Yvonne Tedder signed CSI Leasing, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CSI Leasing, Inc.'s EIN is 73-0982450.
Download the official 2024 Form 5500 (PDF) for CSI Leasing, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CSI Leasing, Inc.'s plan includes 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 | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $13K | — |
| 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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Growth Company Fund- Class K Registered Investment Company | Mutual Funds | — | — | $23.7M | 20.3% | |
| Fidelity 500 Index Fund- Class Institutional Registered Investment Company | Common Collective Trusts | — | — | $16.3M | 13.9% | |
| Fidelity Government Money Market Fund Registered Investment Company | Mutual Funds | — | — | $8.2M | 7.0% | |
| Fidelity Fund- Class K Registered Investment Company | Mutual Funds | — | — | $5.3M | 4.5% | |
| Fidelity Low Price Stock Fund- Class K Registered Investment Company | Mutual Funds | — | — | $4.7M | 4.0% | |
| Fidelity Magellan Fund- Class K Registered Investment Company | Mutual Funds | — | — | $4.5M | 3.8% | |
| Fidelity Diversified International Fund- Class K Registered Investment Company | Mutual Funds | — | — | $4.1M | 3.5% | |
| Fidelity Value Fund- Class K Registered Investment Company | Mutual Funds | — | — | $3.7M | 3.2% | |
| Fidelity Freedom 2030 Fund- Class K Registered Investment Company | Mutual Funds | — | — | $3.6M | 3.1% | |
| Harbor Capital Appreciation Fund Retirement Class Registered Investment Company | Common Stocks | — | — | $3.6M | 3.0% | |
| Fidelity Equity Income Fund- Class K Registered Investment Company | Mutual Funds | — | — | $3.5M | 3.0% | |
| Fidelity Freedom 2040 Fund- Class K Registered Investment Company | Mutual Funds | — | — | $3.2M | 2.8% | |
| Janus Henderson Enterprise Fund- Class N Registered Investment Company | Mutual Funds | — | — | $3.1M | 2.7% | |
| Fidelity Freedom 2045 Fund- Class K Registered Investment Company | Mutual Funds | — | — | $3.0M | 2.6% | |
| Fidelity Freedom 2035 Fund- Class K Registered Investment Company | Mutual Funds | — | — | $2.8M | 2.4% | |
| Fidelity Freedom 2025 Fund- Class K Registered Investment Company | Mutual Funds | — | — | $2.3M | 2.0% | |
| Fidelity Intermediate Bond Fund Registered Investment Company | Mutual Funds | — | — | $2.1M | 1.8% | |
| Fidelity Small Cap Index Fund Registered Investment Company | Common Collective Trusts | — | — | $2.0M | 1.7% | |
| Fidelity Freedom 2060 Fund- Class K Registered Investment Company | Mutual Funds | — | — | $2.0M | 1.7% | |
| Fidelity Freedom 2055 Fund- Class K Registered Investment Company | Mutual Funds | — | — | $1.9M | 1.6% | |
| Fidelity Freedom 2050 Fund- Class K Registered Investment Company | Mutual Funds | — | — | $1.8M | 1.6% | |
| Fidelity Puritan Fund- Class K Registered Investment Company | Mutual Funds | — | — | $1.7M | 1.5% | |
| Notes receivable from participants through December 2029 - | Other securities | — | — | $1.0M | 0.9% | |
| Fidelity Freedom 2070 Fund- Class K Registered Investment Company ** 816 * Fidelity Managed Income Portfolio Class 2 Collective Trust | Common Collective Trusts | — | — | $1.0M | 0.9% | |
| Fidelity Emerging Markets Fund- Class K Registered Investment Company | Mutual Funds | — | — | $1.0M | 0.9% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $968K | 0.8% | |
| Allspring Small Company Growth Fund- Class R6 Registered Investment Company | Common Stocks | — | — | $962K | 0.8% | |
| T. Rowe Price Equity Income Fund- Class I Registered Investment Company | Common Stocks | — | — | $803K | 0.7% | |
| Fidelity Freedom Fund- Class K Registered Investment Company | Mutual Funds | — | — | $495K | 0.4% | |
| Fidelity Freedom 2065 Fund- Class K Registered Investment Company | Mutual Funds | — | — | $455K | 0.4% | |
| Templeton Growth Fund- Class R6 Registered Investment Company | Mutual Funds | — | — | $406K | 0.3% | |
| Fidelity Freedom Income Fund- Class K Registered Investment Company | Mutual Funds | — | — | $170K | 0.1% | |
| Fidelity Freedom 2010 Fund- Class K Registered Investment Company | Mutual Funds | — | — | $56K | <0.1% | |
| Fidelity Freedom 2015 Fund- Class K Registered Investment Company | Mutual Funds | — | — | $16K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
