Michael Ahearn signed C.R. Daniels, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
C.R. Daniels, Inc.'s EIN is 52-0545440.
Download the official 2024 Form 5500 (PDF) for C.R. Daniels, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)C.R. Daniels, Inc.'s plan includes a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
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 | $950 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | ADVISOR | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| I O Main Street A | Other securities | — | — | $2.2M | 10.9% | |
| Fidelity Advisor New Insights T | Mutual Funds | — | — | $1.9M | 9.3% | |
| Fidelity Advisor Freedom 2025 | Mutual Funds | — | — | $1.3M | 6.5% | |
| Neuberger Berman Genesis Advisor | Other securities | — | — | $1.2M | 5.9% | |
| Fidelity Advisor Short Fixed Income T | Mutual Funds | — | — | $1.1M | 5.6% | |
| Fidelity Advisor Freedom 2030 | Mutual Funds | — | — | $1.1M | 5.4% | |
| Fidelity Advisor Small Cap Growth T | Mutual Funds | — | — | $839K | 4.2% | |
| Fidelity Advisor Freedom 2020 | Mutual Funds | — | — | $747K | 3.7% | |
| HTFD Core Equity R4 | Other securities | — | — | $716K | 3.6% | |
| COL SEL MID CP VL A | Other securities | — | — | $641K | 3.2% | |
| Columbia DIV INC A | Common Stocks | — | — | $632K | 3.2% | |
| Fidelity Treasury Fund | Mutual Funds | — | — | $612K | 3.1% | |
| Janus Enterprise S | Mutual Funds | — | — | $611K | 3.1% | |
| Franklin Growth A | Mutual Funds | — | — | $609K | 3.1% | |
| Fidelity Advisor Freedom 2050 | Mutual Funds | — | — | $461K | 2.3% | |
| VRS Partners A | Other securities | — | — | $397K | 2.0% | |
| Fidelity Advisor Diversified International T | Mutual Funds | — | — | $394K | 2.0% | |
| TRP DIV GROWTH | Other securities | — | — | $390K | 2.0% | |
| BlackRock Equity Dividend A | Other securities | — | — | $327K | 1.6% | |
| Fidelity Advisor Freedom 2015 | Mutual Funds | — | — | $287K | 1.4% | |
| Fidelity Advisor Freedom Income T | Mutual Funds | — | — | $286K | 1.4% | |
| AS SPL SMall Capital Value | Other securities | — | — | $266K | 1.3% | |
| Thornburg International Value R4 | Other securities | — | — | $254K | 1.3% | |
| Fidelity Advisor Strategic Income T | Mutual Funds | — | — | $251K | 1.3% | |
| Fidelity Mid Cap IDX | Common Collective Trusts | — | — | $239K | 1.2% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $217K | 1.1% | |
| Fidelity Advisor Small Cap Value T | Mutual Funds | — | — | $201K | 1.0% | |
| Fidelity Long-Term Bond | Mutual Funds | — | — | $183K | 0.9% | |
| Fidelity Advisor Freedom 2040 | Mutual Funds | — | — | $177K | 0.9% | |
| Fidelity Advisor Freedom 2035 | Mutual Funds | — | — | $175K | 0.9% | |
| AM CENT MD CP VAL A | Other securities | — | — | $170K | 0.9% | |
| Fidelity Advisor Floating Rate Hi Inc T | Mutual Funds | — | — | $129K | 0.6% | |
| BlackRock Global Allocation A | Other securities | — | — | $127K | 0.6% | |
| I O Develop MKT A | Other securities | — | — | $95K | 0.5% | |
| Fidelity Advisor Freedom 2010 | Mutual Funds | — | — | $90K | 0.5% | |
| PIMCO Total Return A | Mutual Funds | — | — | $79K | 0.4% | |
| Fidelity Advisor Emerging Market Small | Mutual Funds | — | — | $78K | 0.4% | |
| Fidelity Advisor Freedom 2055 | Mutual Funds | — | — | $57K | 0.3% | |
| JH Dev World Bond S | Other securities | — | — | $52K | 0.3% | |
| Fidelity INTL index | Mutual Funds | — | — | $51K | 0.3% | |
| Participant loans | Participant loans | — | — | $49K | 0.2% | |
| Fidelity Advisor Freedom 2045 | Mutual Funds | — | — | $44K | 0.2% | |
| Fidelity Freedom 2065 A | Mutual Funds | — | — | $43K | 0.2% | |
| Fidelity Advisor Freedom 2060 | Mutual Funds | — | — | $38K | 0.2% | |
| FA STABLE VALUE II FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $37K | 0.2% | |
| Fidelity Small Capital Index | Mutual Funds | — | — | $18K | <0.1% | |
| Lord Abbett Short Duration Income R3 | Mutual Funds | — | — | $8K | <0.1% | |
| FID TOTAL MKT IDX | Common Collective Trusts | — | — | $147 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
