Nikki Shelley signed Fremont-Wright, LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Fremont-Wright, LLC's EIN is 82-2958075.
Download the official 2023 Form 5500 (PDF) for Fremont-Wright, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Fremont-Wright, LLC'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 |
|---|---|---|---|---|---|
| RETIREMENT PLAN CONCEPTS & SERVICES | — | FORT WAYNE, IN | THIRD PARTY ADMIN | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL CORPORATION | 04-3046611 | — | SERVICE PROVIDER | $0 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MAP CONTRACT SEPARATE ACCOUNT D VOYA LIFE INSURANCE AND ANNUITY COMPANY · EIN 82-2958075 / PN 001 | Pooled Separate Account | — | — | $26.3M | 95.4% | |
| Capital Group American Funds 2035 T Date R6 | Mutual Funds | — | — | $4.5M | 16.4% | |
| Vanguard 500 Index Fund | Common Collective Trusts | — | — | $3.5M | 12.8% | |
| American Century Investments Ultra Fund R6 | Pooled Separate Accounts | — | — | $1.8M | 6.5% | |
| Capital Group American Funds 2025 T Date R6 | Mutual Funds | — | — | $1.6M | 5.9% | |
| Capital Group American Funds 2030 T Date R6 | Mutual Funds | — | — | $1.6M | 5.9% | |
| Capital Group American Funds Am Balanced R6 | Mutual Funds | — | — | $1.6M | 5.7% | |
| Capital Group American Funds 2045 T Date R6 | Mutual Funds | — | — | $1.6M | 5.7% | |
| Capital Group American Funds 2040 T Date R6 | Mutual Funds | — | — | $1.5M | 5.6% | |
| Capital Group American Funds 2050 T Date R6 | Mutual Funds | — | — | $1.3M | 4.8% | |
| Unallocated insurance contract * Voya Retirement Insurance & Annuity Company Voya Fixed Account | Common Stocks | — | — | $1.0M | 3.7% | |
| Pacific Investment Management Company LLC Income Fund Ins | Common Stocks | — | — | $734K | 2.7% | |
| Capital Group American Funds 2060 T Date R6 | Mutual Funds | — | — | $719K | 2.6% | |
| Massachusetts Financial Services International Grw Fund R6 | Other securities | — | — | $715K | 2.6% | |
| Vanguard Mid-Cap Index Fund | Common Collective Trusts | — | — | $684K | 2.5% | |
| Capital Group American Funds Wash Mutual R6 | Mutual Funds | — | — | $642K | 2.3% | |
| Capital Group American Funds 2055 T Date R6 | Mutual Funds | — | — | $605K | 2.2% | |
| Capital Group American Funds New World R6 | Mutual Funds | — | — | $577K | 2.1% | |
| Capital Group American Funds 2010 T Date R6 | Mutual Funds | — | — | $538K | 2.0% | |
| Vanguard Small-Cap Index Fund | Common Collective Trusts | — | — | $494K | 1.8% | |
| Victory Capital Management Inc Pioneer Bond Fund K | Common Stocks | — | — | $448K | 1.6% | |
| Voya Retirement Insurance & Annuity Company TRwPr Divr MdCp Gr Pt R6 | Common Stocks | — | — | $423K | 1.5% | |
| Capital Group American Funds 2065 T Date R6 | Mutual Funds | — | — | $178K | 0.6% | |
| Participant loans Notes receivable from participants ( 4.25% to 10.50%) | Bonds / Notes | — | — | $156K | 0.6% | |
| Allspring Global Investments Spec MdCp Vl Fd R6 | Other securities | — | — | $149K | 0.5% | |
| Fidelity Investments Fidelity Adv SmCp Grw Fnd Z | Mutual Funds | — | — | $111K | 0.4% | |
| Voya Retirement Insurance & Annuity Company Columbia SmCp Vl II P R6 | Common Stocks | — | — | $107K | 0.4% | |
| Capital Group American Funds 2020 T Date R6 | Mutual Funds | — | — | $21K | <0.1% | |
| Capital Group American Funds 2015 T Date R6 | Mutual Funds | — | — | $5K | <0.1% |
