James Moody signed Quilling, Selander, Lownds, Winslett & Moser, P.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Quilling, Selander, Lownds, Winslett & Moser, P.C.'s EIN is 75-2459334.
Download the official 2024 Form 5500 (PDF) for Quilling, Selander, Lownds, Winslett & Moser, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Quilling, Selander, Lownds, Winslett & Moser, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), 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 | $3K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $37.7M | 85.6% | |
| [Assets held in interest-bearing cash] | Other | — | — | $5.5M | 12.4% | |
| [Assets held in common stock] | Other | — | — | $356K | 0.8% | |
| [Assets held in common collective trust] | Other | — | — | $224K | 0.5% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $224K | 0.5% | |
| [Assets held in participant loans] | Other | — | — | $97K | 0.2% |
