Kristine Morrissey signed Niagara Bottling, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Niagara Bottling, LLC's EIN is 33-0843510.
Download the official 2024 Form 5500 (PDF) for Niagara Bottling, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Niagara Bottling, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
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 | $238K | — |
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 Investments Fidelity Blue Chip Growth Fund | Mutual Funds | — | — | $30.1M | 11.1% | |
| Fidelity Investments Fidelity Freedom Index 2050 Fund | Mutual Funds | — | — | $27.1M | 9.9% | |
| Fidelity Investments Fidelity Freedom Index 2040 Fund | Mutual Funds | — | — | $26.2M | 9.6% | |
| Fidelity Investments Fidelity Freedom Index 2045 Fund | Mutual Funds | — | — | $26.0M | 9.5% | |
| Fidelity Investments Fidelity Freedom Index 2055 Fund | Mutual Funds | — | — | $24.3M | 8.9% | |
| Fidelity Investments Fidelity Freedom Index 2035 Fund | Mutual Funds | — | — | $22.3M | 8.2% | |
| Fidelity Investments Fidelity Freedom Index 2060 Fund | Mutual Funds | — | — | $19.1M | 7.0% | |
| Fidelity Investments Fidelity Freedom Index 2030 Fund | Mutual Funds | — | — | $16.4M | 6.0% | |
| Fidelity Investments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $15.9M | 5.9% | |
| Notes Receivable from Participants * Participant Loans Interest rates ranging from 3.25% - 10.50% - | Bonds / Notes | — | — | $9.5M | 3.5% | |
| Fidelity Investments Fidelity Freedom Index 2025 Fund | Mutual Funds | — | — | $7.4M | 2.7% | |
| RT NY LIFE AA CL 0 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $5.5M | 2.0% | |
| Fidelity Investments Fidelity Total Market Index Fund | Common Collective Trusts | — | — | $4.5M | 1.6% | |
| Fidelity Investments Fidelity Freedom Index 2065 Fund | Mutual Funds | — | — | $4.3M | 1.6% | |
| Ameriprise Trust Company Columbia Dividend Income Fund | Common Stocks | — | — | $3.7M | 1.4% | |
| COL DIV INC INST MS AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 218 | Common Collective Trust | — | — | $3.7M | 1.4% | |
| Fidelity Investments Fidelity International Index Fund | Common Collective Trusts | — | — | $2.9M | 1.0% | |
| Fidelity Investments Fidelity Total Bond Fund | Mutual Funds | — | — | $2.8M | 1.0% | |
| Fidelity Investments Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $2.7M | 1.0% | |
| Fidelity Investments Fidelity Freedom Index 2020 Fund | Mutual Funds | — | — | $2.6M | 0.9% | |
| John Hancock John Hancock Disciplined Value Mid Cap Fund | Other securities | — | — | $2.5M | 0.9% | |
| BlackRock Mid Cap Growth Fund | Other securities | — | — | $2.3M | 0.8% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $2.0M | 0.8% | |
| Registered Investment Companies * Fidelity Investments Fidelity Puritan Fund | Mutual Funds | — | — | $2.0M | 0.7% | |
| Fidelity Investments Fidelity Freedom Index 2070 Fund ** 259 Brown Advisory Brown Advisory Sustainable Growth Fund | Mutual Funds | — | — | $2.0M | 0.7% | |
| Fidelity Investments Fidelity International Capital Appreciation Fund | Mutual Funds | — | — | $1.9M | 0.7% | |
| Dimensional Fund Advisors DFA U.S. Targeted Value Fund | Mutual Funds | — | — | $1.9M | 0.7% | |
| Vanguard Explorer Fund | Mutual Funds | — | — | $1.6M | 0.6% | |
| Dimensional Fund Advisors DFA Real Estate Securities Fund | Mutual Funds | — | — | $1.4M | 0.5% | |
| Virtus Duff & Phelps Water Fund | Other securities | — | — | $429K | 0.2% | |
| Fidelity Investments Fidelity Freedom Index Income Fund | Mutual Funds | — | — | $425K | 0.2% | |
| Fidelity Investments Fidelity U.S. Bond Index Fund ** 564 Macquarie Asset Management Macquarie Systematic Emerging Markets Equity Fund | Common Collective Trusts | — | — | $213K | <0.1% | |
| Interest-Bearing Cash * Fidelity Investments Fidelity Government Money Market Fund | Mutual Funds | — | — | $90K | <0.1% | |
| Fidelity Investments Fidelity Freedom Index 2015 Fund | Mutual Funds | — | — | $54K | <0.1% | |
| Fidelity Investments Fidelity Freedom Index 2010 Fund | Mutual Funds | — | — | $26K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
