Jeffrey Thiess signed Management Select, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Management Select, LLC's EIN is 39-2013895.
Download the official 2024 Form 5500 (PDF) for Management Select, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Management Select, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 | $39K | — |
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 Freedom Index 2035 Fund | Mutual Funds | — | — | $2.5M | 13.9% | |
| Fidelity Freedom Index 2025 Fund | Mutual Funds | — | — | $2.2M | 12.2% | |
| Fidelity Freedom Index 2040 Fund | Mutual Funds | — | — | $2.1M | 11.9% | |
| STABLE VALUE FUND I1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $1.7M | 9.5% | |
| Fidelity Freedom Index 2010 Fund | Mutual Funds | — | — | $1.5M | 8.8% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $1.0M | 5.8% | |
| Fidelity Freedom Index 2045 Fund | Mutual Funds | — | — | $919K | 5.2% | |
| Harbor Capital Appreciation Fund Institutional | Other securities | — | — | $683K | 3.9% | |
| Fidelity Freedom Index 2055 Fund | Mutual Funds | — | — | $682K | 3.9% | |
| Fidelity Freedom Index 2030 Fund | Mutual Funds | — | — | $543K | 3.1% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $515K | 2.9% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $491K | 2.8% | |
| Dodge & Cox Stock Fund | Mutual Funds | — | — | $412K | 2.3% | |
| Dodge & Cox Income Fund | Mutual Funds | — | — | $367K | 2.1% | |
| Fidelity International Index | Mutual Funds | — | — | $244K | 1.4% | |
| Conestoga Small Cap Fund | Other securities | — | — | $215K | 1.2% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $177K | 1.0% | |
| Fidelity Freedom Index 2015 Fund | Mutual Funds | — | — | $166K | 0.9% | |
| American Funds Europac Growth R6 | Mutual Funds | — | — | $130K | 0.7% | |
| Pioneer Strategic Income Fund Class Y | Other securities | — | — | $129K | 0.7% | |
| Vanguard Inflation-Protected Securities Fund | Mutual Funds | — | — | $128K | 0.7% | |
| Fidelity Freedom Index 2065 Fund | Mutual Funds | — | — | $96K | 0.5% | |
| DFA US Small Cap Value | Mutual Funds | — | — | $86K | 0.5% | |
| Fidelity Freedom Index 2060 Fund | Mutual Funds | — | — | $60K | 0.3% | |
| Fidelity Freedom Index 2020 Fund | Mutual Funds | — | — | $48K | 0.3% | |
| DFA International Small Co | Mutual Funds | — | — | $44K | 0.2% | |
| Fidelity Freedom Index 2070 Fund 429 * Fidelity Freedom Index INC IPR | Mutual Funds | — | — | $39K | 0.2% | |
| GG EMERGING MKTS I1 GREAT GRAY TRUST COMPANY · EIN 86-1819869 / PN 672 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
