DOUG Dellaccio signed CORY Watson, P.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CORY Watson, P.C.'s EIN is 63-1142944.
Download the official 2024 Form 5500 (PDF) for CORY Watson, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CORY Watson, P.C.'s plan includes ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing, a 401(k) feature, automatic enrollment.
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 | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | INVESTMENT ADVISOR | $20K | — |
| 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 | |||||
|---|---|---|---|---|---|---|
| JP Morgan Large Cap Growth R6 | Other securities | — | — | $8.3M | 30.5% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $8.0M | 29.2% | |
| T. Rowe Price Retire I 2055 I | Other securities | — | — | $2.4M | 8.8% | |
| American Funds Europacific Growth R6 | Mutual Funds | — | — | $1.8M | 6.7% | |
| T. Rowe Price Retire I 2050 I | Other securities | — | — | $1.5M | 5.5% | |
| T. Rowe Price Retire I 2020 I | Other securities | — | — | $970K | 3.6% | |
| MFS LRG CAP VALUE CT GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $876K | 3.2% | |
| T. Rowe Price Retire I 2040 I | Other securities | — | — | $662K | 2.4% | |
| Fidelity Total International Index | Mutual Funds | — | — | $455K | 1.7% | |
| Fidelity Extended Market Index | Mutual Funds | — | — | $392K | 1.4% | |
| RT METLIFE STABLE VL RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $289K | 1.1% | |
| Victory Sycamore Est Value Fund R6 | Other securities | — | — | $250K | 0.9% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $247K | 0.9% | |
| Blackrock Total Return K | Other securities | — | — | $192K | 0.7% | |
| Allspring Special Small Cap Value R6 | Other securities | — | — | $179K | 0.7% | |
| T. Rowe Price Retire I 2045 I | Other securities | — | — | $172K | 0.6% | |
| T. Rowe Price Retire I 2030 I | Other securities | — | — | $166K | 0.6% | |
| Blackrock Mid Cap Growth Eq K | Other securities | — | — | $145K | 0.5% | |
| MassMutual Small Cap Growth Eq I | Other securities | — | — | $125K | 0.5% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $74K | 0.3% | |
| T. Rowe Price Retire I 2060 I | Other securities | — | — | $66K | 0.2% | |
| T. Rowe Price Retire I 2065 I | Other securities | — | — | $16K | <0.1% | |
| T. Rowe Price Retire I 2035 I | Other securities | — | — | $10K | <0.1% | |
| T. Rowe Price Retire I 2025 I | Other securities | — | — | $3K | <0.1% | |
| Fidelity Government Money Market K6 | Mutual Funds | — | — | $1 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
