Michelle BYRD signed The Friedkin Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Friedkin Group, Inc.'s EIN is 27-5549425.
Download the official 2024 Form 5500 (PDF) for The Friedkin Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Friedkin Group, Inc.'s plan includes automatic enrollment, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
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 | $71K | — |
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 | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price T. Rowe Price Blue Chip Growth Fund I Class | Other securities | — | — | $40.8M | 9.9% | |
| Fidelity Investments Fidelity Freedom Blend 2030 – Class Q | Mutual Funds | — | — | $37.4M | 9.1% | |
| FID FRDM BLND 2030 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 091 | Common Collective Trust | — | — | $37.4M | 9.1% | |
| Fidelity Investments Fidelity Freedom Blend 2040 – Class Q | Mutual Funds | — | — | $34.7M | 8.4% | |
| FID FRDM BLND 2040 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 093 | Common Collective Trust | — | — | $34.7M | 8.4% | |
| Fidelity Investments Fidelity Total Market Index Fund | Common Collective Trusts | — | — | $33.6M | 8.2% | |
| Dodge & Cox Funds Dodge & Cox Stock Fund | Mutual Funds | — | — | $30.4M | 7.4% | |
| Fidelity Investments Fidelity Freedom Blend 2050 – Class Q | Mutual Funds | — | — | $29.7M | 7.2% | |
| FID FRDM BLND 2050 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 095 | Common Collective Trust | — | — | $29.7M | 7.2% | |
| Fidelity Investments Fidelity Freedom Blend 2035 – Class Q | Mutual Funds | — | — | $24.8M | 6.0% | |
| FID FRDM BLND 2035 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 092 | Common Collective Trust | — | — | $24.8M | 6.0% | |
| Artisan Partners Artisan Mid Cap Fund Institutional Class | Other securities | — | — | $21.5M | 5.2% | |
| Fidelity Investments Managed Income Portfolio Class 2 | Mutual Funds | — | — | $21.2M | 5.2% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $21.2M | 5.2% | |
| Fidelity Investments Fidelity Freedom Blend 2045 – Class Q | Mutual Funds | — | — | $19.2M | 4.7% | |
| FID FRDM BLND 2045 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 094 | Common Collective Trust | — | — | $19.2M | 4.7% | |
| Fidelity Investments Fidelity Freedom Blend 2025 – Class Q | Mutual Funds | — | — | $17.7M | 4.3% | |
| FID FRDM BLND 2025 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 090 | Common Collective Trust | — | — | $17.7M | 4.3% | |
| Fidelity Investments Fidelity Freedom Blend 2055 – Class Q | Mutual Funds | — | — | $13.9M | 3.4% | |
| FID FRDM BLND 2055 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 113 | Common Collective Trust | — | — | $13.9M | 3.4% | |
| J.P. Morgan Undiscovered Managers Behavioral Value Fund Class R6 | Other securities | — | — | $11.7M | 2.8% | |
| Fidelity Investments Fidelity Diversified International Fund – Class K | Mutual Funds | — | — | $10.9M | 2.7% | |
| Fidelity Investments Fidelity Freedom Blend 2020 – Class Q | Mutual Funds | — | — | $10.1M | 2.5% | |
| FID FRDM BLND 2020 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 089 | Common Collective Trust | — | — | $10.1M | 2.5% | |
| Participant loans Various maturity dates with interest rates ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $8.1M | 2.0% | |
| Fidelity Investments Fidelity Freedom Blend 2060 – Class Q | Mutual Funds | — | — | $7.4M | 1.8% | |
| FID FRDM BLND 2060 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 147 | Common Collective Trust | — | — | $7.4M | 1.8% | |
| Vanguard Selected Value Fund Investor Shares | Mutual Funds | — | — | $7.4M | 1.8% | |
| Aberdeen Standard Investments Aberdeen U.S. Small Cap Fund Institutional Class | Mutual Funds | — | — | $6.7M | 1.6% | |
| PIMCO Total Return Fund Institutional Class | Mutual Funds | — | — | $4.7M | 1.2% | |
| funds * Fidelity Investments Fidelity Freedom Blend 2065 – Class Q | Common Collective Trusts | — | — | $3.4M | 0.8% | |
| FID FRDM BLND 2065 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 168 | Common Collective Trust | — | — | $3.4M | 0.8% | |
| Fidelity Investments Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $3.1M | 0.7% | |
| Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares | Common Collective Trusts | — | — | $2.5M | 0.6% | |
| Federated High Yield Trust Federated High Yield Trust Institutional Shares | Other securities | — | — | $1.9M | 0.5% | |
| Fidelity Investments Fidelity Global ex U.S. Index Fund | Common Collective Trusts | — | — | $1.8M | 0.4% | |
| Fidelity Investments Fidelity Freedom Blend 2010 – Class Q | Mutual Funds | — | — | $1.6M | 0.4% | |
| FID FRDM BLND 2010 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 087 | Common Collective Trust | — | — | $1.6M | 0.4% | |
| Fidelity Investments Fidelity Mid Cap Index | Mutual Funds | — | — | $966K | 0.2% | |
| Fidelity Investments Fidelity Emerging Market Index Fund | Common Collective Trusts | — | — | $882K | 0.2% | |
| Fidelity Investments Fidelity Freedom Blend 2015 – Class Q | Mutual Funds | — | — | $737K | 0.2% | |
| FID FRDM BLND 2015 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 088 | Common Collective Trust | — | — | $737K | 0.2% | |
| Fidelity Investments Fidelity Sm Cap Index | Mutual Funds | — | — | $705K | 0.2% | |
| Cohen & Steers Cohen & Steers Institution Realty Shares | Other securities | — | — | $619K | 0.2% | |
| Fidelity Investments Fidelity Freedom Blend INC – Class Q | Mutual Funds | — | — | $221K | <0.1% | |
| FID FRDM BLEND INC Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 085 | Common Collective Trust | — | — | $221K | <0.1% | |
| FID FRDM BLND 2060 V FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 147 | Common Collective Trust | — | — | $0 | <0.1% | |
| FID FRDM BLND 2015 V FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 088 | Common Collective Trust | — | — | $0 | <0.1% | |
| FID FRDM BLND 2045 V FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 094 | Common Collective Trust | — | — | $0 | <0.1% | |
| FID FRDM BLND 2025 V FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 090 | 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.
