Patricia Moulton signed Educational Testing Service's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Educational Testing Service's EIN is 20-5910717.
Download the official 2024 Form 5500 (PDF) for Educational Testing Service from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Educational Testing Service'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 | $6K | — |
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 | |||||
|---|---|---|---|---|---|---|
| s * Fidelity Freedom Index 2040 Investor | Mutual Funds | — | — | $5.4M | 14.5% | |
| Fidelity Freedom Index 2045 Investor | Mutual Funds | — | — | $4.2M | 11.4% | |
| Fidelity Freedom Index 2030 Investor | Mutual Funds | — | — | $3.7M | 10.0% | |
| Fidelity Freedom Index 2035 Investor | Mutual Funds | — | — | $3.7M | 10.0% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $3.4M | 9.3% | |
| Fidelity Blue Chip Growth Fund K6 | Mutual Funds | — | — | $2.7M | 7.2% | |
| Fidelity Freedom Index 2050 Investor | Mutual Funds | — | — | $2.5M | 6.9% | |
| Fidelity Freedom Index 2025 Investor | Mutual Funds | — | — | $2.2M | 5.9% | |
| Fidelity Freedom Index 2055 Investor | Mutual Funds | — | — | $1.4M | 3.9% | |
| American Funds American Funds American Mutual R6 | Mutual Funds | — | — | $910K | 2.5% | |
| Fidelity Global ex US Index Fund | Common Collective Trusts | — | — | $788K | 2.1% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $784K | 2.1% | |
| Fidelity Freedom Index 2020 Investor | Mutual Funds | — | — | $654K | 1.8% | |
| Fidelity Freedom Index 2060 Investor | Mutual Funds | — | — | $616K | 1.7% | |
| Fidelity Total Bond Fund K6 | Mutual Funds | — | — | $464K | 1.3% | |
| RBC Emerging Markets Equity Fund R6 | Other securities | — | — | $367K | 1.0% | |
| MFS Mid Cap Growth R6 | Mutual Funds | — | — | $286K | 0.8% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $282K | 0.8% | |
| Fidelity International Capital Appreciation Fund K6 | Mutual Funds | — | — | $260K | 0.7% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $257K | 0.7% | |
| Fidelity Freedom Index 2065 Investor | Mutual Funds | — | — | $194K | 0.5% | |
| Franklin High Income Fund R6 | Mutual Funds | — | — | $169K | 0.5% | |
| JPM JP Morgan Government Bond Fund R6 | U.S. Treasuries | — | — | $164K | 0.4% | |
| AB Small Cap Growth Z | Other securities | — | — | $162K | 0.4% | |
| Collective Trust * Fidelity Managed Income Portfolio Class 2 | Common Collective Trusts | — | — | $145K | 0.4% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $145K | 0.4% | |
| C&S Cohen & Steers Realty Shares Z | Other securities | — | — | $145K | 0.4% | |
| Fidelity Freedom Index 2015 Investor | Mutual Funds | — | — | $102K | 0.3% | |
| Fidelity Inflation-Protected Bond Index Fund | Common Collective Trusts | — | — | $99K | 0.3% | |
| Fidelity Government Money Market Fund | Mutual Funds | — | — | $31K | <0.1% | |
| Fidelity Freedom Index Income Investor | Mutual Funds | — | — | $16K | <0.1% | |
| Fidelity Freedom Index 2010 Investor | Mutual Funds | — | — | $10K | <0.1% | |
| Fidelity Freedom Index 2070 Investor | 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.
