Nancee Starkey signed Russell T. Bundy Associates, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Russell T. Bundy Associates, Inc.'s EIN is 23-1670915.
Download the official 2024 Form 5500 (PDF) for Russell T. Bundy Associates, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Russell T. Bundy Associates, 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 | $62K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES | 22-3570392 | — | ADVISOR | $35K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 |
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 | |||||
|---|---|---|---|---|---|---|
| JP Morgan U.S. Equity Fund | Other securities | — | — | $14.4M | 26.0% | |
| Fidelity Growth Discovery Fund | Mutual Funds | — | — | $3.9M | 7.0% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $3.9M | 7.0% | |
| Fidelity Total Bond Fund | Mutual Funds | — | — | $2.5M | 4.5% | |
| JP Morgan Smart Retirement 2025 | Other securities | — | — | $2.5M | 4.4% | |
| Common Collective Trusts * Fidelity Management Trust Managed Income Portfolio | Common Collective Trusts | — | — | $2.3M | 4.2% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $2.3M | 4.2% | |
| JP Morgan Smart Retirement 2030 | Other securities | — | — | $2.1M | 3.8% | |
| JP Morgan Smart Retirement 2035 | Other securities | — | — | $1.6M | 2.9% | |
| JP Morgan Smart Retirement Income | Other securities | — | — | $1.6M | 2.8% | |
| Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $1.6M | 2.8% | |
| Invesco Global Fund | Mutual Funds | — | — | $1.6M | 2.8% | |
| T. Rowe Price New Horizons Fund | Other securities | — | — | $1.5M | 2.8% | |
| JP Morgan Smart Retirement 2040 | Other securities | — | — | $1.5M | 2.8% | |
| MID CAP VAL II R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7312964 / PN 001 | Common Collective Trust | — | — | $1.5M | 2.8% | |
| JP Morgan Smart Retirement 2045 | Other securities | — | — | $1.5M | 2.8% | |
| DFA U.S. Small Cap Portfolio Fund | Mutual Funds | — | — | $1.4M | 2.5% | |
| American Century Small Cap Growth Fund ** 227 Carillon Eagle Mid Cap Growth Fund | Mutual Funds | — | — | $1.4M | 2.5% | |
| Fidelity Mid Cap Index fund | Common Collective Trusts | — | — | $1.1M | 2.1% | |
| MFS Value Fund | Mutual Funds | — | — | $1.1M | 2.0% | |
| JP Morgan Smart Retirement 2060 | Other securities | — | — | $1.0M | 1.9% | |
| Transamerica International Equity | Other securities | — | — | $891K | 1.6% | |
| Fidelity Global ex U.S. Index Fund | Common Collective Trusts | — | — | $836K | 1.5% | |
| PIMCO Income Fund | Mutual Funds | — | — | $808K | 1.5% | |
| JP Morgan Smart Retirement 2050 | Other securities | — | — | $791K | 1.4% | |
| JP Morgan Smart Retirement 2055 | Other securities | — | — | $620K | 1.1% | |
| DFA U.S. Target Value Fund | Mutual Funds | — | — | $525K | 0.9% | |
| Vanguard Inflation Protected Fund | Mutual Funds | — | — | $481K | 0.9% | |
| JP Morgan Smart Retirement 2020 | Other securities | — | — | $396K | 0.7% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ADVISOR |
| $18K |
| — |
