Brooke Boomgarden signed Mitratech Holdings, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Mitratech Holdings, Inc.'s EIN is 74-3025949.
Download the official 2024 Form 5500 (PDF) for Mitratech Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mitratech Holdings, Inc.'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 | $78K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $28K | — |
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 Freedom Index 2045 B 299,734 shares | Mutual Funds | — | $300K | $9.4M | 12.5% | |
| FID FRDM INX 2045 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 083 | Common Collective Trust | — | — | $9.4M | 12.5% | |
| Fidelity Freedom Index 2055 B 281,673 shares | Mutual Funds | — | $282K | $9.0M | 11.9% | |
| FID FRDM INX 2055 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 112 | Common Collective Trust | — | — | $9.0M | 11.9% | |
| Fidelity 500 Index Fund 43,550 shares | Common Collective Trusts | — | $44K | $8.9M | 11.8% | |
| Fidelity Freedom Index 2050 B 277,811 shares | Mutual Funds | — | $278K | $8.7M | 11.5% | |
| FID FRDM INX 2050 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 084 | Common Collective Trust | — | — | $8.7M | 11.5% | |
| Fidelity Freedom Index 2040 B 234,386 shares | Mutual Funds | — | $234K | $7.2M | 9.6% | |
| FID FRDM INX 2040 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 082 | Common Collective Trust | — | — | $7.2M | 9.6% | |
| Fidelity Contrafund K6 206,392 shares | Mutual Funds | — | $206K | $6.4M | 8.5% | |
| Fidelity Freedom Index 2030 B 139,304 shares | Mutual Funds | — | $139K | $3.6M | 4.8% | |
| FID FRDM INX 2030 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 080 | Common Collective Trust | — | — | $3.6M | 4.8% | |
| Fidelity Freedom Index 2060 B 136,905 shares | Mutual Funds | — | $137K | $3.1M | 4.1% | |
| FID FRDM INX 2060 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 146 | Common Collective Trust | — | — | $3.1M | 4.1% | |
| Fidelity Freedom Index 2035 B 103,731 shares | Mutual Funds | — | $104K | $3.0M | 4.0% | |
| FID FRDM INX 2035 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 081 | Common Collective Trust | — | — | $3.0M | 4.0% | |
| Fidelity Mid Cap Index 47,297 shares | Mutual Funds | — | $47K | $1.6M | 2.1% | |
| Fidelity Small Cap Index Fund 53,275 shares | Common Collective Trusts | — | $53K | $1.5M | 2.0% | |
| PGIM TOT RET BOND LP GREAT GRAY TRUST COMPANY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | $143K | $1.5M | 1.9% | |
| Fidelity International Index Fund 30,529 shares | Common Collective Trusts | — | $31K | $1.5M | 1.9% | |
| Vanguard Equity-Income Fund Admiral Shares 14,930 shares | Mutual Funds | — | $15K | $1.3M | 1.7% | |
| JH Funds Disciplined Value Mid Cap Fund Class R6 43,402 shares | Other securities | — | $43K | $1.2M | 1.5% | |
| Goldman Sachs GQG Partners Intl Opps Fund Class R6 55,744 shares | Other securities | — | $56K | $1.1M | 1.4% | |
| Participant Loans Various maturity dates through January 2031; interest at 4.25%-9.50% | Bonds / Notes | — | — | $900K | 1.2% | |
| Fidelity Freedom Index 2065 B 48,339 shares | Mutual Funds | — | $48K | $764K | 1.0% | |
| FID FRDM INX 2065 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 169 | Common Collective Trust | — | — | $764K | 1.0% | |
| Fidelity Freedom Index 2025 B 29,872 shares | Mutual Funds | — | $30K | $744K | 1.0% | |
| FID FRDM INX 2025 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 079 | Common Collective Trust | — | — | $744K | 1.0% | |
| Money Market Fund * Fidelity Government Money Market Fund 710,667 shares | Mutual Funds | — | $711K | $711K | 0.9% | |
| American Funds New World Fund Class R-6 8,742 shares | Mutual Funds | — | $9K | $673K | 0.9% | |
| Fidelity U.S. Bond Index Fund 61,546 shares | Common Collective Trusts | — | $62K | $629K | 0.8% | |
| J H Triton Fund Class N 19,356 shares | Mutual Funds | — | $19K | $533K | 0.7% | |
| MM Select Mid Cap Growth Fund Class I 20,110 shares | Other securities | — | $20K | $389K | 0.5% | |
| Pimco Income Inst 30,587 shares | Mutual Funds | — | $31K | $322K | 0.4% | |
| ABF Small Cap Value R5 11,122 shares | Other securities | — | $11K | $274K | 0.4% | |
| Fidelity Short-Term Treasury Bond Index Fund 26,139 shares | U.S. Treasuries | — | $26K | $265K | 0.4% | |
| Fidelity Freedom Index INC B 6,939 shares | Mutual Funds | — | $7K | $118K | 0.2% | |
| FID FRDM INX INC B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 074 | Common Collective Trust | — | — | $118K | 0.2% | |
| Fidelity Freedom Index 2015 B 4,133 shares | Mutual Funds | — | $4K | $91K | 0.1% | |
| FID FRDM INX 2015 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 077 | Common Collective Trust | — | — | $91K | 0.1% | |
| Vanguard Short-Term Inv-Grade Admiral Shares 6,705 shares | Mutual Funds | — | $7K | $69K | <0.1% | |
| FID FRDM INX 2020 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 078 | Common Collective Trust | — | — | $56K | <0.1% | |
| Fidelity Freedom Index 2020 B 2,472 shares | Mutual Funds | — | $2K | $56K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
