Marjorie Edwards signed Starrez, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Starrez, Inc.'s EIN is 87-0700759.
Download the official 2024 Form 5500 (PDF) for Starrez, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Starrez, Inc.'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 | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | — | ADVISOR | $19K | — |
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 FRDM INX 2030 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 080 | Common Collective Trust | — | — | $2.2M | 18.6% | |
| FID FRDM INX 2035 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 081 | Common Collective Trust | — | — | $1.4M | 12.2% | |
| FIDELITY FID 500 INDEX | Common Collective Trusts | — | — | $1.2M | 10.4% | |
| FID FRDM INX 2045 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 083 | Common Collective Trust | — | — | $1.1M | 9.3% | |
| FID FRDM INX 2040 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 082 | Common Collective Trust | — | — | $1.0M | 8.8% | |
| FID FRDM INX 2050 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 084 | Common Collective Trust | — | — | $966K | 8.2% | |
| FID FRDM INX 2025 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 079 | Common Collective Trust | — | — | $864K | 7.4% | |
| FID FRDM INX 2055 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 112 | Common Collective Trust | — | — | $797K | 6.8% | |
| FID FRDM INX 2060 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 146 | Common Collective Trust | — | — | $652K | 5.6% | |
| FIDELITY FID INTL INDEX | Mutual Funds | — | — | $262K | 2.2% | |
| FID FRDM INX 2065 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 169 | Common Collective Trust | — | — | $251K | 2.1% | |
| FIDELITY FID CONTRAFUND K6 | Mutual Funds | — | — | $241K | 2.1% | |
| FIDELITY FID MID CAP IDX | Common Collective Trusts | — | — | $162K | 1.4% | |
| Money Market Fund * FIDELITY FID GOVT MMKT | Mutual Funds | — | — | $126K | 1.1% | |
| JOHN HANCOCK JH DSCPL VAL MDCP R6 | Other securities | — | — | $108K | 0.9% | |
| FIDELITY FID SM CAP IDX | Common Collective Trusts | — | — | $61K | 0.5% | |
| PRINCIPAL PIF EQUITY INC INST | Common Stocks | — | — | $49K | 0.4% | |
| AMERICAL BEACON ABF SM CAP VAL R5 | Other securities | — | — | $49K | 0.4% | |
| PIMCO INCOME INST | Mutual Funds | — | — | $36K | 0.3% | |
| AMERICAL FUNDS AF EUROPAC GROWTH R6 | Other securities | — | — | $34K | 0.3% | |
| FIDELITY FID US BOND IDX | Common Collective Trusts | — | — | $26K | 0.2% | |
| INVESCO INVS DEVELOP MKT R6 | Mutual Funds | — | — | $25K | 0.2% | |
| MASS MUTUAL MM MID CAP GRTH I | Other securities | — | — | $24K | 0.2% | |
| PGIM TOT RET BOND LP GREAT GRAY TRUST COMPANY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $19K | 0.2% | |
| FID FRDM INX 2015 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 077 | Common Collective Trust | — | — | $12K | 0.1% | |
| JANUS HENDERSON J H TRITON N | Mutual Funds | — | — | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
