Moria Development DBA Peoples Mortgage's EIN is 86-0431588.
Download the official 2024 Form 5500 (PDF) for Moria Development DBA Peoples Mortgage from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Moria Development DBA Peoples Mortgage's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN INVESTMENT PLANNING LLC | 23-1702591 | — | ADVISOR | $16K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| 20 * Fidelity Management Trust Company Fidelity Freedom 2040 Fund | Mutual Funds | — | — | $3.5M | 18.6% | |
| 19 * Fidelity Management Trust Company Fidelity Freedom 2035 Fund | Mutual Funds | — | — | $3.1M | 16.5% | |
| 21 * Fidelity Management Trust Company Fidelity Freedom 2045 Fund | Mutual Funds | — | — | $2.4M | 12.6% | |
| 18 * Fidelity Management Trust Company Fidelity Freedom 2030 Fund | Mutual Funds | — | — | $2.2M | 11.6% | |
| 22 * Fidelity Management Trust Company Fidelity Freedom 2050 Fund | Mutual Funds | — | — | $1.4M | 7.4% | |
| 50 Fidelity Management Trust Company Lincoln Stable Value | Stable Value | — | — | $840K | 4.5% | |
| Notes Receivable from Participants Maturing at various times through 2029 -0- | Other securities | — | — | $612K | 3.3% | |
| 23 * Fidelity Management Trust Company Fidelity Freedom 2055 Fund | Mutual Funds | — | — | $612K | 3.3% | |
| 14 * Fidelity Management Trust Company Fidelity 500 Index | Common Collective Trusts | — | — | $449K | 2.4% | |
| 17 * Fidelity Management Trust Company Fidelity Freedom 2025 Fund | Mutual Funds | — | — | $438K | 2.3% | |
| 7 Fidelity Management Trust Company American Funds Investment Company of America | Mutual Funds | — | — | $410K | 2.2% | |
| 24 * Fidelity Management Trust Company Fidelity Freedom 2060 Fund | Mutual Funds | — | — | $405K | 2.2% | |
| 30 * Fidelity Management Trust Company Fidelity LargeCap Growth Index | Mutual Funds | — | — | $329K | 1.8% | |
| 12 Fidelity Management Trust Company BlackRock Technology Opportunities Fund | Mutual Funds | — | — | $309K | 1.7% | |
| 15 * Fidelity Management Trust Company Fidelity Freedom 2015 Fund | Mutual Funds | — | — | $210K | 1.1% | |
| 25 * Fidelity Management Trust Company Fidelity Freedom 2065 Fund | Mutual Funds | — | — | $153K | 0.8% | |
| 3 Fidelity Management Trust Company American Funds American Balanced Fund | Mutual Funds | — | — | $152K | 0.8% | |
| 46 Fidelity Management Trust Company PIMCO Fund Institutional Class | Mutual Funds | — | — | $128K | 0.7% | |
| 45 Fidelity Management Trust Company MFS MidCap Value Fund | Mutual Funds | — | — | $94K | 0.5% | |
| 29 * Fidelity Management Trust Company Fidelity International Index | Mutual Funds | — | — | $89K | 0.5% | |
| 4 Fidelity Management Trust Company American Funds American Mutual Fund | Mutual Funds | — | — | $80K | 0.4% | |
| 37 * Fidelity Management Trust Company Fidelity SmallCap Value Fund ** 540 38 * Fidelity Management Trust Company Fidelity US Bond Index | Mutual Funds | — | — | $79K | 0.4% | |
| 13 Fidelity Management Trust Company DoubleLine Total Return Bond | Mutual Funds | — | — | $73K | 0.4% | |
| 43 Fidelity Management Trust Company MFS Global Growth | Mutual Funds | — | — | $69K | 0.4% | |
| 36 * Fidelity Management Trust Company Fidelity SmallCap Index | Mutual Funds | — | — | $69K | 0.4% | |
| 32 * Fidelity Management Trust Company Fidelity MidCap Index | Mutual Funds | — | — | $65K | 0.3% | |
| 44 Fidelity Management Trust Company MFS MidCap Growth Fund | Mutual Funds | — | — | $65K | 0.3% | |
| 11 Fidelity Management Trust Company BlackRock MidCap Growth | Mutual Funds | — | — | $56K | 0.3% | |
| 33 * Fidelity Management Trust Company Fidelity Select Energy Portfolio | Mutual Funds | — | — | $51K | 0.3% | |
| 1 Fidelity Management Trust Company Allspring Special SmallCap Value | Mutual Funds | — | — | $44K | 0.2% | |
| 39 Fidelity Management Trust Company Invesco Developing Markets Fund Class | Mutual Funds | — | — | $38K | 0.2% | |
| 16 * Fidelity Management Trust Company Fidelity Freedom 2020 Fund | Mutual Funds | — | — | $38K | 0.2% | |
| 35 * Fidelity Management Trust Company Fidelity Short Term Bond Index | Mutual Funds | — | — | $36K | 0.2% | |
| 48 Fidelity Management Trust Company TCW MetWest Total Return Bond | Mutual Funds | — | — | $35K | 0.2% | |
| 40 Fidelity Management Trust Company Invesco Gold & Specials Minerals Fund | Mutual Funds | — | — | $32K | 0.2% | |
| 8 Fidelity Management Trust Company American Funds New World | Mutual Funds | — | — | $30K | 0.2% | |
| 2 Fidelity Management Trust Company American Century LargeCap Equity | Mutual Funds | — | — | $30K | 0.2% | |
| 5 Fidelity Management Trust Company American Funds Capital World Growth | Mutual Funds | — | — | $21K | 0.1% | |
| 41 Fidelity Management Trust Company Invesco International Bond ** 963 42 Fidelity Management Trust Company JPMorgan Government Bond Fund | U.S. Treasuries | — | — | $15K | <0.1% | |
| 9 Fidelity Management Trust Company Baron Discovery Fund ** 200 10 Fidelity Management Trust Company BlackRock Advantage Global | Mutual Funds | — | — | $9K | <0.1% | |
| 6 Fidelity Management Trust Company American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $8K | <0.1% | |
| 26 * Fidelity Management Trust Company Fidelity Freedom 2070 Fund ** 306 27 * Fidelity Management Trust Company Fidelity Freedom Income Fund | Mutual Funds | — | — | $8K | <0.1% | |
| 28 * Fidelity Management Trust Company Fidelity Government Money Market Fund | Mutual Funds | — | — | $5K | <0.1% | |
| 49 Fidelity Management Trust Company Virtus Duff & Phelps Real Estate | Mutual Funds | — | — | $4K | <0.1% | |
| 47 Fidelity Management Trust Company PIMCO Real Return Fund | Mutual Funds | — | — | $4K | <0.1% | |
| 34 * Fidelity Management Trust Company Fidelity Select Health Care Services | Mutual Funds | — | — | $2K | <0.1% | |
| 31 * Fidelity Management Trust Company Fidelity LargeCap Value Index | Mutual Funds | — | — | $1K | <0.1% | |
| SEPARATE ACCOUNT SCAI MASSMUTUAL LIFE INSURANCE CO · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
