Laura Brumit signed Azelis Americas, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Azelis Americas, LLC's EIN is 04-3451988.
Download the official 2024 Form 5500 (PDF) for Azelis Americas, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Azelis Americas, LLC'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 | $67K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $17K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Contrafund K6 " | Mutual Funds | — | — | $11.4M | 12.4% | |
| Fidelity 500 Index Fund " | Common Collective Trusts | — | — | $11.4M | 12.3% | |
| Fidelity Freedom 2035 Fund " | Mutual Funds | — | — | $8.7M | 9.5% | |
| Fidelity Freedom 2040 Fund " | Mutual Funds | — | — | $6.4M | 7.0% | |
| Fidelity Freedom 2050 Fund " | Mutual Funds | — | — | $4.9M | 5.3% | |
| Fidelity Government Money Market Fund " | Mutual Funds | — | — | $4.6M | 5.0% | |
| Fidelity Freedom 2045 Fund " | Mutual Funds | — | — | $4.4M | 4.7% | |
| Fidelity Freedom 2025 Fund " | Mutual Funds | — | — | $4.2M | 4.6% | |
| Fidelity Total Bond Fund " | Mutual Funds | — | — | $4.2M | 4.6% | |
| Fidelity Freedom 2055 Fund " | Mutual Funds | — | — | $4.2M | 4.6% | |
| Fidelity Freedom 2030 Fund " | Mutual Funds | — | — | $3.6M | 3.9% | |
| Diamond Hill Large Cap Fund Class Y " | Other securities | — | — | $3.3M | 3.6% | |
| Fidelity International Discovery K6 Fund " | Mutual Funds | — | — | $3.2M | 3.5% | |
| Janus Henderson Enterprise Fund Class N " | Mutual Funds | — | — | $3.1M | 3.3% | |
| Fidelity International Index Fund " | Common Collective Trusts | — | — | $2.0M | 2.1% | |
| Fidelity Freedom 2060 Fund " | Mutual Funds | — | — | $1.8M | 1.9% | |
| Virtus Ceredex Mid Cap Value Equity Fund Class R6 " | Other securities | — | — | $1.7M | 1.9% | |
| Loomis Sayles Small Cap Growth Fund Mutual fund | Other securities | — | — | $1.6M | 1.8% | |
| Fidelity Extended Market Index Fund " | Common Collective Trusts | — | — | $1.5M | 1.7% | |
| PIMCO RAE US Small Instl " | Mutual Funds | — | — | $1.2M | 1.3% | |
| MELLON STABLE VAL M THE BANK OF NEW YORK MELLON · EIN 11-3152987 / PN 000 | Common Collective Trust | — | — | $1.0M | 1.1% | |
| Participant Loans (4.25% - 9.50%) - | Bonds / Notes | — | — | $1.0M | 1.1% | |
| Fidelity U.S. Bond Index Fund " | Common Collective Trusts | — | — | $982K | 1.1% | |
| Fidelity Emerging Markets Index Fund " | Common Collective Trusts | — | — | $934K | 1.0% | |
| Fidelity Freedom 2065 Fund " | Mutual Funds | — | — | $393K | 0.4% | |
| Fidelity Freedom 2020 Fund " | Mutual Funds | — | — | $169K | 0.2% | |
| Fidelity Freedom Income Fund " | Mutual Funds | — | — | $120K | 0.1% | |
| Fidelity Freedom 2015 Fund " | Mutual Funds | — | — | $6K | <0.1% | |
| Fidelity Freedom 2010 Fund " | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
