Kelly Fisher signed Fairway Lawns, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Fairway Lawns, LLC's EIN is 71-0516310.
Download the official 2024 Form 5500 (PDF) for Fairway Lawns, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Fairway Lawns, LLC'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $39K | — |
| NATIONWIDE | — | COLUMBUS, OH | CONTRACT ADMINSTRATOR | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY, |
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 | |||||
|---|---|---|---|---|---|---|
| Putnam Investments Putnam Large Cap Value Fund | Mutual Funds | — | — | $2.2M | 12.3% | |
| Principal Life Insurance Company Principal Guaranteed Option | Common Stocks | — | — | $2.0M | 11.1% | |
| Fidelity Investments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.6M | 8.8% | |
| PIMCO Funds PIMCO RAE US Small Fund | Mutual Funds | — | — | $986K | 5.4% | |
| PGIM Investments PGIM High Yield Fund | Other securities | — | — | $909K | 5.0% | |
| Dimensional Fund Advisors DFA International Portfolio Fund | Mutual Funds | — | — | $867K | 4.7% | |
| JP Morgan Funds JPMorgan Core Bund Fund | Other securities | — | — | $845K | 4.6% | |
| Vanguard Group Vanguard International Growth Fund | Mutual Funds | — | — | $771K | 4.2% | |
| Fidelity Investments Fidelity Total bond K6 Fund | Mutual Funds | — | — | $762K | 4.2% | |
| The American Funds America Funds New World R6 | Mutual Funds | — | — | $757K | 4.2% | |
| Fidelity Investments Fidelity International Index Fund | Common Collective Trusts | — | — | $751K | 4.1% | |
| SEI Trust Company Allspring Special Midcap Value Fund | Common Stocks | — | — | $689K | 3.8% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $615K | 3.4% | |
| JP Morgan Funds JPMorgan Mid Cap Growth Fund | Other securities | — | — | $596K | 3.3% | |
| American Century Investments American Century Small Cap Growth Fund | Other securities | — | — | $577K | 3.2% | |
| Vanguard Group Vanguard Small-Cap Index Fund | Common Collective Trusts | — | — | $500K | 2.7% | |
| maturing from 2025 to 2029 | Other securities | — | — | $204K | 1.1% | |
| (E) | Other securities | — | — | $25K | 0.1% | |
| Cohen & Steers Cohen & Steers Real Estate Securities Fund | Other securities | — | — | $25K | 0.1% | |
| NATIONWIDE LIFE INSURANCE CO NATIONWIDE LIFE INSURANCE CO · EIN 31-4156830 / PN 009 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 22-3570392 |
| — |
| INVESTMENT ADVISORY |
| $18K |
| — |
