LISA Peltier signed OFS Fitel, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
OFS Fitel, LLC's EIN is 62-1864622.
Download the official 2024 Form 5500 (PDF) for OFS Fitel, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)OFS Fitel, LLC'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT, INC | 33-0905143 | — | INVESTMENT ADVISOR | $13K | — |
| STRATEGIC ADVISORS, INC. |
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 Investments | Mutual Funds | — | — | $4.7M | 17.5% | |
| Fidelity Investments | Mutual Funds | — | — | $2.2M | 8.2% | |
| Fidelity Investments | Mutual Funds | — | — | $1.7M | 6.2% | |
| Fidelity Investments | Mutual Funds | — | — | $1.5M | 5.5% | |
| Fidelity Investments | Mutual Funds | — | — | $1.4M | 5.3% | |
| Fidelity Investments | Mutual Funds | — | — | $1.4M | 5.1% | |
| Fidelity Investments | Mutual Funds | — | — | $1.3M | 4.8% | |
| Fidelity Investments | Mutual Funds | — | — | $1.2M | 4.3% | |
| Fidelity Investments | Mutual Funds | — | — | $1.2M | 4.3% | |
| T Rowe Price | Mutual Funds | — | — | $1.1M | 4.2% | |
| Fidelity Investments | Mutual Funds | — | — | $933K | 3.5% | |
| Participant loans with varying maturities and interest rates between 4.25% and 9.5% participant loans | Bonds / Notes | — | $0 | $925K | 3.4% | |
| Fidelity Investments | Mutual Funds | — | — | $918K | 3.4% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $918K | 3.4% | |
| Putnam | Mutual Funds | — | — | $910K | 3.4% | |
| Fidelity Investments | Mutual Funds | — | — | $830K | 3.1% | |
| Fidelity Investments | Mutual Funds | — | — | $743K | 2.7% | |
| Fidelity Investments | Mutual Funds | — | — | $721K | 2.7% | |
| Vanguard | Mutual Funds | — | — | $613K | 2.3% | |
| Fidelity Investments | Mutual Funds | — | — | $508K | 1.9% | |
| Fidelity Investments | Mutual Funds | — | — | $470K | 1.7% | |
| Fidelity Investments | Mutual Funds | — | — | $370K | 1.4% | |
| Dodge & Cox | Mutual Funds | — | — | $360K | 1.3% | |
| MetWest | Other securities | — | — | $288K | 1.1% | |
| Fidelity Investments | Mutual Funds | — | — | $188K | 0.7% | |
| Fidelity Investments | Mutual Funds | — | — | $186K | 0.7% | |
| Fidelity Investments | Mutual Funds | — | — | $124K | 0.5% | |
| Fidelity Investments | Mutual Funds | — | — | $76K | 0.3% | |
| Fidelity Investments | Mutual Funds | — | — | $71K | 0.3% | |
| Fidelity Investments | Mutual Funds | — | — | $67K | 0.2% | |
| Fidelity Investments | Mutual Funds | — | — | $32K | 0.1% | |
| Fidelity Investments | 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.
| 04-2654524 |
| — |
| ADVISOR |
| $6K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WARRENAVERETT, LLC | 45-4084437 | — | ACCOUNTANT/AUDITOR | $24K | — |
