Colleen Cartmill signed REEL FX, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
REEL FX, Inc.'s EIN is 75-2509932.
Download the official 2024 Form 5500 (PDF) for REEL FX, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)REEL FX, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
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 | $39K | — |
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 Investments Fidelity 500 Index Fund N/R | Common Collective Trusts | — | — | $2.6M | 12.0% | |
| Institutional Premium Class * Fidelity Investments Fidelity Freedom Index 2045 Fund N/R | Mutual Funds | — | — | $2.5M | 11.7% | |
| Fidelity Investments Fidelity Contrafund K6 N/R | Mutual Funds | — | — | $2.3M | 10.8% | |
| Institutional Premium Class * Fidelity Investments Fidelity Freedom Index 2035 Fund N/R | Mutual Funds | — | — | $2.0M | 9.2% | |
| Institutional Premium Class * Fidelity Investments Fidelity Freedom Index 2050 Fund N/R | Mutual Funds | — | — | $1.7M | 7.8% | |
| Institutional Premium Class * Fidelity Investments Fidelity Freedom Index 2030 Fund N/R | Mutual Funds | — | — | $1.1M | 5.1% | |
| Class R6 The Vanguard Group Inc. Vanguard Divided Growth Fund N/R | Mutual Funds | — | — | $1.1M | 4.9% | |
| Institutional Premium Class * Fidelity Investments Fidelity Freedom Index 2055 Fund N/R | Mutual Funds | — | — | $944K | 4.4% | |
| Institutional Premium Class * Fidelity Investments Fidelity Freedom Index 2040 Fund N/R | Mutual Funds | — | — | $885K | 4.1% | |
| Value Mid Cap Fund Class R6 JPMorgan Core Bond Fund Class N/R | Other securities | — | — | $773K | 3.6% | |
| Fund Admiral Shares The Vanguard Group Inc. Vanguard Value Index Fund Admiral N/R | Common Collective Trusts | — | — | $663K | 3.1% | |
| Class N John Hancock John Hancock Funds Disciplined N/R | Other securities | — | — | $654K | 3.0% | |
| Fidelity Investments Fidelity Capital & Income Fund N/R | Mutual Funds | — | — | $522K | 2.4% | |
| Money Market Fund * Fidelity Investments Fidelity Government Money Market N/R 89 Fund Class K6 Mutual Funds Dodge & Cox Stock Dodge & Cox Stock Fund Class I N/R | Mutual Funds | — | — | $507K | 2.4% | |
| R6 MFS Investment Management MFS New Discovery Value Fund N/R | Mutual Funds | — | — | $496K | 2.3% | |
| Investor Shares The Vanguard Group Inc. Vanguard International Growth Fund N/R | Mutual Funds | — | — | $486K | 2.3% | |
| Admiral Shares The Vanguard Group Inc. Vanguard Small Cap Growth Index N/R | Mutual Funds | — | — | $322K | 1.5% | |
| Estate Fund Class N John Hancock John Hancock Enterprise Fund N/R | Other securities | — | — | $315K | 1.5% | |
| Institutional Premium Class * Fidelity Investments Fidelity Freedom Index 2065 Fund N/R 92 Institutional Premium Class * Fidelity Investments Fidelity Global ex U.S. Index Fund N/R | Common Collective Trusts | — | — | $311K | 1.4% | |
| Institutional Premium Class * Fidelity Investments Fidelity Freedom Index 2025 Fund N/R | Mutual Funds | — | — | $234K | 1.1% | |
| Fidelity Investments Fidelity Extended Market Index N/R | Mutual Funds | — | — | $227K | 1.1% | |
| Fidelity Investments Fidelity Emerging Markets Fund K N/R | Mutual Funds | — | — | $191K | 0.9% | |
| Institutional Premium Class * Fidelity Investments Fidelity Freedom Index 2060 Fund N/R | Mutual Funds | — | — | $190K | 0.9% | |
| Common Collective Trust Great Gray Trust Company Great Gray Galliard Retirement N/R | Common Collective Trusts | — | — | $185K | 0.9% | |
| GG G RETIRE INC F35 GREAT GRAY TRUST COMPANY · EIN 20-5886387 / PN 082 | Common Collective Trust | — | — | $185K | 0.9% | |
| Goldman Sachs Goldman Sachs International Small N/R | Other securities | — | — | $105K | 0.5% | |
| Cap Insights Fund Institutional Class Janus Henderson Janus Henderson Global Real N/R | Mutual Funds | — | — | $94K | 0.4% | |
| Fidelity Investments Fidelity U.S. Bond Index Fund N/R | Common Collective Trusts | — | — | $89K | 0.4% | |
| Income Fund-Fee Class 35 Participant Loans * Participant Loans Interest rates: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $77K | 0.4% | |
| Fund * Fidelity Investments Fidelity Freedom Index 2020 Fund N/R | Mutual Funds | — | — | $49K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
