Andrea Montgomery signed Crescent Plastics, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Crescent Plastics, Inc.'s EIN is 35-0851142.
Download the official 2024 Form 5500 (PDF) for Crescent Plastics, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Crescent Plastics, Inc.'s plan includes a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.
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 |
|---|---|---|---|---|---|
| FORVIS LLP | 44-0160260 | — | ACCOUNTANT/AUDITOR | $14K | — |
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 Contrafund 472,271 units | Mutual Funds | — | $472K | $14.7M | 20.4% | |
| Collective Trust Fund *Fidelity Managed Income Portfolio 10,844,898 units | Common Collective Trusts | — | $10.8M | $9.2M | 12.8% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $8.7M | 12.0% | |
| Fidelity 500 Index Fund 30,182 units | Common Collective Trusts | — | $30K | $6.2M | 8.6% | |
| Fidelity Freedom 2025 Fund 402,761 units | Mutual Funds | — | $403K | $5.5M | 7.6% | |
| T. Rowe Price Dividend Growth Fund 47,883 units | Other securities | — | $48K | $3.7M | 5.1% | |
| Fidelity Freedom 2030 Fund 204,958 units | Mutual Funds | — | $205K | $3.6M | 5.0% | |
| Fidelity Freedom 2035 Fund 222,316 units | Mutual Funds | — | $222K | $3.5M | 4.8% | |
| Fidelity Growth Strategies Fund 44,915 units | Mutual Funds | — | $45K | $3.0M | 4.2% | |
| s *Fidelity Puritan Fund 100,384 units | Mutual Funds | — | $100K | $2.5M | 3.5% | |
| Fidelity Freedom 2040 Fund 210,913 units | Mutual Funds | — | $211K | $2.4M | 3.4% | |
| Fidelity Freedom 2045 Fund 167,979 units | Mutual Funds | — | $168K | $2.3M | 3.1% | |
| Fidelity Low Priced Stock Fund 140,881 units | Mutual Funds | — | $141K | $2.1M | 2.9% | |
| Fidelity Diversified International Fund 47,017 units | Mutual Funds | — | $47K | $2.0M | 2.8% | |
| Fidelity Investment Grade Bond Fund 262,987 units | Mutual Funds | — | $263K | $1.9M | 2.6% | |
| T. Rowe Small Cap Value Fund 32,975 units | Other securities | — | $33K | $1.7M | 2.4% | |
| Fidelity Freedom 2050 Fund 117,547 units | Mutual Funds | — | $118K | $1.6M | 2.2% | |
| Through March 2031 | Other securities | — | — | $972K | 1.4% | |
| Fidelity Freedom 2020 Fund 64,733 units | Mutual Funds | — | $65K | $930K | 1.3% | |
| Fidelity Equity Dividend Income Fund 31,615 units | Mutual Funds | — | $32K | $889K | 1.2% | |
| Fidelity Freedom 2055 Fund 54,469 units | Mutual Funds | — | $54K | $861K | 1.2% | |
| Money Market Fund *Fidelity Government Money Market 816,491 units | Mutual Funds | — | $816K | $816K | 1.1% | |
| Fidelity Freedom 2060 Fund 48,679 units | Mutual Funds | — | $49K | $705K | 1.0% | |
| Fidelity Freedom 2010 Fund 35,765 units | Mutual Funds | — | $36K | $498K | 0.7% | |
| Fidelity Freedom 2065 Fund 22,769 units | Mutual Funds | — | $23K | $301K | 0.4% | |
| Fidelity International Value Fund 26,514 units | Mutual Funds | — | $27K | $267K | 0.4% | |
| Fidelity Small Cap Index Fund 7,164 units | Common Collective Trusts | — | $7K | $198K | 0.3% | |
| Fidelity Freedom Income Fund 13,937 units | Mutual Funds | — | $14K | $147K | 0.2% | |
| RBC Emerging Markets Equity Fund 4,597 units | Other securities | — | $5K | $60K | <0.1% | |
| Fidelity Mid Cap Index Fund 1,633 units | Common Collective Trusts | — | $2K | $55K | <0.1% | |
| Fidelity Freedom 2015 Fund 1,973 units | Mutual Funds | — | $2K | $22K | <0.1% | |
| Fidelity Freedom 2070 Fund 308 units | Mutual Funds | — | — | $3K | <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 |
|---|---|---|---|---|---|
| UNITED OF OMAHA LIFE INSURANCE COM | 47-0322111 | — | OTHER SERVICES | $7K | — |
