Pauline Ashworth signed Preferred Mutual Insurance Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Preferred Mutual Insurance Company's EIN is 15-0420080.
Download the official 2024 Form 5500 (PDF) for Preferred Mutual Insurance Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Preferred Mutual Insurance Company'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $8K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Blend 2030 K6 | Mutual Funds | — | — | $4.8M | 9.8% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $4.7M | 9.6% | |
| Principal Life Insurance Company Guaranteed interest balanced contract | Common Stocks | — | — | $4.6M | 9.6% | |
| Fidelity Freedom Blend 2040 K6 | Mutual Funds | — | — | $4.2M | 8.8% | |
| Fidelity Freedom Blend 2035 K6 | Mutual Funds | — | — | $3.8M | 7.9% | |
| T. Rowe Price Large-Cap Growth I | Other securities | — | — | $3.4M | 7.0% | |
| American Funds American Mutual | Mutual Funds | — | — | $2.9M | 5.9% | |
| Fidelity Freedom Blend 2045 K6 | Mutual Funds | — | — | $2.7M | 5.7% | |
| Fidelity Freedom Blend 2025 K6 | Mutual Funds | — | — | $1.9M | 4.0% | |
| Fidelity Freedom Blend 2055 K6 | Mutual Funds | — | — | $1.8M | 3.8% | |
| Fidelity Freedom Blend 2050 K6 | Mutual Funds | — | — | $1.8M | 3.7% | |
| Fidelity International Cap Appreciation K6 | Mutual Funds | — | — | $1.5M | 3.2% | |
| Fidelity Total Bond K6 | Mutual Funds | — | — | $1.4M | 2.9% | |
| MFS Investment Management Mid Cap Growth R6 | Mutual Funds | — | — | $1.2M | 2.4% | |
| Fidelity Small Cap Growth K6 | Mutual Funds | — | — | $1.2M | 2.4% | |
| Allspring Global Investments Special Mid Cap Value R6 | Other securities | — | — | $1.0M | 2.1% | |
| Prudential Global Investment Management High Yield R6 | Other securities | — | — | $752K | 1.6% | |
| Participants loans (interest rates ranging from 4.26% to 9.50%, maturing through July 2042) | Bonds / Notes | — | — | $749K | 1.5% | |
| Allspring Global Investments Small Cap Value R6 | Other securities | — | — | $728K | 1.5% | |
| Fidelity Extended Market Index | Mutual Funds | — | — | $705K | 1.5% | |
| Principal Funds Small Cap R6 | Other securities | — | — | $642K | 1.3% | |
| Fidelity Freedom Blend 2060 K6 | Mutual Funds | — | — | $384K | 0.8% | |
| Fidelity Global Exchange U.S. Index | Mutual Funds | — | — | $380K | 0.8% | |
| JP Morgan Government Bond Fund R6 | U.S. Treasuries | — | — | $296K | 0.6% | |
| Fidelity U.S. Bond Index | Mutual Funds | — | — | $248K | 0.5% | |
| Fidelity Freedom Blend 2020 K6 | Mutual Funds | — | — | $221K | 0.5% | |
| Fidelity Freedom Blend 2065 K6 | Mutual Funds | — | — | $143K | 0.3% | |
| Fidelity Government Money Market K6 ** 6 * Fidelity Inflation-Protected Bond | Mutual Funds | — | — | $136K | 0.3% | |
| Fidelity Freedom Blend 2015 K6 | Mutual Funds | — | — | $72K | 0.1% | |
| Fidelity Freedom Blend 2010 K6 | Mutual Funds | — | — | $23K | <0.1% | |
| Fidelity Freedom Blend 2070 K6 ** 304 * Fidelity Freedom Blend Income K6 | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
