Sharlene Lytton signed 9thwonder Global, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
9thwonder Global, LLC's EIN is 85-2489191.
Download the official 2024 Form 5500 (PDF) for 9thwonder Global, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)9thwonder Global, LLC's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $35K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONE DIGITAL INVESTMENT ADVISORS | — | OVERLAND PARK, KS | NONE | $20K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Fund Vanguard 0 | Mutual Funds | — | — | $3.8M | 17.6% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | Mutual Funds | — | — | $2.9M | 13.6% | |
| Vanguard 500 Index Adm Vanguard 0 | Common Collective Trusts | — | — | $1.9M | 9.0% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | Mutual Funds | — | — | $1.9M | 8.6% | |
| Dodge & Cox Income Fund I Dodge & Cox 0 | Mutual Funds | — | — | $1.7M | 8.0% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | Mutual Funds | — | — | $1.6M | 7.3% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | Mutual Funds | — | — | $1.5M | 7.2% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | Mutual Funds | — | — | $1.5M | 6.8% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | Mutual Funds | — | — | $1.5M | 6.8% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | Mutual Funds | — | — | $705K | 3.3% | |
| Fidelity Mid Cap Index Fidelity 0 | Mutual Funds | — | — | $464K | 2.1% | |
| Fidelity Small Cap Index Fidelity 0 | Mutual Funds | — | — | $392K | 1.8% | |
| American Century Growth R6 American Century 0 | Other securities | — | — | $354K | 1.6% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | Mutual Funds | — | — | $267K | 1.2% | |
| MORLEY STABLE VALUE FUND FEE CLASS MORLEY FINANCIAL SERVICES, INC. · EIN 93-6274329 / PN 125 | Common Collective Trust | — | — | $218K | 1.0% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | Mutual Funds | — | — | $129K | 0.6% | |
| Vanguard Equity Income Adm Vanguard 0 | Mutual Funds | — | — | $124K | 0.6% | |
| American Funds US Government Sec R6 American Funds 0 Contribution Account Ascensus Trust Company 0 405 Various Rates and Maturities Participant's Loan Account 0 | Mutual Funds | — | — | $110K | 0.5% | |
| Macquarie Mid Cap Growth R6 Macquarie 0 | Other securities | — | — | $71K | 0.3% | |
| MFS Mid Cap Value R6 MFS 0 | Mutual Funds | — | — | $61K | 0.3% | |
| DFA U.S. Targeted Value Portfolio I DFA 0 | Mutual Funds | — | — | $61K | 0.3% | |
| (CL) Invesco Discovery R6 Invesco 0 | Mutual Funds | — | — | $58K | 0.3% | |
| JHancock International Growth R6 John Hancock 0 | Other securities | — | — | $58K | 0.3% | |
| Fidelity International Index Fidelity 0 | Mutual Funds | — | — | $51K | 0.2% | |
| AM1 DOMESTIC EQUITY ALTA TRUST · EIN 99-0743104 / PN 001 | Common Collective Trust | — | — | $43K | 0.2% | |
| Fidelity RealEstate Investment Portf Fidelity 0 | Mutual Funds | — | — | $43K | 0.2% | |
| AM1 CORE FIXED INCOME CL 1 ALTA TRUST · EIN 83-2064950 / PN 001 | Common Collective Trust | — | — | $15K | <0.1% | |
| DFA International Value Portfolio I DFA 0 | Mutual Funds | — | — | $13K | <0.1% | |
| AM1 INTERNATIONAL EQUITY ALTA TRUST · EIN 99-0743245 / PN 001 | Common Collective Trust | — | — | $13K | <0.1% | |
| American Funds New World R6 American Funds 0 | Mutual Funds | — | — | $11K | <0.1% | |
| AM1 INCOME ALTA TRUST · EIN 99-0817300 / PN 001 | Common Collective Trust | — | — | $7K | <0.1% | |
| AM1 PORTFOLIO DIVERSIFIERS ALTA TRUST · EIN 99-0817374 / PN 001 | Common Collective Trust | — | — | $3K | <0.1% | |
| RESOURCES DIVERSIFIED EQUITY CL 1 ALTA TRUST · EIN 83-2060613 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| RESOURCES DIVERSIFIED FIXED INC CL ALTA TRUST · EIN 83-2064950 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| RESOURCES DIVERS RISK MITIGATION CL ALTA TRUST · EIN 83-2080943 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
