Marie Vickery signed Sherman & Reilly, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sherman & Reilly, Inc.'s EIN is 62-0355760.
Download the official 2023 Form 5500 (PDF) for Sherman & Reilly, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Sherman & Reilly, 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 | $4K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom 2040 | Mutual Funds | — | — | $304K | 12.7% | |
| Fidelity Freedom 2055 | Mutual Funds | — | — | $303K | 12.7% | |
| Fidelity Freedom 2050 | Mutual Funds | — | — | $294K | 12.3% | |
| Fidelity Freedom 2035 | Mutual Funds | — | — | $287K | 12.0% | |
| Fidelity Freedom 2060 | Mutual Funds | — | — | $171K | 7.1% | |
| Fidelity Freedom 2045 | Mutual Funds | — | — | $139K | 5.8% | |
| Fidelity Freedom 2010 ** 864 * Fidelity Freedom 2020 ** 624 * Fidelity Freedom 2025 | Mutual Funds | — | — | $129K | 5.4% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $121K | 5.1% | |
| Fidelity Government Money Market | Mutual Funds | — | — | $100K | 4.2% | |
| Fidelity Blue Chip Growth | Mutual Funds | — | — | $93K | 3.9% | |
| Fidelity Freedom 2030 | Mutual Funds | — | — | $64K | 2.7% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $49K | 2.0% | |
| Fidelity Freedom 2065 | Mutual Funds | — | — | $42K | 1.7% | |
| American Funds American Mutual Fund R4 | Mutual Funds | — | — | $37K | 1.5% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $33K | 1.4% | |
| Notes receivable from participants 4.25% - 9.50% -0- | Bonds / Notes | — | — | $30K | 1.2% | |
| Cohen & Steers Realty ** 381 T. Rowe Price Dividend Growth | Other securities | — | — | $29K | 1.2% | |
| MFS Mid Cap Value R3 | Mutual Funds | — | — | $23K | 1.0% | |
| MFS Mid Cap Growth R3 | Mutual Funds | — | — | $21K | 0.9% | |
| Fidelity Global ex US Index | Mutual Funds | — | — | $21K | 0.9% | |
| Fidelity International Capital Appreciation | Mutual Funds | — | — | $20K | 0.8% | |
| Fidelity Government Income | Mutual Funds | — | — | $16K | 0.7% | |
| Fidelity Small Cap Growth | Mutual Funds | — | — | $14K | 0.6% | |
| Fidelity Freedom 2005 | Mutual Funds | — | — | $11K | 0.5% | |
| Columbia Emerging Markets Institutional Class | Other securities | — | — | $10K | 0.4% | |
| Standard Guaranteed Fixed Interest Fund IV | Other securities | — | — | $7K | 0.3% | |
| Fidelity Total Bond | Mutual Funds | — | — | $7K | 0.3% | |
| Fidelity Inflation-Protected Bond Index | Mutual Funds | — | — | $6K | 0.3% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $5K | 0.2% | |
| American Century Small Cap Value | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
