Miranda Phillip signed City Line Distributors, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
City Line Distributors, LLC's EIN is 06-1187952.
Download the official 2024 Form 5500 (PDF) for City Line Distributors, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)City Line Distributors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $8K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| State Street Equity 500 Index K N/A | Common Collective Trusts | — | — | $2.6M | 18.9% | |
| Fidelity Freedom Index 2035 Premier N/A | Mutual Funds | — | — | $1.7M | 11.9% | |
| Vanguard Mid Cap Index - Adm N/A | Mutual Funds | — | — | $1.2M | 8.9% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $1.1M | 7.8% | |
| American Funds Growth Fund of America R6 N/A | Mutual Funds | — | — | $784K | 5.6% | |
| Fidelity Freedom Index 2050 Premier N/A | Mutual Funds | — | — | $723K | 5.2% | |
| iShares MSCI Eafe Intl Index N/A | Other securities | — | — | $706K | 5.1% | |
| Vanguard Small Cap Index Admrl N/A | Mutual Funds | — | — | $535K | 3.8% | |
| Fidelity Freedom Index 2045 Premier N/A | Mutual Funds | — | — | $461K | 3.3% | |
| T. Rowe Price Overseas Stock N/A | Other securities | — | — | $418K | 3.0% | |
| Vanguard Intermediate Term Bon N/A | Mutual Funds | — | — | $377K | 2.7% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $317K | 2.3% | |
| Vanguard Emerging Markets Stock Index Fund N/A | Common Collective Trusts | — | — | $317K | 2.3% | |
| Fidelity Freedom Index 2040 Premier N/A | Mutual Funds | — | — | $302K | 2.2% | |
| Fidelity Freedom Index 2020 Premier N/A | Mutual Funds | — | — | $255K | 1.8% | |
| Black Rock High Yield Bond K N/A | Registered Investment Companies | — | — | $233K | 1.7% | |
| DFA Commodity Strat Port Inst N/A | Mutual Funds | — | — | $223K | 1.6% | |
| Fidelity Freedom Index 2025 Premier N/A | Mutual Funds | — | — | $210K | 1.5% | |
| JP Morgan Equity Income Fund R6 N/A | Other securities | — | — | $201K | 1.4% | |
| Principal Real Estate Securities R6 N/A | Other securities | — | — | $181K | 1.3% | |
| Participant Loans Rates Range from 4.25% to 9.5% -0- | Bonds / Notes | — | — | $174K | 1.3% | |
| Black Rock Total Return K N/A | Registered Investment Companies | — | — | $159K | 1.1% | |
| Fidelity Freedom Index 2055 Premier N/A | Mutual Funds | — | — | $158K | 1.1% | |
| T. Rowe Price Dividend Gr I N/A | Other securities | — | — | $133K | 1.0% | |
| Fidelity Freedom Index 2065 Premier N/A | Mutual Funds | — | — | $130K | 0.9% | |
| Janus Henderson Triton Fund N N/A | Mutual Funds | — | — | $117K | 0.8% | |
| Vanguard Small Cap Val Index Adm N/A | Mutual Funds | — | — | $92K | 0.7% | |
| Fidelity Freedom Index 2060 Premier N/A | Mutual Funds | — | — | $86K | 0.6% | |
| TIAA-CREF Small Cap Blend Index Inst N/A | Mutual Funds | — | — | $10K | <0.1% | |
| FID FREEDOM INDEX 2010 PREMIER | Registered Investment Companies | — | — | $3K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | Other securities | — | $3K | $3K | <0.1% | |
| Yes No Amount a | Other securities | — | — | $3K | <0.1% |
