Maria Mason signed Lowndes, Drosdick, Doster, Kantor & Reed, PA's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lowndes, Drosdick, Doster, Kantor & Reed, PA's EIN is 59-1276118.
Download the official 2024 Form 5500 (PDF) for Lowndes, Drosdick, Doster, Kantor & Reed, PA from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lowndes, Drosdick, Doster, Kantor & Reed, PA's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.
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 | -$7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT | 20-4649925 | — | INVESTMENT ADVISOR | $60K | — |
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 - | Common Collective Trusts | — | — | $19.8M | 21.7% | |
| Harbor Capital Appreciation Institutional - | Other securities | — | — | $11.8M | 12.9% | |
| MFS Value R6 - | Mutual Funds | — | — | $5.9M | 6.4% | |
| Invesco Equity and Income Fund - | Mutual Funds | — | — | $5.9M | 6.4% | |
| Galliard Stable Return C - | Other securities | — | — | $4.9M | 5.4% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $4.9M | 5.4% | |
| Baird Core Bond Fund - | Other securities | — | — | $4.2M | 4.6% | |
| BR EAFE EQUITY IDX R GREAT GRAY TRUST COMPANY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $3.2M | 3.5% | |
| Fidelity Freedom Index 2045 Instl Prem - | Mutual Funds | — | — | $3.0M | 3.2% | |
| American Funds Europacific Growth Fund - | Mutual Funds | — | — | $2.8M | 3.1% | |
| Fidelity Freedom Index 2030 Instl Prem - | Mutual Funds | — | — | $2.8M | 3.0% | |
| Fidelity Freedom Index 2040 Instl Prem - | Mutual Funds | — | — | $2.4M | 2.6% | |
| Fidelity Freedom Index 2025 Instl Prem - | Mutual Funds | — | — | $2.3M | 2.5% | |
| Janus Henderson Enterprise Fund - | Mutual Funds | — | — | $2.3M | 2.5% | |
| Vanguard Federal Money Market Fund Inv - | Mutual Funds | — | — | $2.1M | 2.3% | |
| American Century Real Estate Fund - | Other securities | — | — | $1.7M | 1.8% | |
| Fidelity US Bond Index - | Mutual Funds | — | — | $1.7M | 1.8% | |
| American Funds Capital World Growth and Income Fund - | Mutual Funds | — | — | $1.6M | 1.7% | |
| Fidelity Freedom Index 2035 Instl Prem - | Mutual Funds | — | — | $1.3M | 1.5% | |
| Fidelity Freedom Index 2010 Instl Prem - 6 * Fidelity Freedom Index 2015 Instl Prem - 3 - | Mutual Funds | — | — | $1.3M | 1.4% | |
| Fidelity Freedom Index 2050 Instl Prem - | Mutual Funds | — | — | $1.3M | 1.4% | |
| JP Morgan Mid-Cap Value Fund - | Other securities | — | — | $1.2M | 1.3% | |
| Fidelity Mid Cap Index - | Mutual Funds | — | — | $1.1M | 1.3% | |
| Loomis Sayles Global Bond I - | Other securities | — | — | $1.0M | 1.1% | |
| Loomis Sayles Small Cap Growth Instl - | Other securities | — | — | $633K | 0.7% | |
| Fidelity Small Cap Index - | Mutual Funds | — | — | $627K | 0.7% | |
| Shares T Rowe Price New Era Fund - | Mutual Funds | — | — | $599K | 0.7% | |
| Notes receivable from participants Interest rate of 4.25% to 9.50%, maturities - | Bonds / Notes | — | — | $578K | 0.6% | |
| JP Morgan Emerging Markets Equity Fund - | Other securities | — | — | $557K | 0.6% | |
| Vanguard Inflation-Protected Securities Fund Admiral - | Mutual Funds | — | — | $547K | 0.6% | |
| Fidelity Freedom Index 2055 Instl Prem - | Mutual Funds | — | — | $378K | 0.4% | |
| Fidelity Freedom Index 2020 Instl Prem - | Mutual Funds | — | — | $370K | 0.4% | |
| Fidelity Freedom Index 2065 Instl Prm - | Mutual Funds | — | — | $67K | <0.1% | |
| Fidelity Freedom Index 2060 Instl Prem - | Mutual Funds | — | — | $39K | <0.1% | |
| Fidelity Government Money Market Fund - | Mutual Funds | — | — | $11K | <0.1% | |
| Fidelity Freedom Index Inc Instl Prem - | 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WITHUM SMITH+BROWN, PC | 22-2027092 | — | ACCOUNTANT/AUDITOR | $22K | — |
