Donna Coggins signed Financial Resources Group Invest's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Financial Resources Group Invest's EIN is 46-4489444.
Download the official 2024 Form 5500 (PDF) for Financial Resources Group Invest from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Financial Resources Group Invest'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 | $40K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD LARGE CAP INDEX ADM | Registered Investment Companies | — | — | $3.2M | 13.1% | |
| BLK TECH OPPS FD - SVC | Registered Investment Companies | — | — | $2.3M | 9.5% | |
| TRPRICE DIVIDEND GROWTH | Registered Investment Companies | — | — | $2.1M | 8.4% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $2.0M | 8.2% | |
| MFS MASS INV GRTH STK R4 | Registered Investment Companies | — | — | $2.0M | 8.0% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $1.8M | 7.5% | |
| VANGUARD TREASURY MONEY MARKET | Registered Investment Companies | — | — | $1.5M | 6.1% | |
| TRO SPECTRUM MOD ALLOC | Registered Investment Companies | — | — | $1.2M | 4.9% | |
| FIDELITY GROWTH STRATEGIES FD | Registered Investment Companies | — | — | $1.1M | 4.5% | |
| COLUMBIA MID CAP IDX I | Registered Investment Companies | — | — | $963K | 3.9% | |
| GLENMEDE DISC U.S. GROWTH EQ A | Registered Investment Companies | — | — | $803K | 3.3% | |
| T.ROWE PRICE MID-CAP VALUE-ADV | Registered Investment Companies | — | — | $575K | 2.3% | |
| DODGE & COX INCOME I | Registered Investment Companies | — | — | $558K | 2.3% | |
| PUT SMALL CAP GROWTH - Y | Registered Investment Companies | — | — | $546K | 2.2% | |
| FIDELITY ADVISOR STRAT INC I | Registered Investment Companies | — | — | $461K | 1.9% | |
| MFS RESEARCH INTL R4 | Registered Investment Companies | — | — | $437K | 1.8% | |
| LAZ EMERG MKTS EQ ADV INST | Registered Investment Companies | — | — | $387K | 1.6% | |
| PGIM HIGH YIELD - Z | Registered Investment Companies | — | — | $345K | 1.4% | |
| HARTFORD INTL OPPS R5 | Registered Investment Companies | — | — | $330K | 1.3% | |
| PGIM SH TERM CORP BD Z | Registered Investment Companies | — | — | $289K | 1.2% | |
| FRANKLIN GOLD AND PREC METAL-A | Registered Investment Companies | — | — | $212K | 0.9% | |
| AC SMALL CAP VALUE R5 | Registered Investment Companies | — | — | $200K | 0.8% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $180K | 0.7% | |
| AMC ONE CHOICE PORT VERY CONS | Registered Investment Companies | — | — | $170K | 0.7% | |
| PRI REAL EST SEC R5 | Registered Investment Companies | — | — | $152K | 0.6% | |
| FIDELITY ADVISOR CHINA REG I | Registered Investment Companies | — | — | $134K | 0.5% | |
| AMC GINNIE MAE R5 | Registered Investment Companies | — | — | $91K | 0.4% | |
| VANGUARD SHRT TERM FED-ADMIRAL | Registered Investment Companies | — | — | $86K | 0.3% | |
| DWS LATIN AMERICA EQ S | Registered Investment Companies | — | — | $55K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
