Christine Kresge signed Avertest, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Avertest, LLC's EIN is 27-3929226.
Download the official 2024 Form 5500 (PDF) for Avertest, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Avertest, 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 | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | 35-2552359 | — | ADVISOR | $7K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2045 Investor Class Fund | Mutual Funds | — | — | $1.5M | 27.4% | |
| Fidelity Freedom Index 2055 Investor Class Fund | Mutual Funds | — | — | $1.4M | 26.5% | |
| Fidelity Freedom Index 2025 Investor Class Fund | Mutual Funds | — | — | $1.1M | 20.9% | |
| Fidelity Freedom Index 2035 Investor Class Fund | Mutual Funds | — | — | $665K | 12.5% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $247K | 4.6% | |
| Fidelity Managed Income Portfolio Fund | Mutual Funds | — | — | $159K | 3.0% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $159K | 3.0% | |
| Notes Receivable from Participants * Plan Participants Bearing interest rates of 4.25% to 9.50%, | Bonds / Notes | — | — | $91K | 1.7% | |
| Fidelity Freedom Index Income Investor Class Fund | Mutual Funds | — | — | $29K | 0.5% | |
| JP Morgan Large Cap Growth Fund | Other securities | — | — | $28K | 0.5% | |
| Vanguard Total International Bond Index | Mutual Funds | — | — | $23K | 0.4% | |
| CIT Core Plus Bond R1 944 Putnam Large Cap Value Fund | Common Collective Trusts | — | — | $20K | 0.4% | |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $20K | 0.4% | |
| Fidelity Freedom Index 2050 Investor Class Fund | Mutual Funds | — | — | $16K | 0.3% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $15K | 0.3% | |
| MFS Research International Fund | Mutual Funds | — | — | $10K | 0.2% | |
| Fidelity Freedom Index 2030 Investor Class Fund | Mutual Funds | — | — | $10K | 0.2% | |
| Goldman Sachs International Small Cap Insights Fund | Other securities | — | — | $6K | 0.1% | |
| Janus Henderson Triton Fund | Mutual Funds | — | — | $5K | <0.1% | |
| Federated Hermes Institutional High Yield Bond Fund | Other securities | — | — | $4K | <0.1% | |
| Fidelity Freedom Index 2065 Investor Class Fund | Mutual Funds | — | — | $4K | <0.1% | |
| Fidelity Freedom Index 2040 Investor Class Fund | Mutual Funds | — | — | $4K | <0.1% | |
| Cohen & Steers Real Estate Fund | Other securities | — | — | $2K | <0.1% | |
| JP Morgan Emerging Markets Equity Fund | Other securities | — | — | $2K | <0.1% | |
| Fidelity Freedom Index 2060 Investor Class Fund | Mutual Funds | — | — | $2K | <0.1% | |
| Pimco Real Return Fund | Mutual Funds | — | — | $2K | <0.1% | |
| Fidelity Freedom Index 2015 Investor Class Fund | Mutual Funds | — | — | $2K | <0.1% | |
| CORE PLUS BOND R1 GREAT GRAY TRUST COMPANY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $944 | <0.1% | |
| FLEXPATH MOD 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH MOD RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2248665 / PN 211 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH MOD 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2285799 / PN 214 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH MOD 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH MOD 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
