Heather PATE signed Fremont Group Management, LLC.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Fremont Group Management, LLC.'s EIN is 94-3342356.
Download the official 2024 Form 5500 (PDF) for Fremont Group Management, LLC. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Fremont Group Management, LLC.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $93K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAILARD INC | 94-2149863 | — | NONE | $6K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Schwab S&P 500 Index Fund | Common Collective Trusts | — | — | $16.0M | 15.6% | |
| Schwab Total STK Market Index | Mutual Funds | — | — | $13.9M | 13.5% | |
| Vanguard Total BD Market Index Institutional | Mutual Funds | — | — | $13.0M | 12.6% | |
| Personal Choice Retirement | Self-Directed Brokerage | — | — | $9.7M | 9.5% | |
| Schwab International Index Fund | Common Collective Trusts | — | — | $8.0M | 7.8% | |
| Nuveen Large Cap Value Index R6 | Mutual Funds | — | — | $6.4M | 6.3% | |
| Vanguard Short Term Infl Pro | Mutual Funds | — | — | $5.1M | 5.0% | |
| Nuveen Large Cap Growth Index R6 | Mutual Funds | — | — | $4.5M | 4.4% | |
| Vanguard Mid Cap Index Admiral | Mutual Funds | — | — | $4.1M | 4.0% | |
| Vanguard Short Term BD Index Admiral | Mutual Funds | — | — | $3.9M | 3.8% | |
| Schwab Small-Cap Index Fund | Common Collective Trusts | — | — | $3.4M | 3.3% | |
| Vanguard Emerging Markets Index Admiral | Mutual Funds | — | — | $3.0M | 2.9% | |
| Vanguard Interm Term Treasury Index Admiral | Mutual Funds | — | — | $2.5M | 2.4% | |
| Schwab Bank Savings | Mutual Funds | — | — | $2.4M | 2.3% | |
| Vanguard Real Estate Index Admiral | Mutual Funds | — | — | $2.1M | 2.0% | |
| Schwab US Treasury Money Inv | U.S. Treasuries | — | — | $571K | 0.6% | |
| Blackrock Lifepath Index 2035 K | Other securities | — | — | $490K | 0.5% | |
| Blackrock Lifepath Index 2055 K | Other securities | — | — | $340K | 0.3% | |
| Blackrock Lifepath Index 2045 K | Other securities | — | — | $231K | 0.2% | |
| Blackrock Lifepath Index 2040 K | Other securities | — | — | $157K | 0.2% | |
| Blackrock Lifepath Index 2030 K | Other securities | — | — | $68K | <0.1% | |
| Blackrock Lifepath Index 2060 K | Other securities | — | — | $19K | <0.1% | |
| Blackrock Lifepath Index 2050 K | Other securities | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $267 |
| — |
