Cassidy Marmetschke signed Ferran Services & Contracting's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ferran Services & Contracting's EIN is 59-3617819.
Download the official 2024 Form 5500 (PDF) for Ferran Services & Contracting from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ferran Services & Contracting's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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, INC. | 13-3036745 | — | RECORD KEEPER | $35K | — |
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 | |||||
|---|---|---|---|---|---|---|
| MORLEY STABLE VALUE - 25 I PRINCIPAL GLOBAL INV TRUST · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $993K | 12.1% | |
| JPM SMARTRETIREMENT 2035 R6 | Registered Investment Companies | — | — | $970K | 11.8% | |
| JPM SMARTRETIREMENT 2040 R6 | Registered Investment Companies | — | — | $809K | 9.8% | |
| JPM SMARTRETIREMENT 2030 R6 | Registered Investment Companies | — | — | $731K | 8.9% | |
| AB US LG CAP GR R WILMINGTON TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $600K | 7.3% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $544K | 6.6% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $437K | 5.3% | |
| JPM SMARTRETIREMENT 2045 R6 | Registered Investment Companies | — | — | $408K | 5.0% | |
| JPM SMARTRRT 2060 - R6 | Registered Investment Companies | — | — | $355K | 4.3% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $315K | 3.8% | |
| BLACKROCK MIDCAP GROWTH EQ K | Registered Investment Companies | — | — | $315K | 3.8% | |
| JPM SMARTRETIREMENT 2025 R6 | Registered Investment Companies | — | — | $314K | 3.8% | |
| WESTERN ASSET CORE BOND IS | Registered Investment Companies | — | — | $301K | 3.7% | |
| JPM SMARTRETIREMENT 2055 R6 | Registered Investment Companies | — | — | $266K | 3.2% | |
| MFS INTL DIVERSIFICATION R6 | Registered Investment Companies | — | — | $170K | 2.1% | |
| JPM SMARTRETIREMENT 2050 R6 | Registered Investment Companies | — | — | $165K | 2.0% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $161K | 2.0% | |
| JPM SMARTRETIREMENT INCOME R6 | Registered Investment Companies | — | — | $128K | 1.6% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $104K | 1.3% | |
| MACQUARIE SMALL CAP VALUE R6 | Registered Investment Companies | — | — | $48K | 0.6% | |
| VANGUARD EXPLORER ADMIN | Registered Investment Companies | — | — | $40K | 0.5% | |
| JPM SMARTRETIREMENT 2020 R6 | Registered Investment Companies | — | — | $37K | 0.4% | |
| COHEN STEERS US REALTY RS SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
