Dan Danai signed Country Life, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Country Life, LLC's EIN is 20-2500400.
Download the official 2024 Form 5500 (PDF) for Country Life, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Country Life, LLC's plan includes a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
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 | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 FID 500 INDEX | Common Collective Trusts | — | — | $1.3M | 12.1% | |
| Fidelity Investments FID FREEDOM 2030 K6 | Mutual Funds | — | — | $1.2M | 11.3% | |
| Fidelity Investments FID FREEDOM 2040 K6 | Mutual Funds | — | — | $982K | 9.0% | |
| Fidelity Investments FID CONTRAFUND | Mutual Funds | — | — | $877K | 8.0% | |
| Fidelity Investments FID FREEDOM 2045 K6 | Mutual Funds | — | — | $663K | 6.1% | |
| Fidelity Investments FID PURITAN | Mutual Funds | — | — | $646K | 5.9% | |
| GALLIARD STBLE RTN M WELLS FARGO BANK, N.A. · EIN 94-6751924 / PN 001 | Common Collective Trust | — | — | $627K | 5.7% | |
| Fidelity Investments FID FREEDOM 2035 K6 | Mutual Funds | — | — | $573K | 5.2% | |
| Loomis Sayles LOOMIS SM CP GRTH IS | Other securities | — | — | $545K | 5.0% | |
| Cohen & Streers COHEN & STEERS RLTY | Other securities | — | — | $460K | 4.2% | |
| Fidelity Investments FID FREEDOM 2055 K6 | Mutual Funds | — | — | $410K | 3.7% | |
| Fidelity Investments FID FREEDOM 2025 K6 | Mutual Funds | — | — | $403K | 3.7% | |
| Vanguard Index Funds VANG VALUE IDX ADM | Common Collective Trusts | — | — | $343K | 3.1% | |
| Principal Global Investors PIF MIDCAP FUND R6 | Other securities | — | — | $274K | 2.5% | |
| Massachusetts Investors Funds MFS MID CAP VALUE R6 | Mutual Funds | — | — | $212K | 1.9% | |
| Fidelity Investments FID FREEDOM 2020 K6 | Mutual Funds | — | — | $202K | 1.8% | |
| Fidelity Investments FID FREEDOM INC K6 | Mutual Funds | — | — | $189K | 1.7% | |
| Notes receivable from participants Bearing interest at 3.25% - 8.50% - | Bonds / Notes | — | — | $177K | 1.6% | |
| Fidelity Investments FID FREEDOM 2050 K6 | Mutual Funds | — | — | $129K | 1.2% | |
| Fidelity Investments FID FREEDOM 2060 K6 | Mutual Funds | — | — | $125K | 1.1% | |
| AS CORE PLUS BOND D1 SEI TRUST COMPANY · EIN 87-7012620 / PN 001 | Common Collective Trust | — | — | $124K | 1.1% | |
| Fidelity Investments FID MID CAP IDX | Common Collective Trusts | — | — | $94K | 0.9% | |
| Fidelity Investments FID INTL INDEX | Mutual Funds | — | — | $87K | 0.8% | |
| Fidelity Investments FID FREEDOM 2015 K6 | Mutual Funds | — | — | $84K | 0.8% | |
| Fidelity Investments FID FREEDOM 2010 K6 | Mutual Funds | — | — | $42K | 0.4% | |
| Fidelity Investments FID US SUSTN IDX | Common Collective Trusts | — | — | $41K | 0.4% | |
| Vanguard Index Funds VANG EM STK IDX ADM | Common Collective Trusts | — | — | $37K | 0.3% | |
| Fidelity Investments FID FREEDOM 2065 K6 | Mutual Funds | — | — | $22K | 0.2% | |
| Fidelity Investments FID SM CAP IDX | Common Collective Trusts | — | — | $12K | 0.1% | |
| s (held by Fidelity Management Trust Company) * Fidelity Investments FID GOVT MMKT | Mutual Funds | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
