LEAH Gunnells signed Investco L.L.C's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Investco L.L.C's EIN is 84-3870453.
Download the official 2024 Form 5500 (PDF) for Investco L.L.C from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Investco L.L.C's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing, 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 | $94K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | 33-0905143 | — | ADVISOR | $67K | — |
| STRATEGIC ADVISORS, INC. |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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.
| 04-2654524 |
| — |
| ADVISOR |
| $22K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ CPAS P.C. | 86-3192990 | — | ACCOUNTANT/AUDITOR | $16K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Blue Chip Growth Mutual Fund | Mutual Funds | — | — | $9.5M | 18.1% | |
| Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $5.0M | 9.5% | |
| Fidelity Freedom Index 2050 Fund IPR Mutual Fund | Mutual Funds | — | — | $3.8M | 7.3% | |
| Fidelity Freedom Index 2040 Fund IPR Mutual Fund | Mutual Funds | — | — | $3.6M | 6.9% | |
| Fidelity Freedom Index 2030 Fund IPR Mutual Fund | Mutual Funds | — | — | $3.1M | 5.9% | |
| Fidelity Freedom Index 2045 Fund IPR Mutual Fund | Mutual Funds | — | — | $3.0M | 5.6% | |
| Fidelity Freedom Index 2035 Fund IPR Mutual Fund | Mutual Funds | — | — | $2.9M | 5.6% | |
| Fidelity Freedom Index 2055 Fund IPR Mutual Fund | Mutual Funds | — | — | $2.9M | 5.6% | |
| MID CAP GROWTH II I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7304118 / PN 001 | Common Collective Trust | — | — | $2.1M | 4.0% | |
| Fidelity Freedom Index 2025 Fund IPR Mutual Fund | Mutual Funds | — | — | $1.8M | 3.4% | |
| Fidelity Freedom Index 2060 Fund IPR Mutual Fund | Mutual Funds | — | — | $1.4M | 2.6% | |
| Fidelity International Index Mutual Fund | Mutual Funds | — | — | $1.3M | 2.4% | |
| LARGE CP VALUE I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $1.2M | 2.4% | |
| Fidelity Freedom Index 2020 Fund IPR Mutual Fund | Mutual Funds | — | — | $1.2M | 2.4% | |
| Participant Loans maturing through November 2032 -0- | Participant loans | — | — | $863K | 1.6% | |
| LA CORE BOND CIT GREAT GRAY TRUST COMPANY · EIN 82-1986152 / PN 325 | Common Collective Trust | — | — | $833K | 1.6% | |
| Fidelity Mid Cap Stock Fund Mutual Fund | Mutual Funds | — | — | $817K | 1.6% | |
| GS STABLE VAL INST1 GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $800K | 1.5% | |
| Goldman Sachs Stable Value lnstl Series Cl 1 Stable Value Common Collective Trust | Stable Value | — | — | $800K | 1.5% | |
| SMALL CAP VALUE I1 GREAT GRAY TRUST COMPANY · EIN 38-4097325 / PN 488 | Common Collective Trust | — | — | $792K | 1.5% | |
| Fidelity Freedom Index 2065 Fund IPR Mutual Fund | Mutual Funds | — | — | $781K | 1.5% | |
| GG EUROPAC GROWTH I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $763K | 1.5% | |
| Conestoga Small Cap Institutional Mutual Fund | Other securities | — | — | $658K | 1.3% | |
| Fidelity U.S Bond Index Mutual Fund | Mutual Funds | — | — | $630K | 1.2% | |
| Fidelity Low Price Stock Fund Mutual Fund | Mutual Funds | — | — | $602K | 1.1% | |
| DFA Emerging Markets Core Equity 2 Mutual Fund | Mutual Funds | — | — | $482K | 0.9% | |
| Fidelity Extended Market Index Mutual Fund | Mutual Funds | — | — | $474K | 0.9% | |
| Fidelity Brokerage Link Fund Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $444K | 0.8% | |
| Fidelity Freedom Index Income Fund IPR Mutual Fund | Mutual Funds | — | — | $417K | 0.8% | |
| Fidelity Government Money Market Mutual Fund | Mutual Funds | — | — | $255K | 0.5% | |
| Natixis AEW Real Estate Y Mutual Fund | Other securities | — | — | $63K | 0.1% | |
| Fidelity Freedom Index 2010 Fund IPR Mutual Fund | Mutual Funds | — | — | $4K | <0.1% | |
| Fidelity Freedom Index 2070 Fund IPR Mutual Fund | Mutual Funds | — | — | $2K | <0.1% |
