Dana Viens signed Truepill, Inc.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Truepill, Inc.'s EIN is 84-3676147.
Download the official 2022 Form 5500 (PDF) for Truepill, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Truepill, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $12K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID TOTAL MKT IDX | Common Collective Trusts | — | $2.6M | $2.5M | 36.9% | |
| FID TOTAL INTL IDX | Common Collective Trusts | — | $1.7M | $1.7M | 25.1% | |
| FID US BOND IDX | Common Collective Trusts | — | $835K | $798K | 11.8% | |
| FID REAL ESTATE IDX | Common Collective Trusts | — | $464K | $411K | 6.1% | |
| FID 500 INDEX | Common Collective Trusts | — | $325K | $318K | 4.7% | |
| FLEXPATH MOD 2045 I1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-2516187 / PN 220 | Common Collective Trust | — | $287K | $300K | 4.5% | |
| STABLE VALUE FUND I1 WILMINGTON TRUST, N.A · EIN 85-4031707 / PN 653 | Common Collective Trust | — | $262K | $264K | 3.9% | |
| FLEXPATH MOD 2055 I1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-2563528 / PN 223 | Common Collective Trust | — | $160K | $162K | 2.4% | |
| LARGE CAP GRTH II I1 WILMINGTON TRUST, N.A. · EIN 82-4435820 / PN 375 | Common Collective Trust | — | $102K | $88K | 1.3% | |
| LARGE CP VALUE I1 WILMINGTON TRUST, N.A. · EIN 38-4065329 / PN 426 | Common Collective Trust | — | $85K | $88K | 1.3% | |
| FLEXPATH AGR 2045 I1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-2503540 / PN 219 | Common Collective Trust | — | $36K | $36K | 0.5% | |
| FLEXPATH MOD 2035 I1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-2478524 / PN 217 | Common Collective Trust | — | $23K | $23K | 0.3% | |
| MID CAP GROWTH I1 WILMINGTON TRUST, N.A. · EIN 38-4126247 / PN 549 | Common Collective Trust | — | $20K | $19K | 0.3% | |
| SMALL CAP VALUE I1 WILMINGTON TRUST, N.A. · EIN 38-4097325 / PN 488 | Common Collective Trust | — | $15K | $16K | 0.2% | |
| SMALL CAP GR II I1 WILMINGTON TRUST, N.A. · EIN 38-4126288 / PN 592 | Common Collective Trust | — | $14K | $13K | 0.2% | |
| OUTSTANDING LOAN BALANCE | Other securities | — | — | $9K | 0.1% | |
| FLEXPATH AGR 2055 I1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-2554270 / PN 222 | Common Collective Trust | — | $8K | $8K | 0.1% | |
| FLEXPATH AGR 2035 I1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-2468898 / PN 216 | Common Collective Trust | — | $6K | $6K | <0.1% | |
| FLEXPATH MOD 2065 I1 WILMINGTON TRUST COLLECTIVE INVESTMENT TRUST · EIN 38-7271382 / PN 763 | Common Collective Trust | — | $2K | $2K | <0.1% | |
| FLEXPATH MOD 2025 I1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-2285799 / PN 214 | Common Collective Trust | — | $2K | $2K | <0.1% | |
| FLEXPATH CON 2035 I1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-2491300 / PN 218 | Common Collective Trust | — | $366 | $362 | <0.1% | |
| FLEXPATH CON 2055 I1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-2575758 / PN 224 | Common Collective Trust | — | $198 | $202 | <0.1% | |
| FID GOVT MMKT K6 | Mutual Funds | — | $149 | $149 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
