Kristen McCormack signed E3 Co Restaurant Group's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
E3 Co Restaurant Group's EIN is 83-2931480.
Download the official 2024 Form 5500 (PDF) for E3 Co Restaurant Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)E3 Co Restaurant Group's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
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 | $4K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Contrafund Mutual fund | Mutual Funds | — | — | $3.1M | 29.9% | |
| OTC Portfolio Fund Mutual fund | Other securities | — | — | $964K | 9.3% | |
| Freedom 2035 Fund Mutual fund | Other securities | — | — | $873K | 8.4% | |
| AF Washington Mutual Investors Fund Mutual fund | Other securities | — | — | $723K | 7.0% | |
| Freedom 2045 Fund Mutual fund | Other securities | — | — | $675K | 6.5% | |
| Freedom 2050 Fund Mutual fund | Other securities | — | — | $672K | 6.5% | |
| 500 Index Fund Mutual fund | Common Collective Trusts | — | — | $576K | 5.5% | |
| Freedom 2025 Fund Mutual fund | Other securities | — | — | $487K | 4.7% | |
| AF Europacific Growth Fund Mutual fund | Other securities | — | — | $453K | 4.4% | |
| Freedom 2040 Fund Mutual fund | Other securities | — | — | $366K | 3.5% | |
| Freedom 2055 Fund Mutual fund | Other securities | — | — | $237K | 2.3% | |
| Freedom 2060 Fund Mutual fund | Other securities | — | — | $190K | 1.8% | |
| Pimco Total Return Admin Fund Mutual fund | Mutual Funds | — | — | $186K | 1.8% | |
| Loomis Sayles Bond Admin Fund Mutual fund | Other securities | — | — | $173K | 1.7% | |
| Freedom 2030 Fund Mutual fund | Other securities | — | — | $163K | 1.6% | |
| Notes receivable from participants Mature through 2029, with interest at 5.0% to 9.5% $0 | Bonds / Notes | — | — | $119K | 1.1% | |
| Small Cap Index Fund Mutual fund | Common Collective Trusts | — | — | $110K | 1.1% | |
| Mid Cap Index Fund Mutual fund | Common Collective Trusts | — | — | $108K | 1.0% | |
| Cohen & Steers Realty Fund Mutual fund | Other securities | — | — | $56K | 0.5% | |
| Freedom 2065 Fund Mutual fund | Other securities | — | — | $50K | 0.5% | |
| Freedom 2070 Fund Mutual fund ** 290 * Freedom Income Fund Mutual fund ** 607 * Managed Income Portfolio Fund Collective Trust Fund | Common Collective Trusts | — | — | $45K | 0.4% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $45K | 0.4% | |
| Freedom 2020 Fund Mutual fund | Other securities | — | — | $37K | 0.4% | |
| Freedom 2015 Fund Mutual fund | Other securities | — | — | $9K | <0.1% | |
| Freedom 2010 Fund Mutual fund | Other securities | — | — | $7K | <0.1% | |
| Government Money Market Fund Mutual fund | Cash / Money Market | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
