Allison Doyle signed Plus Company U.S. Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Plus Company U.S. Inc.'s EIN is 51-0413360.
Download the official 2024 Form 5500 (PDF) for Plus Company U.S. Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Plus Company U.S. Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), 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 | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $10K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Total Market Index Fund Registered Investment Company | Common Collective Trusts | — | — | $15.8M | 25.6% | |
| Contrafund K6 Fund Registered Investment Company | Mutual Funds | — | — | $5.5M | 8.9% | |
| American Funds Target Date 2050 R6 Fund Registered Investment Company | Mutual Funds | — | — | $5.0M | 8.1% | |
| American Funds Target Date 2045 R6 Fund Registered Investment Company | Mutual Funds | — | — | $4.8M | 7.8% | |
| American Funds Target Date 2030 R6 Fund Registered Investment Company | Mutual Funds | — | — | $4.1M | 6.7% | |
| American Funds Target Date 2040 R6 Fund Registered Investment Company | Mutual Funds | — | — | $3.3M | 5.4% | |
| International Index Fund Registered Investment Company | Common Collective Trusts | — | — | $3.3M | 5.3% | |
| American Funds Target Date 2055 R6 Fund Registered Investment Company | Mutual Funds | — | — | $3.2M | 5.1% | |
| Registered Investment Companies U.S. Bond Index Fund Registered Investment Company | Common Collective Trusts | — | — | $2.5M | 4.0% | |
| American Funds Target Date 2035 R6 Fund Registered Investment Company | Mutual Funds | — | — | $2.5M | 4.0% | |
| American Funds Target Date 2060 R6 Fund Registered Investment Company | Mutual Funds | — | — | $1.6M | 2.6% | |
| American Funds Target Date 2015 R6 Fund Registered Investment Company ** 688 American Funds Target Date 2025 R6 Fund Registered Investment Company | Mutual Funds | — | — | $1.3M | 2.1% | |
| Metwest Investments Total Return Bond P Fund Registered Investment Company | Common Stocks | — | — | $1.3M | 2.1% | |
| Fully Benefit-Responsive Investment Contract Standard Stable Asset II Fund Fully Benefit-Responsive Investment Contract | Other securities | — | — | $954K | 1.6% | |
| Low-Priced Stock Fund K6 Fund Registered Investment Company | Common Stocks | — | — | $878K | 1.4% | |
| Small Cap Growth K6 Fund Registered Investment Company | Common Stocks | — | — | $861K | 1.4% | |
| MFS Investments Value R6 Fund Registered Investment Company | Mutual Funds | — | — | $831K | 1.3% | |
| Diversified International K6 Fund Registered Investment Company | Common Stocks | — | — | $792K | 1.3% | |
| American Funds Target Date 2010 R6 Fund Registered Investment Company | Mutual Funds | — | — | $713K | 1.2% | |
| Self-Directed Brokerage Account Fidelity Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $497K | 0.8% | |
| * Manage Income Portfolio Class 2 Fund Common/Collective Trust | Common Collective Trusts | — | — | $472K | 0.8% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $472K | 0.8% | |
| Small-Cap Index Fund Registered Investment Company | Common Collective Trusts | — | — | $276K | 0.4% | |
| American Funds Target Date 2065 R6 Fund Registered Investment Company | Mutual Funds | — | — | $264K | 0.4% | |
| Participant Loans Interest rates at (3.50%~10.50%) $0 | Bonds / Notes | — | — | $183K | 0.3% | |
| American Funds Target Date 2020 R6 Fund Registered Investment Company | Mutual Funds | — | — | $28K | <0.1% | |
| Interest-Bearing Cash * Government Money Market Fund Interest-Bearing Cash | Cash / Money Market | — | — | $24K | <0.1% |
