Candace Banks signed Tribe513, PA's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Tribe513, PA's EIN is 20-3730220.
Download the official 2024 Form 5500 (PDF) for Tribe513, PA from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Tribe513, PA's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
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 | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MGMT CO | 39-2018056 | — | ADVISOR\INVESTMENT ADV | $22K | — |
| LEAFHOUSE |
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 Freedom Index 2045 Fund | Mutual Funds | — | — | $3.5M | 20.8% | |
| Fidelity Freedom Index 2040 Fund | Mutual Funds | — | — | $2.3M | 13.8% | |
| Fidelity Freedom Index 2050 Fund | Mutual Funds | — | — | $2.2M | 13.1% | |
| Columbia Dividend Income Inst3 | Other securities | — | — | $1.4M | 8.6% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.4M | 8.4% | |
| Fidelity Freedom Index 2055 Fund | Mutual Funds | — | — | $1.1M | 6.9% | |
| Fidelity Freedom Index 2035 Fund | Mutual Funds | — | — | $1.0M | 6.2% | |
| Fidelity Freedom Index 2060 Fund | Mutual Funds | — | — | $658K | 3.9% | |
| American Century Ultra R6 | Other securities | — | — | $400K | 2.4% | |
| Fidelity Freedom Index 2030 Fund | Mutual Funds | — | — | $389K | 2.3% | |
| Fidelity Government Money Market Fund Class K6 | Mutual Funds | — | — | $342K | 2.0% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $274K | 1.6% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $252K | 1.5% | |
| T. Rowe Price Overseas Stock I | Other securities | — | — | $250K | 1.5% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $194K | 1.2% | |
| Fidelity Freedom Index 2025 Fund | Mutual Funds | — | — | $171K | 1.0% | |
| Fidelity Focused Emerging Markets Z | Mutual Funds | — | — | $138K | 0.8% | |
| MFS Mid Cap Value Fund Clas R6 | Mutual Funds | — | — | $109K | 0.7% | |
| Fidelity Freedom Index 2065 Fund | Mutual Funds | — | — | $90K | 0.5% | |
| Pioneer Bond K | Other securities | — | — | $88K | 0.5% | |
| Fidelity Freedom Index 2020 Fund | Mutual Funds | — | — | $79K | 0.5% | |
| Carillon Eagle Mid Cap Growth R6 | Other securities | — | — | $76K | 0.5% | |
| Cohen & Steers Real Estate Securities Fund Class Z | Other securities | — | — | $71K | 0.4% | |
| Fidelity Freedom Index 2015 Fund | Mutual Funds | — | — | $51K | 0.3% | |
| Principal Small Cap Value II R6 | Other securities | — | — | $32K | 0.2% | |
| MassMutual Small Cap Growth Equity I | Other securities | — | — | $31K | 0.2% | |
| Fidelity Freedom Index 2010 Fund | Mutual Funds | — | — | $22K | 0.1% | |
| PGIM Global Total Return R6 Fund | Other securities | — | — | $1K | <0.1% | |
| MID CAP GROWTH R1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% | |
| MID CAP VALUE R1 GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | 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.
| 26-4311657 |
| — |
| INVESTMENT ADVISOR |
| $8K |
| — |
