Stefan Schulze signed Eharmony, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Eharmony, Inc.'s EIN is 95-4775325.
Download the official 2024 Form 5500 (PDF) for Eharmony, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Eharmony, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.
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 | -$32K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COHN REZNICK | 33-4144829 | — | ACCOUNTANT/AUDITOR | $20K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Growth Company | Mutual Funds | — | — | $4.3M | 21.9% | |
| Fidelity Freedom 2040 K | Mutual Funds | — | — | $2.7M | 13.7% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $2.2M | 11.5% | |
| Fidelity Freedom 2050 K | Mutual Funds | — | — | $1.9M | 9.7% | |
| Fidelity Freedom 2045 K | Mutual Funds | — | — | $1.5M | 7.6% | |
| Fidelity Freedom 2025 K | Mutual Funds | — | — | $1.2M | 6.0% | |
| Fidelity Extended Market Index | Mutual Funds | — | — | $764K | 3.9% | |
| Fidelity Freedom 2035 K | Mutual Funds | — | — | $717K | 3.7% | |
| Fidelity Freedom 2030 K | Mutual Funds | — | — | $698K | 3.6% | |
| Fidelity International Index | Mutual Funds | — | — | $617K | 3.2% | |
| Fidelity Freedom 2055 K | Mutual Funds | — | — | $550K | 2.8% | |
| Fidelity Freedom 2020 K | Mutual Funds | — | — | $540K | 2.8% | |
| Dodge & Cox Income | Mutual Funds | — | — | $401K | 2.1% | |
| Vanguard CR Fed Money Market Fund Adm | Mutual Funds | — | — | $332K | 1.7% | |
| DFA U.S. Small Cap | Mutual Funds | — | — | $282K | 1.4% | |
| Vanguard Selected Value | Mutual Funds | — | — | $243K | 1.2% | |
| American Beacon Large Cap Value | Other securities | — | — | $205K | 1.0% | |
| DFA International Small Cap Value | Mutual Funds | — | — | $169K | 0.9% | |
| Participant loans | Participant loans | — | — | $85K | 0.4% | |
| DFA Emerging Markets | Mutual Funds | — | — | $80K | 0.4% | |
| Calvert International Responsible Idx R6 | Common Collective Trusts | — | — | $33K | 0.2% | |
| Calvert US Large Cap Core Rspnb Idx I | Common Collective Trusts | — | — | $31K | 0.2% | |
| Fidelity Freedom 2015 K | Mutual Funds | — | — | $24K | 0.1% | |
| Vanguard Total Bond Market Index | Mutual Funds | — | — | $15K | <0.1% | |
| Fidelity Freedom Income K | Mutual Funds | — | — | $12K | <0.1% | |
| Fidelity Government Money Market Fund | Mutual Funds | — | — | $46 | <0.1% | |
| Fidelity Freedom 2060 K | Mutual Funds | — | — | $8 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
