Andrew Carter signed Fox-Rowden-McBrayer, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Fox-Rowden-McBrayer, LLC's EIN is 58-1051947.
Download the official 2024 Form 5500 (PDF) for Fox-Rowden-McBrayer, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Fox-Rowden-McBrayer, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), 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 | -$25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STIFEL, NICOLAUS, & COMPANY, INC | 43-0538770 | — | INVESTMENT ADVISOR | $39K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Growth Company | Mutual Funds | — | — | $6.9M | 32.5% | |
| Fidelity Freedom 2025 K6 | Mutual Funds | — | — | $2.1M | 9.8% | |
| Fidelity Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $1.5M | 7.1% | |
| Fidelity Retirement Money Market | Mutual Funds | — | — | $1.0M | 4.9% | |
| Fidelity Freedom 2050 K6 | Mutual Funds | — | — | $1.0M | 4.8% | |
| Fidelity Freedom 2040 K6 | Mutual Funds | — | — | $1.0M | 4.7% | |
| Fidelity Freedom 2045 K6 | Mutual Funds | — | — | $953K | 4.5% | |
| Fidelity Equity Income | Mutual Funds | — | — | $915K | 4.3% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $817K | 3.8% | |
| Fidelity Freedom 2015 K6 | Mutual Funds | — | — | $641K | 3.0% | |
| Fidelity Extended Market Index | Mutual Funds | — | — | $620K | 2.9% | |
| Fidelity Freedom 2020 K6 | Mutual Funds | — | — | $529K | 2.5% | |
| Fidelity Asset Manager | Mutual Funds | — | — | $463K | 2.2% | |
| Fidelity Freedom Inc K6 | Mutual Funds | — | — | $383K | 1.8% | |
| Baron Growth | Other securities | — | — | $332K | 1.6% | |
| Fidelity Freedom 2060 K6 | Mutual Funds | — | — | $314K | 1.5% | |
| Fidelity Freedom 2055 K6 | Mutual Funds | — | — | $310K | 1.5% | |
| Fidelity Freedom 2035 K6 | Mutual Funds | — | — | $300K | 1.4% | |
| Fidelity Overseas | Mutual Funds | — | — | $284K | 1.3% | |
| Participants Participant Loans Rates at 6.50% to 8.50% - | Bonds / Notes | — | — | $144K | 0.7% | |
| Fidelity Intermediate Bond | Mutual Funds | — | — | $107K | 0.5% | |
| Fidelity Freedom 2010 K6 | Mutual Funds | — | — | $93K | 0.4% | |
| Ariel Fund | Other securities | — | — | $91K | 0.4% | |
| Fidelity Low Priced Stock | Mutual Funds | — | — | $69K | 0.3% | |
| Fidelity Freedom 2065 K6 | Mutual Funds | — | — | $60K | 0.3% | |
| Fidelity Freedom 2030 K6 | Mutual Funds | — | — | $34K | 0.2% | |
| Loomis Small Cap Value R | Other securities | — | — | $21K | <0.1% | |
| Principal SmallCap S&P 600 R5 | Other securities | — | — | $4K | <0.1% | |
| iShares Core MSCI Total International | Other securities | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
