Penny Matte signed Blue Link Wireless, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Blue Link Wireless, LLC's EIN is 84-4498942.
Download the official 2024 Form 5500 (PDF) for Blue Link Wireless, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Blue Link Wireless, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $108K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MITCHELL & ASSOCIATES CPA'S | 47-2406890 | — | ACCOUNTANT | $10K | — |
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 | |||||
|---|---|---|---|---|---|---|
| BLACKROCK LIFEPATH 2050 FUND K | Registered Investment Companies | — | — | $324K | 16.8% | |
| BLACKROCK LIFEPATH 2065 K | Registered Investment Companies | — | — | $302K | 15.6% | |
| BLACKROCK LIFEPATH 2055 FUND K | Registered Investment Companies | — | — | $270K | 14.0% | |
| BLACKROCK LIFEPATH 2060 K | Registered Investment Companies | — | — | $241K | 12.5% | |
| BLACKROCK LIFEPATH 2045 FUND K | Registered Investment Companies | — | — | $186K | 9.6% | |
| BLACKROCK LIFEPATH 2030 FUND K | Registered Investment Companies | — | — | $139K | 7.2% | |
| BLACKROCK LIFEPATH 2040 FUND K | Registered Investment Companies | — | — | $80K | 4.1% | |
| AMERICAN FUNDS NEW WORLD R6 792 REGISTERED INVESTMENT COMPANY BLACKROCK LIFEPATH 2035 K | Registered Investment Companies | — | — | $78K | 4.1% | |
| FID 500 IND | Registered Investment Companies | — | — | $75K | 3.9% | |
| BLACKROCK LIFEPATH RET FUND K | Registered Investment Companies | — | — | $58K | 3.0% | |
| T ROWE PRICE BLUE CHIP GR I | Registered Investment Companies | — | — | $24K | 1.2% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $22K | 1.1% | |
| WESTERN ASSET CORE BOND IS 721 REGISTERED INVESTMENT COMPANY COHEN & STEERS REAL EST SEC Z | Registered Investment Companies | — | — | $20K | 1.0% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $10K | 0.5% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $7K | 0.4% | |
| PUTNAM STABLE VALUE 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $6K | 0.3% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $4K | 0.2% | |
| T ROWE PRICE OVERSEAS STOCK | Registered Investment Companies | — | — | $4K | 0.2% | |
| FID US BOND IND | Registered Investment Companies | — | — | $3K | 0.2% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES, LLC | 22-3570392 | — | INVESTMENT/FINANCIAL ADVI | $7K | — |
