Darren Kozinski signed Eresearch Technology, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Eresearch Technology, Inc.'s EIN is 22-3264604.
Download the official 2024 Form 5500 (PDF) for Eresearch Technology, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Eresearch Technology, Inc.'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 | $143K | — |
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 | |||||
|---|---|---|---|---|---|---|
| CG 2045 TRGT DATE CT GREAT GRAY TRUST COMPANY, LLC · EIN 95-6597294 / PN 545 | Common Collective Trust | — | — | $34.0M | 11.0% | |
| FID 500 INDEX Mutual Fund | Common Collective Trusts | — | — | $33.9M | 11.0% | |
| CG 2035 TRGT DATE CT GREAT GRAY TRUST COMPANY, LLC · EIN 95-6597294 / PN 535 | Common Collective Trust | — | — | $30.6M | 9.9% | |
| CG 2030 TRGT DATE CT GREAT GRAY TRUST COMPANY, LLC · EIN 95-6597294 / PN 530 | Common Collective Trust | — | — | $29.3M | 9.5% | |
| CG 2055 TRGT DATE CT GREAT GRAY TRUST COMPANY, LLC · EIN 95-6597294 / PN 555 | Common Collective Trust | — | — | $28.7M | 9.3% | |
| CG 2040 TRGT DATE CT GREAT GRAY TRUST COMPANY, LLC · EIN 95-6597294 / PN 540 | Common Collective Trust | — | — | $27.9M | 9.0% | |
| CG 2050 TRGT DATE CT GREAT GRAY TRUST COMPANY, LLC · EIN 95-6597294 / PN 550 | Common Collective Trust | — | — | $25.0M | 8.1% | |
| FID BLUE CHIP GR K6 Mutual Fund | Mutual Funds | — | — | $24.2M | 7.8% | |
| VANG TREASURY MM Cash and Cash Equivalent | Cash / Money Market | — | — | $13.1M | 4.2% | |
| CG 2025 TRGT DATE CT GREAT GRAY TRUST COMPANY, LLC · EIN 95-6597294 / PN 525 | Common Collective Trust | — | — | $12.4M | 4.0% | |
| CG 2015 TRGT DATE CT GREAT GRAY TRUST COMPANY, LLC · EIN 95-6597294 / PN 515 | Common Collective Trust | — | — | $10.3M | 3.3% | |
| FID EXTD MKT IDX Mutual Fund | Common Collective Trusts | — | — | $9.1M | 2.9% | |
| MFS MID CP GROWTH CT GREAT GRAY TRUST COMPANY · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $6.0M | 1.9% | |
| FID DIVERSFD INTL K6 Mutual Fund | Mutual Funds | — | — | $4.5M | 1.4% | |
| CG 2020 TRGT DATE CT GREAT GRAY TRUST COMPANY, LLC · EIN 95-6597294 / PN 520 | Common Collective Trust | — | — | $3.9M | 1.3% | |
| FIAM CORE PLUS CL I FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $3.2M | 1.0% | |
| Participant Loans Interest Rates (4.25% - 9.50%) | Bonds / Notes | — | — | $3.0M | 1.0% | |
| AS SPL MID CP VAL R6 Mutual Fund | Other securities | — | — | $2.5M | 0.8% | |
| MFS LRG CAP VALUE CT GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $2.0M | 0.6% | |
| FID US BOND IDX Mutual Fund | Common Collective Trusts | — | — | $1.6M | 0.5% | |
| AB SM CAP GRTH Z Mutual Fund | Other securities | — | — | $1.3M | 0.4% | |
| DFA US SM CAP VALUE Mutual Fund | Mutual Funds | — | — | $1.1M | 0.4% | |
| C&S US REALTY CT SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $625K | 0.2% | |
| GALLIARD STBLE RTN E SEI TRUST COMPANY · EIN 52-2250951 / PN 001 | Common Collective Trust | — | — | $348K | 0.1% | |
| FID TOTAL INTL IDX Mutual Fund | Common Collective Trusts | — | — | $167K | <0.1% | |
| CG 2060 TRGT DATE CT GREAT GRAY TRUST COMPANY, LLC · EIN 95-6597294 / PN 560 | Common Collective Trust | — | — | $102K | <0.1% | |
| CG 2065 TRGT DATE CT GREAT GRAY TRUST COMPANY, LLC · EIN 95-6597294 / PN 565 | Common Collective Trust | — | — | $24K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
