Jeffery FIX signed Color Intermediate, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Color Intermediate, LLC's EIN is 88-1898921.
Download the official 2024 Form 5500 (PDF) for Color Intermediate, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Color Intermediate, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$59K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES | 22-3570392 | — | ADVISOR | $33K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 |
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 FREEDOM 2030 K | Mutual Funds | — | $6.6M | $7.3M | 13.9% | |
| * FID 500 INDEX | Common Collective Trusts | — | $5.5M | $7.2M | 13.8% | |
| * FID FREEDOM 2035 K | Mutual Funds | — | $6.2M | $7.0M | 13.3% | |
| * FID FREEDOM 2040 K | Mutual Funds | — | $4.1M | $4.8M | 9.1% | |
| * FID FREEDOM 2025 K | Mutual Funds | — | $3.7M | $4.0M | 7.7% | |
| * FID FREEDOM 2045 K | Mutual Funds | — | $3.0M | $3.5M | 6.7% | |
| * FID FREEDOM 2050 K | Mutual Funds | — | $2.4M | $2.8M | 5.4% | |
| * FID CONTRAFUND K | Mutual Funds | — | $2.1M | $2.6M | 4.9% | |
| * FID OTC K | Mutual Funds | — | $1.8M | $2.3M | 4.4% | |
| * FID FREEDOM 2055 K | Mutual Funds | — | $1.1M | $1.3M | 2.4% | |
| FT BEHAV SM-CPEQ R6 | Other securities | — | $872K | $990K | 1.9% | |
| COL DIVIDEND INC S | Common Stocks | — | $1.0M | $980K | 1.9% | |
| * FID GOVT MMKT | Mutual Funds | — | $967K | $967K | 1.8% | |
| * FID INTL INDEX | Mutual Funds | — | $872K | $883K | 1.7% | |
| * FID US BOND IDX | Common Collective Trusts | — | $693K | $688K | 1.3% | |
| * FID FREEDOM 2015 K | Mutual Funds | — | $568K | $597K | 1.1% | |
| * FID LOW PRICED STK K | Mutual Funds | — | $639K | $570K | 1.1% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | $501K | $501K | 1.0% | |
| J H ENTERPRISE T | Other securities | — | $443K | $437K | 0.8% | |
| LOOMIS CORE PL BD Y | Other securities | — | $401K | $394K | 0.8% | |
| * FID FREEDOM 2060 K | Mutual Funds | — | $363K | $371K | 0.7% | |
| * FID EXTD MKT IDX | Common Collective Trusts | — | $282K | $353K | 0.7% | |
| * FID FREEDOM 2020 K | Mutual Funds | — | $293K | $309K | 0.6% | |
| GG EUROPAC GROWTH R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $280K | 0.5% | |
| * FID FREEDOM 2010 K | Mutual Funds | — | $253K | $265K | 0.5% | |
| AC LARGE CAP EQ R6 | Other securities | — | $151K | $176K | 0.3% | |
| * FID FREEDOM 2065 K | Mutual Funds | — | $112K | $127K | 0.2% | |
| PIF DVRSD REAL AST I | Other securities | — | $41K | $39K | <0.1% | |
| * FID FREEDOM INC K | Mutual Funds | — | $531 | $520 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ADVISOR |
| $6K |
| — |
