Emily Bracken signed CE Broker, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CE Broker, Inc.'s EIN is 83-0353592.
Download the official 2024 Form 5500 (PDF) for CE Broker, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CE Broker, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $50 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLITY | 30-1413443 | — | AUDITOR | $5K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom 2055 K N/R | Mutual Funds | — | — | $1.6M | 19.8% | |
| s * Fidelity 500 Index N/R | Mutual Funds | — | — | $1.5M | 18.2% | |
| Fidelity Freedom 2050 K N/R | Mutual Funds | — | — | $1.2M | 15.2% | |
| Fidelity Freedom 2060 K N/R | Mutual Funds | — | — | $792K | 9.8% | |
| Fidelity Blue Chip Growth N/R | Mutual Funds | — | — | $513K | 6.4% | |
| Fidelity Freedom 2045 K N/R | Mutual Funds | — | — | $380K | 4.7% | |
| Fidelity Freedom 2035 K N/R | Mutual Funds | — | — | $374K | 4.6% | |
| Fidelity Magellan N/R | Mutual Funds | — | — | $286K | 3.6% | |
| Fidelity Diversified International N/R | Mutual Funds | — | — | $285K | 3.5% | |
| Fidelity Equity Income N/R | Mutual Funds | — | — | $281K | 3.5% | |
| Fidelity Capital Appreciation N/R | Mutual Funds | — | — | $230K | 2.9% | |
| Money Market Fund * Fidelity Government Money Market N/R | Mutual Funds | — | — | $223K | 2.8% | |
| Fidelity Freedom 2040 K N/R | Mutual Funds | — | — | $161K | 2.0% | |
| Fidelity Freedom 2065 K N/R | Mutual Funds | — | — | $96K | 1.2% | |
| Fidelity Intermediate Bond N/R | Mutual Funds | — | — | $77K | 1.0% | |
| Fidelity Puritan N/R | Mutual Funds | — | — | $28K | 0.3% | |
| Fidelity Freedom 2030 K N/R | Mutual Funds | — | — | $23K | 0.3% | |
| Fidelity Freedom 2025 K N/R | Mutual Funds | — | — | $12K | 0.2% | |
| Fidelity Freedom Inc K N/R | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
