Mark Nagle signed Czarnowski Display Service, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Czarnowski Display Service, Inc.'s EIN is 36-2695389.
Download the official 2024 Form 5500 (PDF) for Czarnowski Display Service, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Czarnowski Display Service, Inc.'s plan includes a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction, profit-sharing, 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 | $69K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PCA INVESTMENT ADVISORY SERVICES | 59-3766965 | — | ADVISOR | $93K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Registered Investment Companies * Fidelity Investments 500 Index Premium Fund | Common Collective Trusts | — | — | $9.6M | 14.6% | |
| JPMorgan Large Cap Growth Fund Class R6 | Other securities | — | — | $5.4M | 8.2% | |
| Self-Directed Brokerage Accounts Common stock, registered investment companies, unit investment trust, cash | Self-Directed Brokerage | — | — | $5.4M | 8.2% | |
| Columbia Threadneedle Investments Diversified Income Fund Class I3 | Other securities | — | — | $3.8M | 5.8% | |
| T. Rowe Price Retirement 2030 Fund | Other securities | — | — | $3.7M | 5.6% | |
| Janus Henderson Enterprise I Janus Henderson Enterprise Fund Class N | Mutual Funds | — | — | $3.7M | 5.6% | |
| T. Rowe Price Retirement 2040 Fund | Other securities | — | — | $3.4M | 5.1% | |
| Dimensional Fund Advisors U.S. Small-Cap Portfolio Institutional Class | Mutual Funds | — | — | $2.7M | 4.1% | |
| Fidelity Investments Mid-Cap Index Fund | Common Collective Trusts | — | — | $2.7M | 4.1% | |
| Columbia Threadneedle Investments Contrarian Core Fund Institutional 3 Class | Other securities | — | — | $2.4M | 3.6% | |
| T. Rowe Price Retirement 2050 Fund | Other securities | — | — | $2.3M | 3.6% | |
| American Funds American Balanced Fund Class R6 | Mutual Funds | — | — | $2.3M | 3.5% | |
| T. Rowe Price Retirement 2045 Fund | Other securities | — | — | $2.2M | 3.4% | |
| Hartford Funds International Opportunities Fund Class R6 | Other securities | — | — | $2.1M | 3.2% | |
| PIMCO Income Fund Institutional Class | Mutual Funds | — | — | $1.8M | 2.7% | |
| Allspring Global Investments Special Mid Cap Value R6 | Other securities | — | — | $1.7M | 2.5% | |
| T. Rowe Price Retirement 2055 Fund | Other securities | — | — | $1.6M | 2.5% | |
| Common Collective Trust * Fidelity Investments Managed Income Portfolio Class 2 | Common Collective Trusts | — | — | $1.6M | 2.4% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $1.6M | 2.4% | |
| T. Rowe Price Retirement 2060 Fund | Other securities | — | — | $1.4M | 2.2% | |
| T. Rowe Price Retirement 2035 Fund | Other securities | — | — | $1.3M | 2.0% | |
| PGIM Investments High-Yield Fund- Class R6 | Other securities | — | — | $1.0M | 1.5% | |
| T. Rowe Price Retirement 2020 Fund | Other securities | — | — | $754K | 1.1% | |
| T. Rowe Price Retirement 2025 Fund | Other securities | — | — | $726K | 1.1% | |
| PGIM Investments Total Return Bond Fund -Class R6 | Other securities | — | — | $632K | 1.0% | |
| Emerging Markets Core Equity 2 Portfolio Dimensional Fund Advisors | Mutual Funds | — | — | $560K | 0.9% | |
| Institutional Class Vanguard GNMA Fund Admiral Shares | Agency / Mortgage-Backed | — | — | $398K | 0.6% | |
| T. Rowe Price Retirement 2010 Fund | Other securities | — | — | $111K | 0.2% | |
| T. Rowe Price Retirement 2005 Fund | Other securities | — | — | $10K | <0.1% | |
| Fidelity Investments Government Money Market Fund Class K6 | Mutual Funds | — | — | $6K | <0.1% | |
| T. Rowe Price Retirement 2065 Fund | 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.
