Heather Stewart signed 49 Management Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
49 Management Company's EIN is 84-3628995.
Download the official 2024 Form 5500 (PDF) for 49 Management Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)49 Management Company'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 |
|---|---|---|---|---|---|
| JULY BUSINESS SERVICES LLC | 74-2715820 | WACO, TX | RECORDKEEPER | $7K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Blue Chip Growth Fund Registered investment company | Common Stocks | — | — | $247K | 15.1% | |
| BlackRock LifePath Dyn 2065 K Registered investment company | Common Stocks | — | — | $241K | 14.8% | |
| T. Rowe Price All-Cap Opportunities Fund Registered investment company | Common Stocks | — | — | $222K | 13.6% | |
| Fidelity Advisor Growth Opps Fund Class A Registered investment company | Mutual Funds | — | — | $202K | 12.3% | |
| BlackRock LifePath Dyn 2050 K Registered investment company | Common Stocks | — | — | $167K | 10.2% | |
| BlackRock LifePath Dyn 2055 K Registered investment company | Common Stocks | — | — | $154K | 9.4% | |
| BlackRock LifePath Dyn 2060 K Registered investment company | Common Stocks | — | — | $94K | 5.7% | |
| BlackRock LifePath Dyn 2045 K Registered investment company | Common Stocks | — | — | $72K | 4.4% | |
| Vanguard Dev. Mrkts Index Fund Admiral Sh Registered investment company | Common Collective Trusts | — | — | $50K | 3.1% | |
| Notes receivable from participants with an interest rate of 8.5 to 9.5 percent | Other securities | — | — | $26K | 1.6% | |
| Schwab Fund Emerging Mrkts Equity Index Fund Registered investment company | Common Collective Trusts | — | — | $25K | 1.5% | |
| Vanguard Emerging Mrkts Bond Fund Investor Sh Registered investment company | Mutual Funds | — | — | $23K | 1.4% | |
| iShares Core MSCI Emerging Markets ETF Registered investment company | Common Stocks | — | — | $23K | 1.4% | |
| DFA Emerging Mrkts Core Equity Portfolio Inst Registered investment company | Mutual Funds | — | — | $18K | 1.1% | |
| BlackRock LifePath Dyn 2035 K Registered investment company | Common Stocks | — | — | $18K | 1.1% | |
| American Funds American Balanced Fund Class R-5 Registered investment company | Mutual Funds | — | — | $17K | 1.1% | |
| DFA Intl Hi Relatv Profitability Portfolio Instl Registered investment company | Mutual Funds | — | — | $15K | 0.9% | |
| BlackRock LifePath Dyn 2040 Instl Registered investment company | Common Stocks | — | — | $13K | 0.8% | |
| Fidelity Government Cash Reserves Interest bearing cash | Mutual Funds | — | — | $3K | 0.2% | |
| BlackRock LifePath Dyn Retirement Fund Class K Registered investment company | Common Stocks | — | — | $3K | 0.2% | |
| BlackRock LifePath Dyn 2030 Instl Registered investment company | Common Stocks | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
