John Kulibaba signed E.M. Duggan, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
E.M. Duggan, Inc.'s EIN is 04-2432734.
Download the official 2023 Form 5500 (PDF) for E.M. Duggan, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)E.M. Duggan, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), 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 | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | INVESTMENT ADVISOR | $24K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Money market | Common Collective Trusts | — | — | $3.7M | 20.1% | |
| JP Morgan Large Cap Growth Fund Class R6 Money market | Cash / Money Market | — | — | $3.1M | 16.9% | |
| Fidelity Freedom Index 2030 IPR Money market | Mutual Funds | — | — | $1.5M | 8.1% | |
| Fidelity Freedom Index 2050 IPR Money market | Mutual Funds | — | — | $1.2M | 6.5% | |
| Fidelity Freedom Index 2045 IPR Money market | Mutual Funds | — | — | $1.0M | 5.6% | |
| Fidelity Freedom Index 2055 IPR Money market | Mutual Funds | — | — | $897K | 4.9% | |
| Fidelity Freedom Index 2040 IPR Money market | Mutual Funds | — | — | $844K | 4.6% | |
| Fidelity Global Ex US Index Fund Money market | Common Collective Trusts | — | — | $801K | 4.4% | |
| PGIM Total Return Bond Fund Class R6 Money market | Cash / Money Market | — | — | $782K | 4.3% | |
| Fidelity Freedom Index 2035 IPR Money market | Mutual Funds | — | — | $656K | 3.6% | |
| American Century Mid Cap Value Fund Class R6 Money market | Cash / Money Market | — | — | $530K | 2.9% | |
| Self Directed Brokerage Self Directed Brokerage | Self-Directed Brokerage | — | — | $503K | 2.7% | |
| Fidelity Small Cap Index Fund Money market | Common Collective Trusts | — | — | $430K | 2.3% | |
| Fidelity Freedom Index 2060 IPR Money market | Mutual Funds | — | — | $409K | 2.2% | |
| Fidelity Freedom Index 2025 IPR Money market | Mutual Funds | — | — | $331K | 1.8% | |
| JP Morgan Equity Income Fund Class R6 Money market | Cash / Money Market | — | — | $249K | 1.4% | |
| Janus Henderson Enterprise Fund Class N Money market | Mutual Funds | — | — | $239K | 1.3% | |
| Notes receivable from participants Participant loans with interest rates of 4.25% - | Bonds / Notes | — | — | $236K | 1.3% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $231K | 1.3% | |
| Pimco Income Inst Money market | Mutual Funds | — | — | $157K | 0.9% | |
| Fidelity Freedom Index 2065 IPR Money market | Mutual Funds | — | — | $132K | 0.7% | |
| Loomis Small Cap Growth Class N Money market | Cash / Money Market | — | — | $107K | 0.6% | |
| Fidelity Inflation-Protected Bond Index Fund Money market | Common Collective Trusts | — | — | $66K | 0.4% | |
| Fidelity Freedom Index 2020 IPR Money market | Mutual Funds | — | — | $59K | 0.3% | |
| Fidelity U.S. Bond Index Fund Money market | Common Collective Trusts | — | — | $57K | 0.3% | |
| Interest-bearing cash Money market | Cash / Money Market | — | — | $54K | 0.3% | |
| Fidelity Emerging Markets Index Fund Money market | Common Collective Trusts | — | — | $47K | 0.3% | |
| Fidelity Freedom Index 2015 IPR Money market | Mutual Funds | — | — | $22K | 0.1% | |
| American Funds EuroPacific Growth Fund Money market | Mutual Funds | — | — | $6K | <0.1% | |
| Fidelity Mid Cap Index Fund Money market | Common Collective Trusts | — | — | $1K | <0.1% | |
| Noninterest-bearing cash Noninterest-bearing cash | Cash / Money Market | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
