Commercial Holdings, LLC's EIN is 04-3743756.
Download the official 2024 Form 5500 (PDF) for Commercial Holdings, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Commercial Holdings, 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 | $4K | — |
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 | |||||
|---|---|---|---|---|---|---|
| T Rowe Price TRP Retire 2030 I | Mutual Funds | — | — | $29K | 49.0% | |
| T Rowe Price TRP Retire 2005 I | Mutual Funds | — | — | $27K | 45.0% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $2K | 3.2% | |
| T Rowe Price TRP Retire 2025 I | Mutual Funds | — | — | $2K | 2.8% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
