Camilo Lopez signed Breitling USA, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Breitling USA, Inc.'s EIN is 06-1275901.
Download the official 2024 Form 5500 (PDF) for Breitling USA, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Breitling USA, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
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 | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | ADVISOR | $35K | — |
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 Blend - Class K6 210,139 | Mutual Funds | — | — | $2.5M | 15.4% | |
| Fidelity Freedom 2030 Blend - Class K6 216,441 | Mutual Funds | — | — | $2.4M | 15.0% | |
| Fidelity Freedom 2045 Blend - Class K6 171,779 | Mutual Funds | — | — | $2.2M | 13.3% | |
| Fidelity Freedom 2040 Blend - Class K6 115,907 | Mutual Funds | — | — | $1.4M | 8.9% | |
| Fidelity 500 Index Fund 6,443 | Common Collective Trusts | — | — | $1.3M | 8.1% | |
| Fidelity Freedom 2050 Blend - Class K6 94,939 | Mutual Funds | — | — | $1.2M | 7.4% | |
| Fidelity Freedom 2055 Blend - Class K6 57,758 | Mutual Funds | — | — | $731K | 4.5% | |
| JPMorgan Large Cap Growth Fund Class R6 6,239 | Other securities | — | — | $522K | 3.2% | |
| Fidelity Mid Cap Index Fund 13,153 | Common Collective Trusts | — | — | $444K | 2.7% | |
| Fidelity Freedom 2025 Blend - Class K6 39,935 | Mutual Funds | — | — | $437K | 2.7% | |
| Fidelity Total Market Index Fund 2,308 | Common Collective Trusts | — | — | $372K | 2.3% | |
| Fidelity Freedom 2060 Blend - Class K6 24,439 | Mutual Funds | — | — | $312K | 1.9% | |
| Fidelity Freedom 2020 Blend - Class K6 27,920 | Mutual Funds | — | — | $295K | 1.8% | |
| Fidelity Small Cap Stock Fund 9,425 | Mutual Funds | — | — | $261K | 1.6% | |
| Fidelity Freedom 2070 Blend - Class K6 35 ** 358 * Fidelity Freedom Blend - Class K6 71 ** 696 * Fidelity International Index Fund 5,448 | Common Collective Trusts | — | — | $259K | 1.6% | |
| Fidelity Freedom 2065 Blend - Class K6 18,997 | Mutual Funds | — | — | $251K | 1.5% | |
| Participant loans 4.25 - 9.50 % - | Bonds / Notes | — | — | $210K | 1.3% | |
| Fidelity Large Cap Value Index Fund 10,462 | Common Collective Trusts | — | — | $190K | 1.2% | |
| Fidelity Government Cash Reserves 169,646 | Mutual Funds | — | — | $170K | 1.0% | |
| Janus Henderson Enterprise Fund Class N 1,084 | Mutual Funds | — | — | $156K | 1.0% | |
| Fidelity Freedom 2015 Blend - Class K6 13,273 | Mutual Funds | — | — | $135K | 0.8% | |
| Fidelity Emerging Markets Index Fund 12,525 | Common Collective Trusts | — | — | $131K | 0.8% | |
| MFS Mid Cap Value Fund Class R6 3,976 | Mutual Funds | — | — | $126K | 0.8% | |
| Fidelity Small Cap Growth Fund - Class Z 1,599 | Mutual Funds | — | — | $54K | 0.3% | |
| PIMCO Real Return Fund Institutional Class 4,340 | Mutual Funds | — | — | $43K | 0.3% | |
| Fidelity Advisor Total Bond Fund - Class Z 3,542 | Mutual Funds | — | — | $33K | 0.2% | |
| FA STABLE VALUE III FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $24K | 0.1% | |
| Fidelity U.S. Bond Index Fund - Premium Class 1,434 | Common Collective Trusts | — | — | $15K | <0.1% | |
| Allspring Special Small Cap Value Fund - Class R6 148 | Other securities | — | — | $6K | <0.1% | |
| Fidelity Advisor Diversified International Fund - Class Z 222 | Mutual Funds | — | — | $6K | <0.1% | |
| Allspring Special Mid Cap Value Fund - Class R6 109 | Other securities | — | — | $5K | <0.1% | |
| BlackRock Strategic Global Bond Fund - Class K 843 | Other securities | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
