REAS Allen signed Connor Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Connor Group, Inc.'s EIN is 32-0445452.
Download the official 2024 Form 5500 (PDF) for Connor Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Connor Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $7K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Management Trust Co. Fidelity 500 Index Fund | Common Collective Trusts | — | — | $11.9M | 17.5% | |
| Fidelity Management Trust Co. Fidelity Freedom K 2055 Fund | Mutual Funds | — | — | $8.6M | 12.6% | |
| Fidelity Management Trust Co. Fidelity Freedom K 2050 Fund | Mutual Funds | — | — | $6.7M | 9.8% | |
| Fidelity Management Trust Co. Fidelity Contrafund K6 Fund | Mutual Funds | — | — | $5.3M | 7.8% | |
| Fidelity Management Trust Co. Fidelity Freedom K 2040 Fund | Mutual Funds | — | — | $5.1M | 7.5% | |
| Fidelity Management Trust Co. Fidelity Freedom K 2045 Fund | Mutual Funds | — | — | $4.9M | 7.2% | |
| Fidelity Management Trust Co. Fidelity Freedom K 2060 Fund | Mutual Funds | — | — | $4.2M | 6.1% | |
| Fidelity Management Trust Co. Fidelity Total Market Index Fund | Common Collective Trusts | — | — | $2.5M | 3.6% | |
| Fidelity Management Trust Co. Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $1.6M | 2.4% | |
| Fidelity Management Trust Co. Fidelity Freedom K 2030 Fund | Mutual Funds | — | — | $1.5M | 2.1% | |
| Fidelity Management Trust Co. Brokerage Link - Unit | Self-Directed Brokerage | — | — | $1.4M | 2.0% | |
| Fidelity Management Trust Co. Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $1.2M | 1.8% | |
| Money Market Funds * Fidelity Management Trust Co. Fidelity Government Money Market Fund | Mutual Funds | — | — | $1.2M | 1.7% | |
| Fidelity Management Trust Co. Fidelity Freedom K 2035 Fund | Mutual Funds | — | — | $1.2M | 1.7% | |
| Fidelity Management Trust Co. Fidelity Balanced K6 Fund | Mutual Funds | — | — | $990K | 1.4% | |
| Fidelity Management Trust Co. Fidelity International Index Fund | Common Collective Trusts | — | — | $987K | 1.4% | |
| Fidelity Management Trust Co. Fidelity Large Cap Stock K6 Fund | Mutual Funds | — | — | $938K | 1.4% | |
| Fidelity Management Trust Co. Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $813K | 1.2% | |
| Fidelity Management Trust Co. Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $744K | 1.1% | |
| Fidelity Management Trust Co. Fidelity Capital & Income Fund | Mutual Funds | — | — | $603K | 0.9% | |
| Fidelity Management Trust Co. Fidelity Emerging Markets Index Fund | Common Collective Trusts | — | — | $524K | 0.8% | |
| Fidelity Management Trust Co. Fidelity Freedom K 2065 Fund | Mutual Funds | — | — | $507K | 0.7% | |
| Fidelity Management Trust Co. Fidelity Freedom K 2025 Fund | Mutual Funds | — | — | $478K | 0.7% | |
| Fidelity Management Trust Co. Brokerage Link - Fidelity Fund | Self-Directed Brokerage | — | — | $470K | 0.7% | |
| Fidelity Management Trust Co. Fidelity Low-Priced Stock K6 Fund | Mutual Funds | — | — | $436K | 0.6% | |
| Franklin Templeton Franklin Small Cap Growth Fund Class A | Mutual Funds | — | — | $391K | 0.6% | |
| Fidelity Management Trust Co. Fidelity Real Estate Index Fund | Common Collective Trusts | — | — | $377K | 0.6% | |
| Massachusetts Financial Services Company MFS Mid Cap Value Fund Class R3 | Mutual Funds | — | — | $372K | 0.5% | |
| Invesco International Growth Fund Class A | Mutual Funds | — | — | $336K | 0.5% | |
| Artisan Partners Limited Partnership Artisan International Fund Investor Class | Mutual Funds | — | — | $324K | 0.5% | |
| Self-directed Brokerage Accounts Various common stock issued through Fidelity * Self-directed brokerage accounts Brokerage link | Self-Directed Brokerage | — | — | $258K | 0.4% | |
| Robert W. Baird & Co Baird Core Plus Bond Fund Class Investor | Common Stocks | — | — | $250K | 0.4% | |
| Fidelity Management Trust Co. Cash | Mutual Funds | — | — | $159K | 0.2% | |
| Fidelity Management Trust Co. Fidelity Global ex U.S Index Fund | Common Collective Trusts | — | — | $146K | 0.2% | |
| Invesco Diversified Dividend R5 Fund | Mutual Funds | — | — | $126K | 0.2% | |
| Glenmede Fund Inc. Glenmede Small Cap Equity Advisor Fund | Common Stocks | — | — | $113K | 0.2% | |
| Fidelity Management Trust Co. Fidelity GNMA Fund | Agency / Mortgage-Backed | — | — | $78K | 0.1% | |
| Allspring Funds Management, LLC Allspring Small Company Growth Admin Fund | Common Stocks | — | — | $63K | <0.1% | |
| PIMCO Real Return Fund Administrative Class | Mutual Funds | — | — | $61K | <0.1% | |
| Goldman Sachs Goldman Sachs Small Cap Vsalue Insights Fund | Other securities | — | — | $59K | <0.1% | |
| Fidelity Management Trust Co. Brokerage Link - External Fund | Self-Directed Brokerage | — | — | $57K | <0.1% | |
| Fidelity Management Trust Co. Fidelity Freedom Retirement Fund - Class K | Mutual Funds | — | — | $8K | <0.1% | |
| Noninterest Bearing Cash | Cash / Money Market | — | — | $3K | <0.1% | |
| Fidelity Management Trust Co. Fidelity Freedom K 2010 Fund | Mutual Funds | — | — | $2K | <0.1% | |
| Participant contributions transferred late to Plan for year - | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
