Kathleen Francini signed Corium, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Corium, LLC's EIN is 38-3230774.
Download the official 2024 Form 5500 (PDF) for Corium, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Corium, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $55K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity FID FDM IDX 2040 IPR | Common Collective Trusts | — | — | $5.3M | 17.0% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $4.1M | 13.2% | |
| Fidelity FID FDM IDX 2045 IPR | Common Collective Trusts | — | — | $3.2M | 10.3% | |
| Fidelity FID FDM IDX 2035 IPR | Common Collective Trusts | — | — | $3.0M | 9.8% | |
| Fidelity Contrafund K6 | Mutual Funds | — | — | $2.4M | 7.9% | |
| Fidelity FID FDM IDX 2050 IPR | Common Collective Trusts | — | — | $2.0M | 6.3% | |
| Columbia Dividend Income Fund | Other securities | — | — | $1.6M | 5.1% | |
| Fidelity FID FDM IDX 2030 IPR | Common Collective Trusts | — | — | $1.6M | 5.1% | |
| Fidelity FID FDM IDX 2055 IPR | Common Collective Trusts | — | — | $1.3M | 4.3% | |
| Fidelity FID FDM IDX 2020 IPR | Common Collective Trusts | — | — | $1.1M | 3.5% | |
| AB Small Cap Growth | Other securities | — | — | $1.0M | 3.4% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $969K | 3.1% | |
| Fidelity Money market fund - Fidelity Government Money Market | Mutual Funds | — | — | $895K | 2.9% | |
| Fidelity FID FDM IDX 2025 IPR | Common Collective Trusts | — | — | $612K | 2.0% | |
| Fidelity FID FDM IDX 2060 IPR | Common Collective Trusts | — | — | $289K | 0.9% | |
| Fidelity Small Cap | Mutual Funds | — | — | $217K | 0.7% | |
| Fidelity Puritan K6 | Mutual Funds | — | — | $214K | 0.7% | |
| Participants Participant notes receivable bearing interest at rates ranging from 3.25 to 8.50 percent - | Other securities | — | — | $207K | 0.7% | |
| Fidelity International Index | Mutual Funds | — | — | $198K | 0.6% | |
| Fidelity U.S. Bond Index | Mutual Funds | — | — | $160K | 0.5% | |
| Fidelity FID FDM IDX 2065 | Common Collective Trusts | — | — | $138K | 0.4% | |
| Fidelity Total Bond K6 Fund | Mutual Funds | — | — | $117K | 0.4% | |
| American Funds American Funds EuroPacific Growth | Mutual Funds | — | — | $107K | 0.3% | |
| Neuberger Berman Neuberger Berman Strategic Income Fund | Other securities | — | — | $101K | 0.3% | |
| Columbia Overseas Value Fund | Other securities | — | — | $63K | 0.2% | |
| DFA Real Estate Securities * 661 Janus Henderson Janus Henderson Enterprise N | Mutual Funds | — | — | $52K | 0.2% | |
| Fidelity Freedom Inc IPR | Mutual Funds | — | — | $24K | <0.1% | |
| Allspring Special Small Cap Value Fund R6 | Other securities | — | — | $15K | <0.1% | |
| MFS Mid Cap Value R6 | Mutual Funds | — | — | $7K | <0.1% | |
| Fidelity FID FDM IDX 2010 IPR | Common Collective Trusts | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
