Denise Abadie signed Irwin, Fritchie, Urquhart, Moore and Daniels, L.L.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Irwin, Fritchie, Urquhart, Moore and Daniels, L.L.C.'s EIN is 72-1484836.
Download the official 2024 Form 5500 (PDF) for Irwin, Fritchie, Urquhart, Moore and Daniels, L.L.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Irwin, Fritchie, Urquhart, Moore and Daniels, L.L.C.'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 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HANCOCK WHITNEY BANK | 64-0169065 | — | ADVISOR | $62K | — |
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 Management Trust Company FA EQUITY GROWTH Z | Mutual Funds | — | — | $7.1M | 16.9% | |
| Fidelity Management Trust Company FID 500 INDEX | Common Collective Trusts | — | — | $4.8M | 11.6% | |
| Fidelity Management Trust Company AF TRGT DATE 2030 R6 | Mutual Funds | — | — | $4.2M | 10.1% | |
| Fidelity Management Trust Company AF TRGT DATE 2035 R6 | Mutual Funds | — | — | $4.1M | 9.9% | |
| Fidelity Management Trust Company FID GOVT MMKT | Mutual Funds | — | — | $4.1M | 9.9% | |
| Fidelity Management Trust Company AF TRGT DATE 2050 R6 | Mutual Funds | — | — | $1.7M | 4.0% | |
| Fidelity Management Trust Company AF TRGT DATE 2045 R6 | Mutual Funds | — | — | $1.6M | 3.9% | |
| Fidelity Management Trust Company PIM STKPLUS SM IS | Mutual Funds | — | — | $1.4M | 3.4% | |
| Fidelity Management Trust Company J H ENTERPRISE T | Mutual Funds | — | — | $1.4M | 3.3% | |
| Fidelity Management Trust Company FID MID CAP IDX | Common Collective Trusts | — | — | $1.1M | 2.7% | |
| Fidelity Management Trust Company AF TRGT DATE 2040 R6 | Mutual Funds | — | — | $1.1M | 2.5% | |
| Fidelity Management Trust Company AF TRGT DATE 2025 R6 | Mutual Funds | — | — | $1.1M | 2.5% | |
| Fidelity Management Trust Company JHANCOCK INTL GR R6 | Mutual Funds | — | — | $1.0M | 2.5% | |
| Fidelity Management Trust Company AS CORE PLUS BOND IS | Mutual Funds | — | — | $1.0M | 2.5% | |
| Fidelity Management Trust Company JPM US VALUE R6 | Mutual Funds | — | — | $958K | 2.3% | |
| Fidelity Management Trust Company FA CAPITAL & INC I | Mutual Funds | — | — | $861K | 2.1% | |
| Fidelity Management Trust Company AF TRGT DATE 2055 R6 | Mutual Funds | — | — | $738K | 1.8% | |
| Fidelity Management Trust Company FID US BOND IDX | Common Collective Trusts | — | — | $650K | 1.6% | |
| FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $609K | 1.5% | |
| Fidelity Management Trust Company FID SM CAP IDX | Common Collective Trusts | — | — | $486K | 1.2% | |
| Fidelity Management Trust Company AF TRGT DATE 2060 R6 | Mutual Funds | — | — | $394K | 0.9% | |
| Participant Loans Interest rates at 4.25% - 9.50% | Bonds / Notes | — | — | $345K | 0.8% | |
| Fidelity Management Trust Company FA REAL ESTATE I | Mutual Funds | — | — | $251K | 0.6% | |
| Fidelity Management Trust Company FID INTL INDEX | Mutual Funds | — | — | $214K | 0.5% | |
| Fidelity Management Trust Company AF TRGT DATE 2020 R6 | Mutual Funds | — | — | $98K | 0.2% | |
| Fidelity Management Trust Company HTFD CORE EQUITY R6 | Mutual Funds | — | — | $94K | 0.2% | |
| Fidelity Management Trust Company FA INTL SM CAP OPP I | Mutual Funds | — | — | $87K | 0.2% | |
| Fidelity Management Trust Company AS SPL SM CAP VAL R6 | Mutual Funds | — | — | $70K | 0.2% | |
| Fidelity Management Trust Company FA STRAT INCOME I | Mutual Funds | — | — | $44K | 0.1% | |
| Fidelity Management Trust Company AF TRGT DATE 2015 R6 | Mutual Funds | — | — | $40K | <0.1% | |
| Fidelity Management Trust Company AF TRGT DATE 2065 R6 | Mutual Funds | — | — | $29K | <0.1% | |
| Fidelity Management Trust Company AS SPL MID CP VAL R6 | Mutual Funds | — | — | $28K | <0.1% | |
| Fidelity Management Trust Company AB SM CAP GRTH I | Mutual Funds | — | — | $12K | <0.1% | |
| Fidelity Management Trust Company CRLN S MID CAP I | Mutual Funds | — | — | $12K | <0.1% | |
| Fidelity Management Trust Company AF TRGT DATE 2010 R6 | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
