Sean Toland signed Cumming Management Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cumming Management Group, Inc.'s EIN is 20-8782096.
Download the official 2024 Form 5500 (PDF) for Cumming Management Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cumming Management Group, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, 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 | $51K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $60K | — |
| 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 | |||||
|---|---|---|---|---|---|---|
| Services * Fidelity Investments FID 500 INDEX N/R | Common Collective Trusts | — | — | $19.7M | 12.3% | |
| Fidelity Investments FID GROWTH COMPANY N/R | Mutual Funds | — | — | $15.3M | 9.6% | |
| Fidelity Investments FID FREEDOM 2045 K6 N/R | Mutual Funds | — | — | $15.1M | 9.4% | |
| Fidelity Investments FID FREEDOM 2055 K6 N/R | Mutual Funds | — | — | $13.6M | 8.5% | |
| Fidelity Investments FID FREEDOM 2050 K6 N/R | Mutual Funds | — | — | $11.6M | 7.3% | |
| Fidelity Investments FID FREEDOM 2030 K6 N/R | Mutual Funds | — | — | $10.7M | 6.7% | |
| Fidelity Investments FID FREEDOM 2035 K6 N/R | Mutual Funds | — | — | $10.6M | 6.7% | |
| Fidelity Investments FID FREEDOM 2040 K6 N/R | Mutual Funds | — | — | $10.4M | 6.5% | |
| Fidelity Investments FID FREEDOM 2025 K6 N/R | Mutual Funds | — | — | $7.1M | 4.5% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $3.7M | 2.3% | |
| Fidelity Investments FID FREEDOM 2020 K6 N/R | Mutual Funds | — | — | $3.5M | 2.2% | |
| Morgan Stanley Financial MFS MID CAP VALUE R6 N/R | Mutual Funds | — | — | $3.3M | 2.1% | |
| Fidelity Investments FID BALANCED N/R | Mutual Funds | — | — | $3.3M | 2.0% | |
| Fidelity Investments FID FREEDOM 2060 K6 N/R | Mutual Funds | — | — | $3.2M | 2.0% | |
| JP Morgan JPM EQUITY INCOME R4 N/R | Other securities | — | — | $2.9M | 1.8% | |
| Fidelity Investments FID TOTAL BOND N/R | Mutual Funds | — | — | $2.3M | 1.4% | |
| Fidelity Investments FID INTL INDEX N/R | Mutual Funds | — | — | $2.3M | 1.4% | |
| Fidelity Investments FID MID CAP IDX N/R | Common Collective Trusts | — | — | $2.3M | 1.4% | |
| Dodge & Cox DODGE & COX INTL STK N/R | Mutual Funds | — | — | $2.2M | 1.4% | |
| Fidelity Investments FID SM CAP IDX N/R | Common Collective Trusts | — | — | $2.0M | 1.3% | |
| Fidelity Investments FID WORLDWIDE N/R | Mutual Funds | — | — | $1.7M | 1.1% | |
| Fidelity Investments FID CAPITAL & INCOME N/R | Mutual Funds | — | — | $1.6M | 1.0% | |
| Fidelity Investments FID US BOND IDX N/R | Common Collective Trusts | — | — | $1.5M | 0.9% | |
| Invesco INVS DEVELOP MKT A N/R | Mutual Funds | — | — | $1.4M | 0.9% | |
| Participant Loans Interest rates: 3.25% - 9.5%; with $0 | Bonds / Notes | — | — | $1.4M | 0.9% | |
| Brown Capital BROWN SMALL CO INV N/R | Common Stocks | — | — | $1.3M | 0.8% | |
| Fidelity Investments FID FREEDOM 2070 K6 N/R 64 * Fidelity Investments FID FREEDOM INC K6 N/R | Mutual Funds | — | — | $1.0M | 0.6% | |
| Fidelity Investments FID SEL GOLD N/R | Mutual Funds | — | — | $842K | 0.5% | |
| Columbia COL MID CAP GRTH S N/R | Other securities | — | — | $781K | 0.5% | |
| Fidelity Investments FID FREEDOM 2065 K6 N/R | Mutual Funds | — | — | $717K | 0.4% | |
| Franklin Templeton FKLN SM CAP VAL ADV N/R | Mutual Funds | — | — | $645K | 0.4% | |
| Choen & Steers Realty COHEN & STEERS RLTY N/R | Other securities | — | — | $572K | 0.4% | |
| Baird SH TM BOND INV N/R | Mutual Funds | — | — | $460K | 0.3% | |
| BlackRock INCOME K N/R | Other securities | — | — | $447K | 0.3% | |
| Fidelity Investments FID FREEDOM 2010 K6 N/R 3 * Fidelity Investments FID FREEDOM 2015 K6 N/R | Mutual Funds | — | — | $74K | <0.1% | |
| Fidelity Investments FID GOVT MMKT K6 N/R | Mutual Funds | — | — | $48K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
