Patricia Kellner signed North American Roofing Services' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
North American Roofing Services' EIN is 13-3724765.
Download the official 2024 Form 5500 (PDF) for North American Roofing Services from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)North American Roofing Services' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH INC | 93-0987232 | — | ADVISOR | $19K | — |
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 Management Trust Company Fidelity Freedom 2035 Fund | Mutual Funds | — | — | $756K | 14.2% | |
| Fidelity Management Trust Company Fidelity 500 Index | Common Collective Trusts | — | — | $579K | 10.9% | |
| Fidelity Management Trust Company Large Cap Growth Fund II Class R1 | Mutual Funds | — | — | $451K | 8.5% | |
| STABLE VALUE FUND R1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $394K | 7.4% | |
| Fidelity Management Trust Company Fidelity Freedom 2045 Fund | Mutual Funds | — | — | $384K | 7.2% | |
| Fidelity Management Trust Company Fidelity Freedom 2055 Fund | Mutual Funds | — | — | $361K | 6.8% | |
| Fidelity Management Trust Company Fidelity Freedom 2040 Fund | Mutual Funds | — | — | $315K | 5.9% | |
| Fidelity Management Trust Company Fidelity Freedom 2050 Fund | Mutual Funds | — | — | $265K | 5.0% | |
| Fidelity Management Trust Company Fidelity Government Money Market Fund | Mutual Funds | — | — | $233K | 4.4% | |
| Fidelity Management Trust Company Fidelity Freedom 2030 Fund | Mutual Funds | — | — | $230K | 4.3% | |
| Fidelity Management Trust Company Fidelity Freedom 2015 Fund | Mutual Funds | — | — | $207K | 3.9% | |
| Fidelity Management Trust Company Fidelity Freedom Index Income Fund 196 * Fidelity Management Trust Company Fidelity Growth Strategies K6 Fund | Mutual Funds | — | — | $138K | 2.6% | |
| Fidelity Management Trust Company American Century Small Cap Growth R6 | Mutual Funds | — | — | $133K | 2.5% | |
| Fidelity Management Trust Company Fidelity Freedom 2020 Fund | Mutual Funds | — | — | $125K | 2.4% | |
| Fidelity Management Trust Company Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $125K | 2.3% | |
| Fidelity Management Trust Company Fidelity Freedom 2060 Fund | Mutual Funds | — | — | $110K | 2.1% | |
| Fidelity Management Trust Company International Growth Fund II Class R1 | Mutual Funds | — | — | $92K | 1.7% | |
| Fidelity Management Trust Company Small Cap Value Fund III R1 | Mutual Funds | — | — | $87K | 1.6% | |
| Fidelity Management Trust Company Fidelity International Index Fund | Common Collective Trusts | — | — | $70K | 1.3% | |
| Fidelity Management Trust Company Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $53K | 1.0% | |
| Fidelity Management Trust Company Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $53K | 1.0% | |
| Fidelity Management Trust Company American Funds Bond Fund of Amer R6 | Mutual Funds | — | — | $50K | 0.9% | |
| Fidelity Management Trust Company Fidelity Freedom 2065 Fund | Mutual Funds | — | — | $37K | 0.7% | |
| Fidelity Management Trust Company Fidelity Freedom 2025 Fund | Mutual Funds | — | — | $27K | 0.5% | |
| Fidelity Management Trust Company Emerging Markets Fund II R1 | Mutual Funds | — | — | $14K | 0.3% | |
| Fidelity Management Trust Company Large Cap Value Fund III R1 | Mutual Funds | — | — | $13K | 0.2% | |
| Fidelity Management Trust Company Victory Sycamore Established Value Fund Class I | Mutual Funds | — | — | $11K | 0.2% | |
| Fidelity Management Trust Company PIMCO Income Fund Insti Class | Mutual Funds | — | — | $3K | <0.1% | |
| GALLIARD STBLE RTN M WELLS FARGO BANK, N.A. · EIN 94-6751924 / PN 001 | 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.
