Dana BAIR signed Iatse 127's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Iatse 127's EIN is 75-1084998.
Download the official 2024 Form 5500 (PDF) for Iatse 127 from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Iatse 127's plan includes ERISA 404(c) participant direction, a default investment (QDIA), money-purchase contributions.
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 | $36K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TJ ADVISORS LLC | 81-4325266 | — | AUDITOR | $39K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Fid Freedom 2020 | Mutual Funds | — | — | $2.3M | 25.9% | |
| Fidelity Fid Freedom 2030 | Mutual Funds | — | — | $891K | 10.2% | |
| Fidelity Fid Freedom 2040 | Mutual Funds | — | — | $547K | 6.3% | |
| Fidelity Gov Cash Reserve | Mutual Funds | — | — | $539K | 6.2% | |
| Fidelity Fid Freedom 2060 | Mutual Funds | — | — | $483K | 5.6% | |
| Fidelity Fid Freedom 2010 | Mutual Funds | — | — | $462K | 5.3% | |
| Fidelity Fid Freedom 2050 | Mutual Funds | — | — | $429K | 4.9% | |
| Fidelity Fid Freedom 2045 | Mutual Funds | — | — | $353K | 4.1% | |
| Fidelity Fid Freedom 2055 | Mutual Funds | — | — | $273K | 3.1% | |
| Fidelity Fid Freedom 2035 | Mutual Funds | — | — | $255K | 2.9% | |
| Fidelity Fid Freedom Income | Mutual Funds | — | — | $215K | 2.5% | |
| Fidelity Fid Govt Money Market Premium | Mutual Funds | — | — | $195K | 2.2% | |
| Fidelity Fid Otc Portfolio | Mutual Funds | — | — | $157K | 1.8% | |
| Fidelity Fid Sel Energy | Mutual Funds | — | — | $157K | 1.8% | |
| Fidelity Fid Blue Chip Gr | Mutual Funds | — | — | $155K | 1.8% | |
| s * Fidelity Fid 500 Index | Mutual Funds | — | — | $124K | 1.4% | |
| Fidelity Treasury Only Money Market | Mutual Funds | — | — | $120K | 1.4% | |
| Fidelity Fid Growth & Inc | Mutual Funds | — | — | $111K | 1.3% | |
| Fidelity Fid Freedom 2025 | Mutual Funds | — | — | $80K | 0.9% | |
| Fidelity Fid Sel Technology | Mutual Funds | — | — | $71K | 0.8% | |
| Fidelity Fid Lt Tr Bd Idx ** 169 * Fidelity Fid Mid Cap Idx | Common Collective Trusts | — | — | $66K | 0.8% | |
| Fidelity Fid Sel Software | Mutual Funds | — | — | $59K | 0.7% | |
| Fidelity Fid Infl Pr Bd Idx ** 927 * Fidelity Fid Intl Index | Common Collective Trusts | — | — | $58K | 0.7% | |
| Fidelity Fid Sm Cap Idx | Common Collective Trusts | — | — | $57K | 0.7% | |
| Fidelity Fid Sel Natural Res ** 945 * Fidelity Fid Sel Retailing | Mutual Funds | — | — | $46K | 0.5% | |
| Fidelity Fid Capital Apprec | Mutual Funds | — | — | $44K | 0.5% | |
| Fidelity Fid Sel Healthcare | Mutual Funds | — | — | $36K | 0.4% | |
| Fidelity Fid Intm Tr Bd Idx ** 918 * Fidelity Fid Low Priced Stk | Common Collective Trusts | — | — | $31K | 0.4% | |
| Fidelity Fid US Bond Idx | Common Collective Trusts | — | — | $28K | 0.3% | |
| Fidelity Fid Total Mkt Idx | Common Collective Trusts | — | — | $27K | 0.3% | |
| Fidelity Fid Freedom 2015 | Mutual Funds | — | — | $23K | 0.3% | |
| Fidelity Fid Sel Semiconduct | Mutual Funds | — | — | $22K | 0.3% | |
| Fidelity Fid Contrafund ** 244 * Fidelity Fid Dividend Gr | Mutual Funds | — | — | $20K | 0.2% | |
| Fidelity Fid St Tr Bd Idx ** 955 * Fidelity Fid Total Bond | Common Collective Trusts | — | — | $15K | 0.2% | |
| Fidelity Fid Sel Insurance | Mutual Funds | — | — | $15K | 0.2% | |
| Fidelity Fid Emerging Asia ** 665 * Fidelity Fid Emerging Mkts | Mutual Funds | — | — | $15K | 0.2% | |
| Money Market Funds * Fidelity Fid Govt Money Market | Mutual Funds | — | — | $12K | 0.1% | |
| Fidelity Fid Balanced | Mutual Funds | — | — | $11K | 0.1% | |
| Fidelity Fid Puritan | Mutual Funds | — | — | $10K | 0.1% | |
| Fidelity Fid Growth Company | Mutual Funds | — | — | $10K | 0.1% | |
| Fidelity Fid Sel Constr/House | Mutual Funds | — | — | $9K | 0.1% | |
| Fidelity Fid Sel Utilities | Mutual Funds | — | — | $7K | <0.1% | |
| Fidelity Fid Sel Automotive | Mutual Funds | — | — | $5K | <0.1% | |
| Fidelity Fid Real Estate Idx | Common Collective Trusts | — | — | $5K | <0.1% | |
| Fidelity Fid Fidelity Fund ** 54 * Fidelity Fid Focused Stock | Mutual Funds | — | — | $4K | <0.1% | |
| Fidelity Fid Sel Fintech | Mutual Funds | — | — | $4K | <0.1% | |
| Fidelity Fid Sel Biotech | Mutual Funds | — | — | $3K | <0.1% | |
| Fidelity Fid Sel Brokerage | Mutual Funds | — | — | $3K | <0.1% | |
| Fidelity Fid Sel Tec Hardware | Mutual Funds | — | — | $2K | <0.1% | |
| Fidelity Fid Sel Comm Serv | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
