Estrelita Brown signed CSI Support & Development Services' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CSI Support & Development Services' EIN is 20-1935580.
Download the official 2024 Form 5500 (PDF) for CSI Support & Development Services from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CSI Support & Development Services' 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 | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $17K | — |
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 Contrafund K6 155,676.407 units | Mutual Funds | — | — | $4.8M | 15.1% | |
| Fidelity Mid Cap Stock K 62,072.974 units | Mutual Funds | — | — | $2.6M | 8.2% | |
| JPMorgan Equity JUEAX R5 101,758.765 units | Other securities | — | — | $2.5M | 7.9% | |
| Fidelity Freedom 2035 K 141,103.038 units | Mutual Funds | — | — | $2.2M | 6.9% | |
| Fidelity Freedom 2045 K 160,305.457 units | Mutual Funds | — | — | $2.2M | 6.7% | |
| Fidelity Freedom 2030 K 98,289.865 units | Mutual Funds | — | — | $1.7M | 5.4% | |
| Fidelity Freedom 2040 K 122,515.700 units | Mutual Funds | — | — | $1.4M | 4.4% | |
| Fidelity Spartan Total Market Index 8,552.577 units | Common Collective Trusts | — | — | $1.4M | 4.3% | |
| Fidelity Managed Income Portfolio 1,361,861.940 units | Mutual Funds | — | — | $1.4M | 4.2% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $1.3M | 4.0% | |
| Fidelity International Index 25,237.932 units | Mutual Funds | — | — | $1.2M | 3.7% | |
| Fidelity Freedom 2025 K 84,935.288 units | Mutual Funds | — | — | $1.2M | 3.6% | |
| Fidelity Spartan US Bond Index 109,325.380 units | Mutual Funds | — | — | $1.1M | 3.5% | |
| Fidelity Puritan K 40,856.996 units | Mutual Funds | — | — | $1.0M | 3.2% | |
| Fidelity Low Priced Stock K 21,573.228 units | Mutual Funds | — | — | $878K | 2.7% | |
| MFS Value R4 17,013.715 units | Mutual Funds | — | — | $823K | 2.6% | |
| Fidelity Freedom 2050 K 58,622.780 units | Mutual Funds | — | — | $800K | 2.5% | |
| Fidelity Freedom 2055 K 35,652.125 units | Mutual Funds | — | — | $564K | 1.8% | |
| Fidelity Diversified International K 13,016.795 units | Mutual Funds | — | — | $547K | 1.7% | |
| Notes receivable from participants Various maturity dates, 5.25%-10.50% $0 | Bonds / Notes | — | — | $539K | 1.7% | |
| Fidelity Total Bond 56,424.664 units | Mutual Funds | — | — | $530K | 1.7% | |
| Loomis Small Cap Growth 21,268.922 units | Other securities | — | — | $530K | 1.7% | |
| JPMorgan Equity Income Fund Class R6 18,648.062 units | Other securities | — | — | $446K | 1.4% | |
| Fidelity Government Income 38,363.777 units | Mutual Funds | — | — | $345K | 1.1% | |
| Fidelity Freedom 2060 K 16,774.290 units | Mutual Funds | — | — | $243K | 0.8% | |
| Wells Fargo Mid Cap Value 4,894.517 units | Other securities | — | — | $234K | 0.7% | |
| Fidelity Freedom 2020 K 15,795.683 units | Mutual Funds | — | — | $227K | 0.7% | |
| Fidelity Freedom 2010 K 15,435.656 units | Mutual Funds | — | — | $215K | 0.7% | |
| Wells Fargo Small Cap Value 4,263.753 units | Other securities | — | — | $172K | 0.5% | |
| Fidelity Freedom 2065 K 8,878.580 units | Mutual Funds | — | — | $117K | 0.4% | |
| John Hancock Disciplined Value 5,481.362 units | Other securities | — | — | $71K | 0.2% | |
| Fidelity Freedom 2015 K 5,467.406 units | Mutual Funds | — | — | $62K | 0.2% | |
| Fidelity Freedom Income K 3,813.509 units | Mutual Funds | — | — | $40K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
