LISA Aldorasi signed Commercial Credit Group Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Commercial Credit Group Inc.'s EIN is 20-1409176.
Download the official 2024 Form 5500 (PDF) for Commercial Credit Group Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Commercial Credit Group Inc.'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 |
|---|---|---|---|---|---|
| JPMORGAN INVEST HOLDINGS LLC | 13-2624428 | — | RECORDKEEPER | $1K | — |
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 | Common Collective Trusts | — | — | $4.4M | 12.5% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | — | $4.2M | 12.1% | |
| STATE ST TARGET RET 2035 SL CL VI STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 001 | Common Collective Trust | — | — | $3.8M | 11.0% | |
| STATE ST TARGET RET 2030 SL CL VI STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 001 | Common Collective Trust | — | — | $2.6M | 7.6% | |
| JPMorgan Us Equity R6 | Other securities | — | — | $1.8M | 5.1% | |
| STATE ST TARGET RET 2045 SL CL VI STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 001 | Common Collective Trust | — | — | $1.7M | 4.9% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $1.6M | 4.4% | |
| GALLIARD STABLE RETURN FUND C WELLS FARGO MUTUAL FUNDS · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $1.4M | 3.9% | |
| American Funds American Balanced R6 | Mutual Funds | — | — | $1.4M | 3.9% | |
| STATE ST TARGET RET 2020 SL CL VI STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 001 | Common Collective Trust | — | — | $1.3M | 3.8% | |
| STATE ST TARGET RET 2040 SL CL VI STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 001 | Common Collective Trust | — | — | $1.2M | 3.4% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $1.1M | 3.1% | |
| STATE ST TARGET RET 2025 SL CL VI STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 001 | Common Collective Trust | — | — | $956K | 2.7% | |
| Various Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $932K | 2.7% | |
| MFS Intl Diversification R6 | Mutual Funds | — | — | $875K | 2.5% | |
| American Funds New Perspective R6 | Mutual Funds | — | — | $843K | 2.4% | |
| STATE ST TARGET RET 2055 SL CL VI STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 001 | Common Collective Trust | — | — | $791K | 2.3% | |
| American Funds New World R6 | Mutual Funds | — | — | $788K | 2.3% | |
| Fidelity Large Cap Growth Index | Mutual Funds | — | — | $711K | 2.0% | |
| Blackrock High Yield Portfolio K | Other securities | — | — | $655K | 1.9% | |
| STATE ST TARGET RET 2060 SL CL VI STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 001 | Common Collective Trust | — | — | $576K | 1.6% | |
| STATE ST TARGET RET 2050 SL CL VI STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 001 | Common Collective Trust | — | — | $493K | 1.4% | |
| Participants Participant Loans Rates from 4.25% - 9.50% - | Bonds / Notes | — | — | $388K | 1.1% | |
| JPMorgan Core Plus Bond R6 | Other securities | — | — | $315K | 0.9% | |
| STATE ST TARGET RET INCOME SL CL VI STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 001 | Common Collective Trust | — | — | $141K | 0.4% | |
| STATE ST TARGET RET 2065 SL CL VI STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 04-0025081 / PN 001 | Common Collective Trust | — | — | $80K | 0.2% | |
| GALLIARD STABLE RETURN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN/BR S&P MID INDEX CIT N SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN/BR RUSS 2000 I CIT N SEI TRUST COMPANY · EIN 52-2265233 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
