LORI Ortkiese signed Sheri TATE's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sheri TATE's EIN is 75-2289925.
Download the official 2024 Form 5500 (PDF) for Sheri TATE from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sheri TATE's plan includes a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
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 | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | 43-1451524 | — | ADVISOR | $47K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| * FID 500 INDEX | Common Collective Trusts | — | $2.0M | $2.5M | 13.6% | |
| * FID FDM IDX 2040 IPR | Common Collective Trusts | — | $2.2M | $2.3M | 12.5% | |
| AB LG CAP GRTH Z | Other securities | — | $2.2M | $2.3M | 12.4% | |
| * FID FDM IDX 2030 IPR | Common Collective Trusts | — | $1.6M | $1.7M | 9.3% | |
| * FID GOVT MMKT K6 | Mutual Funds | — | $1.7M | $1.7M | 9.1% | |
| * FID FDM IDX 2055 IPR | Common Collective Trusts | — | $1.3M | $1.4M | 7.6% | |
| * FID FDM IDX 2050 IPR | Common Collective Trusts | — | $1.1M | $1.1M | 6.2% | |
| * FID FDM IDX 2035 IPR | Common Collective Trusts | — | $951K | $1.0M | 5.4% | |
| * FID FDM IDX 2045 IPR | Common Collective Trusts | — | $822K | $884K | 4.8% | |
| * FID FDM IDX 2060 IPR | Common Collective Trusts | — | $489K | $525K | 2.8% | |
| * FID GLB EX US IDX | Common Collective Trusts | — | $400K | $407K | 2.2% | |
| * FID FDM IDX 2065 IPR | Common Collective Trusts | — | $358K | $382K | 2.1% | |
| JPM MID CAP GRTH R6 | Other securities | — | $345K | $345K | 1.9% | |
| MFS MID CAP VALUE R6 | Mutual Funds | — | $315K | $314K | 1.7% | |
| AF BALANCED R6 | Other securities | — | $278K | $288K | 1.6% | |
| * FID MID CAP IDX | Common Collective Trusts | — | $159K | $174K | 0.9% | |
| MFS INTL GROWTH R6 | Mutual Funds | — | $141K | $139K | 0.7% | |
| PUTN LG CAP VAL R6 | Other securities | — | $127K | $133K | 0.7% | |
| * FID TOTAL MKT IDX | Common Collective Trusts | — | $118K | $133K | 0.7% | |
| DODGE & COX INCOME X | Mutual Funds | — | $135K | $132K | 0.7% | |
| * FID FDM IDX 2025 IPR | Common Collective Trusts | — | $125K | $129K | 0.7% | |
| * FID US BOND IDX | Common Collective Trusts | — | $117K | $107K | 0.6% | |
| DFA US TARGET VAL I | Mutual Funds | — | $52K | $56K | 0.3% | |
| * FID SMALL CAP GR K6 | Mutual Funds | — | $46K | $50K | 0.3% | |
| PIMCO INCOME INST | Mutual Funds | — | $45K | $45K | 0.2% | |
| * FID SM CAP IDX | Common Collective Trusts | — | $30K | $33K | 0.2% | |
| C&S REAL ESTATE Z | Other securities | — | $13K | $14K | <0.1% | |
| * FID FDM IDX INC IPR | Common Collective Trusts | — | $5K | $5K | <0.1% | |
| PIM INTL BD US$H I | Other securities | — | $2K | $2K | <0.1% | |
| * FID FDM IDX 2010 IPR | Common Collective Trusts | — | $445 | $447 | <0.1% | |
| * FID FDM IDX 2020 IPR | Common Collective Trusts | — | $215 | $216 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
