Erica Hardy signed Roseland Management, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Roseland Management, LLC's EIN is 90-1018952.
Download the official 2024 Form 5500 (PDF) for Roseland Management, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Roseland Management, LLC's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.
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 | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRIME CAPITAL INVESTMENT ADVISORS | 82-1364595 | — | ADVISOR | $11K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FIT BALANCED B COMERICA BANK & TRUST · EIN 47-6652256 / PN 001 | Common Collective Trust | — | — | $1.1M | 21.1% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $687K | 12.9% | |
| Fidelity Freedom 2030 | Mutual Funds | — | — | $461K | 8.6% | |
| FIT GROWTH B COMERICA BANK & TRUST · EIN 47-6649174 / PN 001 | Common Collective Trust | — | — | $421K | 7.9% | |
| Fidelity Freedom 2055 | Mutual Funds | — | — | $406K | 7.6% | |
| JP Morgan Large Cap Growth R6 | Other securities | — | — | $402K | 7.5% | |
| Fidelity Freedom 2035 | Mutual Funds | — | — | $392K | 7.3% | |
| Fidelity Freedom 2050 | Mutual Funds | — | — | $287K | 5.4% | |
| Fidelity Freedom 2045 | Mutual Funds | — | — | $174K | 3.3% | |
| Fidelity Freedom 2020 | Mutual Funds | — | — | $157K | 2.9% | |
| Goldman Sachs GQG Partners Intl Opportunities Fund R6 | Other securities | — | — | $115K | 2.2% | |
| JP Morgan Mid Cap Growth R6 | Other securities | — | — | $108K | 2.0% | |
| dates through December 2029 - | Other securities | — | — | $75K | 1.4% | |
| Fidelity Freedom 2040 | Mutual Funds | — | — | $69K | 1.3% | |
| Fidelity Freedom 2060 | Mutual Funds | — | — | $54K | 1.0% | |
| FIT CONSERVATIVE B COMERICA BANK & TRUST · EIN 47-6658632 / PN 001 | Common Collective Trust | — | — | $53K | 1.0% | |
| Fidelity Freedom 2025 | Mutual Funds | — | — | $48K | 0.9% | |
| Vanguard Mid-Cap Value Index Fund Admiral | Common Collective Trusts | — | — | $39K | 0.7% | |
| Fidelity Government Money Market | Mutual Funds | — | — | $36K | 0.7% | |
| PGIM Total Return Bond R6 | Other securities | — | — | $36K | 0.7% | |
| FIT AGGRESSIVE B COMERICA BANK & TRUST · EIN 47-6646422 / PN 001 | Common Collective Trust | — | — | $34K | 0.6% | |
| Vanguard Small Cap Value Index Admiral | Mutual Funds | — | — | $30K | 0.6% | |
| BlackRock Strategic Global Fund Class K | Other securities | — | — | $27K | 0.5% | |
| American Century Small Cap Growth R6 | Other securities | — | — | $23K | 0.4% | |
| Fidelity Freedom 2015 | Mutual Funds | — | — | $18K | 0.3% | |
| Vanguard Short-Term Investment Grade Fund Admiral | Mutual Funds | — | — | $15K | 0.3% | |
| BlackRock iShares MSCI EAFE International Index K | Other securities | — | — | $14K | 0.3% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $9K | 0.2% | |
| Fidelity Freedom 2065 | Mutual Funds | — | — | $9K | 0.2% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $4K | <0.1% | |
| Comerica Bank & Trust Moderate Conservative Portfolio Class B | Other securities | — | — | $4K | <0.1% | |
| FIT MOD CONSRV B COMERICA BANK & TRUST · EIN 47-6655437 / PN 001 | Common Collective Trust | — | — | $4K | <0.1% | |
| Vanguard Equity-Income Fund Admiral | Mutual Funds | — | — | $3K | <0.1% | |
| Fidelity Freedom Index Income Inst. Premium | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
