Lennie ANN Gomez signed Cedar Document Technologies, Inc.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cedar Document Technologies, Inc.'s EIN is 58-2059851.
Download the official 2022 Form 5500 (PDF) for Cedar Document Technologies, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Cedar Document Technologies, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LAKEVIEW CAPITAL PARTNERS | 46-0955252 | — | INVESTMENT/FINANCIAL ADVI | $10K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| ISHARES S&P 500 INDEX A mutual fund | Common Collective Trusts | — | — | $1.2M | 13.0% | |
| T. ROWE PRICE RET 2035 – ADV mutual fund | Other securities | — | — | $892K | 9.7% | |
| T.ROWE PRICE RETIRE 2040 – ADV mutual fund | Other securities | — | — | $774K | 8.4% | |
| T. ROWE PRICE RETIRE 2050 – ADV mutual fund | Other securities | — | — | $571K | 6.2% | |
| T.ROWE PRICE RETIRE 2030 – ADV mutual fund | Other securities | — | — | $529K | 5.8% | |
| JPM US EQUITY FD R3 mutual fund | Other securities | — | — | $447K | 4.9% | |
| FEDERATED HERMES GOVT OBL mutual fund | Other securities | — | — | $417K | 4.6% | |
| VICTORY ESTABLISHED VALUE A mutual fund | Other securities | — | — | $323K | 3.5% | |
| FIDELITY ADV SMALL CAP VAL A mutual fund | Mutual Funds | — | — | $322K | 3.5% | |
| ISHARES RUSSELL 2000 SM CAP A mutual fund | Common Collective Trusts | — | — | $308K | 3.4% | |
| T. ROWE PRICE BLUE CHIP GR-ADV mutual fund | Other securities | — | — | $308K | 3.4% | |
| CARILLON EAGLE MID CAP GR – A mutual fund | Other securities | — | — | $302K | 3.3% | |
| T. ROWE PRICE RET 2045 – ADV mutual fund | Other securities | — | — | $261K | 2.8% | |
| ISHARES RUSSELL MIDCAP INDEX A mutual fund | Other securities | — | — | $253K | 2.8% | |
| FRANKLIN SM CAP GRTH A mutual fund | Mutual Funds | — | — | $253K | 2.8% | |
| T. ROWE PRICE RET 2055 – ADV mutual fund | Other securities | — | — | $208K | 2.3% | |
| WESTERN ASSET CORE PLUS BOND A mutual fund | Other securities | — | — | $194K | 2.1% | |
| T. ROWE PRICE RET 2025 – ADV mutual fund | Other securities | — | — | $188K | 2.1% | |
| LOOMIS SAYLES LTD GVT & AGCY A mutual fund | Common Stocks | — | — | $163K | 1.8% | |
| T. ROWE PRICE RETIRE BAL ADV mutual fund | Other securities | — | — | $159K | 1.7% | |
| ISHARES MSCI EAFE INTL INDEX A mutual fund | Other securities | — | — | $146K | 1.6% | |
| SELF-DIRECTED BROKERAGE ACCT self-directed funds | Self-Directed Brokerage | — | — | $139K | 1.5% | |
| FID ADV INT CAP APP A mutual fund | Mutual Funds | — | — | $132K | 1.4% | |
| ISHARES US AGGREGATE BD IDX A mutual fund | Common Collective Trusts | — | — | $116K | 1.3% | |
| T.ROWE PRICE RETIRE 2020 – ADV mutual fund | Other securities | — | — | $114K | 1.2% | |
| AMF INTL GROWTH AND INC – R4 mutual fund | Common Stocks | — | — | $98K | 1.1% | |
| Participant loans with varying maturities and interest rates between 5.25% and 7.50% participant loans -0- | Bonds / Notes | — | — | $95K | 1.0% | |
| GOLDMAN SACHS INFL PROT SEC A mutual fund | Other securities | — | — | $57K | 0.6% | |
| AB RELATIVE VALUE FUND A mutual fund | Other securities | — | — | $55K | 0.6% | |
| BAIRD SHORT-TERM BOND INVESTOR mutual fund | Other securities | — | — | $45K | 0.5% | |
| BLACKROCK EMERGING MARKETS A mutual fund | Other securities | — | — | $36K | 0.4% | |
| AMERICAN FUNDS SMCAP WRLD – R4 mutual fund | Mutual Funds | — | — | $30K | 0.3% | |
| PGIM HIGH YIELD FUND – R2 mutual fund | Other securities | — | — | $30K | 0.3% | |
| INVESCO CORE BND A mutual fund | Mutual Funds | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
