Eric Lynch signed Colinx's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Colinx's EIN is 57-1112798.
Download the official 2024 Form 5500 (PDF) for Colinx from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Colinx's 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 | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMPERIO RETIREMENT CONSULTING, IN | 20-4798483 | — | CONSULTANT | $21K | — |
| 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 Fund | Common Collective Trusts | — | — | $6.2M | 12.1% | |
| Fidelity Blue Chip Growth Fund Class K | Mutual Funds | — | — | $5.8M | 11.3% | |
| Fidelity Freedom 2030 Fund Class K | Mutual Funds | — | — | $4.9M | 9.6% | |
| Fidelity Freedom 2050 Fund Class K | Mutual Funds | — | — | $3.2M | 6.2% | |
| Fidelity Freedom 2055 Fund Class K | Mutual Funds | — | — | $3.1M | 6.0% | |
| Fidelity Freedom 2045 Fund Class K | Mutual Funds | — | — | $2.5M | 4.9% | |
| Fidelity Freedom 2035 Fund Class K | Mutual Funds | — | — | $2.5M | 4.9% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $2.5M | 4.9% | |
| Fidelity Government Money Market Fund | Mutual Funds | — | — | $2.4M | 4.6% | |
| Fidelity Freedom 2040 Fund Class K | Mutual Funds | — | — | $2.3M | 4.6% | |
| Fidelity Freedom 2060 Fund Class K | Mutual Funds | — | — | $2.1M | 4.2% | |
| Notes receivable from participants 5.25% - 10.50% | Bonds / Notes | — | — | $1.8M | 3.5% | |
| Fidelity Freedom 2065 Fund Class K | Mutual Funds | — | — | $1.7M | 3.4% | |
| Fidelity Freedom 2025 Fund Class K | Mutual Funds | — | — | $1.7M | 3.3% | |
| Fidelity Contrafund Class K | Mutual Funds | — | — | $1.7M | 3.3% | |
| MFS Mid Cap Growth Fund ** 18 John Hancock Disciplined Value Mid Cap Fund Class I | Mutual Funds | — | — | $1.6M | 3.0% | |
| Fidelity Diversified International Fund Class K | Mutual Funds | — | — | $957K | 1.9% | |
| Fidelity Global ex U.S. Index Fund | Common Collective Trusts | — | — | $938K | 1.8% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $921K | 1.8% | |
| American Beacon Large Cap Value Fund Investor Class | Other securities | — | — | $625K | 1.2% | |
| Fidelity Managed Income Portfolio Class 1 | Mutual Funds | — | — | $402K | 0.8% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $378K | 0.7% | |
| Fidelity Total Bond Index | Mutual Funds | — | — | $320K | 0.6% | |
| DFA U.S. Small Cap Value Portfolio Institutional Class | Mutual Funds | — | — | $312K | 0.6% | |
| Fidelity Freedom 2020 Fund Class K | Mutual Funds | — | — | $302K | 0.6% | |
| Vanguard Inflation-Protected Securities Fund Admiral Shares | Mutual Funds | — | — | $166K | 0.3% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST CO · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $95K | 0.2% | |
| Fidelity Freedom Income Fund Class K | Mutual Funds | — | — | $88K | 0.2% | |
| Fidelity Freedom 2015 Fund Class K | Mutual Funds | — | — | $55K | 0.1% | |
| T. Rowe Price Spectrum Income Fund | Other securities | — | — | $39K | <0.1% | |
| Fidelity Freedom 2070 Fund Class K | Mutual Funds | — | — | $20K | <0.1% | |
| Cohen & Steers Instl Realty Shares | Other securities | — | — | $7K | <0.1% | |
| Fidelity Freedom 2010 Fund Class K | Mutual Funds | — | — | $6K | <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 |
| $15K |
| — |
