Michael Wilson signed Center for Fraternal Excellence, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Center for Fraternal Excellence, Inc.'s EIN is 81-4465551.
Download the official 2024 Form 5500 (PDF) for Center for Fraternal Excellence, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Center for Fraternal Excellence, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS | 04-2647786 | — | RECORDKEEPER | $19K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Blue Chip Gr | Mutual Funds | — | — | $1.8M | 16.5% | |
| FID FDM IDX 2045 IPR | Common Collective Trusts | — | — | $1.0M | 9.5% | |
| FID FDM IDX 2050 IPR | Common Collective Trusts | — | — | $1.0M | 9.4% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $921K | 8.6% | |
| FID FDM IDX 2055 IPR | Common Collective Trusts | — | — | $745K | 7.0% | |
| FID FDM IDX 2040 IPR | Common Collective Trusts | — | — | $657K | 6.2% | |
| FID FDM IDX 2060 IPR | Common Collective Trusts | — | — | $521K | 4.9% | |
| FID FDM IDX 2025 IPR | Common Collective Trusts | — | — | $463K | 4.3% | |
| PIF Small Cap Inst | Other securities | — | — | $385K | 3.6% | |
| Fidelity Extd Mkt Index | Mutual Funds | — | — | $336K | 3.2% | |
| Invs Divrs Divd R5 | Other securities | — | — | $333K | 3.1% | |
| FID FDM IDX 2030 IPR | Common Collective Trusts | — | — | $245K | 2.3% | |
| Fidelity Small Cap Growth | Mutual Funds | — | — | $237K | 2.2% | |
| Victory S Estb Val I | Other securities | — | — | $236K | 2.2% | |
| FID FDM IDX 2035 IPR | Common Collective Trusts | — | — | $229K | 2.2% | |
| Fidelity Total Bond | Mutual Funds | — | — | $213K | 2.0% | |
| JH Enterprise I | Other securities | — | — | $208K | 2.0% | |
| Fidelity Global EX US Index | Mutual Funds | — | — | $192K | 1.8% | |
| s * Fidelity Overseas | Mutual Funds | — | — | $170K | 1.6% | |
| Notes receivable from participants, interest rates of 3.25-8.50% | Bonds / Notes | — | — | $116K | 1.1% | |
| FID FDM IDX 2065 IPR | Common Collective Trusts | — | — | $106K | 1.0% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $92K | 0.9% | |
| Fidelity Real Estate Invs | Mutual Funds | — | — | $82K | 0.8% | |
| AS SPL Sm Cap Val IS | Other securities | — | — | $72K | 0.7% | |
| HTFD Intl Opps Y | Other securities | — | — | $65K | 0.6% | |
| Interest Bearing Cash * Fidelity Govt MMKT | Mutual Funds | — | — | $62K | 0.6% | |
| Causeway Em Mkts IS | Other securities | — | — | $48K | 0.5% | |
| FID FDM IDX 2070 IPR ** 40 Parnassus Mid Cap IS | Common Collective Trusts | — | — | $44K | 0.4% | |
| GS Infl-ProSecs IS | Other securities | — | — | $33K | 0.3% | |
| JPM US Small Co L | Common Stocks | — | — | $19K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
