Stephanie Mahoney signed Campbell Conroy & O'NEIL Professional Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Campbell Conroy & O'NEIL Professional Corporation's EIN is 04-2781045.
Download the official 2024 Form 5500 (PDF) for Campbell Conroy & O'NEIL Professional Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Campbell Conroy & O'NEIL Professional Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 | -$84K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY GLOBAL BANKING OPER | 26-4310632 | — | CONSULTANT | $74K | — |
| WOLF & CO |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments 242,511 Fidelity Growth Company Fund | Mutual Funds | — | — | $9.8M | 18.4% | |
| American Funds Washington 89,982 Mutual Investors Fund Class R-4 | Mutual Funds | — | — | $5.5M | 10.4% | |
| Fidelity Investments 20,621 Fidelity 500 Index Fund | Common Collective Trusts | — | — | $4.2M | 7.9% | |
| Fidelity Investments 94,125 Fidelity Mid-Cap Stock Fund | Mutual Funds | — | — | $4.0M | 7.5% | |
| Fidelity Investments 245,209 Fid Freedom 2050 K6 | Mutual Funds | — | — | $3.3M | 6.3% | |
| Fidelity Investments 252,350 Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $2.6M | 4.9% | |
| Fidelity Investments 2,466,582 Fidelity Government Money Market Fund | Mutual Funds | — | — | $2.5M | 4.6% | |
| Fidelity Investments 137,108 Fid Freedom 2030 K6 | Mutual Funds | — | — | $2.4M | 4.5% | |
| JP Morgan 88,456 JPMorgan U.S. Equity Fund Class R6 | Other securities | — | — | $2.2M | 4.2% | |
| Fidelity Investments 54,056 Fidelity Low-Price Stock Fund | Mutual Funds | — | — | $2.2M | 4.1% | |
| Goldman 109,973 Goldman Sachs GQG Partners International Opportunities Fund Class R6 | Other securities | — | — | $2.1M | 4.1% | |
| Fidelity Investments 133,431 Fidelity Value Fund | Mutual Funds | — | — | $1.8M | 3.4% | |
| Dodge & Cox 112,391 Dodge & Cox Income Fund Class I | Mutual Funds | — | — | $1.4M | 2.6% | |
| Fidelity Investments 78,770 Fid Freedom 2045 K6 | Mutual Funds | — | — | $1.1M | 2.0% | |
| Fidelity Investments 61,021 Fid Freedom 2055 K6 | Mutual Funds | — | — | $963K | 1.8% | |
| Fidelity Investments 79,671 Fid Freedom 2040 K6 | Mutual Funds | — | — | $916K | 1.7% | |
| Fidelity Investments 51,248 Fid Freedom 2035 K6 | Mutual Funds | — | — | $799K | 1.5% | |
| Massachusetts Financial Services 23,290 MFS International Equity Fund Class R6 | Mutual Funds | — | — | $788K | 1.5% | |
| Fidelity Investments 15,802 Fidelity International Index Fund | Common Collective Trusts | — | — | $751K | 1.4% | |
| Baron Funds 22,210 Baron Small Cap Fund Class R6 | Other securities | — | — | $734K | 1.4% | |
| Fidelity Investments 39,820 Fid Freedom 2010 K6 | Mutual Funds | — | — | $551K | 1.0% | |
| Fidelity Investments 5,172 Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $470K | 0.9% | |
| Participant loans to participants at a reasonable rate of interest fixed at the time the loan is made, interest rate on outstanding loans - 8.00% | Bonds / Notes | — | — | $273K | 0.5% | |
| Fidelity Investments 15,769 Fid Freedom 2020 K6 | Mutual Funds | — | — | $225K | 0.4% | |
| Fidelity Investments 7,986 Fid Freedom 2060 K6 | Mutual Funds | — | — | $116K | 0.2% | |
| Fidelity Investments 4,396 Fid Freedom 2065 K6 | Mutual Funds | — | — | $58K | 0.1% | |
| Fidelity Investments 4,018 Fid Freedom Inc K6 | Mutual Funds | — | — | $42K | <0.1% | |
| Fidelity Investments 2,679 Fid Freedom 2025 K6 | Mutual Funds | — | — | $36K | <0.1% | |
| American Funds Washington 840 High-Income Trust Class R-6 | Mutual Funds | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2689883 |
| — |
| CONSULTANT |
| $24K |
| — |
