JON Purdy signed CSI IT, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CSI IT, LLC's EIN is 81-2264132.
Download the official 2024 Form 5500 (PDF) for CSI IT, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CSI IT, LLC's plan includes profit-sharing, 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 | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH INC | 93-0987232 | — | ADVISOR | $54K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID 500 INDEX | Common Collective Trusts | — | — | $3.7M | 15.2% | |
| TRP RETIREMENT 2050 | Other securities | — | — | $2.4M | 10.1% | |
| TRP RETIREMENT 2035 | Other securities | — | — | $2.3M | 9.4% | |
| TRP RETIREMENT 2045 | Other securities | — | — | $2.1M | 8.8% | |
| TRP RETIREMENT 2030 | Other securities | — | — | $1.5M | 6.1% | |
| TRP RETIREMENT 2055 | Other securities | — | — | $1.4M | 5.9% | |
| TRP RETIREMENT 2040 | Other securities | — | — | $1.3M | 5.5% | |
| LRG CAP GRTH III R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $1.2M | 5.2% | |
| TRP RETIREMENT 2025 | Other securities | — | — | $838K | 3.5% | |
| TRP RETIREMENT 2060 | Other securities | — | — | $781K | 3.2% | |
| TRP RETIREMENT 2020 | Other securities | — | — | $779K | 3.2% | |
| FID GOVT MMKT K6 | Mutual Funds | — | — | $703K | 2.9% | |
| LARGE CAP VAL III R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289865 / PN 001 | Common Collective Trust | — | — | $520K | 2.2% | |
| FID MID CAP IDX | Common Collective Trusts | — | — | $409K | 1.7% | |
| Notes receivable from participants (4.25%-9.50%) | Bonds / Notes | — | — | $369K | 1.5% | |
| MFS MID CAP GRTH R6 | Mutual Funds | — | — | $358K | 1.5% | |
| JPM SM CAP GROWTH R6 | Other securities | — | — | $347K | 1.4% | |
| FID SM CAP IDX | Common Collective Trusts | — | — | $320K | 1.3% | |
| CORE PLUS BOND R1 GREAT GRAY TRUST COMPANY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $303K | 1.3% | |
| MFS GROWTH ALLOC R4 | Mutual Funds | — | — | $300K | 1.2% | |
| GS US INS EQ R6 | Other securities | — | — | $288K | 1.2% | |
| FID INTL INDEX | Mutual Funds | — | — | $283K | 1.2% | |
| MID CAP VALUE R1 GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $197K | 0.8% | |
| MFS AGGR GR ALLOC R4 | Mutual Funds | — | — | $176K | 0.7% | |
| BLKRK ENERGY OPPS I | Other securities | — | — | $165K | 0.7% | |
| PGIM HIGH YIELD R6 | Other securities | — | — | $137K | 0.6% | |
| TRP RETIREMENT 2065 | Other securities | — | — | $132K | 0.5% | |
| GG EMERG MKTS II R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7304135 / PN 001 | Common Collective Trust | — | — | $128K | 0.5% | |
| FID US BOND IDX | Common Collective Trusts | — | — | $79K | 0.3% | |
| GS SM CP VAL INS R6 | Other securities | — | — | $73K | 0.3% | |
| MFS MOD ALLOC R4 | Mutual Funds | — | — | $70K | 0.3% | |
| C&S REAL ESTATE Z | Other securities | — | — | $70K | 0.3% | |
| TRP INTL DISCOVERY I | Other securities | — | — | $65K | 0.3% | |
| FA STK SEL SM CAP Z | Other securities | — | — | $63K | 0.3% | |
| J H OVERSEAS N | Other securities | — | — | $59K | 0.2% | |
| TRP RETIREMENT 2015 | Other securities | — | — | $41K | 0.2% | |
| TRP OVERSEAS STOCK I | Other securities | — | — | $40K | 0.2% | |
| TRP RETIREMENT 2005 | Other securities | — | — | $21K | <0.1% | |
| TRP RETIREMENT 2010 | Other securities | — | — | $18K | <0.1% | |
| MM INFL PRO & INC I | Common Stocks | — | — | $14K | <0.1% | |
| INTL GROWTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $12K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
