Eleanor Schilke signed Advantage Management Corporation's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Advantage Management Corporation's EIN is 41-1679714.
Download the official 2023 Form 5500 (PDF) for Advantage Management Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Advantage Management Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
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 | -$4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $5K | — |
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 Contrafund K | Mutual Funds | — | — | $18.4M | 33.7% | |
| Fidelity Equity Income K Fund | Mutual Funds | — | — | $4.4M | 8.1% | |
| Fidelity Freedom 2030 K Fund | Mutual Funds | — | — | $3.0M | 5.6% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $2.8M | 5.2% | |
| Fidelity Freedom 2040 K Fund | Mutual Funds | — | — | $2.6M | 4.9% | |
| Fidelity Low-Priced Stock K Fund | Mutual Funds | — | — | $2.6M | 4.8% | |
| Fidelity Freedom 2025 K Fund | Mutual Funds | — | — | $2.3M | 4.2% | |
| Fidelity Government Money Market Fund | Mutual Funds | — | — | $2.2M | 4.1% | |
| Fidelity Freedom 2035 K Fund | Mutual Funds | — | — | $2.2M | 4.0% | |
| Fidelity Freedom 2055 K Fund | Mutual Funds | — | — | $1.5M | 2.8% | |
| Fidelity Freedom 2045 K Fund | Mutual Funds | — | — | $1.4M | 2.6% | |
| Fidelity Freedom 2050 K Fund | Mutual Funds | — | — | $1.3M | 2.3% | |
| Fidelity Freedom 2020 K Fund | Mutual Funds | — | — | $1.2M | 2.2% | |
| Fidelity Government Income Fund | Mutual Funds | — | — | $906K | 1.7% | |
| Allspring Special Mid Cap Value Fund R6 | Other securities | — | — | $873K | 1.6% | |
| Fidelity BrokerageLink | Mutual Funds | — | — | $720K | 1.3% | |
| Fidelity Mid-Cap Stock K Fund | Mutual Funds | — | — | $689K | 1.3% | |
| Fidelity Intl Index Fund | Common Collective Trusts | — | — | $657K | 1.2% | |
| Fidelity Worldwide Fund | Mutual Funds | — | — | $581K | 1.1% | |
| PIMCO Total Return Fund | Mutual Funds | — | — | $479K | 0.9% | |
| Fidelity Asset Manager 50% Fund | Mutual Funds | — | — | $474K | 0.9% | |
| Notes receivable from participants | Other securities | — | — | $455K | 0.8% | |
| Baron Small Cap Fund | Other securities | — | — | $439K | 0.8% | |
| Fidelity Freedom 2060 K Fund | Mutual Funds | — | — | $388K | 0.7% | |
| Lazard Emerging Markets Equity Fund | Other securities | — | — | $309K | 0.6% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $299K | 0.5% | |
| Fidelity Freedom Income K6 | Mutual Funds | — | — | $243K | 0.4% | |
| Fidelity Managed Income Portfolio Fund | Mutual Funds | — | — | $209K | 0.4% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $209K | 0.4% | |
| Fidelity Capital & Income Fund | Mutual Funds | — | — | $182K | 0.3% | |
| Fidelity Overseas K Fund | Mutual Funds | — | — | $143K | 0.3% | |
| Fidelity Freedom 2015 K Fund | Mutual Funds | — | — | $93K | 0.2% | |
| Fidelity Inflation-Protected Bond Fund | Mutual Funds | — | — | $88K | 0.2% | |
| Fidelity Mid-Cap Index Fund | Common Collective Trusts | — | — | $85K | 0.2% | |
| Allspring Special Small Cap Value Fund R6 | Other securities | — | — | $84K | 0.2% | |
| Fidelity Real Estate Investment Portfolio | Mutual Funds | — | — | $80K | 0.1% | |
| Fidelity Freedom 2065 K Fund | Mutual Funds | — | — | $64K | 0.1% | |
| Fidelity Freedom 2010 K Fund | Mutual Funds | — | — | $49K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
