Denise Scott signed Moore, a Series' 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Moore, a Series' EIN is 73-1500541.
Download the official 2023 Form 5500 (PDF) for Moore, a Series from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Moore, a Series' plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing, a self-directed brokerage window.
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 | $136K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | 33-0905143 | — | ADVISOR | $50K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FLEXPATH MOD 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2478524 / PN 217 | Common Collective Trust | — | $0 | $29.6M | 26.1% | |
| FLEXPATH MOD 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2285799 / PN 214 | Common Collective Trust | — | $0 | $22.7M | 20.1% | |
| FLEXPATH MOD 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2516187 / PN 220 | Common Collective Trust | — | $0 | $17.7M | 15.6% | |
| FID 500 INDEX | Common Collective Trusts | — | $0 | $10.8M | 9.5% | |
| FLEXPATH MOD 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-2563528 / PN 223 | Common Collective Trust | — | $0 | $7.0M | 6.1% | |
| FLEXPATH MOD RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2248665 / PN 211 | Common Collective Trust | — | $0 | $5.5M | 4.9% | |
| VANG TOT STK MKT ADM | Other securities | — | $0 | $5.1M | 4.5% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | $0 | $3.9M | 3.5% | |
| FID EXTD MKT IDX | Common Collective Trusts | — | $0 | $2.4M | 2.1% | |
| BROKERAGELINK | Other securities | — | $0 | $2.3M | 2.0% | |
| Participant loans at 4.25% - 9.5% interest rate, maturity dates ranging from 2024 through 2029 | Bonds / Notes | — | $0 | $1.7M | 1.5% | |
| FLEXPATH MOD 2065 R1 GREAT GRAY TRUST COMPANY · EIN 38-7271379 / PN 760 | Common Collective Trust | — | $0 | $1.4M | 1.2% | |
| FID INTL INDEX | Mutual Funds | — | $0 | $1.3M | 1.2% | |
| FID US BOND IDX | Common Collective Trusts | — | $0 | $650K | 0.6% | |
| FLEXPATH AGR 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2468898 / PN 216 | Common Collective Trust | — | $0 | $324K | 0.3% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | $0 | $220K | 0.2% | |
| FLEXPATH AGR 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-2554270 / PN 222 | Common Collective Trust | — | $0 | $165K | 0.1% | |
| FLEXPATH AGR 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2503540 / PN 219 | Common Collective Trust | — | $0 | $16K | <0.1% | |
| FID GOVT MMKT K6 | Mutual Funds | — | $0 | $13K | <0.1% | |
| FLEXPATH AGR RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2238264 / PN 210 | Common Collective Trust | — | $0 | $4K | <0.1% | |
| FLEXPATH CON 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2458234 / PN 215 | Common Collective Trust | — | $0 | $4K | <0.1% | |
| FLEXPATH CON 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2491300 / PN 218 | Common Collective Trust | — | $0 | $712 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONKLIN, GILPIN, & WERTZ, PLLC | 27-1439588 | — | ACCOUNTANT\AUDITOR | $6K | — |
