Sherry Rodriguez signed Emerald X, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Emerald X, LLC's EIN is 13-3754838.
Download the official 2024 Form 5500 (PDF) for Emerald X, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Emerald X, 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 | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $33K | — |
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 FID 500 INDEX | Common Collective Trusts | — | — | $9.8M | 10.5% | |
| Fidelity FID GROWTH CO K | Mutual Funds | — | — | $8.7M | 9.3% | |
| Fidelity FID FDM IDX 2035 IPR | Common Collective Trusts | — | — | $7.4M | 8.0% | |
| Fidelity FID FDM IDX 2040 IPR | Common Collective Trusts | — | — | $6.9M | 7.5% | |
| Fidelity FID FDM IDX 2045 IPR | Common Collective Trusts | — | — | $6.7M | 7.2% | |
| Fidelity FID FDM IDX 2030 IPR | Common Collective Trusts | — | — | $6.1M | 6.6% | |
| Fidelity FID FDM IDX 2050 IPR | Common Collective Trusts | — | — | $5.7M | 6.1% | |
| T. Rowe Price TRP BLUE CHIP GRTH | Other securities | — | — | $5.3M | 5.7% | |
| Fidelity FID FDM IDX 2025 IPR | Common Collective Trusts | — | — | $5.0M | 5.4% | |
| Fidelity FID FDM IDX 2055 IPR | Common Collective Trusts | — | — | $4.2M | 4.5% | |
| Putnam PUTN LG CAP VAL R6 | Mutual Funds | — | — | $3.5M | 3.7% | |
| Fidelity MIP CL 1 | Mutual Funds | — | — | $3.1M | 3.3% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $2.9M | 3.1% | |
| Fidelity FID INTL INDEX | Mutual Funds | — | — | $2.4M | 2.6% | |
| PIMCO PIM TOTAL RT INST | Mutual Funds | — | — | $2.4M | 2.5% | |
| Fidelity FID FDM IDX 2060 IPR | Common Collective Trusts | — | — | $2.1M | 2.3% | |
| Federated Hermes FH UST CASH RSV IS | Cash / Money Market | — | — | $2.0M | 2.1% | |
| INV * Fidelity FID DIVERSIFD INTL K | Mutual Funds | — | — | $1.7M | 1.8% | |
| Fidelity FID FDM IDX 2020 IPR | Common Collective Trusts | — | — | $1.6M | 1.7% | |
| DFA EMRG MKT CORE | Mutual Funds | — | — | $1.2M | 1.3% | |
| Vanguard VANG TOT BD MKT ADM | Mutual Funds | — | — | $1.2M | 1.3% | |
| Hartford HRTFRD MIDCAP HLS IA | Other securities | — | — | $1.0M | 1.1% | |
| Fidelity FID EXTD MKT IDX | Common Collective Trusts | — | — | $903K | 1.0% | |
| EQ MGL MID CP GR I | Other securities | — | — | $847K | 0.9% | |
| Conestoga SM CAP | Other securities | — | — | $746K | 0.8% | |
| Fidelity FID FDM IDX INC IPR | Common Collective Trusts | — | — | $681K | 0.7% | |
| Participant Loans Interest rates ranging from $0 | Participant loans | — | — | $582K | 0.6% | |
| American Beacon ABF SM CAP VAL R5 | Other securities | — | — | $536K | 0.6% | |
| Fidelity FID FDM IDX 2065 IPR | Common Collective Trusts | — | — | $411K | 0.4% | |
| PIMCO PIM REAL RETURN INST | Mutual Funds | — | — | $386K | 0.4% | |
| Northern Trust NTN GLB STNBLTY IDX | Common Collective Trusts | — | — | $255K | 0.3% | |
| Fidelity FID FDM IDX 2005 IPR ** - * Fidelity FID FDM IDX 2010 IPR | Common Collective Trusts | — | — | $15K | <0.1% | |
| Fidelity FID FDM IDX 2015 IPR | Common Collective Trusts | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENTS LLC | 30-0282430 | — | PLAN SPONSOR | $40K | — |
