Daphne Green signed Apriva, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Apriva, LLC's EIN is 86-0970898.
Download the official 2024 Form 5500 (PDF) for Apriva, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Apriva, 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 | $785 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index N/R | Common Collective Trusts | — | — | $3.8M | 36.9% | |
| Fidelity Freedom 2040 K N/R | Mutual Funds | — | — | $1.1M | 10.4% | |
| Fidelity Blue Chip Growth N/R | Mutual Funds | — | — | $802K | 7.7% | |
| Money Market Fund * Fidelity Government Money Market Fund N/R | Mutual Funds | — | — | $648K | 6.2% | |
| Fidelity Freedom 2035 K N/R | Mutual Funds | — | — | $594K | 5.7% | |
| Fidelity Freedom 2050 K N/R | Mutual Funds | — | — | $561K | 5.4% | |
| Fidelity Extended Market Index N/R | Mutual Funds | — | — | $469K | 4.5% | |
| Fidelity Freedom 2030 K N/R | Mutual Funds | — | — | $282K | 2.7% | |
| Janus Henderson Enterprise T Fund N/R | Mutual Funds | — | — | $250K | 2.4% | |
| Fidelity Small Cap Growth N/R | Mutual Funds | — | — | $233K | 2.2% | |
| Fidelity Freedom 2045 K N/R | Mutual Funds | — | — | $233K | 2.2% | |
| Fidelity Freedom 2025 K N/R | Mutual Funds | — | — | $201K | 1.9% | |
| Fidelity Freedom 2060 K N/R | Mutual Funds | — | — | $185K | 1.8% | |
| Invesco Diversified Dividend R5 N/R | Mutual Funds | — | — | $180K | 1.7% | |
| Fidelity Total Bond Fund N/R | Mutual Funds | — | — | $161K | 1.5% | |
| Fidelity Global Ex US Index N/R | Mutual Funds | — | — | $151K | 1.4% | |
| Fidelity Freedom 2055 K N/R | Mutual Funds | — | — | $84K | 0.8% | |
| Goldman Sachs Inflation Protected Securities Fund N/R | Other securities | — | — | $67K | 0.6% | |
| Fidelity US Bond Index N/R | Mutual Funds | — | — | $56K | 0.5% | |
| Allspring Special Mid Cap Value Adm N/R | Mutual Funds | — | — | $50K | 0.5% | |
| Causeway Emerging Markets Inv N/R | Other securities | — | — | $44K | 0.4% | |
| ClearBridge Mid Cap A N/R | Other securities | — | — | $32K | 0.3% | |
| MFS Massachusetts Investors Trust R3 N/R | Mutual Funds | — | — | $26K | 0.2% | |
| Fidelity Real Estate Investment Portfolio N/R | Mutual Funds | — | — | $22K | 0.2% | |
| Fidelity Overseas Fund N/R | Mutual Funds | — | — | $12K | 0.1% | |
| Principal Small Cap R5 Fund N/R | Other securities | — | — | $12K | 0.1% | |
| Fidelity Freedom 2015 K N/R | Mutual Funds | — | — | $12K | 0.1% | |
| Fidelity Freedom 2065 K N/R | Mutual Funds | — | — | $12K | 0.1% | |
| Fidelity Freedom 2010 K N/R | Mutual Funds | — | — | $11K | 0.1% | |
| Allspring Special Small Cap Value Adm N/R | Other securities | — | — | $7K | <0.1% | |
| Fidelity Freedom 2020 K N/R | Mutual Funds | — | — | $2K | <0.1% | |
| American Funds Growth and Income R4 N/R | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
