Nicole Cooper signed Carrix, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Carrix, Inc.'s EIN is 91-1653735.
Download the official 2024 Form 5500 (PDF) for Carrix, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Carrix, Inc.'s plan includes ERISA 404(c) participant direction, a default investment (QDIA), a self-directed brokerage window, money-purchase contributions.
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 | $63K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES | 35-2552359 | — | INVESTMENT ADVISOR | $68K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| Great Gray flexPATH Index Moderate Retirement M Collective Trust Fund | Common Collective Trusts | — | — | $83.7M | 23.1% | |
| FLEXPATH MOD RET M GREAT GRAY TRUST COMPANY · EIN 47-2248665 / PN 211 | Common Collective Trust | — | — | $83.7M | 23.1% | |
| FLEXPATH MOD 2035 M GREAT GRAY TRUST COMPANY · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $70.1M | 19.4% | |
| Fidelity Multi-Asset Index Fund Mutual Fund | Common Collective Trusts | — | $30.8M | $48.9M | 13.5% | |
| FLEXPATH MOD 2045 M GREAT GRAY TRUST COMPANY · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $29.0M | 8.0% | |
| Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $27.4M | 7.6% | |
| LARGE CAP GR IV I1 GREAT GRAY TRUST COMPANY · EIN 38-7289851 / PN 001 | Common Collective Trust | — | — | $25.8M | 7.1% | |
| STABLE VALUE FUND I1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $11.0M | 3.0% | |
| FLEXPATH MOD 2055 M GREAT GRAY TRUST COMPANY · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $9.2M | 2.5% | |
| Fidelity Mid Cap Index Mutual Fund | Mutual Funds | — | — | $8.8M | 2.4% | |
| LARGE CP VALUE I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $6.8M | 1.9% | |
| SMALL CAP VALUE I1 GREAT GRAY TRUST COMPANY · EIN 38-4097325 / PN 488 | Common Collective Trust | — | — | $3.8M | 1.0% | |
| Great Gray flexPATH International Stock Fund Class I1 Collective Trust Fund | Common Collective Trusts | — | — | $3.4M | 0.9% | |
| GG INTL STK FUND I1 GREAT GRAY TRUST COMPANY · EIN 82-2436292 / PN 342 | Common Collective Trust | — | — | $3.4M | 0.9% | |
| CORE PLUS BOND I1 GREAT GRAY TRUST COMPANY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $3.4M | 0.9% | |
| Fidelity U.S. Bond index Mutual Fund | Mutual Funds | — | — | $3.2M | 0.9% | |
| SMALL CAP GR II I1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $3.1M | 0.9% | |
| Fidelity Brokerage Link Various | Self-Directed Brokerage | — | — | $2.4M | 0.7% | |
| Fidelity International Index Mutual Fund | Mutual Funds | — | — | $2.4M | 0.7% | |
| FLEXPATH AGR 2035 M GREAT GRAY TRUST COMPANY · EIN 47-2468898 / PN 216 | Common Collective Trust | — | — | $2.2M | 0.6% | |
| Great Gray flexPATH Index Aggressive Retirement M Collective Trust Fund | Common Collective Trusts | — | — | $1.2M | 0.3% | |
| FLEXPATH AGR RET M GREAT GRAY TRUST COMPANY · EIN 47-2238264 / PN 210 | Common Collective Trust | — | — | $1.2M | 0.3% | |
| FLEXPATH CON 2035 M GREAT GRAY TRUST COMPANY · EIN 47-2491300 / PN 218 | Common Collective Trust | — | — | $1.2M | 0.3% | |
| FLEXPATH AGR 2055 M GREAT GRAY TRUST COMPANY · EIN 47-2554270 / PN 222 | Common Collective Trust | — | — | $988K | 0.3% | |
| FLEXPATH AGR 2045 M GREAT GRAY TRUST COMPANY · EIN 47-2503540 / PN 219 | Common Collective Trust | — | — | $974K | 0.3% | |
| Great Gray flexPATH Index Conservative Retirement M Collective Trust Fund | Common Collective Trusts | — | — | $192K | <0.1% | |
| FLEXPATH CON RET M GREAT GRAY TRUST COMPANY · EIN 47-2264760 / PN 212 | Common Collective Trust | — | — | $192K | <0.1% | |
| FLEXPATH CON 2055 M GREAT GRAY TRUST COMPANY · EIN 47-2575758 / PN 224 | Common Collective Trust | — | — | $77K | <0.1% | |
| Fidelity Money Market Government Institutional Mutual Fund | Mutual Funds | — | — | $71K | <0.1% | |
| FLEXPATH CON 2045 M GREAT GRAY TRUST COMPANY · EIN 47-2529162 / PN 221 | Common Collective Trust | — | — | $70K | <0.1% | |
| FLEXPATH CON 2025 M GREAT GRAY TRUST COMPANY · EIN 47-2458234 / PN 215 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH AGR 2025 M GREAT GRAY TRUST COMPANY · EIN 47-2275031 / PN 213 | Common Collective Trust | — | — | $0 | <0.1% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH MOD 2025 M GREAT GRAY TRUST COMPANY · EIN 47-2285799 / PN 214 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
