KE'ONNA Staples signed Cityvet Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cityvet Inc.'s EIN is 83-4128759.
Download the official 2023 Form 5500 (PDF) for Cityvet Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Cityvet Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
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 | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEGACY 401K PARTNERS LLC | 46-3938291 | — | ADVISOR | $16K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Af Trgt Date 2055 R6 Mutual Fund | Other securities | — | — | $1.1M | 17.4% | |
| Fid 500 Index Mutual Fund | Common Collective Trusts | — | — | $798K | 12.2% | |
| Af Trgt Date 2045 R6 Mutual Fund | Other securities | — | — | $798K | 12.2% | |
| Af Trgt Date 2030 R6 Mutual Fund | Other securities | — | — | $658K | 10.1% | |
| Af Trgt Date 2050 R6 Mutual Fund | Other securities | — | — | $608K | 9.3% | |
| Af Trgt Date 2035 R6 Mutual Fund | Other securities | — | — | $575K | 8.8% | |
| Af Trgt Date 2060 R6 Mutual Fund | Other securities | — | — | $459K | 7.0% | |
| Af Trgt Date 2040 R6 Mutual Fund | Other securities | — | — | $301K | 4.6% | |
| Trp All-Cap Opps I Mutual Fund | Other securities | — | — | $187K | 2.9% | |
| Fid Govt Mmkt Mutual Fund | Mutual Funds | — | — | $116K | 1.8% | |
| Notes receivable from participants Bearing interest at 4.25%-9.50% - | Bonds / Notes | — | — | $110K | 1.7% | |
| Vang Info Tec Idx Ad Mutual Fund | Common Collective Trusts | — | — | $101K | 1.5% | |
| Af Trgt Date 2025 R6 Mutual Fund | Other securities | — | — | $89K | 1.4% | |
| Af Trgt Date 2020 R6 Mutual Fund | Other securities | — | — | $69K | 1.0% | |
| Self-Directed Brokerage Accounts Mutual Funds | Self-Directed Brokerage | — | — | $60K | 0.9% | |
| Vang Tot Intl Stk Ad Mutual Fund | Other securities | — | — | $60K | 0.9% | |
| Jpm Mid Cap Grth R6 Mutual Fund | Other securities | — | — | $54K | 0.8% | |
| Self-Directed Brokerage Accounts Common Stock | Self-Directed Brokerage | — | — | $52K | 0.8% | |
| Jpm Equity Income R5 Mutual Fund | Other securities | — | — | $45K | 0.7% | |
| Fid Mid Cap Idx Mutual Fund | Common Collective Trusts | — | — | $42K | 0.6% | |
| Fid Small Cap Value Mutual Fund | Mutual Funds | — | — | $37K | 0.6% | |
| Mm Small Cap Opp I Mutual Fund | Other securities | — | — | $36K | 0.5% | |
| Pif Real Est Sec Is Mutual Fund | Other securities | — | — | $31K | 0.5% | |
| As Spl Mid Cp Val Is Mutual Fund | Other securities | — | — | $28K | 0.4% | |
| Vanguard Wellington Mutual Fund | Mutual Funds | — | — | $25K | 0.4% | |
| As Core Bond Inst Mutual Fund | Other securities | — | — | $23K | 0.3% | |
| Invs Develop Mkt Y Mutual Fund | Other securities | — | — | $15K | 0.2% | |
| Royce Intl Prm Inv Mutual Fund | Other securities | — | — | $10K | 0.2% | |
| Af Trgt Date 2010 R6 Mutual Fund | Other securities | — | — | $2K | <0.1% | |
| Self-Directed Brokerage Accounts Interest-Bearing Cash | Self-Directed Brokerage | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
