Michael Bryan signed Patterson & Dewar Engineers, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Patterson & Dewar Engineers, Inc.'s EIN is 58-0676787.
Download the official 2024 Form 5500 (PDF) for Patterson & Dewar Engineers, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Patterson & Dewar Engineers, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment, a self-directed brokerage window.
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 | -$24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | 43-1451524 | — | ADVISOR | $38K | — |
| THE RETIREMENT ADVANTAGE |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 39-1816008 |
| — |
| CONSULTANT |
| $13K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual fund | Common Collective Trusts | — | — | $13.2M | 14.0% | |
| American One Choice 2040 Portfolio Institutional Class Mutual fund | Other securities | — | — | $7.8M | 8.3% | |
| American One Choice 2030 Portfolio Institutional Class Mutual fund | Other securities | — | — | $6.5M | 6.8% | |
| American One Choice 2035 Portfolio Institutional Class Mutual fund | Other securities | — | — | $5.7M | 6.1% | |
| American One Choice in Retirement Portfolio Institutional Class Mutual fund | Other securities | — | — | $5.3M | 5.6% | |
| AllianceBernstein Large Cap Growth Fund Class Z Mutual fund | Other securities | — | — | $4.8M | 5.1% | |
| American One Choice 2045 Portfolio Institutional Class Mutual fund | Other securities | — | — | $4.7M | 4.9% | |
| American One Choice 2025 Portfolio Institutional Class Mutual fund | Other securities | — | — | $4.6M | 4.8% | |
| American One Choice 2055 Portfolio Institutional Class Mutual fund | Other securities | — | — | $3.8M | 4.0% | |
| Participant Directed * Fidelity Brokerage Accounts | Self-Directed Brokerage | — | — | $3.6M | 3.8% | |
| American One Choice 2050 Portfolio Institutional Class Mutual fund | Other securities | — | — | $3.5M | 3.7% | |
| Fidelity Small Cap Index Fund Mutual fund | Common Collective Trusts | — | — | $2.9M | 3.1% | |
| PIMCO RAE Fundamental PLUS Fund Institutional Class Mutual fund | Mutual Funds | — | — | $2.5M | 2.6% | |
| Fidelity Advisor Small Cap Growth Class I | Mutual Funds | — | — | $2.4M | 2.5% | |
| Fidelity Mid Cap Index Fund Mutual fund | Common Collective Trusts | — | — | $2.3M | 2.4% | |
| American Funds New World Fund Class R-6 Mutual fund | Mutual Funds | — | — | $1.9M | 2.0% | |
| Janus Henderson Enterprise Fund Class I Mutual fund | Mutual Funds | — | — | $1.9M | 2.0% | |
| Principal International Equity Index Fund R-5 Class Mutual fund | Common Collective Trusts | — | — | $1.8M | 1.9% | |
| Calamos Market Neutral Income Fund Institutional Class Mutual fund | Other securities | — | — | $1.2M | 1.3% | |
| Goldman Sachs Growth and Income Strategy Portfolio Institutional Class Mutual fund | Other securities | — | — | $1.1M | 1.2% | |
| Victory Sycamore Established Value Fund Class I Mutual fund | Other securities | — | — | $966K | 1.0% | |
| Fidelity Advisor Materials Fund Class I Mutual fund | Mutual Funds | — | — | $930K | 1.0% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $911K | 1.0% | |
| Cohen & Steers Institutional Realty Shares Mutual fund | Other securities | — | — | $865K | 0.9% | |
| BlackRock Strategic Income Opportunities Portfolio Institutional Shares Mutual fund | Other securities | — | — | $749K | 0.8% | |
| Various maturity dates; * Participants loans interest at 3.25% to 8.50% | Bonds / Notes | — | — | $665K | 0.7% | |
| Victory Sycamore Small Company Opportunity Fund Class I Mutual fund | Common Stocks | — | — | $605K | 0.6% | |
| Fidelity Advisor Strategic Income Fund Class Z Mutual fund | Mutual Funds | — | — | $410K | 0.4% | |
| American One Choice 2060 Portfolio Institutional Class Mutual fund | Other securities | — | — | $324K | 0.3% | |
| BlackRock High Yield Bond Portfolio Class K Mutual fund | Other securities | — | — | $262K | 0.3% | |
| Thornburg Limited Term Income Fund Class R5 Mutual fund | Other securities | — | — | $196K | 0.2% | |
| Fidelity Government Money Market Fund Money market | Mutual Funds | — | — | $160K | 0.2% | |
| JPMorgan Core Plus Bond Fund Class I Mutual fund | Other securities | — | — | $139K | 0.1% | |
| American One Choice 2065 Portfolio Institutional Class Mutual fund | Other securities | — | — | $49K | <0.1% |
