Stacey Upton signed GGLO, LLC 401(k) Profit Sharing Plan's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
GGLO, LLC 401(k) Profit Sharing Plan's EIN is 91-1319710.
Download the official 2024 Form 5500 (PDF) for GGLO, LLC 401(k) Profit Sharing Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)GGLO, LLC 401(k) Profit Sharing Plan'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 | -$24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | 26-4310632 | — | INVESTMENT ADVISOR | $23K | — |
| STRATEGIC ADVISORS, INC. |
| 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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Registered Investment Company | Common Collective Trusts | — | — | $4.0M | 13.2% | |
| Fidelity Contrafund Registered Investment Company | Mutual Funds | — | — | $3.5M | 11.7% | |
| Janus Henderson Enterprise Fund Class 1 Registered Investment Company | Mutual Funds | — | — | $2.1M | 7.0% | |
| Principal Capital Appreciation Inst Registered Investment Company | Common Stocks | — | — | $1.8M | 6.0% | |
| Fidelity Freedom Blend 2050 H Collective Trust | Common Collective Trusts | — | — | $1.5M | 5.1% | |
| FID FRDM BLND 2050 H FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 095 | Common Collective Trust | — | — | $1.5M | 5.1% | |
| Fidelity US Bond Index Registered Investment Company | Mutual Funds | — | — | $1.5M | 4.9% | |
| Fidelity Extended Market Index Registered Investment Company | Mutual Funds | — | — | $1.3M | 4.4% | |
| Fidelity Low Priced Stock Fund Registered Investment Company | Mutual Funds | — | — | $1.3M | 4.4% | |
| Conestoga Small Cap Fund Registered Investment Company | Common Stocks | — | — | $1.3M | 4.2% | |
| Fidelity Freedom Blend 2045 H Collective Trust | Common Collective Trusts | — | — | $1.2M | 4.1% | |
| FID FRDM BLND 2045 H FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 094 | Common Collective Trust | — | — | $1.2M | 4.1% | |
| Fidelity International Index Fund Registered Investment Company | Common Collective Trusts | — | — | $1.0M | 3.4% | |
| Putnam Large Cap Value Fund Class R6 Registered Investment Company | Mutual Funds | — | — | $894K | 2.9% | |
| Fidelity Freedom Blend 2040 H Collective Trust | Common Collective Trusts | — | — | $887K | 2.9% | |
| FID FRDM BLND 2040 H FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 093 | Common Collective Trust | — | — | $887K | 2.9% | |
| Fidelity Balanced Fund Registered Investment Company | Mutual Funds | — | — | $854K | 2.8% | |
| Fidelity Freedom Blend 2055 H Collective Trust | Common Collective Trusts | — | — | $853K | 2.8% | |
| FID FRDM BLND 2055 H FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 113 | Common Collective Trust | — | — | $853K | 2.8% | |
| Fidelity Overseas Fund K Registered Investment Company | Mutual Funds | — | — | $828K | 2.7% | |
| Baird Core Plus Bond Fund Class Institutional Registered Investment Company | Common Stocks | — | — | $808K | 2.7% | |
| Fidelity U.S. Sustainability Index Registered Investment Company | Mutual Funds | — | — | $751K | 2.5% | |
| Fidelity Government Money Market Fund Money Market Mutual Fund | Mutual Funds | — | — | $728K | 2.4% | |
| GQG Partners Emerging Markets Equity Inv Registered Investment Company | Common Stocks | — | — | $650K | 2.1% | |
| Fidelity Freedom Blend 2060 H Collective Trust | Common Collective Trusts | — | — | $361K | 1.2% | |
| FID FRDM BLND 2060 H FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 147 | Common Collective Trust | — | — | $361K | 1.2% | |
| Fidelity Small Cap Index Registered Investment Company | Mutual Funds | — | — | $325K | 1.1% | |
| Blackrock High Yield Institutional Fund Registered Investment Company | Common Stocks | — | — | $302K | 1.0% | |
| Fidelity Freedom Blend 2020 H Collective Trust | Common Collective Trusts | — | — | $214K | 0.7% | |
| FID FRDM BLND 2020 H FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 089 | Common Collective Trust | — | — | $214K | 0.7% | |
| Fidelity Freedom Blend 2030 H Collective Trust | Common Collective Trusts | — | — | $208K | 0.7% | |
| FID FRDM BLND 2030 H FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 091 | Common Collective Trust | — | — | $208K | 0.7% | |
| FID FRDM BLND 2035 H FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 092 | Common Collective Trust | — | — | $208K | 0.7% | |
| Victory Sycamore Small Company Opportunity Fund Class I Registered Investment Company | Common Stocks | — | — | $181K | 0.6% | |
| maturing through May 2031 - | Other securities | — | — | $140K | 0.5% | |
| Fidelity Freedom Blend 2065 H Collective Trust | Common Collective Trusts | — | — | $91K | 0.3% | |
| FID FRDM BLND 2065 H FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 168 | Common Collective Trust | — | — | $91K | 0.3% | |
| Fidelity Freedom Blend 2025 H Collective Trust | Common Collective Trusts | — | — | $90K | 0.3% | |
| FID FRDM BLND 2025 H FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 090 | Common Collective Trust | — | — | $90K | 0.3% | |
| Cohen & Steers Real Estate Opportunities and Income Fund Registered Investment Company | Common Stocks | — | — | $89K | 0.3% | |
| Fidelity U.S. Sustainability Index Registered Investment Company | Mutual Funds | — | — | $85K | 0.3% | |
| Fidelity Managed Income Portfolio Collective Trust | Common Collective Trusts | — | — | $16K | <0.1% | |
| MIP II CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $15K | <0.1% | |
| Fidelity Freedom Blend Income Fund Collective Trust | Common Collective Trusts | — | — | $5K | <0.1% | |
| FID FRDM BLEND INC H FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 085 | Common Collective Trust | — | — | $5K | <0.1% | |
| Vanguard Information Technology Index Fund Admiral Registered Investment Company | Common Collective Trusts | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $8K |
| — |
