Margaret Beatty signed Prince Lobel TYE LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Prince Lobel TYE LLP's EIN is 04-2986019.
Download the official 2024 Form 5500 (PDF) for Prince Lobel TYE LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Prince Lobel TYE LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
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 | $165 | — |
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 Freedom 2035 K6 Mutual Fund | Mutual Funds | — | — | $3.8M | 11.6% | |
| Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $3.1M | 9.2% | |
| Fidelity Total Bond K6 Mutual Fund | Mutual Funds | — | — | $1.9M | 5.7% | |
| Galliard Stable Fund C Common Collective Trust | Common Collective Trusts | — | — | $1.9M | 5.6% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $1.9M | 5.6% | |
| Fidelity Freedom 2040 K6 Mutual Fund | Mutual Funds | — | — | $1.9M | 5.6% | |
| Fidelity Freedom 2015 K6 Mutual Fund | Mutual Funds | — | — | $1.8M | 5.6% | |
| Fidelity Freedom 2030 K6 Mutual Fund | Mutual Funds | — | — | $1.8M | 5.3% | |
| Fidelity Freedom 2020 K6 Mutual Fund | Mutual Funds | — | — | $1.6M | 5.0% | |
| JPM Equity Income R6 Mutual Fund | Other securities | — | — | $1.6M | 4.7% | |
| Fidelity International Index Mutual Fund | Mutual Funds | — | — | $1.3M | 4.0% | |
| Fidelity Freedom 2025 K6 Mutual Fund | Mutual Funds | — | — | $1.3M | 3.8% | |
| Fidelity Freedom 2045 K6 Mutual Fund | Mutual Funds | — | — | $1.2M | 3.5% | |
| Fidelity Largecap Growth Index Mutual Fund | Mutual Funds | — | — | $1.1M | 3.3% | |
| Fidelity Freedom 2010 K6 Mutual Fund | Mutual Funds | — | — | $1.1M | 3.2% | |
| PIF Midcap S&P 400 R6 Mutual Fund | Other securities | — | — | $1.0M | 3.0% | |
| Fidelity Government Market K6 Mutual Fund | Mutual Funds | — | — | $890K | 2.7% | |
| Fidelity Freedom 2055 K6 Mutual Fund | Mutual Funds | — | — | $842K | 2.5% | |
| Fidelity Freedom 2050 K6 Mutual Fund | Mutual Funds | — | — | $817K | 2.5% | |
| DFA Emerging Markets I Mutual Fund | Mutual Funds | — | — | $753K | 2.3% | |
| AF Europac Growth R6 Mutual Fund | Other securities | — | — | $743K | 2.2% | |
| DFA Emerging Market Small Cap I Mutual Fund | Mutual Funds | — | — | $408K | 1.2% | |
| Vang Explorer Adm Mutual Fund | Other securities | — | — | $389K | 1.2% | |
| Fidelity Extended Market Index Mutual Fund | Mutual Funds | — | — | $357K | 1.1% | |
| Self-Directed Brokerage Fund Self-Directed Brokerage Fund | Self-Directed Brokerage | — | — | $338K | 1.0% | |
| MFS Mid Cap Growth R6 Mutual Fund | Mutual Funds | — | — | $296K | 0.9% | |
| DFA US Target Value Mutual Fund | Mutual Funds | — | — | $281K | 0.8% | |
| AF Balanced R6 Mutual Fund | Other securities | — | — | $156K | 0.5% | |
| Fidelity Freedom 2065 K6 Mutual Fund | Mutual Funds | — | — | $119K | 0.4% | |
| Fidelity Freedom Income K6 Mutual Fund ** 204 * Participant Loans Participant loans with interest rates | Mutual Funds | — | — | $117K | 0.4% | |
| Fidelity Freedom 2060 K6 Mutual Fund | Mutual Funds | — | — | $90K | 0.3% | |
| PIF Smallcap S&P 600 R6 Mutual Fund | Other securities | — | — | $59K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
