Cheryl Shimko signed AD HOC LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
AD HOC LLC's EIN is 46-5145367.
Download the official 2024 Form 5500 (PDF) for AD HOC LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)AD HOC 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $29K | — |
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 | |||||
|---|---|---|---|---|---|---|
| s * Fidelity Investments 500 Index Fund | Mutual Funds | — | — | $9.1M | 18.3% | |
| Fidelity Investments Freedom Index 2045 IPR Fund | Mutual Funds | — | — | $6.7M | 13.5% | |
| Fidelity Investments Freedom Index 2050 IPR Fund | Mutual Funds | — | — | $5.9M | 11.9% | |
| Fidelity Investments Freedom Index 2040 IPR Fund | Mutual Funds | — | — | $5.7M | 11.5% | |
| Fidelity Investments Freedom Index 2055 IPR Fund | Mutual Funds | — | — | $5.7M | 11.4% | |
| JP Morgan Large Cap Growth Fund | Other securities | — | — | $3.4M | 6.9% | |
| Fidelity Investments Freedom Index 2035 IPR Fund | Mutual Funds | — | — | $2.4M | 4.9% | |
| Fidelity Investments Freedom Index 2060 IPR Fund | Mutual Funds | — | — | $1.9M | 3.8% | |
| Fidelity Investments Freedom Index 2030 IPR Fund | Mutual Funds | — | — | $1.3M | 2.6% | |
| Fidelity Investments Freedom Index 2025 IPR Fund | Mutual Funds | — | — | $948K | 1.9% | |
| MGL Mid Cap Growth Fund | Other securities | — | — | $687K | 1.4% | |
| Fidelity Investments Global US Index Fund | Common Collective Trusts | — | — | $580K | 1.2% | |
| Fidelity Investments Mid Cap Index Fund | Common Collective Trusts | — | — | $536K | 1.1% | |
| JP Morgan Large Cap Value Fund | Other securities | — | — | $523K | 1.0% | |
| Nationwide Geneva Small Cap Growth Fund | Other securities | — | — | $521K | 1.0% | |
| Common Collective Trust Fund * Fidelity Management Trust Company Stable Value III Fund | Stable Value | — | — | $441K | 0.9% | |
| Undiscovered Managers Behavioral Value Fund | Other securities | — | — | $421K | 0.8% | |
| FA STABLE VALUE III FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $412K | 0.8% | |
| MFS International Diversification Fund | Mutual Funds | — | — | $411K | 0.8% | |
| Fidelity Investments US Bond Index Fund | Common Collective Trusts | — | — | $400K | 0.8% | |
| Fidelity Investments Freedom Index 2020 IPR Fund | Mutual Funds | — | — | $368K | 0.7% | |
| MFS Mid Cap Fund | Mutual Funds | — | — | $367K | 0.7% | |
| Fidelity Investments Freedom Index 2065 IPR Fund | Mutual Funds | — | — | $329K | 0.7% | |
| Cohen & Steers Real Estate Securities I Fund | Other securities | — | — | $317K | 0.6% | |
| Fidelity Investments Small Cap Index Fund | Common Collective Trusts | — | — | $229K | 0.5% | |
| Participant Loans*** Interest-bearing at 3.25% to 9.50%, | Bonds / Notes | — | — | $223K | 0.4% | |
| Calvert US Large Cap Core Responsible Index Fund | Common Collective Trusts | — | — | $106K | 0.2% | |
| Dodge & Cox Income Fund | Mutual Funds | — | — | $83K | 0.2% | |
| Pioneer Strategic Income Fund | Other securities | — | — | $65K | 0.1% | |
| Fidelity Investments Freedom Index Income Fund | Mutual Funds | — | — | $42K | <0.1% | |
| PIMCO Real Return Fund | Mutual Funds | — | — | $41K | <0.1% | |
| Fidelity Investments Freedom Index 2010 IPR Fund 778 * Fidelity Investments Freedom Index 2015 IPR Fund 20 Money Market Fund * Fidelity Investments Government Money Market Fund | Mutual Funds | — | — | $16K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
