Mark Shalhoub signed 1111 Systems, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
1111 Systems, Inc.'s EIN is 85-0775797.
Download the official 2024 Form 5500 (PDF) for 1111 Systems, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)1111 Systems, Inc.'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 | $88K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MML INVESTOR SERVICES LLC | 04-1590850 | — | ADVISOR | $0 | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| b Fidelity Advisorb Fidelity Advisor Freedom 2040 Fund N/R | Mutual Funds | — | — | $6.6M | 14.8% | |
| Fidelity 400 Index Fundb N/R | Common Collective Trusts | — | — | $5.7M | 13.0% | |
| Fidelity Advisorb Fidelity Advisor Freedom 2045 N/R | Mutual Funds | — | — | $4.8M | 10.8% | |
| Fundb b Fidelity Advisorb Fidelity Advisor Freedom 2050 Fund N/R | Mutual Funds | — | — | $4.4M | 9.9% | |
| Fidelity Advisorb Fidelity Advisor Freedom 2035 N/R | Mutual Funds | — | — | $4.1M | 9.3% | |
| Fundb b Fidelity Advisorb Fidelity Advisor Freedom 2055 N/R | Mutual Funds | — | — | $3.9M | 8.7% | |
| Fundb b Fidelity Advisorb Fidelity Advisor Freedom 2030 N/R | Mutual Funds | — | — | $1.9M | 4.3% | |
| Fundb b T. Rowe Priceb T. Rowe Price Large-Cap Growth N/R | Other securities | — | — | $1.7M | 3.7% | |
| Fund I b Fidelity Advisorb Fidelity Advisor Freedom 2025 N/R | Mutual Funds | — | — | $1.6M | 3.7% | |
| Fundb b Fidelity Advisorb Fidelity Advisor Freedom 2060 N/R | Mutual Funds | — | — | $1.0M | 2.4% | |
| Money Market Fund b Fidelity Government Market Fundb N/R | Mutual Funds | — | — | $945K | 2.1% | |
| Participant Loans b Participant Loans Interest rates: 5.25% - 9.75% N/R | Bonds / Notes | — | — | $759K | 1.7% | |
| Fundb b American Funds American Mutual Fundb N/R | Mutual Funds | — | — | $451K | 1.0% | |
| Fidelity U.S Sustainability Index N/R | Mutual Funds | — | — | $443K | 1.0% | |
| Fund b Fidelity Global ex US Index N/R | Mutual Funds | — | — | $435K | 1.0% | |
| Fidelity Mix Cap Index Fund N/R | Common Collective Trusts | — | — | $411K | 0.9% | |
| Fidelity Advisorb Fidelity Advisor Freedom 2020 Fund N/R | Mutual Funds | — | — | $404K | 0.9% | |
| Fidelity Small Cap Index Fund N/R | Common Collective Trusts | — | — | $394K | 0.9% | |
| Fidelity Advisorb Fidelity Advisor Freedom 2065 N/R | Mutual Funds | — | — | $329K | 0.7% | |
| Fundb b Allspring Special Mid Cap Value N/R | Other securities | — | — | $249K | 0.6% | |
| Fundb b MFS Investment Management Mid Cap Froth Fund Classb N/R | Mutual Funds | — | — | $218K | 0.5% | |
| Fidelity Advisorb Fidelity International Capital N/R | Mutual Funds | — | — | $185K | 0.4% | |
| Appreciation Fundb b Columbiab Colombia Small Cap Value and N/R | Other securities | — | — | $162K | 0.4% | |
| Inflection Fundb b Fidelityb Fidelity U.S Bond Index Fund N/R | Common Collective Trusts | — | — | $160K | 0.4% | |
| Fidelity Advisorb Fidelity Advisor Total Bond Fund N/R | Mutual Funds | — | — | $134K | 0.3% | |
| Fidelity Advisorb Fidelity Advisor Small Cap Growth N/R | Mutual Funds | — | — | $125K | 0.3% | |
| Fundb b American Funds New World Fundsb N/R | Mutual Funds | — | — | $84K | 0.2% | |
| Fidelity Advisorb Fidelity Advisor Freedom 2015 N/R | Mutual Funds | — | — | $68K | 0.2% | |
| Fundb b Fidelity Inflation Protected Bond N/R | Mutual Funds | — | — | $60K | 0.1% | |
| Fidelity Advisorb Fidelity Advisor Freedom N/R 500 Retirementb b Cohen & Steers Cohen & Steers Instl Realty Sharesb N/R | Mutual Funds | — | — | $57K | 0.1% | |
| Index Fund b Fidelity Advisorb Fidelity Advisor Freedom 2010 Fund N/R | Common Collective Trusts | — | — | $52K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.