Jillian Montmarquet signed W. E. Aubuchon Co., Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
W. E. Aubuchon Co., Inc.'s EIN is 04-1050290.
Download the official 2024 Form 5500 (PDF) for W. E. Aubuchon Co., Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)W. E. Aubuchon Co., Inc.'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 | $66K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $17K | — |
| MMA SECURITIES LLC |
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 | |||||
|---|---|---|---|---|---|---|
| AC IN RETIRE TR III GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $28.5M | 49.1% | |
| Fidelity Government Money Market Fund " ** 907 * Fidelity 500 Index Fund " | Common Collective Trusts | — | — | $6.5M | 11.2% | |
| Fidelity Contrafund Fund " | Mutual Funds | — | — | $6.4M | 10.9% | |
| American Century Investment Retirement Trust III Common collective trust | Common Collective Trusts | — | — | $5.6M | 9.7% | |
| American Century Retirement Date 2030 Trust III " | Other securities | — | — | $5.3M | 9.1% | |
| American Century Retirement Date 2040 Trust III " | Other securities | — | — | $3.5M | 6.1% | |
| American Century Retirement Date 2035 Trust III " | Other securities | — | — | $3.4M | 5.8% | |
| American Century Retirement Date 2060 Trust III " | Other securities | — | — | $3.0M | 5.1% | |
| Pioneer Bond Fund " | Other securities | — | — | $2.7M | 4.6% | |
| American Century Retirement Date 2025 Trust III " | Other securities | — | — | $2.6M | 4.5% | |
| American Century Retirement Date 2050 Trust III " | Other securities | — | — | $1.9M | 3.2% | |
| Janus Henderson Triton Fund " | Mutual Funds | — | — | $1.8M | 3.2% | |
| JP Morgan Equity Income Fund " | Other securities | — | — | $1.8M | 3.1% | |
| American Funds EuroPacific Growth Fund " | Mutual Funds | — | — | $1.7M | 3.0% | |
| Fidelity International Index Fund " | Common Collective Trusts | — | — | $1.6M | 2.7% | |
| American Century Retirement Date 2045 Trust III " | Other securities | — | — | $1.4M | 2.5% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.3M | 2.3% | |
| Mass Mutual Select Mid Cap Growth Fund " | Other securities | — | — | $1.0M | 1.8% | |
| Fidelity Extended Market Index Fund " | Common Collective Trusts | — | — | $1.0M | 1.7% | |
| Fidelity Blue Chip Growth Fund " | Mutual Funds | — | — | $842K | 1.5% | |
| American Century SmallCap Value Fund " | Other securities | — | — | $549K | 0.9% | |
| John Hancock Funds Disciplined Value Mid Cap Fund Mutual fund | Other securities | — | — | $465K | 0.8% | |
| BlackRock High Yield Bond Fund " | Other securities | — | — | $309K | 0.5% | |
| Fidelity Short-Term Treasury Bond Index Fund " | U.S. Treasuries | — | — | $209K | 0.4% | |
| Vanguard Inflation-Protected Securities Fund " | Mutual Funds | — | — | $175K | 0.3% | |
| Coheen & Steers Real Estate Securities Fund " | Other securities | — | — | $169K | 0.3% | |
| Fidelity Government Money Market K6 Fund " | Mutual Funds | — | — | $74K | 0.1% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | 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.
| 22-3570392 |
| — |
| CONSULTANT |
| $16K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARON & BLETZER, PLLC | 04-3499945 | — | ACCOUNTANT | $28K | — |
