Lynne Davis signed CDM Fitness Holdings, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CDM Fitness Holdings, LLC's EIN is 84-1828101.
Download the official 2024 Form 5500 (PDF) for CDM Fitness Holdings, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CDM Fitness Holdings, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
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 | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HAUSER RETIREMENT SOLUTIONS 2 LLC | 36-4906731 | — | ADVISOR | $13K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID FREEDOM 2045 K6 | Mutual Funds | — | $602K | $613K | 16.6% | |
| FID FREEDOM 2040 K6 | Mutual Funds | — | $568K | $579K | 15.6% | |
| FID FREEDOM 2055 K6 | Mutual Funds | — | $422K | $446K | 12.0% | |
| FID FREEDOM 2060 K6 | Mutual Funds | — | $419K | $435K | 11.7% | |
| FID FREEDOM 2030 K6 | Mutual Funds | — | $298K | $283K | 7.7% | |
| FID FREEDOM 2065 K6 | Mutual Funds | — | $267K | $273K | 7.4% | |
| FID 500 INDEX | Common Collective Trusts | — | $96K | $104K | 2.8% | |
| FID FREEDOM 2035 K6 | Mutual Funds | — | $74K | $77K | 2.1% | |
| OUTSTANDING LOAN BALANCE | Other securities | — | — | $73K | 2.0% | |
| FID FREEDOM 2025 K6 | Mutual Funds | — | $53K | $52K | 1.4% | |
| ALGER FOCUS EQUITY Y | Other securities | — | $16K | $22K | 0.6% | |
| FID MID CAP IDX | Common Collective Trusts | — | $18K | $20K | 0.5% | |
| FID GLB EX US IDX | Common Collective Trusts | — | $18K | $19K | 0.5% | |
| FID FREEDOM 2020 K6 | Mutual Funds | — | $18K | $17K | 0.5% | |
| AF NEW WORLD R6 | Other securities | — | $16K | $16K | 0.4% | |
| FID US BOND IDX | Common Collective Trusts | — | $15K | $15K | 0.4% | |
| AF AMER MUTUAL R6 | Other securities | — | $15K | $15K | 0.4% | |
| FID GOVT MMKT K6 | Mutual Funds | — | $9K | $9K | 0.2% | |
| FID SM CAP IDX | Common Collective Trusts | — | $7K | $7K | 0.2% | |
| TRP US HIGH YIELD I | Other securities | — | $3K | $4K | <0.1% | |
| AM CENT MD CP VAL R6 | Other securities | — | $3K | $3K | <0.1% | |
| FID FREEDOM 2070 K6 | Mutual Funds | — | $3K | $3K | <0.1% | |
| MM SM CAP GRTH EQ I | Other securities | — | $2K | $2K | <0.1% | |
| FID FREEDOM 2015 K6 | Mutual Funds | — | $2K | $2K | <0.1% | |
| MFS MID CAP GRTH R6 | Mutual Funds | — | $844 | $935 | <0.1% | |
| TRP DIV GROWTH I | Other securities | — | $845 | $919 | <0.1% | |
| AS SPL SM CAP VAL R6 | Other securities | — | $446 | $446 | <0.1% | |
| FID FREEDOM INC K6 | Mutual Funds | — | $416 | $416 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
