Michael EXUM signed Pubworx Services LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pubworx Services LLC's EIN is 81-3333210.
Download the official 2024 Form 5500 (PDF) for Pubworx Services LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pubworx Services LLC'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 | $2K | — |
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 FID FDM IDX 2035 IPR | Common Collective Trusts | — | — | $4.2M | 14.6% | |
| Fidelity FID OTC PORTFOLIO | Mutual Funds | — | — | $4.1M | 14.3% | |
| Fidelity FID FDM IDX 2030 IPR | Common Collective Trusts | — | — | $3.8M | 13.2% | |
| Fidelity FID 500 INDEX | Common Collective Trusts | — | — | $3.1M | 10.6% | |
| Fidelity FID FDM IDX 2040 IPR | Common Collective Trusts | — | — | $2.2M | 7.7% | |
| Fidelity FID CONTRAFUND | Mutual Funds | — | — | $1.2M | 4.2% | |
| Fidelity FID FDM IDX 2050 IPR | Common Collective Trusts | — | — | $1.2M | 4.2% | |
| Fidelity FID FDM IDX 2025 IPR | Common Collective Trusts | — | — | $1.1M | 3.7% | |
| Vanguard VANG WELLINGTON ADM | Mutual Funds | — | — | $867K | 3.0% | |
| Fidelity FID FDM IDX 2045 IPR | Common Collective Trusts | — | — | $836K | 2.9% | |
| Self-Directed Brokerage Account * Fidelity BrokerageLink | Self-Directed Brokerage | — | — | $834K | 2.9% | |
| Fidelity FID FDM IDX 2055 IPR | Common Collective Trusts | — | — | $742K | 2.6% | |
| Fidelity FID GOVT MMKT | Mutual Funds | — | — | $598K | 2.1% | |
| MFS MID CAP VALUE R6 | Mutual Funds | — | — | $574K | 2.0% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $567K | 2.0% | |
| JP Morgan JPM US VALUE R6 | Other securities | — | — | $400K | 1.4% | |
| Fidelity FID TOTAL INTL IDX | Common Collective Trusts | — | — | $318K | 1.1% | |
| American Century AM CENT SMCAP VAL R6 ** 193 MFS MID CAP GRTH R6 | Mutual Funds | — | — | $312K | 1.1% | |
| Fidelity FID FDM IDX 2020 IPR | Common Collective Trusts | — | — | $301K | 1.0% | |
| Fidelity FID US BOND IDX | Common Collective Trusts | — | — | $211K | 0.7% | |
| Fidelity FID TOTAL BOND K6 | Mutual Funds | — | — | $187K | 0.6% | |
| Fidelity FID LOW PRICED STK | Mutual Funds | — | — | $186K | 0.6% | |
| The Hartford HTFD INTL OPPS R5 | Other securities | — | — | $175K | 0.6% | |
| Participant Loans Interest rates ranging from 5.25% to 10.50% - | Bonds / Notes | — | — | $172K | 0.6% | |
| Royce Pennsylvania ROYCE SMALL-CAP INV | Other securities | — | — | $170K | 0.6% | |
| Cohen & Steers COHEN & STEERS RLTY | Other securities | — | — | $165K | 0.6% | |
| Fidelity FID EXTD MKT IDX | Common Collective Trusts | — | — | $153K | 0.5% | |
| Fidelity FID FDM IDX 2060 IPR | Common Collective Trusts | — | — | $123K | 0.4% | |
| Loomis Sayles LOOMIS SM CP GRTH IS | Mutual Funds | — | — | $90K | 0.3% | |
| Fidelity FID FDM IDX INC IPR ** 4 * Fidelity FID FDM IDX 2015 IPR | Common Collective Trusts | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
