Robin Brown signed Effingham Equity's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Effingham Equity's EIN is 37-0259470.
Download the official 2024 Form 5500 (PDF) for Effingham Equity from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Effingham Equity'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $25K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity FID GROWTH CO K6 | Mutual Funds | — | — | $17.1M | 21.4% | |
| Fidelity FID 500 INDEX | Common Collective Trusts | — | — | $7.5M | 9.3% | |
| Fidelity FID OTC K6 | Mutual Funds | — | — | $6.0M | 7.5% | |
| Fidelity FID FREEDOM 2030 K | Mutual Funds | — | — | $5.8M | 7.2% | |
| Fidelity FID FREEDOM 2040 K | Mutual Funds | — | — | $4.2M | 5.2% | |
| Fidelity FID FREEDOM 2035 K | Mutual Funds | — | — | $3.6M | 4.5% | |
| Fidelity FID FREEDOM 2045 K | Mutual Funds | — | — | $3.1M | 3.8% | |
| Fidelity FID FREEDOM 2055 K | Mutual Funds | — | — | $2.9M | 3.7% | |
| Columbia DIV INC A | Common Stocks | — | — | $2.9M | 3.6% | |
| Fidelity FID FREEDOM 2050 K | Mutual Funds | — | — | $2.6M | 3.2% | |
| Fidelity FID FREEDOM 2025 K | Mutual Funds | — | — | $2.0M | 2.5% | |
| Fidelity FID LOW PRICED STK K | Mutual Funds | — | — | $1.9M | 2.4% | |
| Fidelity FID FREEDOM 2060 K | Mutual Funds | — | — | $1.9M | 2.4% | |
| Fidelity FID FREEDOM 2065 K | Mutual Funds | — | — | $1.9M | 2.4% | |
| Fidelity FID OVERSEAS K | Mutual Funds | — | — | $1.7M | 2.1% | |
| Fidelity FID FREEDOM 2020 K | Mutual Funds | — | — | $1.6M | 2.0% | |
| Fidelity FID TOTAL BOND K6 | Mutual Funds | — | — | $1.6M | 2.0% | |
| Fidelity Money market fund - FID GOVT MMKT | Mutual Funds | — | — | $1.5M | 1.8% | |
| Fidelity FID INTL INDEX | Mutual Funds | — | — | $1.5M | 1.8% | |
| Fidelity FID MD CAP IDX | Common Collective Trusts | — | — | $1.4M | 1.7% | |
| Fidelity FID U.S. BOND IDX | Common Collective Trusts | — | — | $1.4M | 1.7% | |
| Wells Fargo WF SM CO GROWTH IS | Common Stocks | — | — | $1.2M | 1.5% | |
| Fidelity FID SM CAP IDX | Common Collective Trusts | — | — | $887K | 1.1% | |
| Fidelity FID DIVERSIFIED INTL K6 | Mutual Funds | — | — | $803K | 1.0% | |
| Fidelity FID FREEDOM 2010 K | Mutual Funds | — | — | $741K | 0.9% | |
| Fidelity FID EMERGING MKTS K | Mutual Funds | — | — | $702K | 0.9% | |
| Participants Participant notes receivable - At interest rates ranging from 5.25 to 10.50 percent - | Other securities | — | — | $642K | 0.8% | |
| Fidelity FID FREEDOM INC K | Mutual Funds | — | — | $613K | 0.8% | |
| Various Self-directed brokerage account investments | Self-Directed Brokerage | — | — | $256K | 0.3% | |
| Fidelity FID FREEDOM 2015 K | Mutual Funds | — | — | $180K | 0.2% | |
| Wells Fargo WF SPL SM CAP VAL R6 | Other securities | — | — | $23K | <0.1% | |
| Fidelity FID FREEDOM 2070 K | Mutual Funds | — | — | $23K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
