Margaret Vesey signed Glacier Point Enterprise, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Glacier Point Enterprise, Inc.'s EIN is 87-2332996.
Download the official 2024 Form 5500 (PDF) for Glacier Point Enterprise, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Glacier Point Enterprise, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $19K | — |
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 | |||||
|---|---|---|---|---|---|---|
| s * Fidelity 500 Index Fund N/R | Mutual Funds | — | — | $5.1M | 13.4% | |
| Fidelity Advisor Freedom 2035 Fund N/R | Mutual Funds | — | — | $4.5M | 11.8% | |
| Fidelity Advisor Freedom 2030 Fund N/R | Mutual Funds | — | — | $4.0M | 10.5% | |
| Fidelity Advisor Freedom 2040 Fund N/R | Mutual Funds | — | — | $2.9M | 7.6% | |
| T. Rowe Price T. Rowe Price Growth Stock Fund N/R | Other securities | — | — | $2.5M | 6.5% | |
| Money Market Fund * Fidelity Government Money Market N/A | Mutual Funds | — | — | $2.5M | 6.5% | |
| Fidelity Advisor Freedom 2025 Fund N/R | Mutual Funds | — | — | $2.4M | 6.3% | |
| Fidelity Advisor Freedom 2045 Fund N/R | Mutual Funds | — | — | $2.3M | 6.0% | |
| Fidelity Advisor Freedom 2050 Fund N/R | Mutual Funds | — | — | $2.0M | 5.1% | |
| Fidelity Advisor Freedom 2055 Fund N/R | Mutual Funds | — | — | $1.3M | 3.3% | |
| Hartford Funds Hartford Mid Cap R4 Fund N/R | Other securities | — | — | $1.1M | 2.9% | |
| Janus Henderson Janus Advisor Balanced Class N Fund N/R | Mutual Funds | — | — | $996K | 2.6% | |
| Participant Loans Interest rates: 4.25% - 9.50%; maturing through 2034 $0 | Bonds / Notes | — | — | $940K | 2.5% | |
| Fidelity Advisor Freedom 2060 Fund N/R | Mutual Funds | — | — | $751K | 2.0% | |
| Alliance Bernstein AB Small Cap Growth Fund N/R | Other securities | — | — | $746K | 2.0% | |
| Fidelity Advisor International Cap Fund N/R | Mutual Funds | — | — | $666K | 1.7% | |
| Fidelity Advisor Total Bond Fund N/R | Mutual Funds | — | — | $622K | 1.6% | |
| Fidelity Advisor Freedom 2020 Fund N/R | Mutual Funds | — | — | $550K | 1.4% | |
| Fidelity Advisor Freedom 2065 Fund N/R | Mutual Funds | — | — | $537K | 1.4% | |
| Columbia Dividend Income A Fund N/R | Other securities | — | — | $523K | 1.4% | |
| MFS New Discount Valuation Fund N/R | Mutual Funds | — | — | $373K | 1.0% | |
| Fidelity Advisor Government Income A Fund N/R | Mutual Funds | — | — | $309K | 0.8% | |
| FA STABLE VALUE II FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $193K | 0.5% | |
| Fidelity Advisor Strat Income Class A Fund N/R | Mutual Funds | — | — | $137K | 0.4% | |
| Fidelity Advisor Freedom 2015 Fund N/R | Mutual Funds | — | — | $136K | 0.4% | |
| JP Morgan JP Morgan Large Cap Growth Fund N/R | Other securities | — | — | $29K | <0.1% | |
| Fidelity Advisor Freedom 2010 Fund N/R 122 * Fidelity Small Cap Index Fund N/R | Common Collective Trusts | — | — | $28K | <0.1% | |
| Fidelity Advisor Freedom Income Fund N/R | Mutual Funds | — | — | $28K | <0.1% | |
| Invesco Small Cap Value Fund Class R6 N/R 131 JP Morgan JP Morgan Mid Cap Growth Fund N/R | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.