Paul Powers signed Transom Symphony Opco LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Transom Symphony Opco LLC's EIN is 83-4648164.
Download the official 2024 Form 5500 (PDF) for Transom Symphony Opco LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Transom Symphony Opco LLC'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 | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT RETIREMENT SERVICES | 33-0785439 | — | ADVISOR | $20K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2030 IPR | Mutual Funds | — | — | $1.7M | 19.9% | |
| Fidelity Freedom Index 2035 IPR | Mutual Funds | — | — | $1.1M | 12.8% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $1.0M | 12.1% | |
| Fidelity Freedom Index 2045 IPR | Mutual Funds | — | — | $704K | 8.3% | |
| Fidelity Freedom Index 2050 IPR | Mutual Funds | — | — | $685K | 8.1% | |
| Fidelity Freedom Index 2025 IPR | Mutual Funds | — | — | $678K | 8.0% | |
| Fidelity Freedom Index 2040 IPR | Mutual Funds | — | — | $582K | 6.9% | |
| Vanguard Growth Index Adm | Mutual Funds | — | — | $338K | 4.0% | |
| Fidelity Freedom Index 2060 IPR | Mutual Funds | — | — | $286K | 3.4% | |
| Fidelity Freedom Index 2055 IPR | Mutual Funds | — | — | $247K | 2.9% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $203K | 2.4% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $183K | 2.2% | |
| Fidelity Freedom Index 2065 IPR | Mutual Funds | — | — | $100K | 1.2% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $98K | 1.2% | |
| Fidelity International Index | Mutual Funds | — | — | $91K | 1.1% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $89K | 1.1% | |
| Fidelity Freedom Index Income IPR | Mutual Funds | — | — | $80K | 0.9% | |
| PIMCO Total Return Instl | Mutual Funds | — | — | $71K | 0.8% | |
| Fidelity Freedom Index 2015 IPR | Mutual Funds | — | — | $55K | 0.6% | |
| Fidelity U.S. Bond Index | Mutual Funds | — | — | $51K | 0.6% | |
| Fidelity Freedom Index 2020 IPR | Mutual Funds | — | — | $47K | 0.6% | |
| MFS Value R6 | Mutual Funds | — | — | $37K | 0.4% | |
| American Funds EuroPacific Growth R6 | Mutual Funds | — | — | $21K | 0.2% | |
| Nuveen Real Estate Securities R6 | Mutual Funds | — | — | $10K | 0.1% | |
| Fidelity Government Mmkt | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
