Kelly Puitz signed Matt Blatt, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Matt Blatt, Inc.'s EIN is 22-2922701.
Download the official 2024 Form 5500 (PDF) for Matt Blatt, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Matt Blatt, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 | $25 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom 2025 Fund Class K6 | Mutual Funds | — | — | $1.8M | 29.3% | |
| Fidelity Freedom 2055 Fund Class K6 | Mutual Funds | — | — | $930K | 15.3% | |
| Fidelity Freedom 2045 Fund Class K6 | Mutual Funds | — | — | $650K | 10.7% | |
| Fidelity Freedom 2060 Fund Class K6 | Mutual Funds | — | — | $523K | 8.6% | |
| Fidelity Freedom 2035 Fund Class K6 | Mutual Funds | — | — | $419K | 6.9% | |
| Fidelity Freedom 2050 Fund Class K6 | Mutual Funds | — | — | $382K | 6.3% | |
| Fidelity Freedom 2030 Fund Class K6 | Mutual Funds | — | — | $316K | 5.2% | |
| Fidelity Blue Chip Growth K6 Fund | Mutual Funds | — | — | $291K | 4.8% | |
| Fidelity Freedom 2040 Fund Class K6 | Mutual Funds | — | — | $250K | 4.1% | |
| Notes receivable from Interest rates from 3.25% to 8.75%, maturing | Bonds / Notes | — | — | $204K | 3.4% | |
| Fidelity Freedom 2065 Fund Class K6 | Mutual Funds | — | — | $154K | 2.5% | |
| Fidelity Freedom 2020 Fund Class K6 | Mutual Funds | — | — | $115K | 1.9% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $30K | 0.5% | |
| Principal Real Estate Securities Fund R6 | Other securities | — | — | $10K | 0.2% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $6K | 0.1% | |
| Fidelity Government Money Market Fund ** 8 * Fidelity Government Money Market Fund | 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.
