Caroline McConnell signed Altamira Technologies Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Altamira Technologies Corporation's EIN is 02-0680219.
Download the official 2024 Form 5500 (PDF) for Altamira Technologies Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Altamira Technologies Corporation's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing, a self-directed brokerage window.
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 | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | — | ADVISOR | $75K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 |
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 | |||||
|---|---|---|---|---|---|---|
| s * Fidelity 500 Index Fund | Mutual Funds | — | — | $23.2M | 19.2% | |
| Fidelity Freedom Index 2045 Fund Premier Class | Mutual Funds | — | — | $11.2M | 9.3% | |
| AB US LG CP GR CIT L GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $10.7M | 8.9% | |
| Self-Directed Brokerage Account * Fidelity BrokerageLink | Self-Directed Brokerage | — | — | $7.9M | 6.6% | |
| Fidelity Freedom Index 2040 Fund Premier Class | Mutual Funds | — | — | $7.7M | 6.4% | |
| Fidelity Freedom Index 2030 Fund Premier Class | Mutual Funds | — | — | $7.0M | 5.8% | |
| Fidelity Freedom Index 2050 Fund Premier Class | Mutual Funds | — | — | $6.9M | 5.7% | |
| Fidelity Freedom Index 2035 Fund Premier Class | Mutual Funds | — | — | $4.8M | 4.0% | |
| Fidelity Freedom Index 2025 Fund Premier Class | Mutual Funds | — | — | $4.2M | 3.4% | |
| Fidelity Freedom Index 2055 Fund Premier Class | Mutual Funds | — | — | $3.7M | 3.1% | |
| Fidelity International Index Fundd | Common Collective Trusts | — | — | $3.3M | 2.7% | |
| Fidelity Freedom Index 2060 Fund Premier Class | Mutual Funds | — | — | $3.0M | 2.5% | |
| Putnam Large Cap Value Trust Class IA | Mutual Funds | — | — | $2.6M | 2.2% | |
| PUTN LG CP VAL TR IA PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $2.6M | 2.2% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $2.6M | 2.1% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $2.3M | 1.9% | |
| Fidelity Freedom Index 2020 Fund Premier Class | Mutual Funds | — | — | $2.1M | 1.7% | |
| MFS MID CP GROWTH 2W GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $2.0M | 1.7% | |
| Dimensional Fund Advisors DFA Emerging Markets Portfolio Institutional Class | Mutual Funds | — | — | $1.7M | 1.4% | |
| BlackRock Strategic Income Opportunities Portfolio Class K | Other securities | — | — | $1.6M | 1.3% | |
| JPMorgan Core Bond Fund Class R6 | Other securities | — | — | $1.5M | 1.3% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $1.5M | 1.2% | |
| Fidelity Managed Income Portfolio Class 2 | Mutual Funds | — | — | $1.4M | 1.2% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $1.4M | 1.2% | |
| Fidelity Freedom Index 2065 Fund Premier Class | Mutual Funds | — | — | $1.4M | 1.1% | |
| RT METLIFE 25053 25 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $1.1M | 0.9% | |
| American Funds American Funds EuroPacific Growth Fund Class R-6 | Mutual Funds | — | — | $1.0M | 0.9% | |
| Allspring Special Mid Cap Value CIT E2 | Common Collective Trusts | — | — | $982K | 0.8% | |
| AS SPL MD CAP VAL E2 WELLS FARGO BANK, N.A. · EIN 84-6615098 / PN 001 | Common Collective Trust | — | — | $982K | 0.8% | |
| Fidelity Freedom Index Income Fund Premier Class | Mutual Funds | — | — | $872K | 0.7% | |
| Invesco Discovery Fund Class R6 | Mutual Funds | — | — | $651K | 0.5% | |
| First Eagle First Eagle Global Fund Class R6 | Other securities | — | — | $407K | 0.3% | |
| Cohen & Steers Cohen & Steers Realty Shares, Inc. Class Z | Common Stocks | — | — | $326K | 0.3% | |
| Fidelity Freedom Index 2015 Fund Premier Class | Mutual Funds | — | — | $276K | 0.2% | |
| Undiscovered Managers Undiscovered Managers Behavioral Value Fund Class | Other securities | — | — | $55K | <0.1% | |
| Fidelity Government Money Market Fund Class K6 | Mutual Funds | — | — | $40K | <0.1% | |
| RT METLIFE 25053 25 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 002 | 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.
| — |
| ADVISOR |
| $15K |
| — |
