Elyse Manning signed S. Emerson Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
S. Emerson Group, Inc.'s EIN is 23-2811186.
Download the official 2024 Form 5500 (PDF) for S. Emerson Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)S. Emerson Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature, a self-directed brokerage window.
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 | $1K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity FID 500 INDEX | Common Collective Trusts | — | — | $20.5M | 23.7% | |
| Fidelity FID INTL INDEX | Mutual Funds | — | — | $9.2M | 10.6% | |
| Fidelity FID FREEDOM 2035 K6 | Mutual Funds | — | — | $7.3M | 8.4% | |
| Baird CORE PLUS INST | Other securities | — | — | $5.6M | 6.5% | |
| Fidelity FID FREEDOM 2030 K6 | Mutual Funds | — | — | $5.6M | 6.4% | |
| Fidelity FID FREEDOM 2045 K6 | Mutual Funds | — | — | $5.2M | 6.0% | |
| Fidelity FID EMRG MKTS IDX | Common Collective Trusts | — | — | $5.0M | 5.7% | |
| Fidelity FID FREEDOM 2050 K6 | Mutual Funds | — | — | $3.2M | 3.7% | |
| Fidelity FID FREEDOM 2020 K6 | Mutual Funds | — | — | $3.1M | 3.6% | |
| Fidelity FID FREEDOM 2025 K6 | Mutual Funds | — | — | $2.7M | 3.2% | |
| Fidelity FID FREEDOM 2055 K6 | Mutual Funds | — | — | $2.3M | 2.7% | |
| Fidelity FID BROKERAGE LINK | Self-Directed Brokerage | — | — | $2.3M | 2.6% | |
| Fidelity FID FREEDOM 2065 K6 | Mutual Funds | — | — | $2.2M | 2.5% | |
| Fidelity FID MID CAP IDX | Common Collective Trusts | — | — | $2.2M | 2.5% | |
| JP Morgan JPM LG CAP GROWTH R6 | Other securities | — | — | $1.7M | 2.0% | |
| Fidelity FID FREEDOM 2040 K6 | Mutual Funds | — | — | $1.6M | 1.9% | |
| Fidelity FID SM CAP IDX | Common Collective Trusts | — | — | $1.5M | 1.8% | |
| Fidelity FID FREEDOM 2060 K6 | Mutual Funds | — | — | $1.4M | 1.7% | |
| Standard Insurance STD GUAR FIX INT 4 | Other securities | — | — | $1.2M | 1.4% | |
| PIMCO PIM HIGH YIELD INST | Mutual Funds | — | — | $1.0M | 1.2% | |
| Fidelity FID GOVT MMKT K6 | Mutual Funds | — | — | $669K | 0.8% | |
| American Funds AF AMER MUTUAL R6 | Mutual Funds | — | — | $259K | 0.3% | |
| Fidelity FID EXTD MKT IDX | Common Collective Trusts | — | — | $149K | 0.2% | |
| Fidelity FID REAL ESTATE IDX | Common Collective Trusts | — | — | $123K | 0.1% | |
| American Funds AF NEW PERSPECT R6 | Mutual Funds | — | — | $103K | 0.1% | |
| Vanguard VANG LIFEST MOD GRTH | Mutual Funds | — | — | $101K | 0.1% | |
| Fidelity FID TOTAL MKT IDX | Common Collective Trusts | — | — | $88K | 0.1% | |
| Fidelity FID US BOND IDX | Common Collective Trusts | — | — | $69K | <0.1% | |
| Participants Notes receivable from participants | Other securities | — | — | $64K | <0.1% | |
| Vanguard INTL VALUE | Mutual Funds | — | — | $55K | <0.1% | |
| American Funds AF NEW WORLD R6 | Mutual Funds | — | — | $48K | <0.1% | |
| Fidelity FID FREEDOM 2070 K6 | Mutual Funds | — | — | $19K | <0.1% | |
| Fidelity FID FREEDOM 2015 K6 | Mutual Funds | — | — | $7K | <0.1% | |
| Vanguard VANG LIFEST GROWTH | Mutual Funds | — | — | $4K | <0.1% | |
| Fidelity FID GLB EX US IDX | Common Collective Trusts | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
