Cassondra Mundorf signed Clickstop, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Clickstop, Inc.'s EIN is 20-3095658.
Download the official 2024 Form 5500 (PDF) for Clickstop, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Clickstop, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | 04-2675571 | — | ADVISOR | $26K | — |
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 Fund | Common Collective Trusts | — | — | $2.3M | 19.0% | |
| Fidelity Freedom 2040 K6 Fund | Mutual Funds | — | — | $1.9M | 15.3% | |
| Fidelity Freedom 2055 K6 Fund | Mutual Funds | — | — | $1.4M | 11.5% | |
| Fidelity Freedom 2050 K6 Fund | Mutual Funds | — | — | $1.4M | 11.4% | |
| Fidelity Freedom 2060 K6 Fund | Mutual Funds | — | — | $695K | 5.6% | |
| Fidelity Freedom 2045 K6 Fund | Mutual Funds | — | — | $689K | 5.6% | |
| Fidelity Freedom 2030 K6 Fund | Mutual Funds | — | — | $506K | 4.1% | |
| Fidelity Freedom 2065 K6 Fund | Mutual Funds | — | — | $417K | 3.4% | |
| Fidelity Freedom 2035 K6 Fund | Mutual Funds | — | — | $410K | 3.3% | |
| Fidelity Blue Chip Growth K Fund | Mutual Funds | — | — | $395K | 3.2% | |
| MFS Value Fund | Mutual Funds | — | — | $253K | 2.1% | |
| Fidelity Freedom 2025 K6 Fund | Mutual Funds | — | — | $210K | 1.7% | |
| LARGE CAP GRTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $178K | 1.4% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $167K | 1.4% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $164K | 1.3% | |
| MFS Mid Cap Growth Fund | Mutual Funds | — | — | $153K | 1.2% | |
| MID CAP VAL II R1 GREAT GRAY TRUST COMPANY · EIN 38-7312964 / PN 001 | Common Collective Trust | — | — | $146K | 1.2% | |
| INTERNATIONAL EQ R1 GREAT GRAY TRUST COMPANY · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $144K | 1.2% | |
| Participant loans Interest rates range from 4.25% to - | Bonds / Notes | — | — | $137K | 1.1% | |
| American Funds New World Fund | Mutual Funds | — | — | $116K | 0.9% | |
| Transamerica International Equity Fund | Other securities | — | — | $79K | 0.6% | |
| Fidelity Total Bond K6 Fund | Mutual Funds | — | — | $70K | 0.6% | |
| Fidelity Global EX US R6 Fund | Mutual Funds | — | — | $53K | 0.4% | |
| Fidelity Freedom 2020 K6 Fund | Mutual Funds | — | — | $44K | 0.4% | |
| T. Rowe Price Small Cap Value Fund | Other securities | — | — | $41K | 0.3% | |
| DFA International Small Cap Value Fund | Mutual Funds | — | — | $37K | 0.3% | |
| Fidelity Real Estate Index Fund | Common Collective Trusts | — | — | $37K | 0.3% | |
| Undiscovered Mgrs Behavioral Value Fund | Other securities | — | — | $35K | 0.3% | |
| Fidelity Freedom Income K6 Fund | Mutual Funds | — | — | $27K | 0.2% | |
| Invesco Small Cap Growth Fund | Mutual Funds | — | — | $23K | 0.2% | |
| Fidelity Freedom 2015 K6 Fund | Mutual Funds | — | — | $20K | 0.2% | |
| Fidelity Government Money Market Fund | Mutual Funds | — | — | $15K | 0.1% | |
| American Funds Capital World Bond Fund | Mutual Funds | — | — | $7K | <0.1% | |
| Fidelity Freedom 2070 K6 Fund | Mutual Funds | — | — | $6K | <0.1% | |
| American Funds US Government Security Fund | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
