Bobbi Frieda signed Asana Partners Payroll Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Asana Partners Payroll Services, LLC's EIN is 87-4051443.
Download the official 2024 Form 5500 (PDF) for Asana Partners Payroll Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Asana Partners Payroll Services, 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 | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH | 42-1445429 | — | ADVISOR | $10K | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Fund Trgt Date 2055 R6 | Other securities | — | — | $1.6M | 19.1% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $1.5M | 18.2% | |
| American Fund Trgt Date 2050 R6 | Other securities | — | — | $1.1M | 12.5% | |
| American Fund Trgt Date 2060 R6 | Other securities | — | — | $796K | 9.4% | |
| American Fund Trgt Date 2045 R6 | Other securities | — | — | $579K | 6.8% | |
| JP Morgan Lg Cap Growth R6 | Other securities | — | — | $539K | 6.3% | |
| Fidelity Mid Cap Idx | Common Collective Trusts | — | — | $425K | 5.0% | |
| American Fund Trgt Date 2065 R6 | Other securities | — | — | $386K | 4.5% | |
| American Fund Trgt Date 2035 R6 | Other securities | — | — | $265K | 3.1% | |
| JP Morgan US Value R6 | Mutual Funds | — | — | $223K | 2.6% | |
| Carillon Eagle Mid Cap Gr R6 ** 799 MFS Intl Growth R6 | Mutual Funds | — | — | $218K | 2.6% | |
| Fidelity Total Intl Idx | Common Collective Trusts | — | — | $176K | 2.1% | |
| Invesco Discovery R6 | Mutual Funds | — | — | $175K | 2.1% | |
| Fidelity Real Estate Idx ** 225 * Fidelity Sm Cap Idx | Common Collective Trusts | — | — | $160K | 1.9% | |
| American Fund Trgt Date 2020 R6 | Other securities | — | — | $67K | 0.8% | |
| Fidelity Govt Mmkt ** 0 * Fidelity US Bond Idx | Common Collective Trusts | — | — | $64K | 0.7% | |
| Notes receivable from participants 4.25% to 9.50% | Bonds / Notes | — | — | $52K | 0.6% | |
| American Fund Trgt Date 2025 R6 | Other securities | — | — | $47K | 0.6% | |
| INVESCO STABLE VAL I INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $43K | 0.5% | |
| PGIM High Yield R6 | Other securities | — | — | $22K | 0.3% | |
| PGIM Total Rtn Bd R6 | Other securities | — | — | $18K | 0.2% | |
| PGIM Glb Tot Rtn R6 | Other securities | — | — | $8K | <0.1% | |
| American Fund Trgt Date 2030 R6 | Other securities | — | — | $3K | <0.1% | |
| American Fund New World R6 | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
