Jessie Cromie signed Flexential Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Flexential Corp.'s EIN is 59-3638780.
Download the official 2024 Form 5500 (PDF) for Flexential Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Flexential Corp.'s plan includes automatic enrollment, a default investment (QDIA), ERISA 404(c) participant direction, profit-sharing, a 401(k) feature.
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 | $62K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $37K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund | Common Collective Trusts | — | — | $13.8M | 13.8% | |
| Fidelity Freedom 2035 CP B | Mutual Funds | — | — | $10.8M | 10.8% | |
| FID FRDM 2035 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 202 | Common Collective Trust | — | — | $10.8M | 10.8% | |
| Fidelity Freedom 2045 CP B | Mutual Funds | — | — | $9.6M | 9.6% | |
| FID FRDM 2045 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 204 | Common Collective Trust | — | — | $9.6M | 9.6% | |
| Fidelity Freedom 2040 CP B | Mutual Funds | — | — | $9.5M | 9.5% | |
| FID FRDM 2040 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 203 | Common Collective Trust | — | — | $9.5M | 9.5% | |
| Fidelity Freedom 2050 CP B | Mutual Funds | — | — | $8.0M | 7.9% | |
| FID FRDM 2050 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 205 | Common Collective Trust | — | — | $8.0M | 7.9% | |
| WT CIF II GROWTH 2 WELLINGTON TRUST COMPANY, NA · EIN 04-6913417 / PN 033 | Common Collective Trust | — | — | $7.7M | 7.7% | |
| Fidelity Freedom 2030 CP B | Mutual Funds | — | — | $7.2M | 7.2% | |
| FID FRDM 2030 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 201 | Common Collective Trust | — | — | $7.2M | 7.2% | |
| Fidelity Freedom 2055 CP B | Mutual Funds | — | — | $6.1M | 6.0% | |
| FID FRDM 2055 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 206 | Common Collective Trust | — | — | $6.1M | 6.0% | |
| Fidelity Freedom 2025 CP B | Mutual Funds | — | — | $4.8M | 4.8% | |
| FID FRDM 2025 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 200 | Common Collective Trust | — | — | $4.8M | 4.8% | |
| Vanguard Ext Mkt Idx Adm | Common Collective Trusts | — | — | $3.1M | 3.1% | |
| Vanguard Tot Intl Stk AD | Mutual Funds | — | — | $3.1M | 3.0% | |
| FID FRDM 2060 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 207 | Common Collective Trust | — | — | $2.5M | 2.5% | |
| Fidelity Freedom 2060 CP B | Mutual Funds | — | — | $2.5M | 2.5% | |
| William Blair Sm-Mid Cap Growth Class I | Other securities | — | — | $2.2M | 2.2% | |
| Vanguard Tot Bd Mkt Adm | Mutual Funds | — | — | $1.8M | 1.8% | |
| MFS Value R3 | Mutual Funds | — | — | $1.6M | 1.6% | |
| PRU CORE PL BD CL 5 PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $1.2M | 1.2% | |
| Participants Participant Loans Rates from 4.25% to 9.50% | Bonds / Notes | — | — | $1.2M | 1.2% | |
| AllianceBernstein Discovery Value Fund | Other securities | — | — | $1.1M | 1.1% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $1.1M | 1.1% | |
| Fidelity Government Money Market Fund | Mutual Funds | — | — | $875K | 0.9% | |
| Fidelity Freedom 2065 CP B | Mutual Funds | — | — | $758K | 0.8% | |
| FID FRDM 2065 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 208 | Common Collective Trust | — | — | $758K | 0.8% | |
| Fidelity Freedom 2020 CP B | Mutual Funds | — | — | $752K | 0.8% | |
| FID FRDM 2020 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 199 | Common Collective Trust | — | — | $752K | 0.8% | |
| Harding Loevner International Eq Instl | Other securities | — | — | $561K | 0.6% | |
| Fidelity Freedom 2015 CP B | Mutual Funds | — | — | $403K | 0.4% | |
| FID FRDM 2015 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 198 | Common Collective Trust | — | — | $403K | 0.4% | |
| Fidelity Freedom 2010 CP B | Mutual Funds | — | — | $166K | 0.2% | |
| FID FRDM 2010 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 197 | Common Collective Trust | — | — | $166K | 0.2% | |
| PIMCO Inflation Response Multi-Asset | Mutual Funds | — | — | $157K | 0.2% | |
| Fidelity Freedom Inc CP B | Mutual Funds | — | — | $2K | <0.1% | |
| FID FRDM INC CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 195 | Common Collective Trust | — | — | $2K | <0.1% | |
| FID FRDM 2005 CP B FIAM TRUST COMPANY · EIN 20-4659714 / PN 196 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
