Christina Payne signed Precise Systems, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Precise Systems, Inc.'s EIN is 52-1686191.
Download the official 2024 Form 5500 (PDF) for Precise Systems, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Precise Systems, 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 | $109K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 20-8764829 | — | INVESTMENT ADVISOR | $109K | — |
| STRATEGIC ADVISORS, INC. |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual fund | Common Collective Trusts | — | — | $11.0M | 11.3% | |
| Fidelity Contrafund K6 Mutual fund | Mutual Funds | — | — | $9.1M | 9.3% | |
| Fidelity FDM IDX 2045 IPR Mutual fund | Common Collective Trusts | — | — | $8.4M | 8.5% | |
| Fidelity FDM IDX 2030 IPR Mutual fund | Common Collective Trusts | — | — | $8.3M | 8.5% | |
| Fidelity FDM IDX 2040 IPR Mutual fund | Common Collective Trusts | — | — | $8.2M | 8.4% | |
| Fidelity FDM IDX 2035 IPR Mutual fund | Common Collective Trusts | — | — | $7.9M | 8.1% | |
| Fid Government Money Market K6 Money market fund | Mutual Funds | — | — | $4.7M | 4.8% | |
| Fidelity FDM IDX 2050 IPR Mutual fund | Common Collective Trusts | — | — | $4.6M | 4.7% | |
| Fidelity FDM IDX 2055 IPR Mutual fund | Common Collective Trusts | — | — | $4.1M | 4.2% | |
| Fidelity FDM IDX 2060 IPR Mutual fund | Common Collective Trusts | — | — | $3.6M | 3.6% | |
| Fidelity FDM IDX 2025 IPR Mutual fund | Common Collective Trusts | — | — | $3.4M | 3.4% | |
| Fidelity FDM IDX 2020 IPR Mutual fund | Common Collective Trusts | — | — | $3.3M | 3.4% | |
| Brokeragelink Mutual fund | Other securities | — | — | $2.8M | 2.8% | |
| Fidelity Total Bond K6 Mutual fund | Mutual Funds | — | — | $2.4M | 2.4% | |
| Fidelity Mid-Cap Stock K6 Mutual fund | Mutual Funds | — | — | $1.7M | 1.7% | |
| Fidelity International Discovery K6 Mutual fund | Mutual Funds | — | — | $1.6M | 1.6% | |
| to 10.25%; various maturity dates | Bonds / Notes | — | — | $1.3M | 1.4% | |
| Fidelity Small Cap Growth R6 Mutual fund | Mutual Funds | — | — | $1.3M | 1.4% | |
| Fidelity FDM IDX 2010 IPR Mutual fund | Common Collective Trusts | — | — | $1.1M | 1.2% | |
| Fidelity Stock Selector Small Cap Mutual fund | Mutual Funds | — | — | $1.0M | 1.0% | |
| Fidelity International Index Mutual fund | Mutual Funds | — | — | $1.0M | 1.0% | |
| Fidelity FDM IDX 2065 IPR Mutual fund | Common Collective Trusts | — | — | $957K | 1.0% | |
| Fidelity Balanced K6 Mutual fund | Mutual Funds | — | — | $911K | 0.9% | |
| Fidelity Extended Market Index Mutual fund | Mutual Funds | — | — | $868K | 0.9% | |
| Fidelity FDM IDX 2015 IPR Mutual fund | Common Collective Trusts | — | — | $799K | 0.8% | |
| Fidelity Capital & Income Mutual fund | Mutual Funds | — | — | $763K | 0.8% | |
| MFS Value R6 Mutual fund | Mutual Funds | — | — | $734K | 0.7% | |
| AF New World R6 Mutual fund | Other securities | — | — | $640K | 0.7% | |
| Fidelity Government Money Market Money market fund 947 * Fidelity Value K Mutual fund | Mutual Funds | — | — | $562K | 0.6% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $534K | 0.5% | |
| Fidelity Real Estate Index Mutual fund | Mutual Funds | — | — | $245K | 0.2% | |
| Fidelity FDM Index Income IPR Mutual fund | Mutual Funds | — | — | $170K | 0.2% | |
| ABF Small Cap Value R6 Mutual fund | Other securities | — | — | $89K | <0.1% | |
| Fidelity FDM IDX 2070 IPR Mutual fund | Common Collective Trusts | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $22K |
| — |
