Kimberly Freeman signed FULL Compass Systems, Ltd.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
FULL Compass Systems, Ltd.'s EIN is 39-1279698.
Download the official 2023 Form 5500 (PDF) for FULL Compass Systems, Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)FULL Compass Systems, Ltd.'s plan includes profit-sharing, 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 | $32K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRIVATE ADVISOR GROUP LLC | 27-3463733 | — | ADVISOR | $44K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $1.6M | 9.7% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $1.4M | 8.7% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $1.2M | 7.4% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $1.1M | 6.8% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $982K | 6.1% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $957K | 5.9% | |
| Fidelity Large Cap GR Index | Mutual Funds | — | — | $937K | 5.8% | |
| T. Rowe Price Value I | Other securities | — | — | $836K | 5.2% | |
| Vanguard International Growth Fd Adm | Mutual Funds | — | — | $707K | 4.4% | |
| JP Morgan Mid Cap Growth R6 | Other securities | — | — | $575K | 3.6% | |
| American Century Mid Cap Value R6 | Mutual Funds | — | — | $441K | 2.7% | |
| Invesco Small Cap Growth R6 | Mutual Funds | — | — | $437K | 2.7% | |
| American Funds New World R6 | Mutual Funds | — | — | $429K | 2.7% | |
| Lord Abbott Bond Dbntr R6 | U.S. Treasuries | — | — | $422K | 2.6% | |
| American Funds Bond Fd Amer R6 | Mutual Funds | — | — | $396K | 2.5% | |
| Vanguard Intl Value | Mutual Funds | — | — | $368K | 2.3% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $346K | 2.1% | |
| Cohen & Steers Rlty | Other securities | — | — | $338K | 2.1% | |
| Franklin Small Cap Value R6 | Mutual Funds | — | — | $322K | 2.0% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $307K | 1.9% | |
| Fidelity International Index | Mutual Funds | — | — | $306K | 1.9% | |
| Victory Trivalent Intl Small Cap Fd R6 | Other securities | — | — | $286K | 1.8% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $285K | 1.8% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $256K | 1.6% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $247K | 1.5% | |
| Vanguard Small Cap Index Fd Adm | Mutual Funds | — | — | $219K | 1.4% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $185K | 1.1% | |
| participants to 9.50%, maturities through 2029 -0- | Bonds / Notes | — | — | $123K | 0.8% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $116K | 0.7% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $61K | 0.4% | |
| Vanguard Target Ret Inc | Mutual Funds | — | — | $8K | <0.1% | |
| Vanguard Target Retirement 2070 | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
