Isaias Gomez signed Citadel Completions LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Citadel Completions LLC's EIN is 90-1257221.
Download the official 2024 Form 5500 (PDF) for Citadel Completions LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Citadel Completions LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.
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 | $8K | — |
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 | Mutual Funds | — | — | $1.1M | 14.6% | |
| Fidelity | Mutual Funds | — | — | $877K | 12.1% | |
| Fidelity | Mutual Funds | — | — | $738K | 10.1% | |
| Fidelity | Mutual Funds | — | — | $715K | 9.8% | |
| Fidelity | Mutual Funds | — | — | $623K | 8.6% | |
| Fidelity | Mutual Funds | — | — | $565K | 7.8% | |
| Fidelity | Mutual Funds | — | — | $525K | 7.2% | |
| Notes Receivable From Participants | Other securities | — | — | $489K | 6.7% | |
| Fidelity | Mutual Funds | — | — | $295K | 4.1% | |
| American Funds | Mutual Funds | — | — | $245K | 3.4% | |
| Fidelity | Mutual Funds | — | — | $198K | 2.7% | |
| Fidelity | Mutual Funds | — | — | $169K | 2.3% | |
| Fidelity | Mutual Funds | — | — | $135K | 1.9% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $135K | 1.9% | |
| Fidelity | Mutual Funds | — | — | $120K | 1.7% | |
| Fidelity | Mutual Funds | — | — | $96K | 1.3% | |
| Artisan Partners | Other securities | — | — | $68K | 0.9% | |
| Fidelity | Mutual Funds | — | — | $50K | 0.7% | |
| Fidelity | Mutual Funds | — | — | $45K | 0.6% | |
| Fidelity | Mutual Funds | — | — | $43K | 0.6% | |
| Harding Loevner | Other securities | — | — | $42K | 0.6% | |
| American Funds | Mutual Funds | — | — | $32K | 0.4% | |
| Fidelity | Mutual Funds | — | — | $32K | 0.4% | |
| Fidelity | Mutual Funds | — | — | $29K | 0.4% | |
| Glenmede | Other securities | — | — | $24K | 0.3% | |
| American Beacon | Other securities | — | — | $20K | 0.3% | |
| Principal | Other securities | — | — | $18K | 0.3% | |
| Invesco | Mutual Funds | — | — | $12K | 0.2% | |
| Hotchkis & Wiley | Other securities | — | — | $4K | <0.1% | |
| Fidelity | Mutual Funds | — | — | $2K | <0.1% | |
| Fidelity | Mutual Funds | — | — | $273 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
