Jamie Halfmann signed Viking Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Viking Group, Inc.'s EIN is 38-3601777.
Download the official 2024 Form 5500 (PDF) for Viking Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Viking Group, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA), profit-sharing.
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 | $37K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $42K | — |
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 Blue Chip Growth K Fund 403,664 shares | Mutual Funds | — | $404K | $14.9M | 11.3% | |
| Trust Company Fidelity Growth Company K 471,529 shares | Mutual Funds | — | $472K | $14.3M | 10.9% | |
| Fidelity 500 Index 51,159 shares | Common Collective Trusts | — | $51K | $10.4M | 7.9% | |
| Fidelity Freedom 2030 K 554,607 shares | Mutual Funds | — | $555K | $9.7M | 7.3% | |
| Fidelity Freedom 2035 K 468,542 shares | Mutual Funds | — | $469K | $7.3M | 5.5% | |
| Fidelity Freedom 2040 K 627,101 shares | Mutual Funds | — | $627K | $7.2M | 5.5% | |
| Fidelity Freedom 2025 K 483,388 shares | Mutual Funds | — | $483K | $6.6M | 5.0% | |
| Fidelity Freedom 2050 K 444,991 shares | Mutual Funds | — | $445K | $6.1M | 4.6% | |
| Fidelity OTC Portfolio K 210,830 shares | Mutual Funds | — | $211K | $5.4M | 4.1% | |
| Fidelity Freedom 2045 K 376,394 shares | Mutual Funds | — | $376K | $5.0M | 3.8% | |
| INVS Divrs Divd R5 255,465 shares | Other securities | — | $255K | $4.6M | 3.5% | |
| Fidelity Balanced K Fund 236,027 shares | Mutual Funds | — | $236K | $3.8M | 2.9% | |
| Fidelity Freedom 2055 K 232,562 shares | Mutual Funds | — | $233K | $3.7M | 2.8% | |
| Fidelity Mid Cap Stock K 223,551 shares | Mutual Funds | — | $224K | $3.5M | 2.7% | |
| Fidelity Freedom 2020 K 239,884 shares | Mutual Funds | — | $240K | $3.4M | 2.6% | |
| Trust Company Fidelity Managed Income Portfolio (continued) 3,246,212 shares | Mutual Funds | — | $3.2M | $3.2M | 2.5% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $3.2M | 2.5% | |
| Fidelity Diversified International Fund 193,957 shares | Mutual Funds | — | $194K | $2.7M | 2.1% | |
| Fidelity Low Priced Stock K Fund 179,513 shares | Mutual Funds | — | $180K | $2.6M | 2.0% | |
| FID Total Bond K6 280,205 shares | Mutual Funds | — | $280K | $2.4M | 1.8% | |
| Fidelity Global EX US IDX 160,258 shares | Common Collective Trusts | — | $160K | $2.3M | 1.8% | |
| Fidelity US Bond Index Fund 173,918 shares | Common Collective Trusts | — | $174K | $1.8M | 1.3% | |
| Fidelity Freedom 2060 K 101,146 shares | Mutual Funds | — | $101K | $1.5M | 1.1% | |
| Notes receivable 4.25% - 9.50% | Bonds / Notes | — | — | $1.4M | 1.1% | |
| Fidelity Extended Market Index 12,024 shares | Mutual Funds | — | $12K | $1.1M | 0.8% | |
| ABF Small Cap Value Fund R6 39,493 shares | Other securities | — | $39K | $973K | 0.7% | |
| Fidelity Small Cap Growth 43,705 shares | Mutual Funds | — | $44K | $779K | 0.6% | |
| Fid Freedom 2065 K 54,101 shares | Mutual Funds | — | $54K | $717K | 0.5% | |
| Fidelity Trend 3,178 shares | Mutual Funds | — | $3K | $578K | 0.4% | |
| Fidelity INFL PR BD IDX 27,691 shares | Common Collective Trusts | — | $28K | $246K | 0.2% | |
| Fidelity Freedom Inc K 18,998 shares | Mutual Funds | — | $19K | $200K | 0.2% | |
| Trust Company Fidelity Freedom 2015 K (continued) 15,379 shares | Mutual Funds | — | $15K | $174K | 0.1% | |
| Fidelity Freedom 2010 K 9,285 shares | Mutual Funds | — | $9K | $128K | <0.1% | |
| Fidelity 500 Index Institutional Prem 506 Shares | Common Collective Trusts | — | — | $103K | <0.1% | |
| Fidelity Capital and Income 8,602 shares | Mutual Funds | — | $9K | $87K | <0.1% | |
| Fidelity NASDAQ Composite Index 253 shares | Mutual Funds | — | — | $62K | <0.1% | |
| Fidelity Contrafund 2,088 shares | Mutual Funds | — | $2K | $44K | <0.1% | |
| Vanguard Wellesley Income 1,705 shares | Mutual Funds | — | $2K | $42K | <0.1% | |
| Fidelity Select Retailing 1,956 shares | Mutual Funds | — | $2K | $40K | <0.1% | |
| Fidelity Select Defense and Aerospace 1,874 shares | Mutual Funds | — | $2K | $34K | <0.1% | |
| Trust Company Fidelity Large Cap Growth Indx Istl Prm (continued) 807 shares | Mutual Funds | — | — | $32K | <0.1% | |
| Fidelity Freedom Index 2035 FD 1,249 shares | Mutual Funds | — | $1K | $29K | <0.1% | |
| Fidelity Select Technology 661 Shares | Mutual Funds | — | — | $24K | <0.1% | |
| T Rowe Price Gl Tech 1,118 shares | Mutual Funds | — | $1K | $23K | <0.1% | |
| Fidelity Cash Reserves 23,148 shares | Mutual Funds | — | $23K | $23K | <0.1% | |
| Fidelity Select Electronics 646 Shares | Mutual Funds | — | — | $22K | <0.1% | |
| Fidelity Select Energy 323 shares | Mutual Funds | — | — | $18K | <0.1% | |
| Fidelity International Index 362 shares | Mutual Funds | — | — | $17K | <0.1% | |
| Fidelity Select Banking 513 shares | Mutual Funds | — | — | $16K | <0.1% | |
| Fidelity OTC Port 676 shares | Mutual Funds | — | — | $15K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
