MAE Zamora signed ETIC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ETIC's EIN is 77-0274570.
Download the official 2024 Form 5500 (PDF) for ETIC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ETIC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 | $31K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JP MORGAN SECURITIES LLC | 13-4110995 | — | ADVISOR | $33K | — |
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 500 Index Fund | Common Collective Trusts | — | — | $7.5M | 43.1% | |
| Fidelity Freedom Index 2040 Investor | Mutual Funds | — | — | $1.7M | 9.7% | |
| Fidelity Freedom Index 2035 Investor | Mutual Funds | — | — | $1.2M | 7.1% | |
| Fidelity Freedom Index 2045 Investor | Mutual Funds | — | — | $1.1M | 6.3% | |
| Fidelity Freedom Index 2050 Investor | Mutual Funds | — | — | $874K | 5.0% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $862K | 5.0% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $693K | 4.0% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $616K | 3.5% | |
| Fidelity Freedom Index 2025 Investor | Mutual Funds | — | — | $542K | 3.1% | |
| Fidelity Freedom Index 2055 Investor | Mutual Funds | — | — | $443K | 2.6% | |
| Fidelity Freedom Index 2060 Investor | Mutual Funds | — | — | $366K | 2.1% | |
| Fidelity Emerging Markets Index Fund | Common Collective Trusts | — | — | $330K | 1.9% | |
| Participants Participant Loans Rates from 4.25% to 9.50% | Bonds / Notes | — | — | $227K | 1.3% | |
| Fidelity Freedom Index 2030 Investor | Mutual Funds | — | — | $159K | 0.9% | |
| Lord Abbett Short Duration Income Fund R6 | Mutual Funds | — | — | $154K | 0.9% | |
| Fidelity Large Cap Growth Index Fund | Common Collective Trusts | — | — | $148K | 0.9% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $143K | 0.8% | |
| Fidelity Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $129K | 0.7% | |
| Fidelity Freedom Index 2020 Investor | Mutual Funds | — | — | $80K | 0.5% | |
| Fidelity Freedom Index 2065 Investor | Mutual Funds | — | — | $54K | 0.3% | |
| American Funds Bond Fund of America R6 | Mutual Funds | — | — | $19K | 0.1% | |
| Prudential PGIM High Yield Fund R6 | Other securities | — | — | $11K | <0.1% | |
| Fidelity Inflation Protected Bond Index Fund | Common Collective Trusts | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
