Ben MERA signed Customized Distribution Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Customized Distribution Services, Inc.'s EIN is 23-2833686.
Download the official 2024 Form 5500 (PDF) for Customized Distribution Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Customized Distribution Services, 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 | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 20-8764829 | — | INVESTMENT ADVISOR | $21K | — |
| STRATEGIC ADVISORS, INC. |
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 | |||||
|---|---|---|---|---|---|---|
| Fid 500 Index | Common Collective Trusts | — | $2.0M | $3.1M | 32.9% | |
| Pgim Total Rtn Bd R6 | Other securities | — | $832K | $819K | 8.6% | |
| Af Trgtdate 2040 R5e | Other securities | — | $533K | $650K | 6.8% | |
| Mfs Value R3 | Mutual Funds | — | $429K | $504K | 5.3% | |
| RT NY LIFE AA CL 0 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | $417K | $445K | 4.7% | |
| Pioneer Fdmtl Grth Y | Other securities | — | $468K | $438K | 4.6% | |
| Af Trgtdate 2030 R5e | Other securities | — | $380K | $414K | 4.3% | |
| Af Trgtdate 2010 R5e | Other securities | — | $325K | $346K | 3.6% | |
| Notes Receivable from Participants | Other securities | — | — | $345K | 3.6% | |
| Af Trgtdate 2050 R5e | Other securities | — | $292K | $338K | 3.5% | |
| Af Trgtdate 2045 R5e | Other securities | — | $271K | $306K | 3.2% | |
| Af Europac Growth R6 | Other securities | — | $327K | $297K | 3.1% | |
| Af Trgtdate 2035 R5e | Other securities | — | $216K | $234K | 2.4% | |
| As Spl Mid Cp Val Is | Other securities | — | $183K | $215K | 2.2% | |
| Jpm Emrg Mkts Eq R6 | Other securities | — | $203K | $207K | 2.2% | |
| Jpm Mid Cap Grth R5 | Other securities | — | $149K | $186K | 1.9% | |
| Af Trgtdate 2025 R5e | Other securities | — | $180K | $183K | 1.9% | |
| Af Trgtdate 2055 R5e | Other securities | — | $113K | $130K | 1.4% | |
| Ab Sm Cap Grth Adv | Other securities | — | $127K | $114K | 1.2% | |
| Af Trgtdate 2020 R5e | Other securities | — | $84K | $85K | 0.9% | |
| Af Trgtdate 2060 R5e | Other securities | — | $39K | $45K | 0.5% | |
| Am Cent Smcap Val R6 | Other securities | — | $32K | $42K | 0.4% | |
| Af Trgtdate 2015 R5e | Other securities | — | $35K | $35K | 0.4% | |
| Fid Mid Cap Idx | Common Collective Trusts | — | $24K | $29K | 0.3% | |
| Fid Sm Cap Idx | Common Collective Trusts | — | $9K | $11K | 0.1% | |
| Invs Intl Bond Y | Other securities | — | $2K | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $6K |
| — |
