James McInnis signed Consumer Direct Management Solutions' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Consumer Direct Management Solutions' EIN is 20-1378311.
Download the official 2024 Form 5500 (PDF) for Consumer Direct Management Solutions from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Consumer Direct Management Solutions' 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 | $31K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom 2050 K - | Mutual Funds | — | — | $1.6M | 15.2% | |
| Fidelity Freedom 2030 K - | Mutual Funds | — | — | $1.2M | 10.6% | |
| Fidelity Freedom 2045 K - | Mutual Funds | — | — | $1.0M | 9.3% | |
| Fidelity Freedom 2035 K - | Mutual Funds | — | — | $992K | 9.2% | |
| Fidelity Freedom 2055 K - | Mutual Funds | — | — | $903K | 8.4% | |
| Fidelity Freedom 2040 K - | Mutual Funds | — | — | $800K | 7.4% | |
| Fidelity 500 Index Fund - | Common Collective Trusts | — | — | $776K | 7.2% | |
| Fidelity Freedom 2060 K - | Mutual Funds | — | — | $620K | 5.7% | |
| Fidelity Blue Chip Growth - | Mutual Funds | — | — | $412K | 3.8% | |
| Fidelity Balanced - | Mutual Funds | — | — | $408K | 3.8% | |
| Fidelity Freedom 2025 K - | Mutual Funds | — | — | $316K | 2.9% | |
| Fidelity Freedom 2020 K - | Mutual Funds | — | — | $213K | 2.0% | |
| Fidelity Government Money Market - $ | Mutual Funds | — | — | $153K | 1.4% | |
| Fidelity Extended Market Index Fund - | Common Collective Trusts | — | — | $148K | 1.4% | |
| Fidelity Freedom 2065 K - | Mutual Funds | — | — | $141K | 1.3% | |
| Fidelity Small Cap Growth - | Mutual Funds | — | — | $128K | 1.2% | |
| Participant notes receivable Maturities of less than 10 years, secured by participant account balances, with interest rate of 7.25%. - | Bonds / Notes | — | — | $113K | 1.0% | |
| Fidelity Small Cap Value - | Mutual Funds | — | — | $107K | 1.0% | |
| Putnam Large Cap Value A - | Mutual Funds | — | — | $97K | 0.9% | |
| Fidelity Value - | Mutual Funds | — | — | $88K | 0.8% | |
| Morgan Stanley Institutional Fund Discovery A - | Other securities | — | — | $81K | 0.7% | |
| Fidelity Growth Discovery - | Mutual Funds | — | — | $80K | 0.7% | |
| Fidelity Stock Select Large Cap Value - | Mutual Funds | — | — | $75K | 0.7% | |
| Fidelity Emerging Markets - | Mutual Funds | — | — | $66K | 0.6% | |
| Fidelity Total Bond - | Mutual Funds | — | — | $62K | 0.6% | |
| PIMCO Total Return Adm - | Mutual Funds | — | — | $45K | 0.4% | |
| American Funds Washington Mutual Investor Fund R4 - | Mutual Funds | — | — | $43K | 0.4% | |
| Fidelity International Index - | Mutual Funds | — | — | $41K | 0.4% | |
| Fidelity Government Income - | Mutual Funds | — | — | $32K | 0.3% | |
| Fidelity International Discovery - | Mutual Funds | — | — | $24K | 0.2% | |
| Fidelity Freedom Income K - | Mutual Funds | — | — | $19K | 0.2% | |
| Fidelity Freedom 2010 K - | Mutual Funds | — | — | $15K | 0.1% | |
| Fidelity Freedom 2015 K - | Mutual Funds | — | — | $8K | <0.1% | |
| Columbia Small Cap Value II S - | Other securities | — | — | $8K | <0.1% | |
| Parnassus Mid Cap Fund - | Other securities | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
