Marianna Wands signed Applegreen Companies' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Applegreen Companies' EIN is 57-0744703.
Download the official 2024 Form 5500 (PDF) for Applegreen Companies from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Applegreen Companies' 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $104K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | 22-3570392 | — | ADVISOR | $45K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity FID FDM IDX 2030 IPR | Common Collective Trusts | — | — | $3.2M | 16.0% | |
| Fidelity FID FDM IDX 2035 IPR | Common Collective Trusts | — | — | $2.8M | 13.7% | |
| Fidelity FID FDM IDX 2045 IPR | Common Collective Trusts | — | — | $2.1M | 10.4% | |
| Fidelity FID FDM IDX 2040 IPR | Common Collective Trusts | — | — | $2.0M | 9.9% | |
| Fidelity FID FDM IDX 2025 IPR | Common Collective Trusts | — | — | $1.8M | 8.7% | |
| Fidelity FID FDM IDX 2050 IPR | Common Collective Trusts | — | — | $1.2M | 6.0% | |
| Fidelity FID FDM IDX 2015 IPR | Common Collective Trusts | — | — | $863K | 4.3% | |
| JPMorgan JPM LG CAP GROWTH R6 | Other securities | — | — | $853K | 4.2% | |
| Fidelity FID FDM IDX 2055 IPR | Common Collective Trusts | — | — | $840K | 4.1% | |
| Fidelity FID 500 INDEX | Common Collective Trusts | — | — | $652K | 3.2% | |
| Fidelity FID FDM IDX 2020 IPR | Common Collective Trusts | — | — | $446K | 2.2% | |
| Fidelity FID FDM IDX 2060 IPR | Common Collective Trusts | — | — | $419K | 2.1% | |
| Fidelity FID FDM IDX 2010 IPR | Common Collective Trusts | — | — | $362K | 1.8% | |
| Fidelity FID FDM IDX 2065 IPR | Common Collective Trusts | — | — | $328K | 1.6% | |
| American Funds AF BALANCED R6 | Mutual Funds | — | — | $245K | 1.2% | |
| Fidelity FID GOVT MMKT | Mutual Funds | — | — | $234K | 1.2% | |
| Fidelity FID FDM IDX INC IPR | Common Collective Trusts | — | — | $216K | 1.1% | |
| Allspring AS SPL MID CP VAL R6 | Other securities | — | — | $207K | 1.0% | |
| Clearbridge CBA APPR IS | Other securities | — | — | $165K | 0.8% | |
| Fidelity FA STRAT INCOME Z | Mutual Funds | — | — | $162K | 0.8% | |
| MFS VALUE R6 | Mutual Funds | — | — | $129K | 0.6% | |
| Fidelity FID SM CAP IDX | Common Collective Trusts | — | — | $122K | 0.6% | |
| Fidelity FID MID CAP IDX | Common Collective Trusts | — | — | $100K | 0.5% | |
| MFS INTL INTR VAL R6 | Mutual Funds | — | — | $76K | 0.4% | |
| MFS INTL GROWTH R6 | Mutual Funds | — | — | $35K | 0.2% | |
| JPMorgan JPM GOVT BOND R6 | U.S. Treasuries | — | — | $12K | <0.1% | |
| Cohen & Steers C&S REAL ESTATE Z | Other securities | — | — | $10K | <0.1% | |
| Virtus Investment Partners VRTS S TOT RTN BD R6 | Other securities | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
