TAMI Levinson signed Corporate Moving Systems, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Corporate Moving Systems, Inc.'s EIN is 91-1375836.
Download the official 2024 Form 5500 (PDF) for Corporate Moving Systems, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Corporate Moving Systems, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
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 | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | 33-0905143 | — | ADVISOR | $38K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SMITH BUNDAY BERMAN BRITTON, PS | 91-1275259 | — | ACCOUNTANT/AUDITOR | $13K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FLEXPATH MOD 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $2.9M | 17.1% | |
| FLEXPATH MOD RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2248665 / PN 211 | Common Collective Trust | — | — | $2.4M | 14.2% | |
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $2.2M | 12.8% | |
| LARGE CAP GR IV I1 GREAT GRAY TRUST COMPANY LLC · EIN 38-7289851 / PN 001 | Common Collective Trust | — | — | $2.0M | 11.9% | |
| LARGE CP VALUE I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $1.6M | 9.5% | |
| FLEXPATH MOD 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $859K | 5.1% | |
| J H ENTERPRISE N Mutual Fund | Other securities | — | — | $799K | 4.7% | |
| FLEXPATH MOD 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $540K | 3.2% | |
| MFS INTL DIVRSN Mutual Fund | Mutual Funds | — | — | $539K | 3.2% | |
| FLEXPATH AGR 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2468898 / PN 216 | Common Collective Trust | — | — | $458K | 2.7% | |
| Fidelity Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $435K | 2.6% | |
| LA CORE BOND CIT GREAT GRAY TRUST COMPANY · EIN 82-1986152 / PN 325 | Common Collective Trust | — | — | $328K | 1.9% | |
| Fidelity Government Money Market Money Market ** 990 * Fidelity Stable Value I Investment contract | Stable Value | — | — | $295K | 1.8% | |
| FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $276K | 1.6% | |
| FLEXPATH AGR RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2238264 / PN 210 | Common Collective Trust | — | — | $264K | 1.6% | |
| FID US BOND IDX Mutual Fund | Common Collective Trusts | — | — | $235K | 1.4% | |
| FID INTM TR BD IDX Mutual Fund | Common Collective Trusts | — | — | $221K | 1.3% | |
| Participant loans 4.25% - 9.5% interest $0 | Bonds / Notes | — | — | $214K | 1.3% | |
| FLEXPATH AGR 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2503540 / PN 219 | Common Collective Trust | — | — | $167K | 1.0% | |
| Fidelity International Index Fund Mutual Fund | Common Collective Trusts | — | — | $122K | 0.7% | |
| FLEXPATH CON 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-2575758 / PN 224 | Common Collective Trust | — | — | $111K | 0.7% | |
| FLEXPATH CON 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2491300 / PN 218 | Common Collective Trust | — | — | $63K | 0.4% | |
| FLEXPATH CON RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2264760 / PN 212 | Common Collective Trust | — | — | $55K | 0.3% | |
| VICTORY S SM CO OP I Mutual Fund | Common Stocks | — | — | $53K | 0.3% | |
| FLEXPATH CON 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2529162 / PN 221 | Common Collective Trust | — | — | $39K | 0.2% | |
| FLEXPATH AGR 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-2554270 / PN 222 | Common Collective Trust | — | — | $36K | 0.2% | |
| FLEXPATH MOD 2065 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271379 / PN 760 | Common Collective Trust | — | — | $9K | <0.1% | |
| FLEXPATH AGR 2065 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271378 / PN 759 | Common Collective Trust | — | — | $784 | <0.1% | |
| FLEXPATH AGR 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2275031 / PN 213 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH MOD 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2285799 / PN 214 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH CON 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2458234 / PN 215 | Common Collective Trust | — | — | $0 | <0.1% |
