Edward Attard signed Mattea and Edwards Enrichment's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Mattea and Edwards Enrichment's EIN is 46-5312575.
Download the official 2024 Form 5500 (PDF) for Mattea and Edwards Enrichment from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mattea and Edwards Enrichment's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 | $6K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID FREEDOM INDEX 2065 PREMIER | Registered Investment Companies | — | — | $146K | 42.5% | |
| FID FREEDOM INDEX 2045 PREMIER | Registered Investment Companies | — | — | $55K | 15.9% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $54K | 15.7% | |
| FID FREEDOM INDEX 2040 PREMIER 444 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2025 PREMIER 161 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2060 PREMIER | Registered Investment Companies | — | — | $22K | 6.4% | |
| VANGUARD INTERMEDIATE TERM BON 237 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2055 PREMIER | Registered Investment Companies | — | — | $22K | 6.4% | |
| FID FREEDOM INDEX 2035 PREMIER | Registered Investment Companies | — | — | $13K | 3.9% | |
| FID FREEDOM INDEX 2030 PREMIER | Registered Investment Companies | — | — | $12K | 3.6% | |
| PARTICIPANT LOANS 992 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2050 PREMIER | Mutual Funds | — | — | $8K | 2.4% | |
| ISHARES MSCI EAFE INTL INDEX K 97 REGISTERED INVESTMENT COMPANY VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $5K | 1.4% | |
| FID FREEDOM INDEX INC PREMIER | Registered Investment Companies | — | — | $2K | 0.6% | |
| STATE ST EQUITY 500 INDEX K 127 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2020 PREMIER | Registered Investment Companies | — | — | $1K | 0.4% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $561 | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
