CARA George signed Beyond, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Beyond, Inc.'s EIN is 87-0634302.
Download the official 2024 Form 5500 (PDF) for Beyond, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Beyond, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | $85K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $50K | — |
| 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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $21.9M | 14.5% | |
| Fidelity Freedom Index 2050 Fund Premier Class | Mutual Funds | — | — | $16.9M | 11.2% | |
| Fidelity Blue Chip Growth K6 Fund | Mutual Funds | — | — | $15.6M | 10.3% | |
| Fidelity Freedom Index 2045 Fund Premier Class | Mutual Funds | — | — | $14.1M | 9.3% | |
| Fidelity Freedom Index 2055 Fund Premier Class | Mutual Funds | — | — | $12.1M | 8.0% | |
| Cash, Unit Investment Trusts, Mutual Funds, Common Stock, * Fidelity Brokerage Link U.S. Government Securities, Certificates of Deposit, Rights, | Self-Directed Brokerage | — | — | $10.4M | 6.9% | |
| Fidelity Freedom Index 2040 Fund Premier Class | Mutual Funds | — | — | $9.9M | 6.5% | |
| Fidelity Freedom Index 2035 Fund Premier Class | Mutual Funds | — | — | $8.5M | 5.6% | |
| Fidelity Contrafund K6 | Mutual Funds | — | — | $7.0M | 4.6% | |
| Great Gray Trust Company Great Gray Galliard Retirement Income Fund | Common Stocks | — | — | $4.6M | 3.1% | |
| GG G RETIRE INC F35 GREAT GRAY TRUST COMPANY · EIN 20-5886387 / PN 082 | Common Collective Trust | — | — | $4.6M | 3.1% | |
| Fidelity Freedom Index 2030 Fund Premier Class | Mutual Funds | — | — | $3.7M | 2.5% | |
| Fidelity Freedom Index 2060 Fund Premier Class | Mutual Funds | — | — | $3.5M | 2.3% | |
| Victory Capital Victory Sycamore Established Value Fund Class R6 | Other securities | — | — | $3.2M | 2.1% | |
| Janus Henderson Janus Henderson Enterprise Fund Class N | Mutual Funds | — | — | $2.5M | 1.7% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $2.0M | 1.3% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $1.7M | 1.1% | |
| JP Morgan Funds JP Morgan Equity Income Fund Class R6 | Other securities | — | — | $1.5M | 1.0% | |
| Janus Henderson Janus Henderson Overseas Fund Class N | Mutual Funds | — | — | $1.5M | 1.0% | |
| Fidelity Balanced Fund | Mutual Funds | — | — | $1.2M | 0.8% | |
| Fidelity Freedom Index 2025 Fund Premier Class | Mutual Funds | — | — | $1.2M | 0.8% | |
| PGIM TOT RET BOND U GREAT GRAY TRUST COMPANY, LLC · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $1.2M | 0.8% | |
| Various Loans to Participants, at 5.25% - 10.50% interest maturing | Bonds / Notes | — | — | $908K | 0.6% | |
| Fidelity Strategic Income Fund | Mutual Funds | — | — | $661K | 0.4% | |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares | Common Collective Trusts | — | — | $661K | 0.4% | |
| American Funds American Funds New World Fund Class R6 | Mutual Funds | — | — | $595K | 0.4% | |
| Vanguard Developed Markets Index Fund Admiral Shares | Common Collective Trusts | — | — | $557K | 0.4% | |
| Janus Henderson Janus Henderson Triton Fund Class N | Mutual Funds | — | — | $540K | 0.4% | |
| JP Morgan Funds Undiscovered Managers Behavioral Value Fund Class R6 | Other securities | — | — | $522K | 0.3% | |
| Beyond, Inc. Common stock of Plan Sponsor | Common Stocks | — | — | $498K | 0.3% | |
| Fidelity Freedom Index 2070 Fund Premier Class *** 438 * Fidelity Freedom Index Income Fund Premier Class | Mutual Funds | — | — | $371K | 0.2% | |
| Fidelity Asset Manager 85% | Mutual Funds | — | — | $340K | 0.2% | |
| Fidelity Freedom Index 2065 Fund Premier Class | Mutual Funds | — | — | $281K | 0.2% | |
| Cohen and Steers Capital Cohen & Steers Institutional Realty Shares | Other securities | — | — | $276K | 0.2% | |
| JP Morgan Funds JP Morgan Core Bond Fund Class R6 | Other securities | — | — | $243K | 0.2% | |
| Fidelity Freedom Index 2010 Fund Premier Class | Mutual Funds | — | — | $124K | <0.1% | |
| Fidelity Asset Manager 40% | Mutual Funds | — | — | $102K | <0.1% | |
| Fidelity Asset Manager 60% | Mutual Funds | — | — | $77K | <0.1% | |
| Fidelity Freedom Index 2020 Fund Premier Class | Mutual Funds | — | — | $74K | <0.1% | |
| Fidelity Government Money Market Fund | Mutual Funds | — | — | $38K | <0.1% | |
| Fidelity Freedom Index 2015 Fund Premier Class | Mutual Funds | — | — | $24K | <0.1% |
