Michelle Sullivan signed Freed Maxick CPAS, P. C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Freed Maxick CPAS, P. C.'s EIN is 45-4051133.
Download the official 2024 Form 5500 (PDF) for Freed Maxick CPAS, P. C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Freed Maxick CPAS, P. C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $113K | — |
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | SERVICE PROVIDER | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Mass Investors Grw Stk Fnd R6 Registered investment company 270,574.779 units | Common Stocks | — | $271K | $12.0M | 11.9% | |
| Vanguard 500 Index Admiral Registered investment company 19,729.466 units | Common Collective Trusts | — | $20K | $10.7M | 10.6% | |
| Columbia Dividend Income Inst3 Registered investment company 237,400.846 units | Common Stocks | — | $237K | $8.0M | 7.9% | |
| American Funds Am Balanced R6 Registered investment company 220,611.332 units | Mutual Funds | — | $221K | $7.6M | 7.5% | |
| Carillon Eagle Mid Cap Growth R6 Registered investment company 76,826.239 units | Common Stocks | — | $77K | $6.0M | 5.9% | |
| Charles Schwab PCRA SDBA Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $5.9M | 5.8% | |
| American Funds New Perspective R6 Registered investment company 88,153.969 units | Mutual Funds | — | $88K | $5.5M | 5.4% | |
| JPMorgan US Equity Fund R6 Registered investment company 193,479.529 units | Common Stocks | — | $193K | $4.8M | 4.8% | |
| Voya Fixed Account Guaranteed investment contract | Stable Value | — | — | $4.2M | 4.2% | |
| TRwPr Retirement 2045 Fd I Registered investment company 181,640.357 units | Common Stocks | — | $182K | $4.0M | 4.0% | |
| American Funds Bond Fd Am R6 Registered investment company 275,351.820 units | Mutual Funds | — | $275K | $3.1M | 3.0% | |
| Voya Fixed Account A Guaranteed investment contract | Stable Value | — | — | $2.6M | 2.5% | |
| MFS International Intrinsic Value Fund R6 Registered investment company 64,155.078 units | Mutual Funds | — | $64K | $2.3M | 2.3% | |
| TRwPr Retirement 2035 Fd I Registered investment company 101,245.141 units | Common Stocks | — | $101K | $2.1M | 2.1% | |
| TRwPr Retirement 2055 Fd I Registered investment company 104,910.489 units | Common Stocks | — | $105K | $2.1M | 2.1% | |
| Vangrd Tot Int Stk In F Adm Registered Investment Company | Common Stocks | — | $60K | $1.9M | 1.9% | |
| Franklin Small Cap Value Fund Registered investment company 28,227.080 units | Mutual Funds | — | $28K | $1.7M | 1.7% | |
| Victory Sycmr Est Vl Fd I Registered Investment Company | Common Stocks | — | $34K | $1.6M | 1.5% | |
| American Funds EuroPacific R6 Registered investment company 25,242.630 units | Mutual Funds | — | $25K | $1.4M | 1.3% | |
| Vanguard Small Cap Index Adm Registered investment company 11,327.300 units | Mutual Funds | — | $11K | $1.3M | 1.3% | |
| TRwPr Retirement 2050 Fd I Registered investment company 68,128.904 units | Common Stocks | — | $68K | $1.3M | 1.3% | |
| PIMCO Real Return Institutional Registered investment company 126,075.698 units | Mutual Funds | — | $126K | $1.3M | 1.2% | |
| TRwPr Retirement 2060 Fd I Registered investment company 71,151.668 units | Common Stocks | — | $71K | $1.2M | 1.2% | |
| DFA Global Real Est Sec Pt Ins Registered investment company 113,929.933 units | Mutual Funds | — | $114K | $1.2M | 1.1% | |
| Vanguard Mid Cap Index Admiral Registered investment company 3,040.218 units | Mutual Funds | — | $3K | $994K | 1.0% | |
| TRwPr Retirement 2025 Fd I Registered investment company 59,465.627 units | Common Stocks | — | $59K | $984K | 1.0% | |
| DFA US Small Cap Gr Port Ins Registered investment company 30,419.274 units | Mutual Funds | — | $30K | $875K | 0.9% | |
| TRwPr Retirement 2030 Fd I Registered investment company 29,292.940 units | Common Stocks | — | $29K | $750K | 0.7% | |
| TRwPr Retirement 2015 Fd I Registered investment company 48,379.704 units | Common Stocks | — | $48K | $608K | 0.6% | |
| Fidelity U.S. Bond Index Fund Registered investment company 53,111.770 units | Common Collective Trusts | — | $53K | $543K | 0.5% | |
| TRwPr Retirement 2040 Fd I Registered investment company 16,311.677 units | Common Stocks | — | $16K | $499K | 0.5% | |
| T. Rowe Price Rt Balanced Fund Registered investment company 35,818.800 units | Common Stocks | — | $36K | $475K | 0.5% | |
| American Funds Hi-Income Tr R6 Registered investment company 47,276.306 units | Mutual Funds | — | $47K | $461K | 0.5% | |
| TRwPr Retirement 2020 Fd I Registered investment company 19,810.649 units | Common Stocks | — | $20K | $368K | 0.4% | |
| with maturities through November 2032 | Other securities | — | — | $263K | 0.3% | |
| LOAN FUND Participant Loans - Rates 4.25% to 9.50% | Bonds / Notes | — | — | $263K | 0.3% | |
| TRwPr Retirement 2065 Fd I Registered investment company 16,758.400 units | Common Stocks | — | $17K | $216K | 0.2% | |
| Pioneer Floating Rate Fund Y Registered investment company 26,998.622 units | Bonds / Notes | — | $27K | $166K | 0.2% | |
| TRwPr Retirement 2010 Fd I Registered investment company 2,898.621 units | Common Stocks | — | $3K | $44K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| ZLC GROUP |
| 47-4753799 |
| — |
| SERVICE PROVIDER |
| $9K |
| — |
| MORGAN STANLEY SMITH BARNEY LLC | 20-8764829 | — | SERVICE PROVIDER | $0 | — |
