James Schaller signed Centric Consulting, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Centric Consulting, LLC's EIN is 31-1776636.
Download the official 2024 Form 5500 (PDF) for Centric Consulting, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Centric Consulting, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), 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 | -$107K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| s * Fidelity 500 Index Fund | Mutual Funds | — | — | $15.0M | 12.7% | |
| Fidelity Contrafund K Fund | Mutual Funds | — | — | $13.9M | 11.8% | |
| Fidelity Freedom 2040 K6 | Mutual Funds | — | — | $10.0M | 8.5% | |
| Fidelity Freedom 2035 K6 | Mutual Funds | — | — | $9.2M | 7.8% | |
| Fidelity Freedom 2030 K6 | Mutual Funds | — | — | $8.5M | 7.2% | |
| Fidelity Freedom 2045 K6 | Mutual Funds | — | — | $7.2M | 6.1% | |
| Self-Directed Brokerage Account BrokerageLink Account | Self-Directed Brokerage | — | — | $5.1M | 4.3% | |
| Fidelity Freedom 2050 K6 | Mutual Funds | — | — | $4.9M | 4.2% | |
| Fidelity Balanced Fund | Mutual Funds | — | — | $4.1M | 3.5% | |
| Fidelity Freedom 2055 K6 | Mutual Funds | — | — | $3.9M | 3.3% | |
| Mainstay Large Cap Growth Fund | Other securities | — | — | $3.6M | 3.1% | |
| Fidelity Diversified International K Fund | Mutual Funds | — | — | $3.2M | 2.7% | |
| Fidelity Freedom 2025 K6 | Mutual Funds | — | — | $2.6M | 2.2% | |
| Fidelity Value K Fund | Mutual Funds | — | — | $2.3M | 2.0% | |
| Fidelity Freedom 2060 K6 | Mutual Funds | — | — | $2.2M | 1.9% | |
| Carillon Eagle Mid Cap Growth Fund | Other securities | — | — | $2.2M | 1.9% | |
| Fidelity Strategic Income Fund | Mutual Funds | — | — | $1.9M | 1.6% | |
| Fidelity Small Cap Index Investor Fund | Mutual Funds | — | — | $1.8M | 1.5% | |
| MFS Value Fund | Mutual Funds | — | — | $1.8M | 1.5% | |
| Fidelity Mid Cap Index Investor Fund | Mutual Funds | — | — | $1.7M | 1.5% | |
| Party-In- Identity of Party Involved and Description of Current Interest Investment Cost Value Investments, at Fair Value Money Market Fund * Fidelity Government Money Market Fund | Mutual Funds | — | — | $1.7M | 1.5% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $1.6M | 1.4% | |
| Fidelity Global US Index Investor Fund | Mutual Funds | — | — | $1.6M | 1.3% | |
| Fidelity Low-Priced Stock Fund | Mutual Funds | — | — | $1.6M | 1.3% | |
| BlackRock Advantage Small Cap Core Institutional | Other securities | — | — | $1.2M | 1.1% | |
| Baron Growth Fund | Other securities | — | — | $1.2M | 1.0% | |
| Fidelity Government Income Fund | Mutual Funds | — | — | $1.0M | 0.9% | |
| Party-In- Identity of Party Involved and Description of Current Interest Investment Cost Value Mutual Funds (Continued) * Fidelity Freedom 2020 K6 | Mutual Funds | — | — | $852K | 0.7% | |
| Notes Receivable from Participants Interest Rate 5.25 to 10.5 Percent - 0 - | Other securities | — | — | $625K | 0.5% | |
| RBC Emerging Markets Equity Fund | Other securities | — | — | $398K | 0.3% | |
| Fidelity Freedom 2065 K6 | Mutual Funds | — | — | $347K | 0.3% | |
| Fidelity Freedom Inc K6 | Mutual Funds | — | — | $197K | 0.2% | |
| Fidelity Freedom 2010 K6 | Mutual Funds | — | — | $165K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
