Christian Tavares signed Fyzical, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Fyzical, LLC's EIN is 46-0903069.
Download the official 2024 Form 5500 (PDF) for Fyzical, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Fyzical, LLC's plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $45K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES, LLC | 22-3570392 | — | INVESTMENT/FINANCIAL ADVI |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $9.4M | 97.7% | |
| [Assets held in common collective trust] | Other | — | — | $183K | 1.9% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $100K | 1.0% | |
| LARGE CAP GROWTH III - I1 WILMINGTON TRUST COMPANY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $83K | 0.9% | |
| [Assets held in participant loans] | Other | — | — | $30K | 0.3% |
| $21K |
| — |
