Krysta Smith signed Slalom, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Slalom, Inc.'s EIN is 84-1246887.
Download the official 2024 Form 5500 (PDF) for Slalom, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Slalom, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), 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 | $265K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $486K | — |
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.
| UBS FINANCIAL SERVICES INC. |
| 13-2638166 |
| — |
| CONSULTANT |
| $68K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SMITH BUNDAY BERMAN BRITTON, P.S. | 91-1275259 | — | ACCOUNTANT/AUDITOR | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| K&L GATES LLP | 25-0921018 | — | LEGAL | $16K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Portfolio Institutional Shares Mutual Fund | Common Collective Trusts | — | — | $224.6M | 14.3% | |
| FIAM Index Target Date 2050 Common Collective Trust | Common Collective Trusts | — | — | $188.0M | 12.0% | |
| FID FRDM INX 2050 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 084 | Common Collective Trust | — | — | $188.0M | 12.0% | |
| FIAM Index Target Date 2055 Common Collective Trust | Common Collective Trusts | — | — | $153.7M | 9.8% | |
| FID FRDM INX 2055 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 112 | Common Collective Trust | — | — | $153.7M | 9.8% | |
| FIAM Index Target Date 2045 Common Collective Trust | Common Collective Trusts | — | — | $143.6M | 9.1% | |
| FID FRDM INX 2045 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 083 | Common Collective Trust | — | — | $143.6M | 9.1% | |
| FIAM Index Target Date 2040 Common Collective Trust | Common Collective Trusts | — | — | $107.0M | 6.8% | |
| FID FRDM INX 2040 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 082 | Common Collective Trust | — | — | $107.0M | 6.8% | |
| WT CIF II GROWTH 2 WELLINGTON TRUST COMPANY, NA · EIN 04-6913417 / PN 033 | Common Collective Trust | — | — | $82.9M | 5.3% | |
| FIAM Index Target Date 2035 Common Collective Trust | Common Collective Trusts | — | — | $78.8M | 5.0% | |
| FID FRDM INX 2035 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 081 | Common Collective Trust | — | — | $78.8M | 5.0% | |
| FIAM Index Target Date 2060 Common Collective Trust | Common Collective Trusts | — | — | $74.6M | 4.7% | |
| FID FRDM INX 2060 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 146 | Common Collective Trust | — | — | $74.6M | 4.7% | |
| Virtus Zevenbergen Technology Fund Institutional Class Mutual Fund | Other securities | — | — | $65.4M | 4.2% | |
| Vanguard Total International Stock Index Fund Institutional Shares Mutual Fund | Common Collective Trusts | — | — | $56.3M | 3.6% | |
| PRIMECAP Odyssey Aggressive Growth Fund Mutual Fund | Mutual Funds | — | — | $47.0M | 3.0% | |
| FIAM Index Target Date 2030 Common Collective Trust | Common Collective Trusts | — | — | $42.7M | 2.7% | |
| FID FRDM INX 2030 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 080 | Common Collective Trust | — | — | $42.7M | 2.7% | |
| Vanguard FTSE Social Index Fund Institutional Shares Mutual Fund | Common Collective Trusts | — | — | $40.2M | 2.6% | |
| JPMorgan Equity Income Fund Class R6 Mutual Fund | Other securities | — | — | $40.2M | 2.6% | |
| Fidelity® Total Bond Fund Mutual Fund | Mutual Funds | — | — | $28.8M | 1.8% | |
| WT SMALL CAP OPPS WELLINGTON TRUST COMPANY, N.A. · EIN 04-6913417 / PN 012 | Common Collective Trust | — | — | $27.7M | 1.8% | |
| American Funds EuroPacific Growth Fund® Class R-6 Mutual Fund | Mutual Funds | — | — | $21.5M | 1.4% | |
| Brokeragelink Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $19.6M | 1.2% | |
| John Hancock Funds Disciplined Value Mid Cap Fund Class R6 Mutual Fund | Other securities | — | — | $18.6M | 1.2% | |
| Vanguard Health Care Fund Admiral Shares Mutual Fund | Mutual Funds | — | — | $17.9M | 1.1% | |
| New York Life Insurance Co | Common Stocks | — | — | $15.6M | 1.0% | |
| STABLE VALUE ACCOUNT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $15.6M | 1.0% | |
| FIAM Index Target Date 2065 Common Collective Trust | Common Collective Trusts | — | — | $14.0M | 0.9% | |
| FID FRDM INX 2065 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 169 | Common Collective Trust | — | — | $14.0M | 0.9% | |
| Participant loans Interest rates of 4.25-9.5% $0 | Bonds / Notes | — | — | $13.5M | 0.9% | |
| Fidelity Fund | Mutual Funds | — | — | $13.4M | 0.9% | |
| FIAM Index Target Date 2025 Common Collective Trust | Common Collective Trusts | — | — | $13.3M | 0.8% | |
| FID FRDM INX 2025 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 079 | Common Collective Trust | — | — | $13.3M | 0.8% | |
| Vanguard Total Bond Market Index Fund Institutional Shares Mutual Fund | Common Collective Trusts | — | — | $10.0M | 0.6% | |
| Cohen & Steers Real Estate Securities Fund CL Z Mutual Fund | Other securities | — | — | $7.9M | 0.5% | |
| Loomis Sayles Bond Fund Institutional Class Mutual Fund | Other securities | — | — | $7.9M | 0.5% | |
| FIAM Index Target Date 2020 Common Collective Trust | Common Collective Trusts | — | — | $4.5M | 0.3% | |
| FID FRDM INX 2020 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 078 | Common Collective Trust | — | — | $4.5M | 0.3% | |
| External Fund | Other securities | — | — | $4.2M | 0.3% | |
| FIAM Index Target Date Income Common Collective Trust | Common Collective Trusts | — | — | $3.2M | 0.2% | |
| FID FRDM INX INC T FIAM TRUST COMPANY · EIN 20-4659714 / PN 074 | Common Collective Trust | — | — | $3.2M | 0.2% | |
| Cash | Cash / Money Market | — | — | $2.0M | 0.1% | |
| Fidelity® Government Money Market Fund - Premium Class Mutual Fund | Mutual Funds | — | — | $1.0M | <0.1% | |
| FIAM Index Target Date 2015 Common Collective Trust | Common Collective Trusts | — | — | $992K | <0.1% | |
| FID FRDM INX 2015 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 077 | Common Collective Trust | — | — | $992K | <0.1% | |
| FIAM Index Target Date 2010 Common Collective Trust | Common Collective Trusts | — | — | $444K | <0.1% | |
| FID FRDM INX 2010 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 076 | Common Collective Trust | — | — | $444K | <0.1% | |
| Cash Equivalent | Cash / Money Market | — | — | $34K | <0.1% |
