David Berman signed Simitree Acquisition LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Simitree Acquisition LLC's EIN is 86-3586333.
Download the official 2024 Form 5500 (PDF) for Simitree Acquisition LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Simitree Acquisition 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 |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RECORDKEEPER | $37K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALERA INVESTMENT ADVISORS, LLC | — | DEERFIELD, IL | RETAINED BY EMPLOYER | $40K | — |
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 Fund | Mutual Funds | — | — | $3.1M | 14.2% | |
| Fidelity Freedom Index 2040 Fund | Mutual Funds | — | — | $2.2M | 10.0% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $2.1M | 9.5% | |
| Fidelity Freedom Index 2050 Fund | Mutual Funds | — | — | $1.8M | 8.3% | |
| Fidelity Freedom Index 2045 Fund | Mutual Funds | — | — | $1.6M | 7.3% | |
| Fidelity Freedom Index 2035 Fund | Mutual Funds | — | — | $1.5M | 6.8% | |
| Fidelity Freedom Index 2055 Fund | Mutual Funds | — | — | $1.3M | 6.2% | |
| Fidelity Freedom Index 2025 Fund | Mutual Funds | — | — | $1.2M | 5.5% | |
| American Century Ultra Fund | Other securities | — | — | $1.1M | 5.3% | |
| Fidelity Freedom Index 2020 Fund | Mutual Funds | — | — | $891K | 4.1% | |
| Fidelity Freedom Index 2060 Fund | Mutual Funds | — | — | $614K | 2.8% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $577K | 2.7% | |
| Allspring Advanta Spc Mid Cap Value Fund | Other securities | — | — | $470K | 2.2% | |
| Fidelity U.SBond Index Fund | Common Collective Trusts | — | — | $438K | 2.0% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $435K | 2.0% | |
| Fidelity Advisor Diversified International Z Fund | Mutual Funds | — | — | $312K | 1.4% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $238K | 1.1% | |
| Federated Hermes Sh01t-Intermediate Total ReturnBond Fund | Other securities | — | — | $216K | 1.0% | |
| Hattford Strategice Income Fund | Other securities | — | — | $203K | 0.9% | |
| American Funds New World Fund | Mutual Funds | — | — | $153K | 0.7% | |
| Fidelity Freedom Index 2065 Fund | Mutual Funds | — | — | $152K | 0.7% | |
| Cohen&Steers Real Estate Securities Fund | Other securities | — | — | $142K | 0.7% | |
| JOHN HANCOCK STABLE VAL FD R6 GLOBAL TRUST COMPANY-JOHN HANCOCK · EIN 80-6136981 / PN 001 | Common Collective Trust | — | — | $136K | 0.6% | |
| Dodge&Cox Stock Fund | Mutual Funds | — | — | $107K | 0.5% | |
| American Century AmericanBalanced Fund | Other securities | — | — | $103K | 0.5% | |
| SB&H Small Cap Growth Fund | Other securities | — | — | $80K | 0.4% | |
| DFA US Small Cap Value Portfolio Institutional | Mutual Funds | — | — | $76K | 0.4% | |
| Fidelity Freedom Index Income Fund | Mutual Funds | — | — | $75K | 0.3% | |
| American Funds Small Cap World Fund | Mutual Funds | — | — | $53K | 0.2% | |
| Carillon Eagle Mid Cap Growth Fund | Other securities | — | — | $45K | 0.2% | |
| Fidelity Freedom Index 2015 Fund | Mutual Funds | — | — | $44K | 0.2% | |
| Pimco CommoditiesPLUS Strategy Fund | Mutual Funds | — | — | $38K | 0.2% | |
| Fidelity International Value Z | Mutual Funds | — | — | $18K | <0.1% | |
| Fidelity Freedom Index 2010 Fund | Mutual Funds | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
