Alana Burton signed Centralsquare Technologies, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Centralsquare Technologies, LLC's EIN is 83-1102137.
Download the official 2024 Form 5500 (PDF) for Centralsquare Technologies, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Centralsquare Technologies, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | $96K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING | 84-4519624 | — | CONSULTANT | $6K | — |
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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WINDES, INC | 95-3001179 | — | ACCOUNTANT | $14K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID 500 Idx Mutual fund | Common Collective Trusts | — | — | $20.9M | 12.4% | |
| FID FRDM INX 2035 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 081 | Common Collective Trust | — | — | $19.7M | 11.6% | |
| FID FRDM INX 2030 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 080 | Common Collective Trust | — | — | $17.4M | 10.3% | |
| FID FRDM INX 2040 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 082 | Common Collective Trust | — | — | $17.4M | 10.3% | |
| FID FRDM INX 2045 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 083 | Common Collective Trust | — | — | $12.9M | 7.6% | |
| FID FRDM INX 2050 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 084 | Common Collective Trust | — | — | $11.0M | 6.5% | |
| FID Contrafund K6 Mutual fund | Mutual Funds | — | — | $10.3M | 6.0% | |
| FID FRDM INX 2025 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 079 | Common Collective Trust | — | — | $10.0M | 5.9% | |
| FID FRDM INX 2055 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 112 | Common Collective Trust | — | — | $9.5M | 5.6% | |
| FID FRDM INX 2060 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 146 | Common Collective Trust | — | — | $6.6M | 3.9% | |
| FID FRDM INX 2020 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 078 | Common Collective Trust | — | — | $3.9M | 2.3% | |
| MM Mid Cap Grth I Mutual fund | Other securities | — | — | $3.2M | 1.9% | |
| Fid Govt Mmkt Money market fund | Mutual Funds | — | — | $3.2M | 1.9% | |
| JH Dscpl Val Mid Cap R6 Mutual fund | Other securities | — | — | $2.9M | 1.7% | |
| J H Triton N Mutual fund | Other securities | — | — | $2.7M | 1.6% | |
| PIF Equity Inc Inst Mutual fund | Common Stocks | — | — | $2.5M | 1.5% | |
| FID Sm Cap Idx Mutual fund | Common Collective Trusts | — | — | $2.4M | 1.4% | |
| PIMCO Income Inst Mutual fund | Mutual Funds | — | — | $1.4M | 0.8% | |
| AF Europac Growth R6 Mutual fund | Other securities | — | — | $1.3M | 0.8% | |
| FID Intl Idx Mutual fund | Common Collective Trusts | — | — | $1.2M | 0.7% | |
| FID Mid Cap Idx Mutual fund | Common Collective Trusts | — | — | $1.1M | 0.7% | |
| FID US Bond Idx Mutual fund | Common Collective Trusts | — | — | $994K | 0.6% | |
| FID FRDM INX 2015 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 077 | Common Collective Trust | — | — | $847K | 0.5% | |
| PGIM TOT RET BOND LP GREAT GRAY TRUST COMPANY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $751K | 0.4% | |
| ABF Sm Cap Val R5 Mutual fund | Other securities | — | — | $570K | 0.3% | |
| Brokeragelink - Self-directed Registered investment companies brokerage accounts and interest-bearing and non- interest-bearing cash | Self-Directed Brokerage | — | — | $518K | 0.3% | |
| FID FRDM INX 2065 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 169 | Common Collective Trust | — | — | $494K | 0.3% | |
| FID St Bond Idx Mutual fund | U.S. Treasuries | — | — | $260K | 0.2% | |
| PIMCO All Asset Inst Mutual fund | Mutual Funds | — | — | $249K | 0.1% | |
| Invs Develop Mkt R6 Mutual fund | Other securities | — | — | $160K | <0.1% | |
| FID FRDM INX INC B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 074 | Common Collective Trust | — | — | $27K | <0.1% | |
| Notes receivable from participants 5.25% | Bonds / Notes | — | — | $18K | <0.1% |
