Justin Ramirez signed Flood, Bumstead, McCready, & McCarthy, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Flood, Bumstead, McCready, & McCarthy, Inc.'s EIN is 62-1524828.
Download the official 2024 Form 5500 (PDF) for Flood, Bumstead, McCready, & McCarthy, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Flood, Bumstead, McCready, & McCarthy, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA), profit-sharing.
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 | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORUSALL ADVISORS LLC | 46-1803145 | — | ADVISOR | $40K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Fdm Idx 2035 IPR | Common Collective Trusts | — | — | $3.0M | 19.0% | |
| Fidelity Fdm Idx 2050 IPR | Common Collective Trusts | — | — | $2.2M | 14.2% | |
| Fidelity Fdm Idx 2040 IPR | Common Collective Trusts | — | — | $2.0M | 12.5% | |
| Fidelity Fdm Idx 2055 IPR | Common Collective Trusts | — | — | $1.5M | 9.5% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $1.4M | 9.1% | |
| Fidelity Fdm Idx 2045 IPR | Common Collective Trusts | — | — | $1.4M | 8.7% | |
| Fidelity Total Mkt Idx | Common Collective Trusts | — | — | $910K | 5.8% | |
| Fidelity Fdm Idx 2060 IPR | Common Collective Trusts | — | — | $769K | 4.9% | |
| Fidelity Fdm Idx 2025 IPR | Common Collective Trusts | — | — | $464K | 2.9% | |
| Fidelity Fdm Idx 2030 IPR | Common Collective Trusts | — | — | $449K | 2.9% | |
| Fidelity Mid-Cap Idx | Common Collective Trusts | — | — | $282K | 1.8% | |
| Fidelity Fdm Idx 2065 Inv | Common Collective Trusts | — | — | $268K | 1.7% | |
| Vanguard FSTE Soc Idx Adm | Common Collective Trusts | — | — | $190K | 1.2% | |
| Fidelity Fdm Idx 2020 IPR | Common Collective Trusts | — | — | $171K | 1.1% | |
| Fidelity BROKERAGELINK | Mutual Funds | — | — | $148K | 0.9% | |
| Fidelity Small-Cap Idx | Common Collective Trusts | — | — | $133K | 0.8% | |
| dates through August 2029 - | Other securities | — | — | $127K | 0.8% | |
| Gabelli US MM I | Other securities | — | — | $123K | 0.8% | |
| Vanguard Tot Intl Stk Ad | Mutual Funds | — | — | $116K | 0.7% | |
| Fidelity Fdm Idx 2015 IPR | Common Collective Trusts | — | — | $76K | 0.5% | |
| Vanguard Tot Bd Mkt Adm | Mutual Funds | — | — | $34K | 0.2% | |
| Vanguard St Bond Idx Adm | U.S. Treasuries | — | — | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
