Donald ADIE signed ADIE Conway Inc.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ADIE Conway Inc.'s EIN is 04-2584874.
Download the official 2022 Form 5500 (PDF) for ADIE Conway Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)ADIE Conway 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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Century One Choice 2035 Fund Class R Mutual fund n/a | Other securities | — | — | $76K | 28.3% | |
| Federated U.S. Treasury Cash Reserves Fund Mutual fund n/a | Cash / Money Market | — | — | $37K | 13.9% | |
| American Century One Choice 2025 Fund Class R Mutual fund n/a | Other securities | — | — | $32K | 12.0% | |
| American Century One Choice 2055 Fund Class R Mutual fund n/a | Other securities | — | — | $23K | 8.7% | |
| American Century One Choice 2040 Fund Class R Mutual fund n/a | Other securities | — | — | $16K | 5.9% | |
| Columbia Strategic Income Fund Class R Mutual fund n/a | Other securities | — | — | $11K | 4.1% | |
| American Century One Choice in Retirement Fund Class R Mutual fund n/a | Other securities | — | — | $11K | 3.9% | |
| Virtus Silvant Focused Growth Fund Class A Mutual fund n/a | Other securities | — | — | $9K | 3.3% | |
| American Century One Choice 2050 Fund Class R Mutual fund n/a | Other securities | — | — | $8K | 3.1% | |
| Fidelity Advisor Value Fund Class M Mutual fund n/a | Mutual Funds | — | — | $7K | 2.7% | |
| JPMorgan Equity Income Fund Class R2 Mutual fund n/a | Other securities | — | — | $7K | 2.6% | |
| iShares S&P 500 Index Fund Investor A Shares Mutual fund n/a | Common Collective Trusts | — | — | $5K | 2.0% | |
| American Century One Choice 2045 Fund Class R Mutual fund n/a | Other securities | — | — | $5K | 2.0% | |
| American Century Emerging Markets Funds Class R Mutual fund n/a | Other securities | — | — | $5K | 1.8% | |
| American Century One Choice 2030 Fund Class R Mutual fund n/a | Other securities | — | — | $5K | 1.7% | |
| Hartford MidCap Fund Class R3 Mutual fund n/a | Other securities | — | — | $3K | 1.1% | |
| Janus Henderson Triton Fund Class R Mutual fund n/a | Mutual Funds | — | — | $3K | 1.1% | |
| American Century One Choice 2060 Fund Class R Mutual fund n/a | Other securities | — | — | $2K | 0.6% | |
| Franklin Mutual Global Discovery Fund Class R Mutual fund n/a | Mutual Funds | — | — | $1K | 0.4% | |
| JPMorgan Midcap Value Class R2 Mutual fund n/a | Other securities | — | — | $1K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
