Kristin Higginbotham signed The Farbman Group's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Farbman Group's EIN is 38-2143548.
Download the official 2024 Form 5500 (PDF) for The Farbman Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Farbman Group's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PURSHE KAPLAN STERLING INV | 13-3749682 | — | ADVISOR | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Management Trust Company AB Large Cap Growth A Fund | Mutual Funds | — | — | $1.6M | 12.6% | |
| Fidelity Advisor Freedom 2025 A | Mutual Funds | — | — | $1.1M | 8.7% | |
| Fidelity Advisor Freedom 2035 A | Mutual Funds | — | — | $906K | 7.2% | |
| Pioneer Disciplined Growth A Fund | Other securities | — | — | $877K | 6.9% | |
| Putnam Large Cap Value A Fund | Mutual Funds | — | — | $697K | 5.5% | |
| Fidelity Advisor Freedom 2030 A | Mutual Funds | — | — | $691K | 5.5% | |
| Fidelity Advisor Freedom 2040 A | Mutual Funds | — | — | $660K | 5.2% | |
| AB Small Cap Growth A Fund | Other securities | — | — | $623K | 4.9% | |
| BNY Mellon S&P 500 Index Fund | Common Collective Trusts | — | — | $561K | 4.4% | |
| JPMorgan Core Plus Bond Fund | Other securities | — | — | $527K | 4.2% | |
| Fidelity Advisor Capital & Inc A | Mutual Funds | — | — | $515K | 4.1% | |
| Fidelity Advisor Freedom 2055 A | Mutual Funds | — | — | $394K | 3.1% | |
| Fidelity Advisor Freedom 2060 A | Mutual Funds | — | — | $352K | 2.8% | |
| Fidelity Advisor Freedom 2020 A | Mutual Funds | — | — | $305K | 2.4% | |
| Invesco Global A Fund | Mutual Funds | — | — | $301K | 2.4% | |
| Fidelity Advisor Freedom 2050 A | Mutual Funds | — | — | $285K | 2.3% | |
| Fidelity Advisor Freedom 2045 A | Mutual Funds | — | — | $268K | 2.1% | |
| Invesco Value Opportunities R6 Fund | Mutual Funds | — | — | $253K | 2.0% | |
| Participants Participant notes receivable at 6.0 percent interest rate - | Other securities | — | — | $232K | 1.8% | |
| Fidelity Advisor Freedom 2070 A * 138 Fidelity Treasury Money Market Fund - Daily Money | Mutual Funds | — | — | $215K | 1.7% | |
| Federated Hermes Mid-Cap Index Fund Service Shares | Common Collective Trusts | — | — | $190K | 1.5% | |
| Baron Growth Fund | Other securities | — | — | $166K | 1.3% | |
| Fidelity Advisor Balanced Fund - Class A | Mutual Funds | — | — | $139K | 1.1% | |
| Fidelity Advisor Equity Value Fund - A | Mutual Funds | — | — | $134K | 1.1% | |
| MFS International Growth Fund Class R3 | Mutual Funds | — | — | $132K | 1.0% | |
| Fidelity Advisor Freedom 2015 A | Mutual Funds | — | — | $131K | 1.0% | |
| MFS Core Equity R3 Fund | Mutual Funds | — | — | $112K | 0.9% | |
| iShares Russell 2000 Small-Cap Index Fund | Common Collective Trusts | — | — | $111K | 0.9% | |
| Fidelity Advisor Freedom Income Fund - A * 2 Fidelity Advisor International Small Cap Opp A | Mutual Funds | — | — | $56K | 0.4% | |
| Allspring Small Company Value Fund - A | Common Stocks | — | — | $43K | 0.3% | |
| Fidelity Advisor Freedom 2065 A | Mutual Funds | — | — | $28K | 0.2% | |
| MFS Intl Diversification R3 Fund | Mutual Funds | — | — | $27K | 0.2% | |
| Goldman Sachs Core Fixed Income Fund A | Other securities | — | — | $15K | 0.1% | |
| Fidelity Advisor International Real Estate Fund A | Mutual Funds | — | — | $7K | <0.1% | |
| BlackRock Mid-Cap Value Institutional Fund | Other securities | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
