Annemarie Ellicott signed Income Research & Management's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Income Research & Management's EIN is 04-2955404.
Download the official 2024 Form 5500 (PDF) for Income Research & Management from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Income Research & Management's plan includes profit-sharing, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INST OPER CO | 04-2647786 | — | RECORDKEEPER | $9K | — |
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-Institutional –147,028 shares | Common Collective Trusts | — | $147K | $30.0M | 25.5% | |
| Fidelity Freedom Index 2045 Fund –442,794 shares | Mutual Funds | — | $443K | $11.5M | 9.8% | |
| Fidelity Freedom Index 2040 Fund –426,957 shares | Mutual Funds | — | $427K | $10.5M | 8.9% | |
| Fidelity Freedom Index 2050 Fund –377,180 shares | Mutual Funds | — | $377K | $9.8M | 8.3% | |
| Fidelity Extended Market Index Fund –80,526 shares | Common Collective Trusts | — | $81K | $7.3M | 6.2% | |
| Vanguard Small Cap Index Fund –62,357 shares | Common Collective Trusts | — | $62K | $7.2M | 6.1% | |
| Fidelity Freedom Index 2055 Fund –319,293 shares | Mutual Funds | — | $319K | $6.8M | 5.8% | |
| Fidelity Freedom Index 2035 Fund –167,032 shares | Mutual Funds | — | $167K | $3.9M | 3.3% | |
| Fidelity International Index Fund –74,211 shares | Common Collective Trusts | — | $74K | $3.5M | 3.0% | |
| Fidelity Freedom Index 2030 Fund –158,419 shares | Mutual Funds | — | $158K | $3.2M | 2.7% | |
| Fidelity Government Money Market Premium Fund – 3,138,883 shares | Mutual Funds | — | $3.1M | $3.1M | 2.7% | |
| Fidelity Freedom Index 2060 Fund –145,922 shares | Mutual Funds | — | $146K | $2.6M | 2.2% | |
| Fidelity U.S. Bond Index Fund –222,877 shares | Common Collective Trusts | — | $223K | $2.3M | 1.9% | |
| Fidelity Balanced K Fund –141,092 shares | Mutual Funds | — | $141K | $2.3M | 1.9% | |
| Fidelity Emerging Market Index Fund –162,976 shares | Common Collective Trusts | — | $163K | $1.7M | 1.4% | |
| PGIM High Yield Fund –347,173 shares | Other securities | — | $347K | $1.7M | 1.4% | |
| Fidelity Real Estate Index Fund –63,970 shares | Common Collective Trusts | — | $64K | $1.0M | 0.9% | |
| Fidelity Freedom Index 2065 Fund –14,756 shares | Mutual Funds | — | $15K | $216K | 0.2% | |
| Fidelity Freedom Index 2010 Fund –13,060 shares | Mutual Funds | — | $13K | $168K | 0.1% | |
| Fidelity Freedom Index Income Fund –9,792 shares | Mutual Funds | — | $10K | $115K | <0.1% | |
| DFA | Mutual Funds | — | — | $106K | <0.1% | |
| Fidelity Freedom Index 2025 Fund –5,561 shares | Mutual Funds | — | $6K | $103K | <0.1% | |
| Fidelity | Mutual Funds | — | — | $66K | <0.1% | |
| Interest bearing cash | Cash / Money Market | — | — | $44K | <0.1% | |
| Fidelity Freedom Index 2020 Fund –1,950 shares | Mutual Funds | — | $2K | $31K | <0.1% | |
| MIP II CL 2 FIDELITY MANAGEMENT TRUST CO. · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $26K | <0.1% | |
| Fidelity Managed Income Portfolio –25,879 units | Mutual Funds | — | $26K | $26K | <0.1% | |
| Fidelity Managed Retirement 2030 Fund –814 shares | Mutual Funds | — | — | $9K | <0.1% | |
| Fidelity Managed Retirement 2025 Fund –164 shares | Mutual Funds | — | — | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
