Clare Diplock signed Stats LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Stats LLC's EIN is 84-1686415.
Download the official 2024 Form 5500 (PDF) for Stats LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Stats LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
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 | $45K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING HOLDCO, LLC | 84-4519624 | — | INVESTMENT ADVISOR | $56K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FIAM Index Target Date 2035 Commingled Pool B Common/Collective Trust | Common Collective Trusts | — | — | $6.3M | 16.7% | |
| FID FRDM INX 2035 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 081 | Common Collective Trust | — | — | $6.3M | 16.7% | |
| Registered Investment Companies * Fidelity 500 Index Fund Registered Investment Company | Common Collective Trusts | — | — | $6.3M | 16.7% | |
| FIAM Index Target Date 2050 Commingled Pool B Common/Collective Trust | Common Collective Trusts | — | — | $4.4M | 11.8% | |
| FID FRDM INX 2050 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 084 | Common Collective Trust | — | — | $4.4M | 11.8% | |
| FID FRDM INX 2040 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 082 | Common Collective Trust | — | — | $4.4M | 11.7% | |
| FIAM Index Target Date 2040 Commingled Pool B Common/Collective Trust | Common Collective Trusts | — | — | $4.4M | 11.7% | |
| FIAM Index Target Date 2045 Commingled Pool B Common/Collective Trust | Common Collective Trusts | — | — | $3.9M | 10.4% | |
| FID FRDM INX 2045 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 083 | Common Collective Trust | — | — | $3.9M | 10.4% | |
| FIAM Index Target Date 2055 Commingled Pool B Common/Collective Trust | Common Collective Trusts | — | — | $3.4M | 9.0% | |
| FID FRDM INX 2055 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 112 | Common Collective Trust | — | — | $3.4M | 9.0% | |
| Fidelity Contrafund Registered Investment Company | Mutual Funds | — | — | $1.2M | 3.2% | |
| FIAM Index Target Date 2030 Commingled Pool B Common/Collective Trust | Common Collective Trusts | — | — | $1.1M | 2.9% | |
| FID FRDM INX 2030 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 080 | Common Collective Trust | — | — | $1.1M | 2.9% | |
| FIAM Index Target Date 2060 Commingled Pool B Common/Collective Trust | Common Collective Trusts | — | — | $1.1M | 2.8% | |
| FID FRDM INX 2060 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 146 | Common Collective Trust | — | — | $1.1M | 2.8% | |
| Interest-bearing Cash * Fidelity Retirement Government Money Market II Portfolio Interest-bearing Cash | Mutual Funds | — | — | $926K | 2.5% | |
| FIAM Index Target Date 2025 Commingled Pool B Common/Collective Trust | Common Collective Trusts | — | — | $789K | 2.1% | |
| FID FRDM INX 2025 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 079 | Common Collective Trust | — | — | $789K | 2.1% | |
| FIAM Index Target Date 2015 Commingled Pool B Common/Collective Trust | Common Collective Trusts | — | — | $624K | 1.7% | |
| FID FRDM INX 2015 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 077 | Common Collective Trust | — | — | $624K | 1.7% | |
| Fidelity International Index Fund Registered Investment Company | Common Collective Trusts | — | — | $435K | 1.2% | |
| Fidelity Small Cap Index Fund Registered Investment Company | Common Collective Trusts | — | — | $418K | 1.1% | |
| Principal Equity Income Fund Registered Investment Company | Common Stocks | — | — | $360K | 1.0% | |
| PGIM TOT RET BOND LP GREAT GRAY TRUST COMPANY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $292K | 0.8% | |
| Fidelity Mid Cap Index Fund Registered Investment Company | Common Collective Trusts | — | — | $270K | 0.7% | |
| Mass Mutual Select Mid Cap Growth Fund Registered Investment Company | Common Stocks | — | — | $259K | 0.7% | |
| PIMCO Income Fund Registered Investment Company | Mutual Funds | — | — | $249K | 0.7% | |
| Fidelity US Bond Index Fund Registered Investment Company | Common Collective Trusts | — | — | $241K | 0.6% | |
| American Funds Europacific Growth Fund Registered Investment Company | Mutual Funds | — | — | $239K | 0.6% | |
| John Hancock Disciplined Value Mid Cap Fund Registered Investment Company | Common Stocks | — | — | $164K | 0.4% | |
| Participant Loans Interest rates at (6.00% ~ 9.50%) $0 | Bonds / Notes | — | — | $137K | 0.4% | |
| FIAM Index Target Date 2065 Commingled Pool B Common/Collective Trust | Common Collective Trusts | — | — | $75K | 0.2% | |
| FID FRDM INX 2065 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 169 | Common Collective Trust | — | — | $75K | 0.2% | |
| Invesco Developing Markets Fund Registered Investment Company | Mutual Funds | — | — | $36K | <0.1% | |
| Janus Triton Fund Registered Investment Company | Mutual Funds | — | — | $33K | <0.1% | |
| s * FIAM Index Target Date Income Commingled Pool B Common/Collective Trust | Common Collective Trusts | — | — | $30K | <0.1% | |
| FID FRDM INX INC B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 074 | Common Collective Trust | — | — | $30K | <0.1% | |
| American Beacon Small Cap Value Fund Registered Investment Company | Common Stocks | — | — | $29K | <0.1% | |
| Fidelity Short Term Bond Index Fund Registered Investment Company | Common Collective Trusts | — | — | $11K | <0.1% | |
| PIMCO All Asset Fund Registered Investment Company | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
