BRAD FOGG signed Computer Marketing Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Computer Marketing Corporation's EIN is 87-0336379.
Download the official 2024 Form 5500 (PDF) for Computer Marketing Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Computer Marketing Corporation's plan includes 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 | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IRON GATE GLOBAL ADVISORS LLC | 47-2717610 | — | ADVISOR | $42K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID 500 INDEX Mutual funds N/A | Common Collective Trusts | — | — | $6.7M | 25.2% | |
| TRP Retire 2035 I Mutual funds N/A | Other securities | — | — | $3.2M | 12.1% | |
| FA Freedom 2035 Z6 Mutual funds N/A | Other securities | — | — | $2.5M | 9.2% | |
| TRP Retire 2040 I Mutual funds N/A | Other securities | — | — | $2.2M | 8.1% | |
| FA Freedom 2040 Z6 Mutual funds N/A | Other securities | — | — | $1.7M | 6.2% | |
| FA Freedom 2045 Z6 Mutual funds N/A | Other securities | — | — | $985K | 3.7% | |
| FA Freedom 2030 Z6 Mutual funds N/A | Other securities | — | — | $858K | 3.2% | |
| TRP Retire 2025 I Mutual funds N/A | Other securities | — | — | $838K | 3.1% | |
| TRP Retire 2030 I Mutual funds N/A | Other securities | — | — | $749K | 2.8% | |
| JPM GROWTH R6 Mutual funds N/A | Other securities | — | — | $725K | 2.7% | |
| FA Freedom 2055 Z6 Mutual funds N/A | Other securities | — | — | $713K | 2.7% | |
| TRP Retire 2015 I Mutual funds N/A | Other securities | — | — | $673K | 2.5% | |
| FA Freedom 2050 Z6 Mutual funds N/A | Other securities | — | — | $456K | 1.7% | |
| s (continued) * FA Freedom 2015 Z6 Mutual funds N/A | Mutual Funds | — | — | $407K | 1.5% | |
| Invs Gold Spl Min R6 Mutual funds N/A | Other securities | — | — | $396K | 1.5% | |
| FA Strat Income Z Mutual funds N/A | Other securities | — | — | $390K | 1.5% | |
| TRP Retire 2045 I Mutual funds N/A | Other securities | — | — | $323K | 1.2% | |
| FA Freedom 2060 Z6 Mutual funds N/A | Other securities | — | — | $322K | 1.2% | |
| FA Freedom 2025 Z6 Mutual funds N/A | Other securities | — | — | $315K | 1.2% | |
| JPM US VALUE R6 Mutual funds N/A | Other securities | — | — | $267K | 1.0% | |
| TRP Retire 2050 I Mutual funds N/A | Other securities | — | — | $249K | 0.9% | |
| TRP Retire 2060 I Mutual funds N/A | Other securities | — | — | $225K | 0.8% | |
| JPM US Equity R6 Mutual funds N/A | Other securities | — | — | $219K | 0.8% | |
| TRP Retire 2020 I Mutual funds N/A | Other securities | — | — | $161K | 0.6% | |
| FA Freedom 2020 Z6 Mutual funds N/A | Other securities | — | — | $140K | 0.5% | |
| PGIM J Mid-Cap GR R6 Mutual funds N/A | Mutual Funds | — | — | $125K | 0.5% | |
| DODGE & COX STOCK I Mutual funds N/A | Mutual Funds | — | — | $115K | 0.4% | |
| FID Mid Cap Idx Mutual funds N/A | Common Collective Trusts | — | — | $103K | 0.4% | |
| TRP Retire 2055 I Mutual funds N/A | Other securities | — | — | $103K | 0.4% | |
| FA Freedom Income K6 Mutual funds N/A | Other securities | — | — | $77K | 0.3% | |
| FA Sm Cap Val Z Mutual funds N/A | Other securities | — | — | $69K | 0.3% | |
| Nuveen Real Estate R6 Mutual funds N/A | Mutual Funds | — | — | $66K | 0.2% | |
| Wasatch SM Cap Grth Mutual funds N/A | Other securities | — | — | $60K | 0.2% | |
| Invs Develop Mkt R6 Mutual funds N/A | Other securities | — | — | $59K | 0.2% | |
| AF Europac Growth R6 Mutual funds N/A | Other securities | — | — | $54K | 0.2% | |
| JH Balanced N Mutual funds N/A | Other securities | — | — | $48K | 0.2% | |
| FA Freedom 2065 Z6 Mutual funds N/A | Other securities | — | — | $45K | 0.2% | |
| Franklin Growth R6 Mutual funds N/A | Mutual Funds | — | — | $29K | 0.1% | |
| Am Cent MD CP VAL R6 Mutual funds N/A | Other securities | — | — | $24K | <0.1% | |
| FA Freedom 2010 Z6 Mutual funds N/A | Other securities | — | — | $23K | <0.1% | |
| Pioneer Bond K Mutual funds N/A | Other securities | — | — | $20K | <0.1% | |
| FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $11K | <0.1% | |
| Oakmark Intl Inv Mutual funds N/A | Other securities | — | — | $4K | <0.1% | |
| Interest-bearing cash * Fidelity Govt Mmkt Interest-bearing cash N/A | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
