Kerrin Sectish signed Carney Management Company, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Carney Management Company, Inc.'s EIN is 04-2901650.
Download the official 2024 Form 5500 (PDF) for Carney Management Company, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Carney Management Company, Inc.'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $23K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH |
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 | |||||
|---|---|---|---|---|---|---|
| FEDERATED CAP PRES FUND R6 FEDERATED INVESTORS TRUST CO · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $2.3M | 8.4% | |
| AB LARGE CAP GROWTH ADVISOR | Registered Investment Companies | — | — | $2.2M | 8.1% | |
| AMERFDS 2030 TARG DATE RET-R4 | Registered Investment Companies | — | — | $2.1M | 7.7% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $1.9M | 7.1% | |
| AMERFDS 2045 TARG DATE RET-R4 | Registered Investment Companies | — | — | $1.7M | 6.2% | |
| AMERFDS 2050 TARG DATE RET-R4 | Registered Investment Companies | — | — | $1.7M | 6.1% | |
| AMERFDS 2055 TARG DATE RET-R4 | Registered Investment Companies | — | — | $1.7M | 6.1% | |
| AMERFDS 2040 TARG DATE RET-R4 | Registered Investment Companies | — | — | $1.0M | 3.8% | |
| VICTORY ESTABLISHED VALUE A | Registered Investment Companies | — | — | $938K | 3.5% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $855K | 3.2% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $829K | 3.1% | |
| AMERFDS 2025 TARG DATE RET-R4 | Registered Investment Companies | — | — | $775K | 2.9% | |
| COLUMBIA DIV INC FD - A | Registered Investment Companies | — | — | $762K | 2.8% | |
| PGIM TOTAL RETURN BOND - A | Registered Investment Companies | — | — | $705K | 2.6% | |
| AMERFDS 2020 TARG DATE RET-R4 | Registered Investment Companies | — | — | $702K | 2.6% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $691K | 2.6% | |
| JANUS HENDERSON ENTERPRISE N | Registered Investment Companies | — | — | $638K | 2.4% | |
| AMERFDS 2060 TARG DATE RET-R4 | Registered Investment Companies | — | — | $630K | 2.3% | |
| DWS HIGH INCOME FUND-A | Registered Investment Companies | — | — | $605K | 2.2% | |
| NEUBERGER BERMAN GENESIS - R6 | Registered Investment Companies | — | — | $555K | 2.1% | |
| MFS NEW DISCOVERY VALUE R6 | Registered Investment Companies | — | — | $553K | 2.0% | |
| MASSACHUSETTS INVESTORS TR R6 | Registered Investment Companies | — | — | $549K | 2.0% | |
| AMERFDS 2035 TARG DATE RET-R4 | Registered Investment Companies | — | — | $504K | 1.9% | |
| AMER FUNDS NEW PERSPECTIVE -R4 | Registered Investment Companies | — | — | $481K | 1.8% | |
| DWS RREEF REAL EST SEC A | Registered Investment Companies | — | — | $378K | 1.4% | |
| AMERFDS 2065 TARG DATE RET R4 | Registered Investment Companies | — | — | $373K | 1.4% | |
| VAN ECK CM COMMODITY INDEX I | Registered Investment Companies | — | — | $317K | 1.2% | |
| INVESCO EQUITY AND INCOME A | Registered Investment Companies | — | — | $204K | 0.8% | |
| AMERICAN FUNDS NEW WRLD - R4 | Registered Investment Companies | — | — | $188K | 0.7% | |
| AMERFDS 2015 TARG DATE RET-R4 | Registered Investment Companies | — | — | $78K | 0.3% | |
| AMERFDS 2010 TARG DATE RET-R4 | Registered Investment Companies | — | — | $28K | 0.1% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $26K | <0.1% | |
| ISHARES US AGGREGATE BD IDX K | Registered Investment Companies | — | — | $7K | <0.1% | |
| CALVERT US LC CORE RESP INDX I | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 13-5674085 |
| — |
| INVESTMENT ADVISOR |
| $40K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WITHUMSMITHBROWN, PC | 22-2027092 | — | ACCOUNTANT | $9K | — |
