Tony Marrese signed Cambridge Isotope Laboratories, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cambridge Isotope Laboratories, Inc.'s EIN is 04-2950751.
Download the official 2024 Form 5500 (PDF) for Cambridge Isotope Laboratories, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cambridge Isotope Laboratories, 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 | -$8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LION STREET FINANCIAL LLC | 80-0946231 | — | ADVISOR/INVESTMENT ADV | $50K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Putnam Large Cap Value Fund | Mutual Funds | — | — | $8.3M | 13.3% | |
| Fidelity Growth Opportunities Fund | Mutual Funds | — | — | $7.4M | 11.9% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $5.9M | 9.5% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $4.3M | 6.9% | |
| Black Rock LifePath Index 2050 Fund | Other securities | — | — | $3.5M | 5.6% | |
| Black Rock LifePath Index 2045 Fund | Other securities | — | — | $3.0M | 4.9% | |
| Black Rock LifePath Index 2055 Fund | Other securities | — | — | $3.0M | 4.9% | |
| Fidelity International Growth Fund | Mutual Funds | — | — | $2.6M | 4.2% | |
| Black Rock LifePath Index 2035 Fund | Other securities | — | — | $2.3M | 3.6% | |
| FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $2.2M | 3.5% | |
| Black Rock LifePath Index 2060 Fund | Other securities | — | — | $2.1M | 3.3% | |
| Fidelity Balanced Fund Class Z | Mutual Funds | — | — | $2.1M | 3.3% | |
| Black Rock LifePath Index 2040 Fund | Other securities | — | — | $2.0M | 3.3% | |
| Fidelity Strategic Income I | Mutual Funds | — | — | $2.0M | 3.2% | |
| Columbia Mid Cap Growth Fund | Other securities | — | — | $1.9M | 3.1% | |
| Black Rock LifePath Index Retire K | Other securities | — | — | $1.6M | 2.6% | |
| Fidelity Small Cap Growth Fund | Mutual Funds | — | — | $1.6M | 2.6% | |
| Black Rock LifePath Index 2030 Fund | Other securities | — | — | $1.2M | 1.9% | |
| Metropolitan West Total Return Bond Fund | Other securities | — | — | $1.1M | 1.7% | |
| Fidelity Worldwide Fund | Mutual Funds | — | — | $824K | 1.3% | |
| Lord Abbett Short Duration Income Fund | Mutual Funds | — | — | $726K | 1.2% | |
| Columbia Small Cap Value I2 | Other securities | — | — | $656K | 1.1% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $637K | 1.0% | |
| American Funds High-Income Trust R6 | Mutual Funds | — | — | $499K | 0.8% | |
| 09.50% maturing through 2029 | Bonds / Notes | — | — | $458K | 0.7% | |
| Fidelity Focused Emerging Markets Fund | Mutual Funds | — | — | $382K | 0.6% | |
| Fidelity Government Money Market Fund | 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.
