Caroline MEEK signed Ferrara Candy Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ferrara Candy Company's EIN is 36-3331581.
Download the official 2024 Form 5500 (PDF) for Ferrara Candy Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ferrara Candy Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $389K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | OTHER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 500 Index | Common Collective Trusts | — | — | $29.3M | 13.5% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $24.3M | 11.2% | |
| Blackrock Lifepath Index Retirement K | Other securities | — | — | $23.1M | 10.7% | |
| Blackrock Lifepath Index 2030 K | Other securities | — | — | $17.0M | 7.8% | |
| Blackrock Lifepath Index 2035 K | Other securities | — | — | $15.1M | 6.9% | |
| Blackrock Lifepath Index 2045 K | Other securities | — | — | $14.5M | 6.7% | |
| Blackrock Lifepath Index 2040 K | Other securities | — | — | $12.0M | 5.5% | |
| Blackrock Lifepath Index 2050 K | Other securities | — | — | $11.4M | 5.2% | |
| Blackrock Lifepath Index 2055 K | Other securities | — | — | $10.3M | 4.7% | |
| Fidelity Total International Index | Mutual Funds | — | — | $8.0M | 3.7% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $7.6M | 3.5% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $6.7M | 3.1% | |
| AB US LARGE CAP GROWTH CIT W SERS L GREAT GRAY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $6.3M | 2.9% | |
| Participant loans Interest rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $5.2M | 2.4% | |
| Blackrock Lifepath Index 2060 K | Other securities | — | — | $4.5M | 2.1% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $4.3M | 2.0% | |
| PUTNAM LARGE CAP VALUE TRUST IA PUTNAM INVESTMENTS CIT · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $2.9M | 1.3% | |
| Janus Henderson Enterprise N | Mutual Funds | — | — | $2.5M | 1.1% | |
| Clear Bridge Clear Bridge Small Cap Growth IS | Other securities | — | — | $1.9M | 0.9% | |
| Pioneer Bond K | Other securities | — | — | $1.4M | 0.7% | |
| American Funds American Funds EuroPacific Gr R6 | Mutual Funds | — | — | $1.3M | 0.6% | |
| American Funds American Funds Income Fund of America R6 | Mutual Funds | — | — | $1.3M | 0.6% | |
| American Funds American Funds Capital World G/I R6 | Mutual Funds | — | — | $1.2M | 0.6% | |
| John Hancock JHancock Disciplined Value Mid Cap R6 | Other securities | — | — | $1.0M | 0.5% | |
| Dimensional Fund Advisors DFA US Targeted Value I | Mutual Funds | — | — | $601K | 0.3% | |
| Blackrock Lifepath Index 2065 K | Other securities | — | — | $592K | 0.3% | |
| GWFS Equities, Inc. Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $455K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| CREATIVE PLANNING HOLDCO LLC |
| — |
| OVERLAND PARK, KS |
| INVESTMENT ADVISOR |
| $69K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PORTE BROWN, LLC | — | ELK GROVE VILLAGE, IL | OTHER | $17K | — |
