Shirleen Roberto signed Francotyp-Postalia Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Francotyp-Postalia Inc.'s EIN is 38-1716563.
Download the official 2024 Form 5500 (PDF) for Francotyp-Postalia Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Francotyp-Postalia Inc.'s plan includes a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.
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 | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $8K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TRP RETIRE 2030 ADV | Other securities | — | $1.9M | $2.0M | 18.7% | |
| TRP RETIRE 2035 ADV | Other securities | — | $781K | $890K | 8.5% | |
| TRP RETIRE 2040 ADV | Other securities | — | $770K | $855K | 8.2% | |
| TRP RETIRE 2045 ADV | Other securities | — | $675K | $820K | 7.8% | |
| TRP RETIRE 2020 ADV | Other securities | — | $887K | $818K | 7.8% | |
| TRP RETIRE 2025 ADV | Other securities | — | $787K | $787K | 7.5% | |
| FID 500 INDEX | Common Collective Trusts | — | $531K | $621K | 5.9% | |
| FID BLUE CHIP GR | Mutual Funds | — | $344K | $490K | 4.7% | |
| TRP RETIRE 2055 ADV | Other securities | — | $392K | $443K | 4.2% | |
| FID TOTAL BOND | Mutual Funds | — | $452K | $429K | 4.1% | |
| TRP RETIRE 2050 ADV | Other securities | — | $353K | $411K | 3.9% | |
| OUTSTANDING LOAN BALANCE | Other securities | — | — | $247K | 2.4% | |
| FID INTL INDEX | Mutual Funds | — | $224K | $219K | 2.1% | |
| ABF LG CAP VAL INV | Other securities | — | $206K | $197K | 1.9% | |
| FID GOVT MMKT | Mutual Funds | — | $129K | $129K | 1.2% | |
| TRP RETIRE 2005 ADV | Other securities | — | $124K | $115K | 1.1% | |
| GQG EMRG MKTS EQ INV | Other securities | — | $120K | $115K | 1.1% | |
| TRP RETIRE 2015 ADV | Other securities | — | $116K | $109K | 1.0% | |
| TRP RETIRE 2010 ADV | Other securities | — | $116K | $104K | 1.0% | |
| FID NATURAL RES | Mutual Funds | — | $64K | $82K | 0.8% | |
| TRP DIV GROWTH ADV | Other securities | — | $60K | $81K | 0.8% | |
| FID SEL HEALTHCARE | Mutual Funds | — | $59K | $64K | 0.6% | |
| FID GNMA | Agency / Mortgage-Backed | — | $65K | $60K | 0.6% | |
| FID BALANCED | Mutual Funds | — | $53K | $56K | 0.5% | |
| J H ENTERPRISE T | Other securities | — | $50K | $55K | 0.5% | |
| FID INTL CAP APPREC | Mutual Funds | — | $51K | $54K | 0.5% | |
| FID STRATEGIC INCOME | Mutual Funds | — | $46K | $49K | 0.5% | |
| FID CAPITAL & INCOME | Mutual Funds | — | $45K | $46K | 0.4% | |
| AS SPL MD CP VAL ADM | Other securities | — | $42K | $43K | 0.4% | |
| FID EXTD MKT IDX | Common Collective Trusts | — | $31K | $35K | 0.3% | |
| GLENMEDE SMCP EQ ADV | Other securities | — | $29K | $30K | 0.3% | |
| HARBOR CAP APP INV | Other securities | — | $14K | $17K | 0.2% | |
| PIMCO COMM REL RET A | Mutual Funds | — | $11K | $10K | <0.1% | |
| FID REAL ESTATE INVS | Mutual Funds | — | $9K | $8K | <0.1% | |
| FID INTL SM CAP OPP | Mutual Funds | — | $8K | $7K | <0.1% | |
| FID SM CAP IDX | Common Collective Trusts | — | $4K | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
