Semersky Enterprises' EIN is 36-2914777.
Download the official 2024 Form 5500 (PDF) for Semersky Enterprises from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Semersky Enterprises' plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INS. OPER. COM | 04-2647786 | — | RECORDKEEPER | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | ADVISOR | $27K | — |
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 | |||||
|---|---|---|---|---|---|---|
| AF TRGT DATE 2045 R6 AF TRGT DATE 2045 R6 | Other securities | — | $1.6M | $1.9M | 15.6% | |
| AF TRGT DATE 2040 R6 AF TRGT DATE 2040 R6 | Other securities | — | $1.6M | $1.8M | 15.1% | |
| AF TRGT DATE 2050 R6 AF TRGT DATE 2050 R6 | Other securities | — | $1.1M | $1.3M | 10.3% | |
| JPM LG CAP GROWTH R6 JPM LG CAP GROWTH R6 | Other securities | — | $647K | $1.1M | 8.8% | |
| AF TRGT DATE 2020 R6 AF TRGT DATE 2020 R6 | Other securities | — | $838K | $841K | 6.9% | |
| AF TRGT DATE 2025 R6 AF TRGT DATE 2025 R6 | Other securities | — | $697K | $712K | 5.8% | |
| AF TRGT DATE 2030 R6 AF TRGT DATE 2030 R6 | Other securities | — | $641K | $681K | 5.6% | |
| PIMCO INCOME INST PIMCO INSOMCE INST | Mutual Funds | — | $668K | $658K | 5.4% | |
| FID GOVT MMKT FID GOVT MMKT 1 FID 500 INDEX FID 500 INDEX | Common Collective Trusts | — | $558K | $648K | 5.3% | |
| AF TRGT DATE 2035 R6 AF TRGT DATE 2035 R6 | Other securities | — | $562K | $598K | 4.9% | |
| FID MID CAP IDX FID MID CAP IDX | Common Collective Trusts | — | $341K | $422K | 3.5% | |
| AF TRGT DATE 2060 R6 AF TRGT DATE 2060 R6 | Other securities | — | $238K | $275K | 2.2% | |
| AF TRGT DATE 2065 R6 AF TRGT DATE 2065 R6 | Other securities | — | $201K | $223K | 1.8% | |
| AF TRGT DATE 2055 R6 AF TRGT DATE 2055 R6 | Other securities | — | $171K | $190K | 1.6% | |
| FID SM CAP IDX FID SM CAL IDX | Common Collective Trusts | — | $157K | $175K | 1.4% | |
| FA STABLE VALUE II FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | $174K | $174K | 1.4% | |
| AF NEW WORLD R6 AF NEW WORLD R6 | Other securities | — | $155K | $161K | 1.3% | |
| SMALL CAP VAL III R1 SMALL CAP VAL III R1 873 LARGE CAP VAL III R1 LARGE CAP VAL III R1 | Other securities | — | $129K | $140K | 1.1% | |
| Notes Receivable Participant Loans 0 | Participant loans | — | — | $126K | 1.0% | |
| MFS INTL DIVRSN R6 MFS INTL DIVRSN R6 | Mutual Funds | — | $867K | $90K | 0.7% | |
| FA TOTAL BOND Z FA TOTAL BOND Z | Other securities | — | $178K | $17K | 0.1% | |
| AM CENT SM CAP GR R6 AM CENT SM CAP GR R6 | Other securities | — | $250K | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
