Matt Ezell signed Inman Mills' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Inman Mills' EIN is 57-0187280.
Download the official 2024 Form 5500 (PDF) for Inman Mills from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Inman Mills' plan includes a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.
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 | $6K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments FID FREEDOM 2025 K | Mutual Funds | — | — | $2.6M | 15.9% | |
| Fidelity Investments FID 500 INDEX | Common Collective Trusts | — | — | $2.2M | 13.5% | |
| Fidelity Investments FID FREEDOM 2030 K | Mutual Funds | — | — | $2.1M | 12.7% | |
| Money market fund * Fidelity Investments FID GOVT MMKT | Mutual Funds | — | — | $1.7M | 10.5% | |
| Fidelity Investments FID CONTRAFUND | Mutual Funds | — | — | $1.2M | 7.5% | |
| Fidelity Investments FID FREEDOM 2040 K | Mutual Funds | — | — | $834K | 5.0% | |
| Fidelity Investments FID FREEDOM 2035 K | Mutual Funds | — | — | $818K | 4.9% | |
| Fidelity Investments FID US BOND IDX | Common Collective Trusts | — | — | $611K | 3.7% | |
| Fidelity Investments FID FREEDOM 2045 K | Mutual Funds | — | — | $607K | 3.7% | |
| Fidelity Investments FID FREEDOM 2050 K | Mutual Funds | — | — | $561K | 3.4% | |
| Fidelity Investments BARON SMALL CAP | Mutual Funds | — | — | $437K | 2.6% | |
| American Fund AF AMERICAN MUTAL R5 | Mutual Funds | — | — | $429K | 2.6% | |
| Fidelity Investments FID FREEDOM 2020 K | Mutual Funds | — | — | $370K | 2.2% | |
| MainStay MS W LARGE CAP GR R1 | Other securities | — | — | $266K | 1.6% | |
| Fidelity Investments FID NASDAQ COMP INDX 107 * Fidelity Investments FID TOTAL BOND K6 | Mutual Funds | — | — | $211K | 1.3% | |
| Fidelity Investments FID FREEDOM 2060 K | Mutual Funds | — | — | $206K | 1.2% | |
| Participant loans (with interest rates ranging from 3.25% to 8.5%)** Notes receivable from participants | Bonds / Notes | — | — | $204K | 1.2% | |
| Fidelity Investments FID FREEDOM 2015 K | Mutual Funds | — | — | $133K | 0.8% | |
| Fidelity Investments FID LOW PRICED STK | Mutual Funds | — | — | $128K | 0.8% | |
| Fidelity Investments FID FREEDOM 2065 K | Mutual Funds | — | — | $86K | 0.5% | |
| Fidelity Investments FID INTL DISCOVERY | Mutual Funds | — | — | $79K | 0.5% | |
| Victory Capital Management VS EMERGING MKTS A | Other securities | — | — | $68K | 0.4% | |
| Fidelity Investments FID EXTD MKT IDX | Common Collective Trusts | — | — | $58K | 0.4% | |
| Oakmark EQ & INC INV | Common Stocks | — | — | $54K | 0.3% | |
| Fidelity Investments FID INTL INDEX | Mutual Funds | — | — | $14K | <0.1% | |
| Fidelity Investments FIDELITY GOVT INCOME | Mutual Funds | — | — | $13K | <0.1% | |
| Fidelity Investments FID FREEDOM INC K | Mutual Funds | — | — | $8K | <0.1% | |
| Wells Fargo AS SPL SM CP VAL ADM | Other securities | — | — | $7K | <0.1% | |
| Fidelity Investments FID FREEDOM 2010 K | Mutual Funds | — | — | $5K | <0.1% | |
| Fidelity Investments FID FREEDOM 2070 K | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
