Clancy McCarthy signed Arxium, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Arxium, Inc.'s EIN is 20-1669002.
Download the official 2024 Form 5500 (PDF) for Arxium, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Arxium, Inc.'s plan includes 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 | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERIT FINANCIAL GROUP | 45-3686413 | — | ADVISOR | $30K | — |
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 Investments Freedom 2035 Fund K6 | Mutual Funds | — | — | $2.7M | 23.4% | |
| Fidelity Investments Freedom 2030 Fund K6 | Mutual Funds | — | — | $1.3M | 11.3% | |
| Fidelity Investments 500 Index Fund | Common Collective Trusts | — | — | $1.2M | 10.1% | |
| Fidelity Investments Freedom 2045 Fund K6 | Mutual Funds | — | — | $852K | 7.4% | |
| JPMorgan U.S. Equity Fund Class L | Other securities | — | — | $769K | 6.7% | |
| Fidelity Investments Freedom 2055 Fund K6 | Mutual Funds | — | — | $512K | 4.5% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $492K | 4.3% | |
| Fidelity Investments Freedom 2025 Fund K6 | Mutual Funds | — | — | $416K | 3.6% | |
| JPMorgan Large Cap Growth Fund Class R6 | Other securities | — | — | $369K | 3.2% | |
| Fidelity Investments Freedom 2040 Fund K6 | Mutual Funds | — | — | $339K | 2.9% | |
| Columbia Funds Mid Cap Index Fund Institutional 2 Class | Common Collective Trusts | — | — | $265K | 2.3% | |
| Fidelity Investments Freedom 2020 Fund K6 | Mutual Funds | — | — | $263K | 2.3% | |
| Allspring SMID Cap Growth Fund Institutional Class | Other securities | — | — | $243K | 2.1% | |
| Fidelity Investments Freedom 2050 Fund K6 | Mutual Funds | — | — | $239K | 2.1% | |
| Fidelity Investments Small Cap Index Fund | Common Collective Trusts | — | — | $229K | 2.0% | |
| Fidelity Investments Freedom 2060 Fund K6 | Mutual Funds | — | — | $221K | 1.9% | |
| SMALL CAP GR II R1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $188K | 1.6% | |
| American Funds U.S. Government Securities Fund Class R6 | Mutual Funds | — | — | $188K | 1.6% | |
| PIMCO Total Return Fund Institutional Class | Mutual Funds | — | — | $175K | 1.5% | |
| Participant loans Interest rates from 5.25% to 10.50% - 0 - | Bonds / Notes | — | — | $153K | 1.3% | |
| Fidelity Investments Low-Priced Stock Fund | Mutual Funds | — | — | $124K | 1.1% | |
| MGL Emerging Markets R6 | Other securities | — | — | $94K | 0.8% | |
| Morgan Stanley Investment Management International Advantage Portfolio Class R6 | Other securities | — | — | $81K | 0.7% | |
| Fidelity Investments Freedom Income Fund K6 | Mutual Funds | — | — | $30K | 0.3% | |
| DFA Real Estate Securities Portfolio Institutional Class | Mutual Funds | — | — | $25K | 0.2% | |
| Fidelity Investments Freedom 2015 Fund K6 | Mutual Funds | — | — | $20K | 0.2% | |
| Fidelity Investments Freedom 2065 Fund K6 | Mutual Funds | — | — | $19K | 0.2% | |
| MGL Small Cap Value R6 | Other securities | — | — | $19K | 0.2% | |
| Fidelity Investments Large Cap Value Index Fund | Common Collective Trusts | — | — | $15K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
