Cheri Sheffield signed C2 Educational Systems, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
C2 Educational Systems, Inc.'s EIN is 22-3884949.
Download the official 2024 Form 5500 (PDF) for C2 Educational Systems, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)C2 Educational Systems, Inc.'s plan includes profit-sharing, 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 | $43K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | — | ADVISOR | $52K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $3.3M | 17.9% | |
| Fidelity Freedom Blend 2040 Fund Class K6 | Mutual Funds | — | — | $2.1M | 11.5% | |
| Fidelity Freedom Blend 2030 Fund Class K6 | Mutual Funds | — | — | $1.6M | 8.7% | |
| AB US LG CP GR CIT L GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $1.5M | 8.4% | |
| Fidelity Freedom Blend 2050 Fund Class K6 | Mutual Funds | — | — | $1.4M | 7.8% | |
| Fidelity Freedom Blend 2055 Fund Class K6 | Mutual Funds | — | — | $1.0M | 5.5% | |
| Fidelity Freedom Blend 2035 Fund Class K6 | Mutual Funds | — | — | $1.0M | 5.5% | |
| Fidelity Freedom Blend 2060 Fund Class K6 | Mutual Funds | — | — | $937K | 5.1% | |
| Fidelity Freedom Blend 2045 Fund Class K6 | Mutual Funds | — | — | $785K | 4.3% | |
| Invesco Discovery Fund Class R6 | Mutual Funds | — | — | $687K | 3.7% | |
| PUTN LG CP VAL TR IA PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $501K | 2.7% | |
| Putnam Investments Large Cap Value Trust Class IA | Mutual Funds | — | — | $501K | 2.7% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $407K | 2.2% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $325K | 1.8% | |
| MONEY MARKET FUNDS * Fidelity Government Money Market Fund | Mutual Funds | — | — | $292K | 1.6% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $251K | 1.4% | |
| Franklin Templeton Franklin Small Cap Value Fund | Mutual Funds | — | — | $242K | 1.3% | |
| GG FKLN SM CAP VAL GREAT GRAY TRUST COMPANY · EIN 38-4126289 / PN 594 | Common Collective Trust | — | — | $242K | 1.3% | |
| Fidelity Freedom Blend 2020 Fund Class K6 | Mutual Funds | — | — | $221K | 1.2% | |
| Pimco Income Fund Institutional Class | Mutual Funds | — | — | $219K | 1.2% | |
| MFS Mid Cap Growth Fund Class R6 | Mutual Funds | — | — | $201K | 1.1% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $194K | 1.1% | |
| John Hancock Bond Fund Class R6 | Other securities | — | — | $186K | 1.0% | |
| Participant loans Interest rates ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $176K | 1.0% | |
| MFS International Diversification Fund Class R6 | Mutual Funds | — | — | $143K | 0.8% | |
| Fidelity Freedom Blend 2015 Fund Class K6 | Mutual Funds | — | — | $126K | 0.7% | |
| Fidelity Freedom Blend 2065 Fund Class K6 | Mutual Funds | — | — | $122K | 0.7% | |
| Fidelity Freedom Blend Income Fund Class K6 | Mutual Funds | — | — | $110K | 0.6% | |
| Fidelity Freedom Blend 2025 Fund Class K6 | Mutual Funds | — | — | $104K | 0.6% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $51K | 0.3% | |
| S Allspring Special Mid Cap Value Fund - Class R6 | Mutual Funds | — | — | $43K | 0.2% | |
| Cohen & Steers Real Estate Securities Fund, Inc. Class Z | Common Stocks | — | — | $23K | 0.1% | |
| Fidelity Freedom Blend 2010 Fund Class K6 | Mutual Funds | — | — | $13K | <0.1% | |
| FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
