Thomas Kennedy signed Michael Stevens Interests, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Michael Stevens Interests, Inc.'s EIN is 76-0080811.
Download the official 2024 Form 5500 (PDF) for Michael Stevens Interests, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Michael Stevens Interests, Inc.'s plan includes a 401(k) feature, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.
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 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID FREEDOM 2025 K 141,315 Shares N/A | Mutual Funds | — | — | $1.9M | 22.6% | |
| FID FREEDOM 2020 K 94,386 Shares N/A | Mutual Funds | — | — | $1.4M | 15.9% | |
| FID FREEDOM 2040 K 70,147 Shares N/A | Mutual Funds | — | — | $811K | 9.5% | |
| FID 500 INDEX 3,594 Shares N/A | Common Collective Trusts | — | — | $734K | 8.6% | |
| FID CAP APPRECIATION 17,309 Shares N/A | Mutual Funds | — | — | $730K | 8.6% | |
| HNSY CS MD CP 30 INV 24,530 Shares N/A | Other securities | — | — | $554K | 6.5% | |
| FID FREEDOM 2030 K 26,452 Shares N/A | Mutual Funds | — | — | $464K | 5.4% | |
| FID FREEDOM 2045 K 29,666 Shares N/A | Mutual Funds | — | — | $400K | 4.7% | |
| FID GOVT MMKT 262,744 Shares N/A | Mutual Funds | — | — | $263K | 3.1% | |
| FID FREEDOM 2035 K 13,925 Shares N/A | Mutual Funds | — | — | $218K | 2.6% | |
| FID FREEDOM 2050 K 12,650 Shares N/A | Mutual Funds | — | — | $173K | 2.0% | |
| dates through December 2029 | Other securities | — | — | $147K | 1.7% | |
| DWS GLOBAL SM CAP S 4,245 Shares N/A | Other securities | — | — | $128K | 1.5% | |
| FID VALUE 8,365 Shares N/A | Mutual Funds | — | — | $114K | 1.3% | |
| FID BALANCED 2,892 Shares N/A | Mutual Funds | — | — | $85K | 1.0% | |
| FID FREEDOM 2060 K 5,069 Shares N/A | Mutual Funds | — | — | $73K | 0.9% | |
| FID US BOND IDX 6,689 Shares N/A | Common Collective Trusts | — | — | $68K | 0.8% | |
| FID INTL DISCOVERY 1,266 Shares N/A | Mutual Funds | — | — | $61K | 0.7% | |
| ABF LARGE CAP VAL INV 2,362 Shares N/A | Other securities | — | — | $53K | 0.6% | |
| FID FREEDOM INC K 80 Shares N/A 839 FID FREEDOM 2015 K 4,410 Shares N/A | Mutual Funds | — | — | $50K | 0.6% | |
| FID FREEDOM 2055 K 2,874 Shares N/A | Mutual Funds | — | — | $45K | 0.5% | |
| FID FREEDOM 2065 K 1,504 Shares N/A | Mutual Funds | — | — | $20K | 0.2% | |
| FID DISCIPLND EQTY 293 Shares N/A | Mutual Funds | — | — | $20K | 0.2% | |
| FID LEVERAGED CO STK 303 Shares N/A | Mutual Funds | — | — | $12K | 0.1% | |
| ROYCE SM CO GR SVC 1,265 Shares N/A | Common Stocks | — | — | $10K | 0.1% | |
| ROYCE SM CAP OPPORTUNITY S 479 Shares N/A | Other securities | — | — | $7K | <0.1% | |
| LOOMIS SM CAP VAL R 96 Shares N/A | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
