Mary Estrada signed Ernest Maier, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ernest Maier, Inc.'s EIN is 52-0398821.
Download the official 2024 Form 5500 (PDF) for Ernest Maier, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ernest Maier, 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 | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 04-3046611 | — | ADVISOR | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Investments Registered Investment Companies * Fidelity Advisor Freedom 2035 | Mutual Funds | — | — | $1.4M | 16.0% | |
| Fidelity Advisor Freedom 2030 | Mutual Funds | — | — | $1.1M | 12.9% | |
| Fidelity Advisor Freedom 2045 | Mutual Funds | — | — | $826K | 9.4% | |
| Fidelity Advisor Freedom 2020 | Mutual Funds | — | — | $818K | 9.3% | |
| Fidelity Advisor Freedom 2025 | Mutual Funds | — | — | $373K | 4.3% | |
| Fidelity Advisor Freedom 2040 | Mutual Funds | — | — | $351K | 4.0% | |
| Fidelity Advisor Freedom 2055 | Mutual Funds | — | — | $348K | 4.0% | |
| American Funds Growth Fund of America | Mutual Funds | — | — | $334K | 3.8% | |
| Fidelity Advisor Freedom 2050 | Mutual Funds | — | — | $275K | 3.1% | |
| Fidelity Advisor Diversified Stock | Mutual Funds | — | — | $257K | 2.9% | |
| Various Common Stocks with balances less than $600 982 * Notes Receivable from Participants Interest rates ranging from 4.25% - 9.50% -0- | Bonds / Notes | — | — | $255K | 2.9% | |
| Fidelity Advisor Technology | Mutual Funds | — | — | $225K | 2.6% | |
| Fidelity Advisor Freedom 2015 | Mutual Funds | — | — | $213K | 2.4% | |
| JPMorgan Small Cap Equity | Other securities | — | — | $184K | 2.1% | |
| American Funds Investment Company of America | Mutual Funds | — | — | $134K | 1.5% | |
| American Funds American Mutual | Mutual Funds | — | — | $101K | 1.2% | |
| Common and Preferred Stocks DraftKings Inc. 2,600 shares | Common Stocks | — | $3K | $97K | 1.1% | |
| Warner Bros Discovery Inc 9,000 shares | Common Stocks | — | $9K | $95K | 1.1% | |
| Invesco International Diversified | Mutual Funds | — | — | $84K | 1.0% | |
| American Funds American High-Income | Mutual Funds | — | — | $82K | 0.9% | |
| Fidelity Treasury Money Market | Mutual Funds | — | — | $77K | 0.9% | |
| American Funds New World | Mutual Funds | — | — | $74K | 0.9% | |
| Fidelity Advisor Freedom 2060 | Mutual Funds | — | — | $74K | 0.9% | |
| Fidelity Advisor Equity Income | Mutual Funds | — | — | $73K | 0.8% | |
| Fidelity Advisor Short-Term Bond | Mutual Funds | — | — | $70K | 0.8% | |
| Fidelity Inflation-Protected Bond Index | Mutual Funds | — | — | $69K | 0.8% | |
| Carillon Eagle Mid Cap Growth | Other securities | — | — | $66K | 0.8% | |
| Invesco Municipal Income | Mutual Funds | — | — | $64K | 0.7% | |
| Tesla Motors, Inc. 153 shares | Common Stocks | — | — | $62K | 0.7% | |
| MFS Emerging Growth | Mutual Funds | — | — | $51K | 0.6% | |
| BlackRock Health Science Opportunities | Other securities | — | — | $44K | 0.5% | |
| Amazon.com, Inc. 200 shares | Common Stocks | — | — | $44K | 0.5% | |
| MFS Research | Mutual Funds | — | — | $38K | 0.4% | |
| Victory Sycamore Established Value | Other securities | — | — | $38K | 0.4% | |
| Blackstone Mortgage Trust, Inc 2,000 shares | Common Stocks | — | $2K | $35K | 0.4% | |
| American Funds Europacific Growth | Mutual Funds | — | — | $32K | 0.4% | |
| Fidelity Advisor Government Income | Mutual Funds | — | — | $31K | 0.4% | |
| Super Micro Computer Inc. 1,000 shares | Common Stocks | — | — | $30K | 0.3% | |
| Invesco Global Opportunities | Mutual Funds | — | — | $27K | 0.3% | |
| Cohen & Steers Global Realty | Other securities | — | — | $27K | 0.3% | |
| MFS International Diversification | Mutual Funds | — | — | $25K | 0.3% | |
| Eos Energy Enterprises, Inc. 5,000 shares | Common Stocks | — | $5K | $24K | 0.3% | |
| Fidelity Advisor Corporate Bond | Mutual Funds | — | — | $23K | 0.3% | |
| American Funds International Growth and Income | Mutual Funds | — | — | $21K | 0.2% | |
| Fidelity Advisor Freedom 2065 | Mutual Funds | — | — | $15K | 0.2% | |
| Apollo Investment Corporation 900 shares | Common Stocks | — | — | $12K | 0.1% | |
| Direxion Daily 20+ Year Treasury Bull and Bear 205 shares | Other securities | — | — | $8K | <0.1% | |
| John Hancock Triton | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES LLC | 04-3523567 | — | PAYING AGENT | $0 | — |
