JEFF BUI signed CFP Fire Protection, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CFP Fire Protection, Inc.'s EIN is 56-2302929.
Download the official 2024 Form 5500 (PDF) for CFP Fire Protection, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CFP Fire Protection, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS, LLC | — | SAN RAFAEL, CA | NONE | $8K | — |
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 Fund | Common Collective Trusts | — | — | $1.5M | 14.5% | |
| JP Morgan Equity Income Fund | Other securities | — | — | $997K | 9.6% | |
| MFS Lifetime 2050 Fund R6 | Mutual Funds | — | — | $728K | 7.0% | |
| AB US LARGE CAP GROWTH CIT W GREAT GRAY TRUST COMPANY, LLC · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $700K | 6.8% | |
| MFS Lifetime 2035 Fund R6 | Mutual Funds | — | — | $638K | 6.2% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $557K | 5.4% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $542K | 5.2% | |
| MFS Lifetime 2045 Fund R6 | Mutual Funds | — | — | $485K | 4.7% | |
| T. Rowe Price Government Money Fund ** 991 * T. Rowe Price Integrated US Small-Cap Growth Equity Fund | Other securities | — | — | $463K | 4.5% | |
| JANUS HENDERSON CORE PL IN IV SEI TRUST COMPANY · EIN 47-1570020 / PN 075 | Common Collective Trust | — | — | $400K | 3.9% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $356K | 3.4% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $345K | 3.3% | |
| MFS Lifetime 2030 Fund R6 | Mutual Funds | — | — | $333K | 3.2% | |
| Fidelity International Capital Appreciation K6 Fund | Mutual Funds | — | — | $325K | 3.1% | |
| MFS Lifetime Income Fund R6 | Mutual Funds | — | — | $292K | 2.8% | |
| Cohen & Steers Real Estate Securities Fund I | Other securities | — | — | $277K | 2.7% | |
| MFS Lifetime 2055 Fund R6 | Mutual Funds | — | — | $271K | 2.6% | |
| MFS Lifetime 2025 Fund R6 | Mutual Funds | — | — | $248K | 2.4% | |
| MFS Lifetime 2040 Fund R6 | Mutual Funds | — | — | $244K | 2.3% | |
| MFS Lifetime 2060 Fund R6 | Mutual Funds | — | — | $227K | 2.2% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $216K | 2.1% | |
| Goldman Sachs Small Cap Value Fund | 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.
