Cavalry Investments, LLC's EIN is 91-1934086.
Download the official 2024 Form 5500 (PDF) for Cavalry Investments, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cavalry Investments, LLC's plan includes 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 | — | NONE | $41K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | NONE | $11K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Investments * Fidelity Investments Fidelity Growth Company K6 | Mutual Funds | — | — | $5.6M | 26.6% | |
| Fidelity Investments Fidelity Total Market Index Premium | Common Collective Trusts | — | — | $2.0M | 9.3% | |
| Vanguard Federal Money Market | Mutual Funds | — | — | $1.5M | 6.8% | |
| Fidelity Investments Fidelity Freedom Index 2045 PRM | Mutual Funds | — | — | $1.0M | 4.8% | |
| Fidelity Investments Fidelity Freedom Index 2035 PRM | Mutual Funds | — | — | $1.0M | 4.8% | |
| Fidelity Investments Fidelity Freedom Index 2025 PRM | Mutual Funds | — | — | $821K | 3.9% | |
| Fidelity Investments Fidelity Freedom Index 2040 PRM | Mutual Funds | — | — | $749K | 3.5% | |
| Fidelity Investments Fidelity Freedom Index 2030 PRM | Mutual Funds | — | — | $701K | 3.3% | |
| Fidelity Investments Fidelity Freedom Index 2050 PRM | Mutual Funds | — | — | $638K | 3.0% | |
| Vanguard Windsor II | Mutual Funds | — | — | $589K | 2.8% | |
| Fidelity Investments Fidelity Freedom Index 2020 PRM | Mutual Funds | — | — | $555K | 2.6% | |
| Fidelity Investments Fidelity 500 Index | Common Collective Trusts | — | — | $525K | 2.5% | |
| Fidelity Investments Fidelity Investment Grade Bond | Mutual Funds | — | — | $497K | 2.3% | |
| Fidelity Investments Fidelity Freedom Index 2055 PRM | Mutual Funds | — | — | $462K | 2.2% | |
| Fidelity Investments Fidelity Freedom Index 2060 PRM | Mutual Funds | — | — | $456K | 2.1% | |
| Fidelity Investments Fidelity Mid Cap Stock K6 | Mutual Funds | — | — | $434K | 2.0% | |
| Fidelity Investments Fidelity Overseas | Mutual Funds | — | — | $410K | 1.9% | |
| Fidelity Investments Fidelity Growth Strategies K6 | Mutual Funds | — | — | $263K | 1.2% | |
| Fidelity Investments Fidelity Extended Market Index | Mutual Funds | — | — | $252K | 1.2% | |
| PIMCO Income Fund Institutional | Mutual Funds | — | — | $230K | 1.1% | |
| Fidelity Investments Fidelity Real Estate Investment | Mutual Funds | — | — | $223K | 1.0% | |
| Vanguard Small Cap Index | Mutual Funds | — | — | $188K | 0.9% | |
| Vanguard Short Term Corporate Bond Index | Mutual Funds | — | — | $184K | 0.9% | |
| American Funds American Funds Capital Income Builder R6 | Mutual Funds | — | — | $181K | 0.8% | |
| Fidelity Investments Fidelity Low Price Stock K6 | Mutual Funds | — | — | $166K | 0.8% | |
| DFS DFA International Core Equity | Mutual Funds | — | — | $158K | 0.7% | |
| Fidelity Investments Fidelity International | Mutual Funds | — | — | $153K | 0.7% | |
| Fidelity Investments Fidelity Freedom Index Income PRM | Mutual Funds | — | — | $144K | 0.7% | |
| Fidelity Investments Fidelity Small Cap Value | Mutual Funds | — | — | $140K | 0.7% | |
| American Funds American Funds New World R6 | Mutual Funds | — | — | $136K | 0.6% | |
| Fidelity Investments Fidelity Puritan | Mutual Funds | — | — | $115K | 0.5% | |
| Fidelity Investments Fidelity Freedom Index 2065 PRM | Mutual Funds | — | — | $115K | 0.5% | |
| Fidelity Investments Fidelity US Bond | Mutual Funds | — | — | $47K | 0.2% | |
| Fidelity Investments Fidelity Freedom Index 2015 PRM | Mutual Funds | — | — | $44K | 0.2% | |
| Fidelity Investments Fidelity Freedom Index 2010 PRM | Mutual Funds | — | — | $15K | <0.1% | |
| Vanguard Short-Term Federal | 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PKF O'CONNOR DAVIES | 27-1728945 | — | NONE | $11K | — |
