Gary Potts signed Comresource, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Comresource, Inc.'s EIN is 31-1424933.
Download the official 2024 Form 5500 (PDF) for Comresource, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Comresource, Inc.'s plan includes 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 | -$15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGANSTANLEYSMITHBARNEYLLC | 20-8764829 | — | INVESTMENT ADVISOR | $44K | — |
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 Management Trust Company Fidelity 500 Index Fund | Common Collective Trusts | — | — | $2.4M | 10.4% | |
| Fidelity Management Trust Company Fidelity Freedom 2040 Z Fund | Mutual Funds | — | — | $2.0M | 8.7% | |
| Fidelity Management Trust Company Fidelity Freedom 2050 Z Fund | Mutual Funds | — | — | $1.6M | 6.8% | |
| Fidelity Management Trust Company Fidelity Freedom 2035 Z Fund | Mutual Funds | — | — | $1.5M | 6.7% | |
| Fidelity Management Trust Company MFS Growth Fund | Mutual Funds | — | — | $1.4M | 6.1% | |
| Fidelity Management Trust Company Fidelity Government Fund 43 * Fidelity Management Trust Company Fidelity Growth Opportunities Fund | Mutual Funds | — | — | $1.4M | 6.0% | |
| Fidelity Management Trust Company Fidelity Freedom 2030 Z Fund | Mutual Funds | — | — | $1.1M | 4.9% | |
| Fidelity Management Trust Company Fidelity Freedom 2020 Z Fund | Mutual Funds | — | — | $1.0M | 4.4% | |
| Fidelity Management Trust Company Fidelity Freedom 2025 Z Fund | Mutual Funds | — | — | $775K | 3.4% | |
| Fidelity Management Trust Company Fidelity Freedom 2055 Z Fund | Mutual Funds | — | — | $733K | 3.2% | |
| Fidelity Management Trust Company VRTS Mid-Cap Growth Fund | Mutual Funds | — | — | $683K | 3.0% | |
| Fidelity Management Trust Company MFS Aggressive Growth Allocation Fund | Mutual Funds | — | — | $639K | 2.8% | |
| Fidelity Management Trust Company Fidelity Balanced Fund | Mutual Funds | — | — | $613K | 2.7% | |
| Fidelity Management Trust Company VRTS Small-Cap Growth Fund | Mutual Funds | — | — | $581K | 2.5% | |
| FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $499K | 2.2% | |
| Fidelity Management Trust Company Fidelity Freedom 2045 Z Fund | Mutual Funds | — | — | $484K | 2.1% | |
| Fidelity Management Trust Company Gabelli Small Cap Growth Fund | Mutual Funds | — | — | $466K | 2.0% | |
| Fidelity Management Trust Company Columbia Dividend Income Fund | Mutual Funds | — | — | $442K | 1.9% | |
| Fidelity Management Trust Company MFS International Intrinsic Value Fund | Mutual Funds | — | — | $438K | 1.9% | |
| Fidelity Management Trust Company PIF Real Estate Securities Fund | Mutual Funds | — | — | $425K | 1.8% | |
| Fidelity Management Trust Company Diamond Hill Select Fund | Mutual Funds | — | — | $396K | 1.7% | |
| Fidelity Management Trust Company American Century Small Cap Value Fund | Mutual Funds | — | — | $388K | 1.7% | |
| Fidelity Management Trust Company Touchstone Large Cap Focused Fund | Mutual Funds | — | — | $326K | 1.4% | |
| Fidelity Management Trust Company Blackrock High Yield Bond Fund | Mutual Funds | — | — | $325K | 1.4% | |
| Fidelity Management Trust Company Fidelity Freedom 2060 Z Fund | Mutual Funds | — | — | $314K | 1.4% | |
| Fidelity Management Trust Company Fidelity International Index Fund | Common Collective Trusts | — | — | $220K | 0.9% | |
| Fidelity Management Trust Company Victory Core Plus Intermediate Bond Fund | Mutual Funds | — | — | $196K | 0.8% | |
| Fidelity Management Trust Company LS Long Term Government Fund | Mutual Funds | — | — | $185K | 0.8% | |
| Fidelity Management Trust Company AF American Mutual Fund | Mutual Funds | — | — | $182K | 0.8% | |
| Fidelity Management Trust Company PIM Long-Term Bond Fund | Mutual Funds | — | — | $176K | 0.8% | |
| Fidelity Management Trust Company CB International Growth Fund | Mutual Funds | — | — | $174K | 0.8% | |
| Fidelity Management Trust Company PIMCO Income Fund | Mutual Funds | — | — | $155K | 0.7% | |
| Fidelity Management Trust Company AF New World Fund | Mutual Funds | — | — | $128K | 0.6% | |
| Fidelity Management Trust Company First Eagle Gold Fund | Mutual Funds | — | — | $113K | 0.5% | |
| Fidelity Management Trust Company Fidelity Freedom 2065 Z Fund | Mutual Funds | — | — | $110K | 0.5% | |
| Fidelity Management Trust Company Putnam Growth Opportunities Fund | Mutual Funds | — | — | $81K | 0.4% | |
| Fidelity Management Trust Company AF Moderate Growth & Income Fund | Mutual Funds | — | — | $70K | 0.3% | |
| Fidelity Management Trust Company MFS Growth Allocation Fund | Mutual Funds | — | — | $69K | 0.3% | |
| Fidelity Management Trust Company Fidelity Freedom 2015 Z Fund | Mutual Funds | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GBQ CONSULTING, LLC | 20-2122189 | — | ACCOUNTANT/AUDITOR | $13K | — |
