Don Klumb signed Firemon, LLC.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Firemon, LLC.'s EIN is 20-0351769.
Download the official 2024 Form 5500 (PDF) for Firemon, LLC. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Firemon, LLC.'s plan includes a default investment (QDIA), ERISA 404(c) participant direction, a 401(k) feature, 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 | $39K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | 43-1451524 | — | ADVISOR | $55K | — |
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 Mutual Fund | Common Collective Trusts | — | — | $4.7M | 17.9% | |
| Fidelity Freedom Index 2045 Fund Mutual Fund | Mutual Funds | — | — | $2.7M | 10.1% | |
| Fidelity Freedom Index 2050 Fund Mutual Fund | Mutual Funds | — | — | $2.6M | 10.0% | |
| Fidelity Freedom Index 2040 Fund Mutual Fund | Mutual Funds | — | — | $2.1M | 7.9% | |
| LRG CAP GRTH III R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $1.7M | 6.5% | |
| Fidelity Freedom Index 2055 Fund Mutual Fund | Mutual Funds | — | — | $1.6M | 5.9% | |
| Fidelity Freedom Index 2035 Fund Mutual Fund | Mutual Funds | — | — | $1.4M | 5.3% | |
| Fidelity Freedom Index 2025 Fund Mutual Fund | Mutual Funds | — | — | $1.0M | 3.9% | |
| Fidelity Government Money Market Fund Money Market Fund | Mutual Funds | — | — | $968K | 3.7% | |
| Fidelity Freedom Index 2060 Fund Mutual Fund | Mutual Funds | — | — | $894K | 3.4% | |
| Fidelity Small Cap Growth Fund K6 Mutual Fund | Mutual Funds | — | — | $823K | 3.1% | |
| Fidelity Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $703K | 2.7% | |
| MFS International Diversification Fund Class R6 Mutual Fund | Mutual Funds | — | — | $626K | 2.4% | |
| Victory Sycamore Established Value Fund Class Mutual Fund | Other securities | — | — | $596K | 2.3% | |
| CT STABLE INC I-0 AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 060 | Common Collective Trust | — | — | $482K | 1.8% | |
| JPMorgan Equity Income Fund R6 Mutual Fund | Other securities | — | — | $432K | 1.6% | |
| PIMCO Income Fund Institutional Class Mutual Fund | Mutual Funds | — | — | $388K | 1.5% | |
| Blackrock Russell 200 Index Common Collective Trust | Common Collective Trusts | — | — | $382K | 1.4% | |
| BLKRK R2000 IDX R GREAT GRAY TRUST COMPANY · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $382K | 1.4% | |
| Fidelity Freedom Index 2015 Fund Mutual Fund 485 * Fidelity Freedom Index 2020 Fund Mutual Fund | Mutual Funds | — | — | $347K | 1.3% | |
| Fidelity Freedom Index 2030 Fund Mutual Fund | Mutual Funds | — | — | $338K | 1.3% | |
| EAGLE MID CAP GR 2 ALTA TRUST COMPANY · EIN 83-0524193 / PN 001 | Common Collective Trust | — | — | $335K | 1.3% | |
| Undiscovered Managers Behavioral Value R6 Mutual Fund | Other securities | — | — | $317K | 1.2% | |
| JPMorgan Core Bond Fund Class R6 Mutual Fund | Other securities | — | — | $280K | 1.1% | |
| Fidelity Freedom Index 2065 Fund Mutual Fund | Mutual Funds | — | — | $147K | 0.6% | |
| Fidelity Freedom Index Income Fund Mutual Fund | Mutual Funds | — | — | $94K | 0.4% | |
| Lord Abbett Short Duration Income Fund Class Mutual Fund | Mutual Funds | — | — | $77K | 0.3% | |
| Fidelity Freedom Index 2010 Fund Mutual Fund | Mutual Funds | — | — | $72K | 0.3% | |
| C&S US REALTY A SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $59K | 0.2% | |
| Janus Balanced Fund Class T Mutual Fund | Mutual Funds | — | — | $55K | 0.2% | |
| BNYM Global Fixed Income Fund I Mutual Fund | Other securities | — | — | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
