Carey Maclennan signed CBC Latrobe Acquisition, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CBC Latrobe Acquisition, LLC's EIN is 20-5591123.
Download the official 2024 Form 5500 (PDF) for CBC Latrobe Acquisition, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CBC Latrobe Acquisition, LLC'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 | $2K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID FREEDOM 2035 K | Mutual Funds | — | $2.3M | $2.5M | 13.2% | |
| FID FREEDOM 2025 K | Mutual Funds | — | $2.0M | $2.2M | 11.4% | |
| FID FREEDOM 2030 K | Mutual Funds | — | $2.0M | $2.1M | 11.3% | |
| FID FREEDOM 2040 K | Mutual Funds | — | $1.3M | $1.5M | 8.0% | |
| FID BLUE CHIP GR | Mutual Funds | — | $808K | $1.3M | 6.8% | |
| FID FREEDOM 2050 K | Mutual Funds | — | $1.1M | $1.3M | 6.6% | |
| FID FREEDOM 2055 K | Mutual Funds | — | $1.1M | $1.2M | 6.5% | |
| FID FREEDOM 2020 K | Mutual Funds | — | $944K | $989K | 5.2% | |
| FID FREEDOM 2045 K | Mutual Funds | — | $820K | $936K | 4.9% | |
| FID FREEDOM 2060 K | Mutual Funds | — | $554K | $624K | 3.3% | |
| FID 500 INDEX | Common Collective Trusts | — | $440K | $623K | 3.3% | |
| FID OVERSEAS | Mutual Funds | — | $387K | $492K | 2.6% | |
| FID GOVT MMKT | Mutual Funds | — | $426K | $426K | 2.2% | |
| FID FREEDOM 2065 K | Mutual Funds | — | $322K | $358K | 1.9% | |
| FID TOTAL MKT IDX | Common Collective Trusts | — | $161K | $260K | 1.4% | |
| TRP DIV GROWTH ADV | Other securities | — | $213K | $259K | 1.4% | |
| TRP BLUE CHIP GR ADV | Other securities | — | $164K | $243K | 1.3% | |
| MIP CL 1 | Other securities | — | $216K | $216K | 1.1% | |
| FID FREEDOM 2010 K | Mutual Funds | — | $197K | $205K | 1.1% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $203K | 1.1% | |
| FID SMALL CAP VALUE | Mutual Funds | — | $152K | $169K | 0.9% | |
| FID EXTD MKT IDX | Common Collective Trusts | — | $122K | $154K | 0.8% | |
| FID FREEDOM INC K | Mutual Funds | — | $120K | $122K | 0.6% | |
| FID TOTAL BOND | Mutual Funds | — | $108K | $101K | 0.5% | |
| FID BALANCED | Mutual Funds | — | $85K | $98K | 0.5% | |
| FID INTL INDEX | Mutual Funds | — | $90K | $98K | 0.5% | |
| FID LOW PRICED STK | Mutual Funds | — | $100K | $88K | 0.5% | |
| FID SM CAP DISCOVERY | Mutual Funds | — | $89K | $85K | 0.4% | |
| FID FREEDOM 2015 K | Mutual Funds | — | $78K | $82K | 0.4% | |
| FID MULTI ASSET IDX | Common Collective Trusts | — | $59K | $63K | 0.3% | |
| FID REAL ESTATE INVS | Mutual Funds | — | $60K | $58K | 0.3% | |
| FID US BOND IDX | Common Collective Trusts | — | $49K | $45K | 0.2% | |
| INVS DIVRS DIVD R5 | Other securities | — | $45K | $42K | 0.2% | |
| J H TRITON T | Other securities | — | $25K | $22K | 0.1% | |
| BAIRD MID CAP INV | Other securities | — | $12K | $11K | <0.1% | |
| FID FREEDOM 2070 K | Mutual Funds | — | $2K | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
