Justin Palmer signed Castle Personnel Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Castle Personnel Group, LLC's EIN is 26-4776137.
Download the official 2024 Form 5500 (PDF) for Castle Personnel Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Castle Personnel Group, LLC'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 | $2K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Advisor Freedom 2030 Fund K 146,817.186 shares | Mutual Funds | — | $147K | $2.6M | 13.9% | |
| Fidelity Advisor Freedom 2040 Fund K 219,862.656 shares | Mutual Funds | — | $220K | $2.5M | 13.8% | |
| Fidelity Advisor Freedom 2035 Fund K 125,260.792 shares | Mutual Funds | — | $125K | $2.0M | 10.6% | |
| Fidelity Advisor Blue Chip Growth Fund 5,768.337 shares | Mutual Funds | — | $6K | $1.3M | 7.1% | |
| Fidelity Advisor Freedom 2050 Fund K 95,037.567 shares | Mutual Funds | — | $95K | $1.3M | 7.0% | |
| Fidelity Advisor 500 Index 5,842.008 shares | Common Collective Trusts | — | $6K | $1.2M | 6.5% | |
| Fidelity Advisor Freedom 2025 Fund K 71,399.043 shares | Mutual Funds | — | $71K | $972K | 5.3% | |
| Fidelity Advisor Freedom 2015 Fund K 73,425.446 shares | Mutual Funds | — | $73K | $837K | 4.5% | |
| Fidelity Advisor Freedom 2045 Fund K 60,736.971 shares | Mutual Funds | — | $61K | $818K | 4.4% | |
| Morgan Stanley Institutional Trust DiscoveryFund 25,931.565 shares | Other securities | — | $26K | $559K | 3.0% | |
| Fidelity Advisor Freedom 2020 Fund K 36,679.070 shares | Mutual Funds | — | $37K | $527K | 2.9% | |
| s, continued *Fidelity Advisor Freedom 2055 Fund K 31,053.987 shares | Mutual Funds | — | $31K | $491K | 2.7% | |
| Fidelity Advisor Extended Market Index Fund 5,292.413 shares | Common Collective Trusts | — | $5K | $481K | 2.6% | |
| Franklin Small Cap Growth Fund A 13,472.252 shares | Mutual Funds | — | $13K | $313K | 1.7% | |
| Fidelity Advisor Freedom 2065 Fund K 20,755.497 shares | Mutual Funds | — | $21K | $274K | 1.5% | |
| American Beacon Small Cap Value Fund 10,759.423 shares | Other securities | — | $11K | $249K | 1.3% | |
| s *Fidelity Advisor Value Fund 15,843.691 shares | Mutual Funds | — | $16K | $215K | 1.2% | |
| Dodge & Cox International Stock Fund 4,204.546 shares | Mutual Funds | — | $4K | $210K | 1.1% | |
| JPMorgan Disciplined Equity Fund A 3,685.033 shares | Other securities | — | $4K | $158K | 0.9% | |
| Dodge & Cox Balanced Fund 1,522.397 shares | Mutual Funds | — | $2K | $155K | 0.8% | |
| Fidelity Advisor Global ex U.S. Index Fund 8,825.711 shares | Common Collective Trusts | — | $9K | $127K | 0.7% | |
| Fidelity Advisor Total Bond 13,432.322 shares | Mutual Funds | — | $13K | $126K | 0.7% | |
| Vanguard Windsor II Admiral Fund 1,257.836 shares | Mutual Funds | — | $1K | $99K | 0.5% | |
| Harbor International Institutional Fund 2,010.369 shares | Other securities | — | $2K | $89K | 0.5% | |
| Fidelity Advisor High Income 7,092.192 shares | Mutual Funds | — | $7K | $56K | 0.3% | |
| Fidelity Advisor U.S. Bond Index Fund 4,396.478 shares | Common Collective Trusts | — | $4K | $45K | 0.2% | |
| Northern Funds Small Cap Index Fund 3,065.469 shares | Common Collective Trusts | — | $3K | $43K | 0.2% | |
| Fidelity Advisor New Markets Income Fund 3,069.071 shares | Mutual Funds | — | $3K | $39K | 0.2% | |
| Fidelity Advisor Freedom 2060 Fund K 2,035.302 shares | Mutual Funds | — | $2K | $29K | 0.2% | |
| Fidelity Advisor Inflation-Protected Bond Index Fund 3,019.574 shares | Common Collective Trusts | — | $3K | $27K | 0.1% | |
| Fidelity Advisor Real Estate Investment Portfolio 657.574 shares | Mutual Funds | — | — | $25K | 0.1% | |
| Fidelity Advisor Freedom 2010 Fund K 997.192 shares | Mutual Funds | — | — | $14K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
