Judith CATO signed Freeman Decorating Co.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Freeman Decorating Co.'s EIN is 42-0661692.
Download the official 2024 Form 5500 (PDF) for Freeman Decorating Co. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Freeman Decorating Co.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing, 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 | $299K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $276K | — |
| PLEXUS FINANCIAL SERVICES, LLC |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 27-1746834 |
| — |
| CONSULTANT |
| $73K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SUTTON FROST CARY LLP | 75-2593210 | — | ACCOUNTANT/AUDITOR | $18K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID 500 INDEX | Common Collective Trusts | — | $50.4M | $86.0M | 12.5% | |
| FID BLUE CHIP GR K6 | Mutual Funds | — | $36.3M | $63.0M | 9.2% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | $47.0M | $47.0M | 6.8% | |
| VANG WELLINGTON ADM | Other securities | — | $41.3M | $42.3M | 6.2% | |
| FID FDM IDX 2040 IPR | Common Collective Trusts | — | $34.3M | $41.3M | 6.0% | |
| FID FDM IDX 2045 IPR | Common Collective Trusts | — | $32.9M | $41.0M | 6.0% | |
| FID FDM IDX 2035 IPR | Common Collective Trusts | — | $34.4M | $40.0M | 5.8% | |
| FID FDM IDX 2030 IPR | Common Collective Trusts | — | $32.1M | $35.4M | 5.2% | |
| FID TOTAL BOND K6 | Mutual Funds | — | $35.3M | $32.7M | 4.8% | |
| FID FDM IDX 2050 IPR | Common Collective Trusts | — | $24.5M | $30.2M | 4.4% | |
| FID FDM IDX 2025 IPR | Common Collective Trusts | — | $24.4M | $26.5M | 3.9% | |
| FID MID CAP IDX | Common Collective Trusts | — | $18.4M | $26.2M | 3.8% | |
| MFS VALUE R6 | Mutual Funds | — | $21.5M | $22.3M | 3.3% | |
| CAUSEWAY INTL VAL IS | Other securities | — | $18.6M | $19.8M | 2.9% | |
| MFS INTL GROWTH R6 | Mutual Funds | — | $17.5M | $18.1M | 2.6% | |
| FID FDM IDX 2055 IPR | Common Collective Trusts | — | $14.2M | $17.0M | 2.5% | |
| AS SPL MID CP VAL R6 | Other securities | — | $14.7M | $14.1M | 2.0% | |
| VANG SM GR IDX INST | Common Collective Trusts | — | $9.5M | $13.7M | 2.0% | |
| FID INTL INDEX | Mutual Funds | — | $10.7M | $10.8M | 1.6% | |
| OUTSTANDING LOAN BALANCE | Other securities | — | — | $9.8M | 1.4% | |
| FID FDM IDX 2060 IPR | Common Collective Trusts | — | $7.6M | $8.9M | 1.3% | |
| VANG SM VAL IDX INST | Common Collective Trusts | — | $5.7M | $7.9M | 1.2% | |
| FID FDM IDX 2020 IPR | Common Collective Trusts | — | $5.3M | $5.4M | 0.8% | |
| COMMON STOCK | Common Stocks | — | $7.2M | $4.5M | 0.7% | |
| VANG MDCPGR IDX ADM | Common Collective Trusts | — | $2.7M | $3.5M | 0.5% | |
| FID FDM IDX 2065 IPR | Common Collective Trusts | — | $2.4M | $2.6M | 0.4% | |
| FID SM CAP IDX | Common Collective Trusts | — | $2.2M | $2.5M | 0.4% | |
| FID INFL PR BD IDX | Common Collective Trusts | — | $2.7M | $2.4M | 0.3% | |
| FID FDM IDX 2015 IPR | Common Collective Trusts | — | $2.2M | $2.1M | 0.3% | |
| CASH | Cash / Money Market | — | $1.9M | $1.9M | 0.3% | |
| PIM GLB BD OP US$H I | Other securities | — | $1.6M | $1.6M | 0.2% | |
| FID TREASURY ONLY MM | Mutual Funds | — | $1.3M | $1.3M | 0.2% | |
| FIDELITY FUND | Mutual Funds | — | $706K | $706K | 0.1% | |
| FID FDM IDX INC IPR | Common Collective Trusts | — | $505K | $504K | <0.1% | |
| EXTERNAL FUND | Other securities | — | $295K | $301K | <0.1% | |
| CERT. OF DEP. | Other securities | — | $206K | $206K | <0.1% | |
| GOVERNMENT BOND | U.S. Treasuries | — | $168K | $178K | <0.1% | |
| FID FDM IDX 2070 IPR | Common Collective Trusts | — | $5K | $5K | <0.1% | |
| NON INTEREST BEARING CASH | Cash / Money Market | — | — | $2K | <0.1% | |
| PREFERRED STOCK | Preferred Stocks | — | $9K | $960 | <0.1% |
