Shelly Brown signed Accounting Research & Analytics, LLC (DBA CFRA Research)'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Accounting Research & Analytics, LLC (DBA CFRA Research)'s EIN is 46-1998308.
Download the official 2024 Form 5500 (PDF) for Accounting Research & Analytics, LLC (DBA CFRA Research) from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Accounting Research & Analytics, LLC (DBA CFRA Research)'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 | $16K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| s * Fidelity Management Trust Company 500 Index Fund | Mutual Funds | — | — | $4.0M | 22.5% | |
| Fidelity Management Trust Company Large Cap Growth Index Fund | Common Collective Trusts | — | — | $1.6M | 8.8% | |
| Brokeragelink * Fidelity Management Trust Company Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $883K | 4.9% | |
| Fidelity Management Trust Company Freedom 2040 Fund | Mutual Funds | — | — | $860K | 4.8% | |
| Fidelity Management Trust Company Freedom 2055 Fund | Mutual Funds | — | — | $777K | 4.3% | |
| Fidelity Management Trust Company Mid Cap Index Fund | Common Collective Trusts | — | — | $728K | 4.0% | |
| Fidelity Management Trust Company Inflation-Protected Bond Index Fund | Common Collective Trusts | — | — | $652K | 3.6% | |
| State Street Target Retirement 2040 Fund | Other securities | — | — | $615K | 3.4% | |
| Fidelity Management Trust Company Freedom 2045 Fund | Mutual Funds | — | — | $607K | 3.4% | |
| Fidelity Management Trust Company International Index Fund | Common Collective Trusts | — | — | $589K | 3.3% | |
| Fidelity Management Trust Company Small Cap Index Fund | Common Collective Trusts | — | — | $489K | 2.7% | |
| Cohen & Steers Real Estate Securities Fund | Other securities | — | — | $367K | 2.0% | |
| Fidelity Management Trust Company Large Cap Value Index Fund | Common Collective Trusts | — | — | $359K | 2.0% | |
| Fidelity Management Trust Company Freedom 2050 Fund | Mutual Funds | — | — | $310K | 1.7% | |
| Hartford Core Equity Fund | Other securities | — | — | $301K | 1.7% | |
| Fidelity Management Trust Company Freedom 2030 Fund | Mutual Funds | — | — | $293K | 1.6% | |
| Money Market Fund Gabelli U.S. Treasury Money Market Fund | Cash / Money Market | — | — | $283K | 1.6% | |
| Fidelity Management Trust Company Freedom 2060 Fund | Mutual Funds | — | — | $276K | 1.5% | |
| Vanguard International Growth Fund Admiral Fund | Mutual Funds | — | — | $270K | 1.5% | |
| MFS Mid Cap Growth Fund | Mutual Funds | — | — | $265K | 1.5% | |
| Fidelity Management Trust Company Freedom 2035 Fund | Mutual Funds | — | — | $263K | 1.5% | |
| American Funds New World Fund | Mutual Funds | — | — | $238K | 1.3% | |
| Fidelity Management Trust Company Small Cap Growth | Mutual Funds | — | — | $231K | 1.3% | |
| Fidelity Management Trust Company Total Market Index Fund | Common Collective Trusts | — | — | $223K | 1.2% | |
| JP Morgan Government Bond Fund | U.S. Treasuries | — | — | $212K | 1.2% | |
| Fidelity Management Trust Company Freedom 2065 Fund | Mutual Funds | — | — | $199K | 1.1% | |
| Vanguard Wellesley Income Fund Admiral Fund | Mutual Funds | — | — | $195K | 1.1% | |
| State Street Target Retirement 2050 Fund | Other securities | — | — | $167K | 0.9% | |
| State Street Target Retirement 2055 Fund | Other securities | — | — | $160K | 0.9% | |
| Fidelity Management Trust Company U.S. Bond Index Fund | Common Collective Trusts | — | — | $156K | 0.9% | |
| Allspring Special Mid Cap Value Fund | Other securities | — | — | $142K | 0.8% | |
| Vanguard International Value Fund Investor Fund | Mutual Funds | — | — | $121K | 0.7% | |
| Fidelity Management Trust Company Freedom 2025 Fund | Mutual Funds | — | — | $108K | 0.6% | |
| State Street Target Retirement 2035 Fund | Other securities | — | — | $104K | 0.6% | |
| JP Morgan Equity Income Fund | Other securities | — | — | $94K | 0.5% | |
| American Funds Capital Income Builder Fund | Mutual Funds | — | — | $88K | 0.5% | |
| Fidelity Management Trust Company Freedom Income Fund | Mutual Funds | — | — | $66K | 0.4% | |
| Fidelity Management Trust Company Pacific Basin Fund | Mutual Funds | — | — | $56K | 0.3% | |
| Vanguard European Stock Index Fund Admiral Fund | Common Collective Trusts | — | — | $52K | 0.3% | |
| Allspring Special Small Cap Value Fund | Other securities | — | — | $51K | 0.3% | |
| Lord Abbett Bond Debenture Fund | U.S. Treasuries | — | — | $49K | 0.3% | |
| Fidelity Management Trust Company Real Estate Index Fund | Common Collective Trusts | — | — | $47K | 0.3% | |
| Western Asset Core Plus Bond Fund | Other securities | — | — | $36K | 0.2% | |
| Common Collective Trust Fund * Fidelity Management Trust Company Man Managed Income Portfolio, at fair value | Common Collective Trusts | — | — | $33K | 0.2% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $33K | 0.2% | |
| State Street Target Retirement 2060 Fund | Other securities | — | — | $29K | 0.2% | |
| BlackRock Natural Resources Trust Institutional Fund | Other securities | — | — | $27K | 0.2% | |
| Dodge & Cox Global Bond Fund | Mutual Funds | — | — | $25K | 0.1% | |
| PGIM High Yield Fund | Other securities | — | — | $17K | <0.1% | |
| AMG Funds AMG Yacktman Fund | Other securities | — | — | $15K | <0.1% |
