QIAN Liang signed Ardenbrook, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ardenbrook, Inc.'s EIN is 94-3141434.
Download the official 2024 Form 5500 (PDF) for Ardenbrook, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ardenbrook, Inc.'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 | $9K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Government Money Market | Mutual Funds | — | — | $1.2M | 21.5% | |
| Fidelity Freedom K 2035 Fund | Mutual Funds | — | — | $1.0M | 19.2% | |
| Fidelity Freedom K 2030 Fund | Mutual Funds | — | — | $664K | 12.2% | |
| Fidelity International Discovery Fund | Mutual Funds | — | — | $316K | 5.8% | |
| Fidelity Emerging Markets Fund | Mutual Funds | — | — | $310K | 5.7% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $290K | 5.3% | |
| Fidelity Freedom K 2015 Fund | Mutual Funds | — | — | $268K | 4.9% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $187K | 3.4% | |
| Fidelity Freedom K 2040 Fund ** 1 * Fidelity Freedom K 2045 Fund | Mutual Funds | — | — | $169K | 3.1% | |
| Notes receivable from participants - | Other securities | — | — | $163K | 3.0% | |
| Fidelity Stock Selector Fund | Mutual Funds | — | — | $123K | 2.3% | |
| Fidelity Freedom Income K Fund ** 598 * Fidelity Growth Discovery Fund | Mutual Funds | — | — | $107K | 2.0% | |
| Fidelity Small Cap Value Fund | Mutual Funds | — | — | $84K | 1.5% | |
| Fidelity Government Income Fund | Mutual Funds | — | — | $63K | 1.2% | |
| Fidelity Balanced Fund | Mutual Funds | — | — | $53K | 1.0% | |
| Fidelity Freedom K 2020 Fund | Mutual Funds | — | — | $46K | 0.8% | |
| Fidelity Freedom K 2060 Fund | Mutual Funds | — | — | $39K | 0.7% | |
| Fidelity Equity-Income Fund | Mutual Funds | — | — | $38K | 0.7% | |
| Fidelity Short-Term Bond Fund | Mutual Funds | — | — | $35K | 0.6% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $34K | 0.6% | |
| Morgan Stanley Institutional Fund Trust Discovery * Fidelity | Mutual Funds | — | — | $26K | 0.5% | |
| Fidelity Hennessy Cornerstone Large Growth Fund | Mutual Funds | — | — | $25K | 0.5% | |
| Fidelity Leveraged Company Fund | Mutual Funds | — | — | $24K | 0.4% | |
| Fidelity Freedom K 2025 Fund | Mutual Funds | — | — | $20K | 0.4% | |
| Fidelity Fund | Mutual Funds | — | — | $17K | 0.3% | |
| Fidelity Capital & Income Fund | Mutual Funds | — | — | $16K | 0.3% | |
| Portfolio Class I ** * Fidelity PIMCO Total Return Fund | Mutual Funds | — | — | $15K | 0.3% | |
| Fidelity Disciplined Equity Fund | Mutual Funds | — | — | $14K | 0.2% | |
| Fidelity Virtus NFJ Dividend Value Fund Class | Mutual Funds | — | — | $13K | 0.2% | |
| Fidelity Freedom K 2050 Fund | Mutual Funds | — | — | $11K | 0.2% | |
| Fidelity Stock Selector Large Cap Value Fund | Mutual Funds | — | — | $10K | 0.2% | |
| Fidelity Small Cap Growth Fund | Mutual Funds | — | — | $8K | 0.1% | |
| Fidelity Total Bond Fund | Mutual Funds | — | — | $8K | 0.1% | |
| Fidelity Virtus NFJ Small-Cap Value Fund | Mutual Funds | — | — | $4K | <0.1% | |
| Fidelity Freedom K 2055 Fund | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
