Jason McBride signed Anthony & Sylvan Pools Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Anthony & Sylvan Pools Corporation's EIN is 31-1522456.
Download the official 2024 Form 5500 (PDF) for Anthony & Sylvan Pools Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Anthony & Sylvan Pools Corporation'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 | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC. | 26-0058143 | — | INVESTMENT ADVISOR | $42K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 Blue Chip Growth Fund | Mutual Funds | — | — | $13.1M | 36.9% | |
| Fidelity S&P 500 Index Advantage Fund | Common Collective Trusts | — | — | $3.5M | 9.8% | |
| JPMorgan Equity Income R5 Fund | Other securities | — | — | $3.4M | 9.5% | |
| Fidelity Freedom 2050 Fund | Mutual Funds | — | — | $2.0M | 5.7% | |
| Fidelity Freedom 2040 Fund | Mutual Funds | — | — | $1.6M | 4.5% | |
| Fidelity Freedom 2035 Fund | Mutual Funds | — | — | $1.4M | 3.9% | |
| Fidelity Freedom 2030 Fund | Mutual Funds | — | — | $1.2M | 3.5% | |
| Fidelity Freedom 2055 Fund | Mutual Funds | — | — | $1.0M | 2.9% | |
| Fidelity Freedom 2045 Fund | Mutual Funds | — | — | $951K | 2.7% | |
| Fidelity Puritan Fund | Mutual Funds | — | — | $799K | 2.3% | |
| Fidelity Worldwide Fund | Mutual Funds | — | — | $775K | 2.2% | |
| Fidelity Stock Selector Small Cap Fund | Mutual Funds | — | — | $755K | 2.1% | |
| Fidelity Managed Income Portfolio Fund | Mutual Funds | — | — | $749K | 2.1% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $749K | 2.1% | |
| Fidelity Freedom 2020 Fund | Mutual Funds | — | — | $732K | 2.1% | |
| Fidelity Freedom 2060 Fund | Mutual Funds | — | — | $612K | 1.7% | |
| Allspring Government Securities Fund | Other securities | — | — | $377K | 1.1% | |
| Fidelity Freedom 2025 Fund | Mutual Funds | — | — | $342K | 1.0% | |
| Participant loans, net of Various loans due through 2032; interest rates - | Participant loans | — | — | $306K | 0.9% | |
| Fidelity Total Bond K6 Fund | Mutual Funds | — | — | $266K | 0.7% | |
| Alliance Bernstein Alliance Bernstein Small Cap Value Fund | Other securities | — | — | $247K | 0.7% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $244K | 0.7% | |
| Fidelity Low-Priced Stock Fund | Mutual Funds | — | — | $222K | 0.6% | |
| Fidelity Freedom 2065 Fund | Mutual Funds | — | — | $221K | 0.6% | |
| Fidelity Freedom Income Fund | Mutual Funds | — | — | $209K | 0.6% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $162K | 0.5% | |
| Fidelity Freedom 2070 Fund 31 * Fidelity International Equity Fund | Mutual Funds | — | — | $134K | 0.4% | |
| Fidelity Freedom 2010 Fund | Mutual Funds | — | — | $91K | 0.3% | |
| MFS International Diversification Class R6 | Mutual Funds | — | — | $52K | 0.1% | |
| Fidelity Freedom 2015 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.
