Corey Storr signed S2 Analytical Solutions, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
S2 Analytical Solutions, LLC's EIN is 27-4518039.
Download the official 2024 Form 5500 (PDF) for S2 Analytical Solutions, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)S2 Analytical Solutions, LLC's plan includes a 401(k) feature, a default investment (QDIA), profit-sharing, 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 | $3K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Value * FID FREEDOM 2040 Mutual Fund | Mutual Funds | — | — | $3.7M | 17.4% | |
| FID FREEDOM 2030 Mutual Fund | Mutual Funds | — | — | $3.6M | 16.9% | |
| FID FREEDOM 2035 Mutual Fund | Mutual Funds | — | — | $2.8M | 13.5% | |
| FID SEL TECHNOLOGY Mutual Fund | Mutual Funds | — | — | $2.1M | 10.1% | |
| FID FREEDOM 2045 Mutual Fund | Mutual Funds | — | — | $1.7M | 8.0% | |
| FID CONTRAFUND Mutual Fund | Mutual Funds | — | — | $1.2M | 5.9% | |
| FID FREEDOM 2050 Mutual Fund | Mutual Funds | — | — | $745K | 3.5% | |
| FID FREEDOM 2025 Mutual Fund | Mutual Funds | — | — | $659K | 3.1% | |
| FID FREEDOM 2060 Mutual Fund | Mutual Funds | — | — | $395K | 1.9% | |
| FID FREEDOM 2055 Mutual Fund | Mutual Funds | — | — | $339K | 1.6% | |
| FID FREEDOM 2020 Mutual Fund | Mutual Funds | — | — | $318K | 1.5% | |
| EV ATL CAP SMID-CP I Mutual Fund | Other securities | — | — | $302K | 1.4% | |
| FID GOVT MMKT Mutual Fund | Mutual Funds | — | — | $286K | 1.4% | |
| FID SEL BIOTECH Mutual Fund | Mutual Funds | — | — | $279K | 1.3% | |
| BROKERAGELINK UNIT Mutual Fund | Other securities | — | — | $248K | 1.2% | |
| FID SEL ENERGY Mutual Fund | Mutual Funds | — | — | $241K | 1.1% | |
| FKLN SM CAP VAL ADV Mutual Fund | Other securities | — | — | $223K | 1.1% | |
| FID FREEDOM 2065 Mutual Fund | Mutual Funds | — | — | $196K | 0.9% | |
| MFS NEW DISCOVERY R4 Mutual Fund | Mutual Funds | — | — | $192K | 0.9% | |
| BLKRK EQUITY DIV I Mutual Fund | Other securities | — | — | $170K | 0.8% | |
| FID INTL CAP APPREC Mutual Fund | Mutual Funds | — | — | $125K | 0.6% | |
| FID MID CAP VALUE Mutual Fund | Mutual Funds | — | — | $111K | 0.5% | |
| GS LG CAP VAL INST Mutual Fund | Other securities | — | — | $95K | 0.5% | |
| DAVIS FINANCIAL Y Mutual Fund | Other securities | — | — | $88K | 0.4% | |
| FID CAPITAL & INCOME Mutual Fund | Mutual Funds | — | — | $83K | 0.4% | |
| FKLN RISING DIVS ADV Mutual Fund | Other securities | — | — | $80K | 0.4% | |
| IS MSCI EAFE INTL IS Mutual Fund | Other securities | — | — | $80K | 0.4% | |
| Participant loans Interest 3.25% - 8.50% | Bonds / Notes | — | — | $79K | 0.4% | |
| FID LEVERGD CO STK Mutual Fund | Mutual Funds | — | — | $76K | 0.4% | |
| FKLN UTILITIES ADV Mutual Fund | Other securities | — | — | $59K | 0.3% | |
| FID EMERG MKTS DISC Mutual Fund | Mutual Funds | — | — | $54K | 0.3% | |
| INVS INTL EQUITY Y Mutual Fund | Other securities | — | — | $53K | 0.3% | |
| FKLN NAT RESRC ADV Mutual Fund | Other securities | — | — | $51K | 0.2% | |
| CBA GROWTH I Mutual Fund | Other securities | — | — | $48K | 0.2% | |
| PIM LOW DUR INST Mutual Fund | Other securities | — | — | $42K | 0.2% | |
| PIM REAL RETURN INST Mutual Fund | Other securities | — | — | $39K | 0.2% | |
| FID FREEDOM 2010 Mutual Fund | Mutual Funds | — | — | $37K | 0.2% | |
| FID SEL TELECOMM Mutual Fund | Mutual Funds | — | — | $29K | 0.1% | |
| LOOMIS GLBL BD INST Mutual Fund | Other securities | — | — | $27K | 0.1% | |
| FID REAL ESTATE INC Mutual Fund | Mutual Funds | — | — | $11K | <0.1% | |
| FIDELITY GOVT INCOME Mutual Fund | Mutual Funds | — | — | $7K | <0.1% | |
| BLKRK GLOBAL ALLOC I Mutual Fund | Other securities | — | — | $6K | <0.1% | |
| LOOMIS BOND INST Mutual Fund | Other securities | — | — | $6K | <0.1% | |
| AM CENT INTL GROWTH Mutual Fund | Other securities | — | — | $6K | <0.1% | |
| BROKERAGELINK Cash | Cash / Money Market | — | — | $5K | <0.1% | |
| FID FREEDOM 2015 Mutual Fund | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
