AMY Hruby signed Complete Office, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Complete Office, LLC's EIN is 91-2197470.
Download the official 2024 Form 5500 (PDF) for Complete Office, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Complete Office, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, 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 | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $7K | — |
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 500 Index | Common Collective Trusts | — | — | $9.7M | 13.1% | |
| T. Rowe Price T. Rowe Price Retire 2030 | Other securities | — | — | $8.2M | 11.1% | |
| T. Rowe Price T. Rowe Price Retire 2025 | Other securities | — | — | $5.7M | 7.8% | |
| T. Rowe Price T. Rowe Price Retire 2035 | Other securities | — | — | $5.6M | 7.6% | |
| Fidelity Contrafund | Mutual Funds | — | — | $5.1M | 6.9% | |
| Fidelity Gov't Money Market Premium | Mutual Funds | — | — | $3.7M | 5.1% | |
| Fidelity Extended Market Index | Mutual Funds | — | — | $3.3M | 4.5% | |
| T. Rowe Price T. Rowe Price Retire 2040 | Other securities | — | — | $3.0M | 4.0% | |
| T. Rowe Price T. Rowe Price Retire 2050 | Other securities | — | — | $2.9M | 3.9% | |
| Baird Core Plus Bond Fund Inv | Other securities | — | — | $2.9M | 3.9% | |
| American Beacon ABF Large Cap Value | Other securities | — | — | $2.5M | 3.3% | |
| T. Rowe Price T. Rowe Price Retire 2020 | Other securities | — | — | $2.5M | 3.3% | |
| T. Rowe Price T. Rowe Price Retire 2045 | Other securities | — | — | $2.2M | 3.0% | |
| Fidelity International Index | Mutual Funds | — | — | $2.1M | 2.8% | |
| T. Rowe Price T. Rowe Price Retire 2055 | Other securities | — | — | $1.6M | 2.2% | |
| Fidelity Small Cap Value | Mutual Funds | — | — | $1.4M | 1.9% | |
| T. Rowe Price T. Rowe Price Dividend Growth | Other securities | — | — | $1.3M | 1.8% | |
| American Funds American Funds EuroPacific Growth | Mutual Funds | — | — | $1.1M | 1.5% | |
| Janus Henderson Janus Henderson Enterprise | Mutual Funds | — | — | $1.0M | 1.4% | |
| Janus Henderson Janus Henderson Triton Fund | Mutual Funds | — | — | $965K | 1.3% | |
| BNY Mellon BNY Mellon Global Stock Fund | Other securities | — | — | $911K | 1.2% | |
| Participants Participant Loans Rates from 3.25% to 10.00% | Bonds / Notes | — | — | $867K | 1.2% | |
| Virtus Ceredex Mid-Cap Value Equity | Other securities | — | — | $830K | 1.1% | |
| T. Rowe Price T. Rowe Price Retire 2010 | Other securities | — | — | $767K | 1.0% | |
| T. Rowe Price T. Rowe Price Retire 2060 | Other securities | — | — | $705K | 1.0% | |
| American Funds American Funds Capital Income Bldr R4 | Mutual Funds | — | — | $542K | 0.7% | |
| Pimco Income Fund Inst | Mutual Funds | — | — | $527K | 0.7% | |
| Allspring Short Term Bond Plus | Other securities | — | — | $469K | 0.6% | |
| MORLEY SV 50 - I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $313K | 0.4% | |
| Neuberger Berman Neuberger Berman High Inc Bond | Common Stocks | — | — | $281K | 0.4% | |
| T. Rowe Price T. Rowe Price Retire 2015 | Other securities | — | — | $277K | 0.4% | |
| Natixis AEW Real Estate | Other securities | — | — | $254K | 0.3% | |
| T. Rowe Price T. Rowe Price Retire 2065 | Other securities | — | — | $240K | 0.3% | |
| Federated Investors Trust Co Federated Hermes Capital Preservation Fund | Common Stocks | — | — | $165K | 0.2% | |
| FH CAP PRESRVN IP FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $165K | 0.2% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $48K | <0.1% | |
| T. Rowe Price T. Rowe Price Retire 2005 | Other securities | — | — | $13K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
