Clifton Thomas Jr. signed C.L. Thomas, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
C.L. Thomas, Inc.'s EIN is 74-2137687.
Download the official 2024 Form 5500 (PDF) for C.L. Thomas, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)C.L. Thomas, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $9K | — |
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 500 Index Fund | Common Collective Trusts | — | — | $4.1M | 14.2% | |
| Fidelity OTC Portfolio | Mutual Funds | — | — | $4.0M | 14.0% | |
| Fidelity Contrafund Class K | Mutual Funds | — | — | $3.7M | 12.8% | |
| Fidelity Blue Chip Growth Fund Class K | Mutual Funds | — | — | $2.2M | 7.5% | |
| Fidelity Diversified International Fund Class K | Mutual Funds | — | — | $1.6M | 5.6% | |
| Fidelity Managed Income Portfolio Class 1 | Mutual Funds | — | — | $1.6M | 5.5% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $1.6M | 5.5% | |
| Fidelity Investment Grade Bond Fund | Mutual Funds | — | — | $1.4M | 4.9% | |
| Baron Growth Fund R6 | Other securities | — | — | $1.4M | 4.8% | |
| Fidelity Low-Priced Stock Fund Class K | Mutual Funds | — | — | $1.2M | 4.0% | |
| Fidelity Freedom 2050 Fund - Class K | Mutual Funds | — | — | $1.0M | 3.5% | |
| Putnam Large Cap Value Fund Class R6 | Mutual Funds | — | — | $945K | 3.3% | |
| Fidelity Freedom 2020 Fund - Class K | Mutual Funds | — | — | $915K | 3.2% | |
| Fidelity Freedom 2045 Fund - Class K | Mutual Funds | — | — | $818K | 2.8% | |
| Fidelity Freedom 2040 Fund - Class K | Mutual Funds | — | — | $685K | 2.4% | |
| Fidelity Government Money Market Fund ** 985 * Fidelity International Index Fund | Common Collective Trusts | — | — | $463K | 1.6% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $412K | 1.4% | |
| Participant-Directed Brokerage Account | Self-Directed Brokerage | — | — | $408K | 1.4% | |
| Fidelity Freedom 2055 Fund - Class K | Mutual Funds | — | — | $379K | 1.3% | |
| Fidelity Freedom 2030 Fund - Class K | Mutual Funds | — | — | $338K | 1.2% | |
| Fidelity Freedom 2015 Fund - Class K | Mutual Funds | — | — | $329K | 1.1% | |
| Fidelity Freedom 2035 Fund - Class K | Mutual Funds | — | — | $315K | 1.1% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $246K | 0.8% | |
| Participant Loans 5.25% - 10.50% 0 | Bonds / Notes | — | — | $142K | 0.5% | |
| Fidelity Freedom 2025 Fund - Class K | Mutual Funds | — | — | $101K | 0.4% | |
| Fidelity Freedom 2010 Fund - Class K | Mutual Funds | — | — | $61K | 0.2% | |
| Fidelity Freedom 2060 Fund - Class K | Mutual Funds | — | — | $60K | 0.2% | |
| Fidelity Freedom 2070 Fund - Class K ** 268 * Fidelity Freedom Income Fund - Class K | Mutual Funds | — | — | $31K | 0.1% | |
| Glenmede Small Cap Equity Portfolio Class Advisor | Other securities | — | — | $30K | 0.1% | |
| Fidelity Freedom 2065 Fund - Class K | Mutual Funds | — | — | $23K | <0.1% | |
| Cohen & Steers Realty Shares Fund Class I | Other securities | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
