Taylor Morgan signed Constant Contact, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Constant Contact, Inc.'s EIN is 04-3285398.
Download the official 2024 Form 5500 (PDF) for Constant Contact, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Constant Contact, 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 | $77K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENTS LLC | 30-0282430 | — | INVESTMENT ADVISOR | $13K | — |
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 " | Common Collective Trusts | — | — | $17.7M | 15.1% | |
| JPMCB SR PB 2050 CF JP MORGAN CHASE BANK, N.A. · EIN 26-1165477 / PN 001 | Common Collective Trust | — | — | $14.4M | 12.3% | |
| JPMCB SR PB 2045 CF JP MORGAN CHASE BANK, N.A. · EIN 26-1165449 / PN 001 | Common Collective Trust | — | — | $10.9M | 9.4% | |
| JPMCB SR PB 2040 CF JP MORGAN CHASE BANK, N.A. · EIN 26-1165392 / PN 001 | Common Collective Trust | — | — | $10.6M | 9.0% | |
| JPMCB SR PB 2055 CF JP MORGAN CHASE BANK, N.A. · EIN 45-5590883 / PN 001 | Common Collective Trust | — | — | $8.8M | 7.6% | |
| JPMCB SR PB 2035 CF JP MORGAN CHASE BANK, N.A. · EIN 26-1165348 / PN 001 | Common Collective Trust | — | — | $7.7M | 6.6% | |
| Fidelity Contrafund Class K6 " | Mutual Funds | — | — | $6.4M | 5.5% | |
| JPMCB SR PB 2060 CF JPMORGAN CHASE BANK, N.A. · EIN 81-3239155 / PN 001 | Common Collective Trust | — | — | $4.9M | 4.2% | |
| JPMCB SR PB 2030 CF JP MORGAN CHASE BANK, N.A. · EIN 26-1165198 / PN 001 | Common Collective Trust | — | — | $4.8M | 4.1% | |
| MFS GROWTH EQUITY 2W GREAT GRAY TRUST COMPANY · EIN 38-4126293 / PN 596 | Common Collective Trust | — | — | $3.8M | 3.3% | |
| Eaton Vance Atlanta Capital SMID-Cap Fund Class R6 " | Other securities | — | — | $3.3M | 2.9% | |
| JPMCB SR PB 2025 CF JP MORGAN CHASE BANK, N.A. · EIN 26-1165154 / PN 001 | Common Collective Trust | — | — | $3.1M | 2.7% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $3.0M | 2.5% | |
| Fidelity Extended Market Index Fund " | Common Collective Trusts | — | — | $2.6M | 2.2% | |
| Fidelity International Index Fund " | Common Collective Trusts | — | — | $2.3M | 1.9% | |
| METWEST TL RTN BD Z1 TCW MULTIPLE INVESTMENT TRUST · EIN 26-3015340 / PN 030 | Common Collective Trust | — | — | $1.6M | 1.4% | |
| Westfield Small/Mid Cap Growth Equity CIT Class D " | Common Collective Trusts | — | — | $1.6M | 1.4% | |
| WFLD SMMD CP GR EQ D COMERICA BANK & TRUST, N.A. · EIN 82-6648070 / PN 001 | Common Collective Trust | — | — | $1.6M | 1.4% | |
| JP Morgan U.S. Equity Fund Class R6 " | Other securities | — | — | $1.4M | 1.2% | |
| American Funds EuroPacific Growth Fund Class R6 " | Mutual Funds | — | — | $1.4M | 1.2% | |
| Fidelity Low-Priced Stock K6 " | Mutual Funds | — | — | $1.3M | 1.1% | |
| MFS Value Fund Class R6 " | Mutual Funds | — | — | $1.0M | 0.9% | |
| Fidelity U.S. Bond Index Fund " | Common Collective Trusts | — | — | $867K | 0.7% | |
| JPMCB SR PB INC CF JP MORGAN CHASE BANK, N.A. · EIN 26-1164871 / PN 001 | Common Collective Trust | — | — | $706K | 0.6% | |
| MassMutual High Yield Fund Mutual fund | Other securities | — | — | $692K | 0.6% | |
| JPMCB SR PB 2020 CF JP MORGAN CHASE BANK, N.A. · EIN 26-1165037 / PN 001 | Common Collective Trust | — | — | $668K | 0.6% | |
| Victory Integrity Small Mid Cap Value Fund Class R6 " | Other securities | — | — | $348K | 0.3% | |
| JPMCB SR PB 2065 CF JPMORGAN CHASE BANK, N.A · EIN 92-0285683 / PN 001 | Common Collective Trust | — | — | $92 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
