CRDF Retirement Plan and Trust's EIN is 54-1773406.
Download the official 2024 Form 5500 (PDF) for CRDF Retirement Plan and Trust from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CRDF Retirement Plan and Trust's plan includes a 403(b) annuity.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS | 04-2647786 | — | RECORDKEEPER | $9K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Blue Chip Growth Fund - | Mutual Funds | — | — | $4.0M | 11.7% | |
| Fidelity Freedom 2035 Fund - Class K - | Mutual Funds | — | — | $2.2M | 6.5% | |
| Fidelity 500 Index Fund - | Common Collective Trusts | — | — | $2.0M | 5.9% | |
| Fidelity Freedom 2045 Fund - Class K - | Mutual Funds | — | — | $1.8M | 5.4% | |
| Fidelity Total Market Index Fund - | Common Collective Trusts | — | — | $1.8M | 5.3% | |
| Fidelity Freedom 2040 Fund - Class K - | Mutual Funds | — | — | $1.8M | 5.1% | |
| Fidelity Freedom 2050 Fund - Class K - | Mutual Funds | — | — | $1.6M | 4.7% | |
| Fidelity Growth Company Fund - | Mutual Funds | — | — | $1.4M | 4.2% | |
| Fidelity Contrafund - | Mutual Funds | — | — | $1.3M | 3.9% | |
| Fidelity Growth and income Fund - | Mutual Funds | — | — | $1.2M | 3.6% | |
| Fidelity Freedom 2055 Fund - Class K - | Mutual Funds | — | — | $1.2M | 3.5% | |
| Fidelity Freedom 2060 Fund - Class K - | Mutual Funds | — | — | $1.0M | 3.0% | |
| Fidelity Freedom 2020 Fund - Class K - | Mutual Funds | — | — | $716K | 2.1% | |
| Fidelity Freedom Index 2035 Fund Investor - | Mutual Funds | — | — | $615K | 1.8% | |
| Class * Fidelity Magellan Fund - | Mutual Funds | — | — | $525K | 1.5% | |
| Fidelity Growth Discovery Fund - | Mutual Funds | — | — | $523K | 1.5% | |
| Fidelity Freedom 2030 Fund - Class K - | Mutual Funds | — | — | $457K | 1.3% | |
| Fidelity Select Technology Portfolio - | Mutual Funds | — | — | $402K | 1.2% | |
| Fidelity Balanced Fund - | Mutual Funds | — | — | $371K | 1.1% | |
| Fidelity Focused Stock Fund - | Mutual Funds | — | — | $359K | 1.0% | |
| Fidelity Freedom Index 2055 Fund Investor - | Mutual Funds | — | — | $294K | 0.9% | |
| Class * Fidelity Stock Selector Fund - | Mutual Funds | — | — | $286K | 0.8% | |
| Fidelity Freedom Index 2060 Fund Investor - | Mutual Funds | — | — | $277K | 0.8% | |
| Class * Fidelity Strategic Income Fund - | Mutual Funds | — | — | $266K | 0.8% | |
| Fidelity International Index Fund - | Common Collective Trusts | — | — | $263K | 0.8% | |
| Fidelity Select Defense - | Mutual Funds | — | — | $254K | 0.7% | |
| Fidelity Select Retailing Portfolio - | Mutual Funds | — | — | $238K | 0.7% | |
| Fidelity Mid Cap Index Fund - | Common Collective Trusts | — | — | $233K | 0.7% | |
| Fidelity Small Cap Growth Fund - | Mutual Funds | — | — | $232K | 0.7% | |
| Fidelity Freedom Index 2040 Fund Investor - | Mutual Funds | — | — | $232K | 0.7% | |
| Fidelity Dividend Growth Fund - | Mutual Funds | — | — | $230K | 0.7% | |
| Fidelity Capital & Income Fund - | Mutual Funds | — | — | $229K | 0.7% | |
| Fidelity Freedom Income K - | Mutual Funds | — | — | $227K | 0.7% | |
| Fidelity Freedom 2065 Fund - Class K - | Mutual Funds | — | — | $215K | 0.6% | |
| Fidelity Value Fund - | Mutual Funds | — | — | $214K | 0.6% | |
| Fidelity Freedom Index 2050 Fund Investor - | Mutual Funds | — | — | $208K | 0.6% | |
| Class * Fidelity Mid-Cap Stock Fund - | Mutual Funds | — | — | $201K | 0.6% | |
| Fidelity Low-Priced Stock Fund - | Mutual Funds | — | — | $199K | 0.6% | |
| Fidelity Government Money Market Fund - | Mutual Funds | — | — | $198K | 0.6% | |
| Premium Class * Fidelity International Growth Fund - | Mutual Funds | — | — | $181K | 0.5% | |
| Fidelity Total Bond Fund - | Mutual Funds | — | — | $176K | 0.5% | |
| Fidelity Asset Manager 85% Fund - | Mutual Funds | — | — | $174K | 0.5% | |
| Fidelity Multi-Asset Index Fund - | Common Collective Trusts | — | — | $163K | 0.5% | |
| Fidelity U.S. Bond Index Fund - | Common Collective Trusts | — | — | $160K | 0.5% | |
| Fidelity Emerging Markets Index Fund - | Common Collective Trusts | — | — | $156K | 0.5% | |
| Fidelity Puritan Fund - | Mutual Funds | — | — | $151K | 0.4% | |
| Fidelity International Discovery Fund - | Mutual Funds | — | — | $151K | 0.4% | |
| Fidelity Large Cap Stock Fund - | Mutual Funds | — | — | $146K | 0.4% | |
| Fidelity Asset Manager 60% Fund - | Mutual Funds | — | — | $143K | 0.4% | |
| Fidelity Extended Market Index Fund - | Common Collective Trusts | — | — | $132K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
