JEAN Moloney signed Easter Seals Metropolitan Chicago, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Easter Seals Metropolitan Chicago, Inc.'s EIN is 36-2169153.
Download the official 2024 Form 5500 (PDF) for Easter Seals Metropolitan Chicago, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Easter Seals Metropolitan Chicago, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY WORKPLACE SERVICES, LLC | 04-3532603 | — | PLAN ADMINISTRATOR | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WOODBURY FINANCIAL SERVICES INC | 41-0944586 | — | ADVISOR | $0 | — |
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 Advisor Freedom 2045 Fund Class A | Mutual Funds | — | — | $2.8M | 15.6% | |
| Fidelity Advisor Freedom 2050 Fund Class A | Mutual Funds | — | — | $2.8M | 15.6% | |
| Fidelity Advisor Freedom 2035 Fund Class A | Mutual Funds | — | — | $2.5M | 14.1% | |
| Fidelity Advisor Freedom 2040 Fund Class A | Mutual Funds | — | — | $1.6M | 9.0% | |
| Fidelity Advisor Freedom 2055 Fund Class A | Mutual Funds | — | — | $1.4M | 7.5% | |
| Fidelity Advisor Freedom 2025 Fund Class A | Mutual Funds | — | — | $1.2M | 6.4% | |
| Fidelity Advisor Freedom 2030 Fund Class A | Mutual Funds | — | — | $1.1M | 6.1% | |
| Fidelity Advisor Freedom 2060 Fund Class A | Mutual Funds | — | — | $911K | 5.1% | |
| iShares S&P 500 Index Fund Investor A Shares | Common Collective Trusts | — | — | $790K | 4.4% | |
| Fidelity Advisor Freedom 2020 Fund Class A | Mutual Funds | — | — | $637K | 3.6% | |
| Participant loans Bearing interest between 4.25% and 9.50% -0- | Bonds / Notes | — | — | $307K | 1.7% | |
| Fidelity Advisor Large Cap Index Fund | Common Collective Trusts | — | — | $197K | 1.1% | |
| Fidelity Advisor Freedom 2065 Fund Class A | Mutual Funds | — | — | $145K | 0.8% | |
| Fidelity Advisor Freedom 2015 Fund Class A | Mutual Funds | — | — | $144K | 0.8% | |
| Hartford Core Equity Fund Class R4 | Other securities | — | — | $135K | 0.8% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $128K | 0.7% | |
| BlackRock Technology Opportunities Fund Class A | Other securities | — | — | $107K | 0.6% | |
| American Funds American Funds US Government Securities FundClassA | Mutual Funds | — | — | $103K | 0.6% | |
| Hartford Growth Opportunities Class R4 | Other securities | — | — | $100K | 0.6% | |
| PIMCO Income Fund Class A | Mutual Funds | — | — | $84K | 0.5% | |
| JP Morgan JPMorgan Equity Income Fund Class R3 | Other securities | — | — | $81K | 0.5% | |
| iShares Russell 2000 Small-Cap Index Fund | Common Collective Trusts | — | — | $72K | 0.4% | |
| Janus Henderson Janus Henderson Enterprise Fund Class A | Mutual Funds | — | — | $66K | 0.4% | |
| Fidelity Advisor International Capital Appr Class A | Mutual Funds | — | — | $65K | 0.4% | |
| Dodge & Cox Dodge & Cox Income Fund I | Mutual Funds | — | — | $50K | 0.3% | |
| Fidelity Advisor Small Cap Growth Fund Class A | Mutual Funds | — | — | $46K | 0.3% | |
| Lord Abbett Lord Abbett Floating Rate Fund Class R4 | Mutual Funds | — | — | $44K | 0.2% | |
| T. Rowe T. Rowe Price Blue Chip Growth Fund Class R | Other securities | — | — | $37K | 0.2% | |
| Allspring Special Mid Cap Value Fund Class A | Other securities | — | — | $37K | 0.2% | |
| Fidelity Advisor Small Cap Value Fund Class A | Mutual Funds | — | — | $34K | 0.2% | |
| Victory Sycamore Victory Sycamore Small Company Opportunity Fund Cl | Common Stocks | — | — | $31K | 0.2% | |
| Fidelity Advisor Freedom 2005 Fund Class A * - ** Fidelity Advisor Freedom 2010 Fund Class A | Mutual Funds | — | — | $25K | 0.1% | |
| Fidelity Advisor Utilities Class A | Mutual Funds | — | — | $22K | 0.1% | |
| Columbia Mid Cap Index Fund Class A | Common Collective Trusts | — | — | $21K | 0.1% | |
| Fidelity Freedom Income Class A | Mutual Funds | — | — | $21K | 0.1% | |
| Fidelity Advisor Mid Cap Value Index Fund | Common Collective Trusts | — | — | $20K | 0.1% | |
| Columbia Emerging Markets Fund A | Other securities | — | — | $18K | 0.1% | |
| ClearBridge Mid Cap Fund Class A | Other securities | — | — | $14K | <0.1% | |
| Fidelity Advisor Health Care Class A | Mutual Funds | — | — | $13K | <0.1% | |
| Cohen & Steers Cohen & Steers Real Estate Securities Fund Class A | Other securities | — | — | $10K | <0.1% | |
| Lord Abbett Lord Abbett High Yield Fund Class R4 | Mutual Funds | — | — | $10K | <0.1% | |
| Fidelity Advisor Md Cap Growth Index Fund | Common Collective Trusts | — | — | $10K | <0.1% | |
| Fidelity Advisor Energy Class A | Mutual Funds | — | — | $9K | <0.1% | |
| Fidelity Interest-bearing cash: Fidelity Government Money Market | Mutual Funds | — | — | $8K | <0.1% | |
| Franklin Utilities Class A | Mutual Funds | — | — | $5K | <0.1% | |
| Fidelity Advisor Financial Services Class A | Mutual Funds | — | — | $5K | <0.1% | |
| iShares MSCI EAFE International Index Fund | Common Collective Trusts | — | — | $4K | <0.1% | |
| Carrillon Eage Carillon Eage Mid Cap Growth Fund Class I | Other securities | — | — | $4K | <0.1% | |
| Prinicpal Principal SmallCap Fund Class R3 | Other securities | — | — | $3K | <0.1% | |
| BlackRock Commodity Strategies Investor A Shares | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| OSAIC WEALTH INC |
| 93-0987232 |
| — |
| ADVISOR |
| $0 |
| — |
| LPL FINANCIAL LLC | 04-3046611 | — | ADVISOR | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SASSETTI LLC | 36-2239746 | — | ACCOUNTANT/AUDITOR | $13K | — |
