Dodge & Cox Global Stock I Mutual Fund N/A | Mutual Funds | — | — | $146K | 1.1% | |
| JOHN HANCOCK TRUST COMPANY LT BLEND JOHN HANCOCK TRUST COMPANY · EIN 85-6153745 / PN 026 | Common Collective Trust | — | — | $140K | 1.0% | |
| Fidelity Ext Market Index Fd Mutual Fund N/A 552 JP Morgan U.S. Equity R5 Mutual Fund N/A | Mutual Funds | — | — | $125K | 0.9% | |
| John Hancock Disc Val MC R6 Mutual Fund N/A | Other securities | — | — | $87K | 0.6% | |
| John Hancock Disciplined Val R Mutual Fund N/A 622 Vanguard Value Index Fd Adm Mutual Fund N/A | Mutual Funds | — | — | $81K | 0.6% | |
| Maturing 2025 -2029 * Notes receivable from participants interest rates of 4.25% to 9.5% - | Bonds / Notes | — | — | $57K | 0.4% | |
| John Hancock Stable Value Guaranteed Investment Contract N/A 302 DFA Inflation-Protect Secs I Mutual Fund N/A 845 Fidelity Total Bond Fund K6 Mutual Fund N/A | Stable Value | — | — | $33K | 0.2% | |
| PGIM Jennison Mid Cp Growth R6 Mutual Fund N/A | Other securities | — | — | $28K | 0.2% | |
| DFA US Targeted Value Prt I Mutual Fund N/A | Mutual Funds | — | — | $24K | 0.2% | |
| American Cap World Gr & Inc R6 Mutual Fund N/A | Common Stocks | — | — | $21K | 0.2% | |
| John Hancock MMgr Lifestyle Agg R6 Mutual Fund N/A | Other securities | — | — | $20K | 0.1% | |
| Fid Advisor Mid Cap II (Inst) Mutual Fund N/A | Mutual Funds | — | — | $15K | 0.1% | |
| Nuveen Sm Cap Blend Index R6 Mutual Fund N/A 381 Vanguard Explorer Fund Adm Mutual Fund N/A | Mutual Funds | — | — | $9K | <0.1% | |
| American Balanced Fund R4 Mutual Fund N/A | Other securities | — | — | $8K | <0.1% | |
| JPMorgan US Govt MMkt Cap Cl Mutual Fund N/A | Other securities | — | — | $5K | <0.1% | |
| American EuroPacific Growth R5 Mutual Fund N/A | Other securities | — | — | $3K | <0.1% | |
| American New World Fund R6 Mutual Fund N/A | Other securities | — | — | $3K | <0.1% | |
| Principal Real Estate Secs R6 Mutual Fund N/A | Other securities | — | — | $2K | <0.1% | |
| PGIM Total Return Bond R6 Mutual Fund N/A | Other securities | — | — | $1K | <0.1% |
