ALAN Wiessbrod signed Recurrent Ventures Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Recurrent Ventures Inc.'s EIN is 86-3269903.
Download the official 2024 Form 5500 (PDF) for Recurrent Ventures Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Recurrent Ventures 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING HOLDCO LLC DBA | — | OVERLAND PARK, KS | INVESTMENT ADVISOR | $18K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2055 | Mutual Funds | — | — | $2.4M | 27.6% | |
| Fidelity Freedom Index 2050 | Mutual Funds | — | — | $2.2M | 25.4% | |
| Fidelity Freedom Index 2045 | Mutual Funds | — | — | $960K | 11.2% | |
| Fidelity Freedom Index 2060 | Mutual Funds | — | — | $888K | 10.4% | |
| Fidelity Freedom Index 2035 | Mutual Funds | — | — | $590K | 6.9% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $410K | 4.8% | |
| Fidelity Freedom Index 2040 | Mutual Funds | — | — | $304K | 3.5% | |
| Fidelity Total International Index | Mutual Funds | — | — | $117K | 1.4% | |
| Fidelity Freedom Index 2065 | Mutual Funds | — | — | $96K | 1.1% | |
| AB Large Cap Growth | Other securities | — | — | $96K | 1.1% | |
| Fidelity Freedom Index 2030 | Mutual Funds | — | — | $91K | 1.1% | |
| Putnam Large Cap Value | Mutual Funds | — | — | $80K | 0.9% | |
| Empower Fixed Account | Other securities | — | — | $78K | 0.9% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $55K | 0.6% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $47K | 0.5% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $41K | 0.5% | |
| Fidelity Advisor Small Cap | Mutual Funds | — | — | $39K | 0.5% | |
| Various Maturities | Other securities | — | — | $26K | 0.3% | |
| Pimco Income Instl | Mutual Funds | — | — | $20K | 0.2% | |
| Fidelity Freedom Index 2025 | Mutual Funds | — | — | $20K | 0.2% | |
| MFS International Diversification | Mutual Funds | — | — | $19K | 0.2% | |
| Clearbridge Small Cap Growth | Other securities | — | — | $18K | 0.2% | |
| MFS Mid Cap Value | Mutual Funds | — | — | $17K | 0.2% | |
| PGIM Total Return Bond | Other securities | — | — | $15K | 0.2% | |
| Black Rock SMID Cap Growth Equity | Other securities | — | — | $2K | <0.1% | |
| Fidelity Real Estate Index | 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.
