Melissa Rispoli signed Consor Engineers, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Consor Engineers, LLC's EIN is 59-3221706.
Download the official 2024 Form 5500 (PDF) for Consor Engineers, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Consor Engineers, LLC'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $133K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | — | ADVISOR | $83K | — |
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 Fund - $ | Common Collective Trusts | — | — | $42.2M | 19.0% | |
| SS TRGT RET 2035 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 435 | Common Collective Trust | — | — | $18.8M | 8.4% | |
| State Street State Street Target Retirement 2035 - | Other securities | — | — | $18.8M | 8.4% | |
| State Street State Street Target Retirement 2030 - | Other securities | — | — | $17.6M | 7.9% | |
| SS TRGT RET 2030 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 434 | Common Collective Trust | — | — | $17.6M | 7.9% | |
| State Street State Street Target Retirement 2040 - | Other securities | — | — | $16.0M | 7.2% | |
| SS TRGT RET 2040 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 436 | Common Collective Trust | — | — | $16.0M | 7.2% | |
| State Street State Street Target Retirement 2045 - | Other securities | — | — | $15.3M | 6.9% | |
| SS TRGT RET 2045 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 437 | Common Collective Trust | — | — | $15.3M | 6.9% | |
| State Street State Street Target Retirement 2055 - | Other securities | — | — | $13.0M | 5.8% | |
| SS TRGT RET 2055 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 439 | Common Collective Trust | — | — | $13.0M | 5.8% | |
| AB US LG CP GR CIT L GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $12.5M | 5.6% | |
| State Street State Street Target Retirement 2050 - | Other securities | — | — | $12.4M | 5.5% | |
| SS TRGT RET 2050 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 438 | Common Collective Trust | — | — | $12.4M | 5.5% | |
| State Street State Street Target Retirement 2025 - | Other securities | — | — | $10.9M | 4.9% | |
| SS TRGT RET 2025 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 433 | Common Collective Trust | — | — | $10.9M | 4.9% | |
| State Street State Street Target Retirement 2060 - | Other securities | — | — | $8.2M | 3.7% | |
| SS TRGT RET 2060 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 424 | Common Collective Trust | — | — | $8.2M | 3.7% | |
| Fidelity Brokerage Link Account - | Self-Directed Brokerage | — | — | $5.8M | 2.6% | |
| Columbia Dividend Income I - | Other securities | — | — | $4.9M | 2.2% | |
| Fidelity Small Cap Growth K6 - | Mutual Funds | — | — | $4.8M | 2.2% | |
| MFS MID CP GROWTH 2W GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $4.8M | 2.1% | |
| Fidelity Extended Market Index - | Mutual Funds | — | — | $4.5M | 2.0% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $4.0M | 1.8% | |
| Allspring Special Mid Cap Value - | Other securities | — | — | $3.2M | 1.4% | |
| AS SPEC MD CP VAL MD SEI TRUST COMPANY · EIN 84-6615098 / PN 001 | Common Collective Trust | — | — | $3.2M | 1.4% | |
| State Street State Street Target Retirement 2020 - | Other securities | — | — | $2.9M | 1.3% | |
| SS TRGT RET 2020 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 432 | Common Collective Trust | — | — | $2.9M | 1.3% | |
| Capital Group American Funds Europacific Growth R6 - | Mutual Funds | — | — | $2.9M | 1.3% | |
| Fidelity U.S. Bond Index Fund - | Common Collective Trusts | — | — | $2.8M | 1.3% | |
| State Street State Street Target Retirement 2065 - | Other securities | — | — | $2.7M | 1.2% | |
| SS TRGT RET 2065 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 044 | Common Collective Trust | — | — | $2.7M | 1.2% | |
| ranging from February 2025 to February 2048. - | Other securities | — | — | $2.6M | 1.2% | |
| Fidelity Total International Index - | Mutual Funds | — | — | $2.5M | 1.1% | |
| Fidelity Small Cap Value Fund - | Mutual Funds | — | — | $2.3M | 1.0% | |
| Fidelity Government Money Market Fund Class K6 - | Mutual Funds | — | — | $2.3M | 1.0% | |
| PGIM TOT RET BOND LP GREAT GRAY TRUST COMPANY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $1.8M | 0.8% | |
| State Street State Street Target Retirement Income Fund - | Other securities | — | — | $1.1M | 0.5% | |
| SS TRGT RET INC M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 440 | Common Collective Trust | — | — | $1.1M | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
