Kelsey Goldrainer signed Quorum Analytics, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Quorum Analytics, LLC's EIN is 88-2382483.
Download the official 2024 Form 5500 (PDF) for Quorum Analytics, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Quorum Analytics, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $17K | — |
| GUIDELINE, INC. | 47-4474775 | — | RECORDKEEPER | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT. INC | 33-0905143 | — | INVESTMENT/FINANCIAL ADVI |
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 | |||||
|---|---|---|---|---|---|---|
| FLEXPATH IDX MOD 2055 R1 WILMINGTON TRUST · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $2.7M | 32.0% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $1.3M | 14.6% | |
| FLEXPATH IDX MOD 2065 R1 WILMINGTON TRUST COMPANY · EIN 38-7271379 / PN 760 | Common Collective Trust | — | — | $942K | 11.0% | |
| FLEXPATH IDX MOD 2045 R1 WILMINGTON TRUST · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $784K | 9.1% | |
| FLEXPATH IDX MOD 2035 R1 WILMINGTON TRUST · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $441K | 5.1% | |
| FLEXPATH IDX AGG 2045 R1 WILMINGTON TRUST · EIN 47-2503540 / PN 219 | Common Collective Trust | — | — | $418K | 4.9% | |
| FLEXPATH IDX MOD RET R1 WILMINGTON TRUST · EIN 47-2248665 / PN 211 | Common Collective Trust | — | — | $292K | 3.4% | |
| FLEXPATH IDX AGG 2055 R1 WILMINGTON TRUST · EIN 47-2554270 / PN 222 | Common Collective Trust | — | — | $282K | 3.3% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $235K | 2.7% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $202K | 2.4% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $144K | 1.7% | |
| VANGUARD INFO TECH IDX ADMIRAL | Registered Investment Companies | — | — | $130K | 1.5% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $115K | 1.3% | |
| LARGE CAP VALUE I1 WILMINGTON TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $75K | 0.9% | |
| FLEXPATH IDX AGG 2035 R1 WILMINGTON TRUST · EIN 47-2468898 / PN 216 | Common Collective Trust | — | — | $65K | 0.8% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $58K | 0.7% | |
| BLACKROCK EAFE EQ IDX 1 WILMINGTON TRUST · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $56K | 0.6% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $43K | 0.5% | |
| SMALL CAP VALUE FUND III I1 WILMINGTON TRUST COMPANY · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $35K | 0.4% | |
| SMALL CAP GROWTH FUND III I1 WILMINGTON TRUST COMPANY · EIN 38-7304119 / PN 001 | Common Collective Trust | — | — | $31K | 0.4% | |
| FIDELITY TOTAL BOND K6 FUND | Registered Investment Companies | — | — | $28K | 0.3% | |
| MFS MID CAP VALUE 2W WILMINGTON TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $23K | 0.3% | |
| INTERNATIONAL EQUITY I1 WILMINGTON TRUST COMPANY · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $22K | 0.3% | |
| FLEXPATH IDX AGG 2065 R1 WILMINGTON TRUST COMPANY · EIN 38-7271378 / PN 759 | Common Collective Trust | — | — | $17K | 0.2% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $16K | 0.2% | |
| VANGUARD ST INPRO SEC IND ADM | Registered Investment Companies | — | — | $12K | 0.1% | |
| FLEXPATH IDX CON 2035 R1 WILMINGTON TRUST · EIN 47-2491300 / PN 218 | Common Collective Trust | — | — | $8K | <0.1% | |
| MID CAP GROWTH FUND II I1 WILMINGTON TRUST COMPANY · EIN 38-7304118 / PN 001 | Common Collective Trust | — | — | $5K | <0.1% | |
| FLEXPATH IDX AGG RET R1 WILMINGTON TRUST · EIN 47-2238264 / PN 210 | Common Collective Trust | — | — | $4K | <0.1% | |
| VANGUARD FTSE SOCIAL INDEX ADM | Registered Investment Companies | — | — | $4K | <0.1% | |
| COHEN STEERS US REALTY RS SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $1K | <0.1% | |
| FLEXPATH IDX CON RET R1 WILMINGTON TRUST · EIN 47-2264760 / PN 212 | Common Collective Trust | — | — | $203 | <0.1% | |
| FLEXPATH IDX CON 2055 R1 WILMINGTON TRUST · EIN 47-2575758 / PN 224 | Common Collective Trust | — | — | $203 | <0.1% | |
| FLEXPATH IDX CON 2045 R1 WILMINGTON TRUST · EIN 47-2529162 / PN 221 | Common Collective Trust | — | — | $202 | <0.1% | |
| FLEXPATH IDX MOD 2025 R1 WILMINGTON TRUST · EIN 47-2285799 / PN 214 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $11K |
| — |
