Justin Corte signed Cortec LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cortec LLC's EIN is 46-0504921.
Download the official 2024 Form 5500 (PDF) for Cortec LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cortec LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, 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 | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $7K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom 2045 K | Mutual Funds | — | — | $2.2M | 8.8% | |
| Fidelity Freedom 2050 K | Mutual Funds | — | — | $2.1M | 8.5% | |
| Fidelity Freedom 2030 K | Mutual Funds | — | — | $2.1M | 8.2% | |
| Fidelity OTC K6 | Mutual Funds | — | — | $2.0M | 7.8% | |
| Fidelity Freedom 2025 K | Mutual Funds | — | — | $1.6M | 6.3% | |
| Money Market * Fidelity Money Market Funds | Mutual Funds | — | — | $1.6M | 6.3% | |
| Fidelity Freedom 2055 K | Mutual Funds | — | — | $1.4M | 5.5% | |
| Fidelity Freedom 2035 K | Mutual Funds | — | — | $1.2M | 4.9% | |
| PIF Midcap Fund I | Other securities | — | — | $1.1M | 4.3% | |
| Fidelity Freedom 2040 K | Mutual Funds | — | — | $790K | 3.1% | |
| Fidelity Total Market Index | Common Collective Trusts | — | — | $634K | 2.5% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $564K | 2.2% | |
| MFS Value R6 | Mutual Funds | — | — | $490K | 1.9% | |
| Fidelity Freedom 2060 K | Mutual Funds | — | — | $480K | 1.9% | |
| Fidelity International Index | Mutual Funds | — | — | $430K | 1.7% | |
| Fidelity International Cap Appreciation | Mutual Funds | — | — | $381K | 1.5% | |
| Fidelity Freedom 2065 K | Mutual Funds | — | — | $356K | 1.4% | |
| Fidelity Small Cap Value | Mutual Funds | — | — | $309K | 1.2% | |
| Fidelity Investment Grade Bond | Mutual Funds | — | — | $288K | 1.1% | |
| Fidelity Value K | Mutual Funds | — | — | $257K | 1.0% | |
| Loomis Core Plus Bond Y | Other securities | — | — | $244K | 1.0% | |
| Fidelity Puritan K6 | Mutual Funds | — | — | $148K | 0.6% | |
| Fidelity Freedom 2020 K | Mutual Funds | — | — | $48K | 0.2% | |
| AB Small Cap Growth Portfolio Advisor Class | Other securities | — | — | $40K | 0.2% | |
| Fidelity Freedom Income K | Mutual Funds | — | — | $8K | <0.1% | |
| Fidelity Freedom 2070 K | Mutual Funds | — | — | $5K | <0.1% | |
| Baird Short Term Bond Investor Class | Other securities | — | — | $5K | <0.1% | |
| Fidelity Mid Cap Index | 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.
