Sean DALY signed Ceterus, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ceterus, Inc.'s EIN is 26-2418428.
Download the official 2024 Form 5500 (PDF) for Ceterus, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ceterus, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $6K | — |
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 FREEDOM INDEX 2040 PREMIER | Registered Investment Companies | — | — | $241K | 19.0% | |
| FID FREEDOM INDEX 2060 PREMIER | Registered Investment Companies | — | — | $239K | 18.9% | |
| FID FREEDOM INDEX 2050 PREMIER | Registered Investment Companies | — | — | $234K | 18.5% | |
| FID FREEDOM INDEX 2055 PREMIER | Registered Investment Companies | — | — | $168K | 13.2% | |
| FID FREEDOM INDEX 2020 PREMIER | Registered Investment Companies | — | — | $71K | 5.6% | |
| FID FREEDOM INDEX 2045 PREMIER | Registered Investment Companies | — | — | $48K | 3.8% | |
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $39K | 3.0% | |
| FID FREEDOM INDEX 2025 PREMIER 28 REGISTERED INVESTMENT COMPANY MFS TOTAL RETURN - R6 28 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2035 PREMIER | Registered Investment Companies | — | — | $32K | 2.5% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $29K | 2.3% | |
| FID FREEDOM INDEX 2030 PREMIER 29 REGISTERED INVESTMENT COMPANY DFA COMMODITY STRAT PORT INST 27 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2065 PREMIER | Registered Investment Companies | — | — | $27K | 2.1% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $24K | 1.9% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $19K | 1.5% | |
| NUVEEN SMALLCAP BLEND INDEX R6 | Registered Investment Companies | — | — | $15K | 1.2% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $9K | 0.7% | |
| FID FREE INDX 2015 PREM 28 REGISTERED INVESTMENT COMPANY AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $5K | 0.4% | |
| T ROWE PRICE OVERSEAS STOCK | Registered Investment Companies | — | — | $4K | 0.3% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $4K | 0.3% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $4K | 0.3% | |
| BLACKROCK TOTAL RETURN K | Registered Investment Companies | — | — | $4K | 0.3% | |
| JANUS HENDERSON TRITON FUND N 29 REGISTERED INVESTMENT COMPANY VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $3K | 0.3% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $3K | 0.2% | |
| PRI REAL ESTATE SECURITIES R6 | Registered Investment Companies | — | — | $3K | 0.2% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $1K | <0.1% | |
| FID FREEDOM INDEX 2010 PREMIER 28 REGISTERED INVESTMENT COMPANY GS INFLATION PROTECTED SEC R6 | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
