Celia Anderson signed The SEER Group LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The SEER Group LLC's EIN is 82-3222403.
Download the official 2024 Form 5500 (PDF) for The SEER Group LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The SEER Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 82-3719843 | — | NONE | $6K | — |
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$5K | — |
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 CONTRA FUND ** | Mutual Funds | — | — | $4.4M | 9.3% | |
| FID 500 INDEX ** | Common Collective Trusts | — | — | $4.2M | 8.9% | |
| LOOMIS SAYLES INV GRADE BND FND CL N ** | Other securities | — | — | $3.2M | 6.8% | |
| PIONEER INTERNATIONAL EQUITY Y ** | Other securities | — | — | $3.0M | 6.2% | |
| Interests in Mutual Funds * BLACKROCK EQUITY DIVIDEND CL I ** | Other securities | — | — | $2.7M | 5.7% | |
| FID FDM IDX 2035 IPR ** | Common Collective Trusts | — | — | $2.7M | 5.7% | |
| FID FDM IDX 2040 IPR ** | Common Collective Trusts | — | — | $2.6M | 5.5% | |
| FID FDM IDX 2030 IPR ** | Common Collective Trusts | — | — | $2.6M | 5.4% | |
| INVS VALUE OPPS R6 ** | Other securities | — | — | $2.5M | 5.3% | |
| JPMORGAN MID CAP GROWTH I ** | Other securities | — | — | $2.2M | 4.6% | |
| VANGUARD SMALL CAP VALUE INDEX ** | Mutual Funds | — | — | $2.1M | 4.5% | |
| VANGUARD SMALL CAP GROWTH INDEX ADMI ** | Mutual Funds | — | — | $2.1M | 4.3% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $1.9M | 4.1% | |
| JPMORGAN STRATEGIC INCM OPPTY R6 ** | Other securities | — | — | $1.9M | 4.0% | |
| FID FDM IDX 2045 IPR ** | Common Collective Trusts | — | — | $1.6M | 3.3% | |
| INVESCO OPPEN INTL SMALL MID CO Y ** | Mutual Funds | — | — | $1.3M | 2.6% | |
| FID FDM IDX 2055 IPR ** | Common Collective Trusts | — | — | $951K | 2.0% | |
| FID FDM IDX 2050 IPR ** | Common Collective Trusts | — | — | $945K | 2.0% | |
| FID EMERGING MKTS ** | Mutual Funds | — | — | $883K | 1.9% | |
| PGIM US REAL EST R6 ** | Other securities | — | — | $786K | 1.7% | |
| DFA SHORT DURATION REAL RETURN INTSL ** | Mutual Funds | — | — | $736K | 1.5% | |
| FID FDM IDX 2060 IPR ** | Common Collective Trusts | — | — | $687K | 1.4% | |
| FID FDM IDX 2025 IPR ** | Common Collective Trusts | — | — | $399K | 0.8% | |
| Participant Loans 4.25% to 9.50% | Bonds / Notes | — | — | $339K | 0.7% | |
| FID FDM IDX 2015 IPR ** *** 496 * FID FDM IDX 2020 IPR ** | Common Collective Trusts | — | — | $246K | 0.5% | |
| FID FDM IDX 2065 IPR ** | Common Collective Trusts | — | — | $229K | 0.5% | |
| PIMCO LOW-DURATION FUND INSTL CLASS ** | Mutual Funds | — | — | $148K | 0.3% | |
| PIMCO TOTAL RETURN FUND INSTL CLASS ** | Mutual Funds | — | — | $137K | 0.3% | |
| FID FDM IDX INC IPR ** | Common Collective Trusts | — | — | $26K | <0.1% | |
| HARBOR INTERNATIONAL FUND INSTL ** | Other securities | — | — | $12K | <0.1% | |
| FID FDM IDX 2070 IPR ** | Common Collective Trusts | — | — | $4K | <0.1% | |
| NEUBERGER BERMAN REAL ESTATE FD CL R ** | Other securities | — | — | $1K | <0.1% | |
| FID FDM IDX 2010 IPR ** | Common Collective Trusts | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
