Naima KOLI signed ONEX Credit Partners, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ONEX Credit Partners, LLC's EIN is 20-3774005.
Download the official 2024 Form 5500 (PDF) for ONEX Credit Partners, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ONEX Credit Partners, LLC's plan includes a default investment (QDIA), automatic enrollment, profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.
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 | $65K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | 33-0905143 | — | ADVISOR | $48K | — |
| 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 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $4.5M | 16.2% | |
| Fidelity Blue Chip Growth K6 fund Mutual Fund | Mutual Funds | — | — | $3.0M | 10.9% | |
| Fidelity Freedom Index 2060 Fund Mutual Fund | Mutual Funds | — | — | $2.6M | 9.6% | |
| Fidelity Freedom Index 2045 Fund Mutual Fund | Mutual Funds | — | — | $2.3M | 8.5% | |
| Fidelity Freedom Index 2055 Fund Mutual Fund | Mutual Funds | — | — | $2.3M | 8.3% | |
| Fidelity Freedom Index 2040 Fund Mutual Fund | Mutual Funds | — | — | $1.9M | 6.7% | |
| Fidelity Freedom Index 2050 Fund Mutual Fund | Mutual Funds | — | — | $1.6M | 6.0% | |
| Fidelity Freedom Index 2065 Fund Mutual Fund | Mutual Funds | — | — | $1.3M | 4.7% | |
| Fidelity Freedom Index 2030 Fund Mutual Fund | Mutual Funds | — | — | $1.1M | 4.1% | |
| Brokerage link account Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $1.1M | 4.0% | |
| Fidelity Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $884K | 3.2% | |
| Fidelity Small Cap Growth K6 Fund Mutual Fund | Mutual Funds | — | — | $683K | 2.5% | |
| Fidelity Balanced Fund Class K Mutual Fund | Mutual Funds | — | — | $673K | 2.4% | |
| LARGE CP VALUE I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $576K | 2.1% | |
| Fidelity Freedom Index 2025 Fund Mutual Fund | Mutual Funds | — | — | $560K | 2.0% | |
| Fidelity Freedom Index 2035 Fund Mutual Fund | Mutual Funds | — | — | $443K | 1.6% | |
| Institutional Premium * Fidelity International Index Fund Mutual Fund | Common Collective Trusts | — | — | $382K | 1.4% | |
| Fidelity Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $373K | 1.4% | |
| MID CAP GROWTH I1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $293K | 1.1% | |
| MID CAP VALUE FEE I1 GREAT GRAY TRUST COMPANY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $205K | 0.7% | |
| INTERNATIONAL EQ I1 GREAT GRAY TRUST COMPANY · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $191K | 0.7% | |
| SMALL CAP VAL II I1 GREAT GRAY TRUST COMPANY · EIN 38-4097325 / PN 488 | Common Collective Trust | — | — | $128K | 0.5% | |
| STABLE VALUE FUND I1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $93K | 0.3% | |
| PIMCO Income Fund Institutional Class Mutual Fund | Mutual Funds | — | — | $91K | 0.3% | |
| Fidelity Freedom Index Income Fund Mutual Fund | Mutual Funds | — | — | $53K | 0.2% | |
| JPMorgan Government Bond Fund Class R6 Mutual Fund | U.S. Treasuries | — | — | $38K | 0.1% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $30K | 0.1% | |
| Fidelity Total Bond K6 Fund Mutual Fund | Mutual Funds | — | — | $23K | <0.1% | |
| Fidelity Limited Term Bond Fund Mutual Fund | Mutual Funds | — | — | $13K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
