Mark F. LEVY signed Cenvill Recreation, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cenvill Recreation, Inc.'s EIN is 59-2107653.
Download the official 2024 Form 5500 (PDF) for Cenvill Recreation, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cenvill Recreation, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, 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 | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLOSED DLR-AMERICAN PORTFOLIOS | 11-3018002 | — | ADVISOR | $30K | — |
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 | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Target 2025 Fund | Other securities | — | — | $2.1M | 17.1% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.4M | 11.3% | |
| T. Rowe Price Target 2020 Fund | Other securities | — | — | $1.4M | 11.0% | |
| T. Rowe Price Target 2030 Fund | Other securities | — | — | $1.1M | 8.8% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $924K | 7.4% | |
| JPMorgan Large Cap Growth Fund Class R6 | Other securities | — | — | $601K | 4.8% | |
| T. Rowe Price Target 2040 Fund | Other securities | — | — | $487K | 3.9% | |
| JPMorgan Equity Income Fund Class R6 | Other securities | — | — | $465K | 3.7% | |
| T. Rowe Price Target 2035 Fund | Other securities | — | — | $423K | 3.4% | |
| Nueberger Berman Mid Cap Growth Fund Class R6 | Other securities | — | — | $410K | 3.3% | |
| PIMCO Income Fund Institutional Class | Mutual Funds | — | — | $371K | 3.0% | |
| Fidelity Total Market Index Fund | Common Collective Trusts | — | — | $325K | 2.6% | |
| T. Rowe Price Target 2015 Fund | Other securities | — | — | $325K | 2.6% | |
| T. Rowe Price Target 2005 Fund | Other securities | — | — | $273K | 2.2% | |
| T. Rowe Price Target 2055 Fund | Other securities | — | — | $246K | 2.0% | |
| Victory Sycamore Established Value Fund Class R6 | Other securities | — | — | $232K | 1.9% | |
| Janus Henderson Small Cap Value Fund Class N | Mutual Funds | — | — | $201K | 1.6% | |
| Participant loans | Participant loans | — | — | $187K | 1.5% | |
| Oppenheimer Developing Markets Fund Class I | Mutual Funds | — | — | $184K | 1.5% | |
| T. Rowe Price Target 2050 Fund | Other securities | — | — | $181K | 1.4% | |
| PIMCO All Asset Fund Institutional Class | Mutual Funds | — | — | $131K | 1.1% | |
| BlackRock Health Sciences Opportunities Portfolio Inst Shares | Other securities | — | — | $127K | 1.0% | |
| T. Rowe Price Target 2010 Fund | Other securities | — | — | $118K | 0.9% | |
| T. Rowe Price Target 2045 Fund | Other securities | — | — | $87K | 0.7% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $61K | 0.5% | |
| Fidelity Advisor Corporate Bond Fund - Class I | Mutual Funds | — | — | $57K | 0.5% | |
| T. Rowe Price Target 2060 Fund | Other securities | — | — | $27K | 0.2% | |
| Janus Henderson Triton Fund Class N | Mutual Funds | — | — | $21K | 0.2% | |
| PGIM High Yield Fund - Class R6 | 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.
