Bethany Peterson signed IEQ Capital, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
IEQ Capital, LLC's EIN is 83-3657996.
Download the official 2024 Form 5500 (PDF) for IEQ Capital, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)IEQ Capital, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing, 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 | $53K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Fidelity® 500 Index Fund | Common Collective Trusts | — | — | $7.5M | 36.2% | |
| Fidelity Fidelity® Nasdaq Composite Index Fund | Common Collective Trusts | — | — | $2.8M | 13.7% | |
| Self directed Brokerage account * Fidelity Brokerage Linked Account | Self-Directed Brokerage | — | — | $1.4M | 6.7% | |
| Fidelity Freedom® 2060 Fund Class K6 | Mutual Funds | — | — | $1.0M | 5.0% | |
| DFA U.S. Core Equity 1 Portfolio Institutional Class | Mutual Funds | — | — | $963K | 4.7% | |
| Fidelity Fidelity® Contrafund® | Mutual Funds | — | — | $954K | 4.6% | |
| Fidelity Freedom® 2050 Fund Class K6 | Mutual Funds | — | — | $778K | 3.8% | |
| Vanguard Total World Stock Index Fund Admiral Shares | Common Collective Trusts | — | — | $644K | 3.1% | |
| Fidelity Freedom® 2045 Fund Class K6 | Mutual Funds | — | — | $588K | 2.8% | |
| Fidelity Freedom® 2065 Fund Class K6 | Mutual Funds | — | — | $425K | 2.1% | |
| Fidelity Freedom® 2055 Fund Class K6 | Mutual Funds | — | — | $367K | 1.8% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $330K | 1.6% | |
| Fidelity Freedom® 2035 Fund Class K6 | Mutual Funds | — | — | $231K | 1.1% | |
| Fidelity Fidelity® International Index Fund | Common Collective Trusts | — | — | $231K | 1.1% | |
| Fidelity Emerging Markets Index Fund | Common Collective Trusts | — | — | $218K | 1.1% | |
| Fidelity Freedom® 2040 Fund Class K6 | Mutual Funds | — | — | $192K | 0.9% | |
| Fidelity Fidelity® U.S. Bond Index Fund | Common Collective Trusts | — | — | $155K | 0.7% | |
| PIMCO Income Fund Institutional Class | Mutual Funds | — | — | $138K | 0.7% | |
| Fidelity Fidelity® Government Money Market Fund Class K6 | Mutual Funds | — | — | $108K | 0.5% | |
| (rates ranging from 3.25% to 9.50%) | Bonds / Notes | — | — | $75K | 0.4% | |
| DFA International Core Equity Portfolio Institutional Class | Mutual Funds | — | — | $73K | 0.4% | |
| DoubleLine Total Return Bond Fund Class I | Other securities | — | — | $13K | <0.1% | |
| Goldman Sachs Goldman Sachs Inflation Protected Securities Fund Institutional Class | Other securities | — | — | $10K | <0.1% | |
| Fidelity Fidelity® Long-Term Treasury Bond Index Fund 83 * Fidelity Fidelity® Short-Term Treasury Bond Index Fund | U.S. Treasuries | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
