Beverly Ziencina signed FGS-WI, LLC (DBA Freedom Graphic Systems)'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
FGS-WI, LLC (DBA Freedom Graphic Systems)'s EIN is 27-3287925.
Download the official 2023 Form 5500 (PDF) for FGS-WI, LLC (DBA Freedom Graphic Systems) from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)FGS-WI, LLC (DBA Freedom Graphic Systems)'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), 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 | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | ADVISOR | $40K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Institutional Cl * Fidelity Investments Fidelity 500 Index Premium N/R | Common Collective Trusts | — | — | $5.9M | 19.9% | |
| Vanguard Target Retirement 2030 N/R | Mutual Funds | — | — | $3.2M | 10.9% | |
| Fidelity Investments Fidelity Contrafund N/R | Mutual Funds | — | — | $2.8M | 9.6% | |
| Premium * Fidelity Investments Fidelity Government Money Market N/R | Mutual Funds | — | — | $2.0M | 6.9% | |
| Fidelity Investments Fidelity Extended Market Index /N/R | Mutual Funds | — | — | $1.8M | 6.0% | |
| Admiral Shares Vanguard Target Retirement 2020 N/R | Mutual Funds | — | — | $1.5M | 5.2% | |
| Vanguard Target Retirement 2040 N/R | Mutual Funds | — | — | $1.5M | 4.9% | |
| Participant Directed Brokerage accounts N/R | Self-Directed Brokerage | — | — | $1.3M | 4.3% | |
| Vanguard Target Retirement 2035 N/R | Mutual Funds | — | — | $1.1M | 3.8% | |
| Opportunities Institutional Cohen & Steers Cohen & Steers Realty Shares N/R | Other securities | — | — | $1.1M | 3.7% | |
| Vanguard Target Retirement 2050 N/R | Mutual Funds | — | — | $977K | 3.3% | |
| Vanguard Target Retirement 2025 N/R | Mutual Funds | — | — | $841K | 2.9% | |
| JPMorgan Total Return Fund Class N/R | Other securities | — | — | $827K | 2.8% | |
| R5 Shares MFS International Diversification N/R | Mutual Funds | — | — | $806K | 2.7% | |
| Opportunities Janus Henderson Triton Class T N/R | Mutual Funds | — | — | $571K | 1.9% | |
| Vanguard Target Retirement 2060 N/R | Mutual Funds | — | — | $535K | 1.8% | |
| Fund Class R4 Vanguard Equity-Income Fund N/R | Mutual Funds | — | — | $523K | 1.8% | |
| Fidelity Investments Fidelity International Small Cap N/R | Mutual Funds | — | — | $495K | 1.7% | |
| Vanguard Target Retirement 2045 N/R | Mutual Funds | — | — | $419K | 1.4% | |
| Vanguard Target Retirement 2055 N/R | Mutual Funds | — | — | $341K | 1.2% | |
| Vanguard Target Retirement Income N/R | Mutual Funds | — | — | $255K | 0.9% | |
| Dimensional Fund Advisors DFA U.S. Targeted Value Portfolio N/R | Mutual Funds | — | — | $224K | 0.8% | |
| BlackRock Strategic income N/R | Other securities | — | — | $209K | 0.7% | |
| Participant Loans Interest rates: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $208K | 0.7% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
