KIM Starkey signed Thrall Enterprises, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Thrall Enterprises, Inc.'s EIN is 36-2755753.
Download the official 2024 Form 5500 (PDF) for Thrall Enterprises, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Thrall Enterprises, Inc.'s plan includes a 401(k) feature.
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 | -$49K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $16K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID CONTRAFUND | Mutual Funds | — | $11.5M | $12.3M | 15.4% | |
| FID FREEDOM 2030 K | Mutual Funds | — | $10.5M | $10.5M | 13.2% | |
| FID FREEDOM 2035 K | Mutual Funds | — | $8.5M | $8.8M | 11.0% | |
| FID FREEDOM 2025 K | Mutual Funds | — | $7.2M | $6.9M | 8.7% | |
| FID 500 INDEX | Common Collective Trusts | — | $4.3M | $6.5M | 8.1% | |
| FID FREEDOM 2045 K | Mutual Funds | — | $3.0M | $3.4M | 4.2% | |
| BAIRD AGGR BOND INST | Other securities | — | $3.5M | $3.2M | 4.0% | |
| FID FREEDOM 2040 K | Mutual Funds | — | $2.6M | $2.8M | 3.5% | |
| FID GOVT MMKT | Mutual Funds | — | $2.7M | $2.7M | 3.3% | |
| PUTN LG CAP VAL Y | Other securities | — | $2.6M | $2.5M | 3.2% | |
| JPM US RSH ENH EQ R6 | Other securities | — | $1.7M | $2.1M | 2.7% | |
| FID FREEDOM 2020 K | Mutual Funds | — | $2.2M | $1.9M | 2.4% | |
| ARTISAN MID CAP INV | Other securities | — | $1.8M | $1.7M | 2.1% | |
| FID DIVERSIFD INTL | Mutual Funds | — | $1.7M | $1.6M | 2.0% | |
| FID TOTAL MKT IDX | Common Collective Trusts | — | $1.1M | $1.5M | 1.9% | |
| FID FREEDOM 2050 K | Mutual Funds | — | $1.3M | $1.4M | 1.8% | |
| MIP CL 1 | Other securities | — | $1.4M | $1.4M | 1.8% | |
| FID INTL INDEX | Mutual Funds | — | $1.3M | $1.4M | 1.7% | |
| FID SM CAP IDX | Common Collective Trusts | — | $1.3M | $1.4M | 1.7% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $1.3M | 1.7% | |
| FID LOW-PRICED ST K6 | Mutual Funds | — | $1.4M | $1.3M | 1.6% | |
| FID US BOND IDX | Common Collective Trusts | — | $1.0M | $905K | 1.1% | |
| OUTSTANDING LOAN BALANCE | Other securities | — | — | $822K | 1.0% | |
| NB GENESIS R6 | Other securities | — | $560K | $601K | 0.8% | |
| FID FREEDOM 2055 K | Mutual Funds | — | $445K | $496K | 0.6% | |
| AS SPL MID CP VAL IS | Other securities | — | $482K | $458K | 0.6% | |
| FID FREEDOM 2060 K | Mutual Funds | — | $398K | $442K | 0.6% | |
| FID FREEDOM INC K | Mutual Funds | — | $348K | $340K | 0.4% | |
| FID FREEDOM 2015 K | Mutual Funds | — | $373K | $331K | 0.4% | |
| FID FREEDOM 2065 K | Mutual Funds | — | $95K | $110K | 0.1% | |
| PIF DVRSD REAL AST I | Other securities | — | $46K | $44K | <0.1% | |
| FID FREEDOM 2010 K | Mutual Funds | — | $20K | $18K | <0.1% | |
| FID FREEDOM 2070 K | Mutual Funds | — | $936 | $904 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
