Carrie Fontana-Preston signed PO Lighting USA, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
PO Lighting USA, Inc.'s EIN is 61-1683186.
Download the official 2024 Form 5500 (PDF) for PO Lighting USA, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)PO Lighting USA, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | ADVISOR | $41K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | — | — | $3.2M | 18.0% | |
| Fidelity Contrafund K6 | Mutual Funds | — | — | $2.8M | 15.9% | |
| Fidelity Freedom Index 2035 Fund - Premier II Class | Mutual Funds | — | — | $1.4M | 7.9% | |
| Fidelity Freedom Index 2045 Fund - Premier II Class | Mutual Funds | — | — | $1.1M | 6.2% | |
| Fidelity Freedom Index 2030 Fund - Premier II Class | Mutual Funds | — | — | $1.0M | 5.8% | |
| Fidelity Freedom Index 2040 Fund - Premier II Class | Mutual Funds | — | — | $945K | 5.4% | |
| Fidelity Freedom Index 2025 Fund - Premier II Class | Mutual Funds | — | — | $741K | 4.2% | |
| MFS Mid Cap Value Fund Class R3 | Mutual Funds | — | — | $740K | 4.2% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $734K | 4.2% | |
| Fidelity Freedom Index 2050 Fund - Premier II Class | Mutual Funds | — | — | $644K | 3.7% | |
| Janus Henderson Enterprise Fund Class T | Mutual Funds | — | — | $618K | 3.5% | |
| Columbia Trust Dividend Income Fund CAP | Other securities | — | — | $513K | 2.9% | |
| FIAM CORE PLUS CL I FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $409K | 2.3% | |
| Fidelity Freedom Index 2055 Fund - Premier II Class | Mutual Funds | — | — | $408K | 2.3% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $338K | 1.9% | |
| Fidelity Inflation-Protected Bond Index Fund | Common Collective Trusts | — | — | $278K | 1.6% | |
| Fidelity Emerging Markets Index Fund | Common Collective Trusts | — | — | $234K | 1.3% | |
| Loomis Sayles Small Cap Growth Fund Retail Class | Other securities | — | — | $170K | 1.0% | |
| Fidelity Freedom Index 2060 Fund - Premier II Class | Mutual Funds | — | — | $166K | 0.9% | |
| Fidelity Low-Priced Stock Fund | Mutual Funds | — | — | $163K | 0.9% | |
| American Beacon Small Cap Value Fund Investor Class | Other securities | — | — | $160K | 0.9% | |
| Vanguard International Growth Fund Admiral Shares | Mutual Funds | — | — | $157K | 0.9% | |
| Fidelity Freedom Index Income Fund - Premier II Class | Mutual Funds | — | — | $145K | 0.8% | |
| T. Rowe Price High Yield Fund | Other securities | — | — | $136K | 0.8% | |
| Fidelity Managed Income Portfolio Class 2 | Mutual Funds | — | — | $134K | 0.8% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $134K | 0.8% | |
| Notes receivable from participants Interest rates ranging from 4.25% through 9.50% | Bonds / Notes | — | — | $109K | 0.6% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $84K | 0.5% | |
| C&S US REALTY CT SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $50K | 0.3% | |
| GG EUROPAC GROWTH CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $42K | 0.2% | |
| Fidelity Freedom Index 2065 Fund - Premier II Class | Mutual Funds | — | — | $16K | <0.1% | |
| PIMCO Income Fund Class A | Mutual Funds | — | — | $10K | <0.1% | |
| Fidelity Freedom Index 2010 Fund - Premier II Class | Mutual Funds | — | — | $5K | <0.1% | |
| Fidelity Government Money Market Fund Class K6 | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ADVISOR |
| $7K |
| — |
