LISA Dippel signed Posillico Civil, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Posillico Civil, Inc.'s EIN is 11-1529032.
Download the official 2024 Form 5500 (PDF) for Posillico Civil, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Posillico Civil, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
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 |
|---|---|---|---|---|---|
| AMPF HOLDING CORPORATION | 38-2722519 | — | INVESTMENT ADVISOR | $57K | — |
| LEAFHOUSE FINANCIAL ADVISORS LLC |
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 | Common Collective Trusts | — | — | $8.0M | 12.1% | |
| Common Collective Trusts AllianceBernstein AB Large Cap Growth Z | Common Collective Trusts | — | — | $7.0M | 10.6% | |
| AB US LG CP GR CIT W GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $7.0M | 10.6% | |
| Fidelity Freedom Index 2040 Fund Investor Class | Mutual Funds | — | — | $4.7M | 7.1% | |
| Fidelity Freedom Index 2035 Fund Investor Class | Mutual Funds | — | — | $4.6M | 7.0% | |
| Fidelity Freedom Index 2045 Fund Investor Class | Mutual Funds | — | — | $4.5M | 6.8% | |
| Fidelity Freedom Index 2055 Fund Investor Class | Mutual Funds | — | — | $4.3M | 6.5% | |
| Fidelity Freedom Index 2025 Fund Investor Class | Mutual Funds | — | — | $4.1M | 6.2% | |
| Fidelity Freedom Index 2050 Fund Investor Class | Mutual Funds | — | — | $3.0M | 4.5% | |
| Fidelity Freedom Index 2030 Fund Investor Class | Mutual Funds | — | — | $2.8M | 4.3% | |
| Vanguard Equity Income ADM | Mutual Funds | — | — | $2.6M | 3.9% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $2.1M | 3.1% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $1.5M | 2.3% | |
| Fidelity Brokeragelink Unit | Mutual Funds | — | — | $1.5M | 2.3% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $1.4M | 2.2% | |
| Fidelity Freedom Index 2060 Fund Investor Class | Mutual Funds | — | — | $1.4M | 2.2% | |
| Fidelity International Index | Mutual Funds | — | — | $1.4M | 2.1% | |
| Guaranteed Income Fund Prudential Guaranteed Income Fund | Other securities | — | — | $1.3M | 2.0% | |
| * Fidelity Brokeragelink Common Stock | Common Stocks | — | — | $1.3M | 1.9% | |
| MFS Investment Management MFS Total Return Bond Fund | Mutual Funds | — | — | $1.2M | 1.9% | |
| Fidelity Freedom Index 2020 Fund Investor Class | Mutual Funds | — | — | $823K | 1.2% | |
| Fidelity Freedom Index Income Fund | Mutual Funds | — | — | $766K | 1.2% | |
| Fidelity Brokeragelink Fidelity Fund | Mutual Funds | — | — | $666K | 1.0% | |
| Dimensional Fund Advisors DFA U, S. Small Cap Growth | Mutual Funds | — | — | $657K | 1.0% | |
| Victory Value I | Other securities | — | — | $568K | 0.9% | |
| Participant Loans Interest rates ranging from 4.25% to 10.50% - | Bonds / Notes | — | — | $479K | 0.7% | |
| Prudential PGIM High Yield Fund | Other securities | — | — | $466K | 0.7% | |
| Undiscovered Managers Undiscovered Managers Behavioral Value R6 | Other securities | — | — | $452K | 0.7% | |
| Dimensional Fund Advisors DFA Inflation-Protected Securities | Mutual Funds | — | — | $434K | 0.7% | |
| Dimensional Fund Advisors DFA Emergiing Markets | Mutual Funds | — | — | $417K | 0.6% | |
| Fidelity Government Money Market ** 4 Legg Mason Fund ClearBridge International Growth Fund Class A | Mutual Funds | — | — | $349K | 0.5% | |
| Fidelity Brokeragelink External Fund | Mutual Funds | — | — | $330K | 0.5% | |
| Fidelity Freedom Index 2015 Fund Investor Class | Mutual Funds | — | — | $190K | 0.3% | |
| Fidelity Freedom Index 2065 Fund Investor Class | Mutual Funds | — | — | $190K | 0.3% | |
| Pimco International Bond Fund | Mutual Funds | — | — | $179K | 0.3% | |
| Fidelity Freedom Index 2010 Fund Investor Class | Mutual Funds | — | — | $170K | 0.3% | |
| MID CAP GROWTH R1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $108K | 0.2% | |
| Fidelity Brokeragelink Cash | Mutual Funds | — | — | $22K | <0.1% | |
| Fidelity Freedom Index 2070 Fund Investor Class | Mutual Funds | — | — | $4K | <0.1% | |
| LA SM CP GR EQ II LH GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139856 / PN 634 | Common Collective Trust | — | — | $0 | <0.1% | |
| WA CORE PLUS BOND R1 GREAT GRAY TRUST COMPANY · EIN 82-4391232 / PN 374 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 26-4311657 |
| — |
| ADVISOR |
| $24K |
| — |
