Sean Maloney signed Inficon Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Inficon Inc.'s EIN is 16-1591542.
Download the official 2024 Form 5500 (PDF) for Inficon Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Inficon 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 |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $27K | — |
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 Growth Company Fund K Mutual Fund - 1,090,417 shares | Mutual Funds | — | — | $33.2M | 24.2% | |
| Fidelity 500 Index Fund Mutual Fund - 79,140 shares | Common Collective Trusts | — | — | $16.2M | 11.8% | |
| Fidelity Freedom 2050 Fund K6 Mutual Fund - 514,123 shares | Mutual Funds | — | — | $7.0M | 5.1% | |
| Fidelity Freedom 2030 Fund K6 Mutual Fund - 371,932 shares | Mutual Funds | — | — | $6.5M | 4.7% | |
| Fidelity Freedom 2035 Fund K6 Mutual Fund - 356,740 shares | Mutual Funds | — | — | $5.6M | 4.1% | |
| Putnam Large Cap Value Trust Class I Common/Collective Trust - 254,229 units | Common Collective Trusts | — | — | $5.5M | 4.0% | |
| PUTN LG CP VAL TR I PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $5.5M | 4.0% | |
| Fidelity Mid Cap Index Fund Mutual Fund - 150,868 shares | Common Collective Trusts | — | — | $5.1M | 3.7% | |
| Dodge & Cox Income Fund Class X Mutual Fund - 402,799 shares | Mutual Funds | — | — | $5.0M | 3.6% | |
| Fidelity Managed Income Portfolio Common/Collective Trust - 4,747,688 units | Common Collective Trusts | — | — | $4.7M | 3.5% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $4.5M | 3.3% | |
| Fidelity Value Fund K Mutual Fund - 302,511 shares | Mutual Funds | — | — | $4.1M | 3.0% | |
| Fidelity Freedom 2045 Fund K6 Mutual Fund - 305,121 shares | Mutual Funds | — | — | $4.1M | 3.0% | |
| Fidelity Puritan Fund K Mutual Fund - 163,693 shares | Mutual Funds | — | — | $4.1M | 3.0% | |
| Fidelity Freedom 2070 Fund K6 Mutual Fund - 84 shares 858 * Fidelity US Bond Index Fund Mutual Fund - 396,383 shares | Common Collective Trusts | — | — | $4.1M | 3.0% | |
| Fidelity Freedom 2055 Fund K6 Mutual Fund - 251,502 shares | Mutual Funds | — | — | $4.0M | 2.9% | |
| Fidelity Freedom 2025 Fund K6 Mutual Fund - 290,993 shares | Mutual Funds | — | — | $3.9M | 2.9% | |
| Fidelity Diversified International Fund K6 Mutual Fund - 221,435 shares | Mutual Funds | — | — | $3.1M | 2.3% | |
| Fidelity International Index Fund Mutual Fund - 64,201 shares | Common Collective Trusts | — | — | $3.1M | 2.2% | |
| Fidelity Freedom 2040 Fund K6 Mutual Fund - 257,175 shares | Mutual Funds | — | — | $3.0M | 2.2% | |
| Fidelity Freedom 2060 Fund K6 Mutual Fund - 185,198 shares | Mutual Funds | — | — | $2.7M | 2.0% | |
| Fidelity Freedom 2020 Fund K6 Mutual Fund - 160,752 shares | Mutual Funds | — | — | $2.3M | 1.7% | |
| Fidelity Small Cap Index Fund Mutual Fund - 63,879 shares | Common Collective Trusts | — | — | $1.8M | 1.3% | |
| Janus Triton Fund N Mutual Fund - 52,174 shares | Mutual Funds | — | — | $1.4M | 1.0% | |
| Fidelity Small Cap Discovery Fund Mutual Fund - 54,010 shares | Mutual Funds | — | — | $1.3M | 1.0% | |
| Fidelity Freedom 2065 Fund K6 Mutual Fund - 95,962 shares | Mutual Funds | — | — | $1.3M | 0.9% | |
| Invecso EQV Emerging Markets All Cap R6 Mutual Fund - 32,721 shares | Other securities | — | — | $1.1M | 0.8% | |
| Fidelity Freedom Income Fund K6 Mutual Fund - 99,271 shares | Mutual Funds | — | — | $1.0M | 0.8% | |
| Fidelity Real Estate Investment Fund Mutual Fund - 21,451 shares | Mutual Funds | — | — | $828K | 0.6% | |
| ABF Small Cap Value Fund Mutual Fund - 29,253 shares | Other securities | — | — | $721K | 0.5% | |
| Notes receivable from participants Notes receivable maturing at dates through 2033, with interest rates ranging from 3.75% to 10.25% - | Bonds / Notes | — | — | $552K | 0.4% | |
| Fidelity Freedom 2010 Fund K6 Mutual Fund - 6,381 shares | Mutual Funds | — | — | $88K | <0.1% | |
| Fidelity Freedom 2015 Fund K6 Mutual Fund - 4,758 shares | Mutual Funds | — | — | $54K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
