Ronan Kelly signed Fircroft, Inc.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Fircroft, Inc.'s EIN is 20-1098928.
Download the official 2022 Form 5500 (PDF) for Fircroft, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Fircroft, Inc.'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 |
|---|---|---|---|---|---|
| CHARLES SCHWAB BANK | 82-3967259 | — | CUSTODIAN | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOK FINANCIAL ASSET MGMT, INC. | 74-2009441 | — | TPA | $83K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 index Fund Mutual Funds | Common Collective Trusts | — | — | $2.1M | 19.5% | |
| Vanguard Life Strategy Moderate Growth Fund Mutual Funds | Mutual Funds | — | — | $1.5M | 14.0% | |
| Cohen & Steers Instul Realty Shares Mutual Funds | Other securities | — | — | $1.2M | 11.2% | |
| T Rowe Price Blue Chip Growth Mutual Funds | Mutual Funds | — | — | $611K | 5.7% | |
| Vanguard ST Investment Growth Mutual Funds ** 28 * Charles Schwab Money Market Mutual Funds | Mutual Funds | — | — | $604K | 5.6% | |
| T Rowe Price New Horizon Fund I Mutual Funds | Mutual Funds | — | — | $482K | 4.5% | |
| American Funds Target Date 2025 R6 Mutual Funds | Mutual Funds | — | — | $370K | 3.5% | |
| American Funds Target Date 2040 R6 Mutual Funds | Mutual Funds | — | — | $366K | 3.4% | |
| Mass Mutual Select Mid Cap Growth Mutual Funds | Other securities | — | — | $341K | 3.2% | |
| Vanguard Life Strategy Growth Fund Mutual Funds | Mutual Funds | — | — | $310K | 2.9% | |
| American Funds American Balanced Mutual Funds | Mutual Funds | — | — | $307K | 2.9% | |
| American Funds Target Date 2030 R6 Mutual Funds | Mutual Funds | — | — | $288K | 2.7% | |
| Vanguard Equity Income Admiral Fund Mutual Funds | Mutual Funds | — | — | $207K | 1.9% | |
| American Funds Target Date 2050 R6 Mutual Funds | Mutual Funds | — | — | $190K | 1.8% | |
| Vanguard Life Strategy Conservative Growth Mutual Funds | Mutual Funds | — | — | $188K | 1.8% | |
| Invesco Oppenheimer Developing Markets Mutual Funds | Mutual Funds | — | — | $172K | 1.6% | |
| American Funds EuroPacific Growth Mutual Funds | Mutual Funds | — | — | $161K | 1.5% | |
| American Funds Target Date 2015 R6 Mutual Funds | Mutual Funds | — | — | $158K | 1.5% | |
| Fidelity Advisors Small Cap Value Mutual Funds | Mutual Funds | — | — | $158K | 1.5% | |
| Fidelity Mid Cap Index Mutual Funds | Mutual Funds | — | — | $154K | 1.4% | |
| First Eagle Sogen Global Fund Mutual Funds | Other securities | — | — | $136K | 1.3% | |
| American Funds Target Date 2045 R6 Mutual Funds | Mutual Funds | — | — | $130K | 1.2% | |
| American Funds Target Date 2055 R6 Mutual Funds | Mutual Funds | — | — | $122K | 1.1% | |
| Dodge & Cox Income Fund Mutual Funds | Mutual Funds | — | — | $102K | 1.0% | |
| American Funds Growth Fund of America R6 Mutual Funds | Mutual Funds | — | — | $100K | 0.9% | |
| American Funds Target Date 2035 R6 Mutual Funds | Mutual Funds | — | — | $76K | 0.7% | |
| Participant Loans Participant Loans (3.25%-5.00%) | Bonds / Notes | — | — | $61K | 0.6% | |
| Metropolitan West Total Return Bond Mutual Funds | Other securities | — | — | $31K | 0.3% | |
| Federated Hermes Govt Ultra Mutual Funds | Other securities | — | — | $25K | 0.2% | |
| Vanguard Life Strategy Income Fund Mutual Funds | Mutual Funds | — | — | $19K | 0.2% | |
| American Funds Target Date 2020 R6 Mutual Funds | Mutual Funds | — | — | $18K | 0.2% | |
| American Funds Target Date 2060 R6 Mutual Funds | Mutual Funds | — | — | $16K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
