JEAN Moloney signed Commonwealth Fusion Systems LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Commonwealth Fusion Systems LLC's EIN is 82-3262257.
Download the official 2024 Form 5500 (PDF) for Commonwealth Fusion Systems LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Commonwealth Fusion Systems 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 |
|---|---|---|---|---|---|
| FIDELITY WORKPLACE SERVICES LLC | 04-3532603 | — | PLAN ADMINISTRATOR | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH INC | 93-0987232 | — | ADVISOR | $62K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID 500 INDEX 36,624 shares | Common Collective Trusts | — | $37K | $7.5M | 18.5% | |
| FID FDM IDX 2055 IPR 194,862 shares | Common Collective Trusts | — | $195K | $4.2M | 10.3% | |
| FID FDM IDX 2050 IPR 143,537 shares | Common Collective Trusts | — | $144K | $3.7M | 9.2% | |
| FID FDM IDX 2060 IPR 200,954 shares | Common Collective Trusts | — | $201K | $3.6M | 9.0% | |
| FID FDM IDX 2040 IPR 124,718 shares | Common Collective Trusts | — | $125K | $3.1M | 7.6% | |
| FID BLUE CHIP GR K6 72,185 shares | Mutual Funds | — | $72K | $2.7M | 6.6% | |
| FID FDM IDX 2045 IPR 86,192 shares | Common Collective Trusts | — | $86K | $2.2M | 5.5% | |
| FID FDM IDX 2035 IPR 66,905 shares | Common Collective Trusts | — | $67K | $1.6M | 3.9% | |
| AF AMER MUTUAL R6 21,637 shares | Other securities | — | $22K | $1.2M | 3.0% | |
| FID FDM IDX 2065 IPR 74,778 shares | Common Collective Trusts | — | $75K | $1.1M | 2.7% | |
| FID GLB EX US IDX 74,925 shares | Common Collective Trusts | — | $75K | $1.1M | 2.7% | |
| FID MID CAP IDX 29,727 shares | Common Collective Trusts | — | $30K | $1.0M | 2.5% | |
| FID FDM IDX 2030 IPR 35,175 shares | Common Collective Trusts | — | $35K | $709K | 1.8% | |
| FID US BOND IDX 61,182 shares | Common Collective Trusts | — | $61K | $625K | 1.5% | |
| FID SM CAP IDX 20,925 shares | Common Collective Trusts | — | $21K | $579K | 1.4% | |
| FID INTL CAP APPR K6 34,241 shares | Mutual Funds | — | $34K | $552K | 1.4% | |
| FID GOVT MMKT K6 512,675 shares | Mutual Funds | — | $513K | $513K | 1.3% | |
| FID FDM IDX 2025 IPR 26,624 shares | Common Collective Trusts | — | $27K | $495K | 1.2% | |
| JPM GOVT BOND R6 | U.S. Treasuries | — | $50K | $470K | 1.2% | |
| RBC EMRG MKTS EQ R6 32,917 shares | Other securities | — | $33K | $434K | 1.1% | |
| AM CENT MD CP VAL R6 22,791 shares | Other securities | — | $23K | $354K | 0.9% | |
| AF GROWTH PTF R6 12,705 shares | Other securities | — | $13K | $326K | 0.8% | |
| IMPAX GLB ENV MKT IS 13,963 shares | Other securities | — | $14K | $318K | 0.8% | |
| Participant Loans Interest rates 5.50% to 10.50% | Bonds / Notes | — | — | $297K | 0.7% | |
| AB SM CAP GRTH Z 3,157 shares | Other securities | — | $3K | $233K | 0.6% | |
| FID TOTAL BOND K6 26,696 shares | Mutual Funds | — | $27K | $232K | 0.6% | |
| MFS MID CAP GRTH R6 7,159 shares | Mutual Funds | — | $7K | $225K | 0.6% | |
| FID FDM IDX 2020 IPR 12,690 shares | Common Collective Trusts | — | $13K | $200K | 0.5% | |
| AS SPL SM CAP VAL R6 4,535 shares | Other securities | — | $5K | $183K | 0.5% | |
| AF GRTH & INC R6 8,834 shares | Common Stocks | — | $9K | $169K | 0.4% | |
| C&S REALTY SHARES Z 2,198 shares | Other securities | — | $2K | $145K | 0.4% | |
| CALV US LG CP CRI R6 2,735 shares | Other securities | — | $3K | $139K | 0.3% | |
| FID INFL PR BD IDX 12,582 shares | Common Collective Trusts | — | $13K | $112K | 0.3% | |
| MFS MA INV TRUST R6 2,955 shares | Mutual Funds | — | $3K | $100K | 0.2% | |
| AF PRSRVTN PTF R6 6,323 shares | Other securities | — | $6K | $59K | 0.1% | |
| AF MOD GR&INC PTF R6 1,089 shares | Common Stocks | — | $1K | $20K | <0.1% | |
| IMPAX SUST ALLC IS 611 shares | Other securities | — | — | $16K | <0.1% | |
| AF CSV GR&INC PTF R6 284 shares | Common Stocks | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ADVISOR |
| $13K |
| — |
