Laura Gruczelak signed Ageways Nonprofit Senior Services' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ageways Nonprofit Senior Services' EIN is 38-2729505.
Download the official 2024 Form 5500 (PDF) for Ageways Nonprofit Senior Services from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ageways Nonprofit Senior Services' plan includes profit-sharing, a default investment (QDIA), ERISA 404(c) participant direction, a 401(k) feature.
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 | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES | 22-3570392 | — | ADVISOR | $18K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity FID Freedom 2035 K6 | Mutual Funds | — | — | $1.1M | 14.3% | |
| Fidelity FID Freedom 2030 K6 | Mutual Funds | — | — | $1.1M | 13.9% | |
| Fidelity FID Freedom 2045 K6 | Mutual Funds | — | — | $1.0M | 13.4% | |
| Fidelity FID Freedom 2055 K6 | Mutual Funds | — | — | $692K | 8.9% | |
| Fidelity FID Freedom 2020 K6 | Mutual Funds | — | — | $669K | 8.6% | |
| Fidelity FID Freedom 2025 K6 | Mutual Funds | — | — | $656K | 8.5% | |
| Fidelity FID Freedom 2050 K6 | Mutual Funds | — | — | $562K | 7.3% | |
| Fidelity FID Freedom 2040 K6 | Mutual Funds | — | — | $340K | 4.4% | |
| Fidelity FID 500 Index | Common Collective Trusts | — | — | $315K | 4.1% | |
| LRG CAP GRTH III R1 GREAT GRAY TRUST COMPANY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $192K | 2.5% | |
| Fidelity FID Freedom 2015 K6 | Mutual Funds | — | — | $172K | 2.2% | |
| Fidelity FID Nasdaq Comp Indx | Mutual Funds | — | — | $127K | 1.6% | |
| Fidelity FID Freedom 2060 K6 | Mutual Funds | — | — | $127K | 1.6% | |
| American Funds AF Balanced R6 | Mutual Funds | — | — | $93K | 1.2% | |
| Participant loans Interest rates range from 3.25% to 8.50% -0- | Bonds / Notes | — | — | $83K | 1.1% | |
| Fidelity FID Total Bond | Mutual Funds | — | — | $75K | 1.0% | |
| Fidelity FID Intl Index | Mutual Funds | — | — | $75K | 1.0% | |
| American Funds AF New Perspect R6 | Mutual Funds | — | — | $74K | 1.0% | |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $69K | 0.9% | |
| Fidelity FID US Bond Idx | Common Collective Trusts | — | — | $45K | 0.6% | |
| Fidelity FID Freedom 2010 K6 | Mutual Funds | — | — | $31K | 0.4% | |
| Fidelity FID Govt Mmkt | Mutual Funds | — | — | $24K | 0.3% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $24K | 0.3% | |
| MFS Mid Cap Grth R3 | Mutual Funds | — | — | $18K | 0.2% | |
| John Hancock JHancock Intl GR R6 | Mutual Funds | — | — | $16K | 0.2% | |
| Fidelity FID Small Cap GR K6 | Mutual Funds | — | — | $11K | 0.1% | |
| Fidelity FID Mid Cap Idx | Common Collective Trusts | — | — | $10K | 0.1% | |
| Fidelity FID Sm Cap Idx | Common Collective Trusts | — | — | $10K | 0.1% | |
| PIMCO Income A | Mutual Funds | — | — | $7K | <0.1% | |
| Fidelity FID Freedom Inc K6 862 * Fidelity FID Freedom 2065 K6 | Mutual Funds | — | — | $5K | <0.1% | |
| Allspring AS SPL Mid Cap Val A | 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.
