Michele a Jones signed Quadient Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Quadient Inc.'s EIN is 94-2388882.
Download the official 2024 Form 5500 (PDF) for Quadient Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Quadient Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.
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 | $100K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $81K | — |
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.
| COOK STREET CONSULTING, INC. |
| 84-0854432 |
| — |
| INVESTMENT ADVISOR |
| $74K |
| — |
| MORGAN STANLEY IIA | 11-3658445 | — | CONSULTANT | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PKF O'CONNOR DAVIES, LLP | 27-1728945 | — | ACCOUNTANT/AUDITOR | $29K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Columbia Large Cap Growth Fund Class I3 | Other securities | — | — | $63.4M | 22.5% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $29.0M | 10.3% | |
| Fidelity Freedom Blend 2030 Fund | Mutual Funds | — | — | $27.4M | 9.7% | |
| FID FRDM BLND 2030 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 091 | Common Collective Trust | — | — | $27.4M | 9.7% | |
| Fidelity Freedom Blend 2035 Fund | Mutual Funds | — | — | $25.0M | 8.9% | |
| FID FRDM BLND 2035 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 092 | Common Collective Trust | — | — | $25.0M | 8.9% | |
| Fidelity Freedom Blend 2040 Fund | Mutual Funds | — | — | $16.6M | 5.9% | |
| FID FRDM BLND 2040 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 093 | Common Collective Trust | — | — | $16.6M | 5.9% | |
| Fidelity Freedom Blend 2045 Fund | Mutual Funds | — | — | $14.5M | 5.1% | |
| FID FRDM BLND 2045 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 094 | Common Collective Trust | — | — | $14.5M | 5.1% | |
| Fidelity Freedom Blend 2025 Fund | Mutual Funds | — | — | $11.8M | 4.2% | |
| FID FRDM BLND 2025 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 090 | Common Collective Trust | — | — | $11.8M | 4.2% | |
| Fidelity Freedom Blend 2050 Fund | Mutual Funds | — | — | $9.6M | 3.4% | |
| FID FRDM BLND 2050 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 095 | Common Collective Trust | — | — | $9.6M | 3.4% | |
| Fidelity Diversified International Fund | Mutual Funds | — | — | $9.3M | 3.3% | |
| Dodge & Cox Income Fund X | Mutual Funds | — | — | $8.6M | 3.1% | |
| H&W LARGE CAP VAL F GREAT GRAY TRUST COMPANY · EIN 38-4139839 / PN 615 | Common Collective Trust | — | — | $8.1M | 2.9% | |
| Gabelli U.S. Treasury Money Market Fund AAA | Cash / Money Market | — | — | $7.1M | 2.5% | |
| Fidelity Freedom Blend 2055 Fund | Mutual Funds | — | — | $6.9M | 2.4% | |
| FID FRDM BLND 2055 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 113 | Common Collective Trust | — | — | $6.9M | 2.4% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $5.6M | 2.0% | |
| Fidelity Freedom Blend 2020 Fund | Mutual Funds | — | — | $4.2M | 1.5% | |
| FID FRDM BLND 2020 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 089 | Common Collective Trust | — | — | $4.2M | 1.5% | |
| Fidelity Total International Index Fund | Common Collective Trusts | — | — | $4.0M | 1.4% | |
| Victory Sycamore Small Company Opportunity Fund R6 | Common Stocks | — | — | $3.9M | 1.4% | |
| PARTICIPANT LOANS | Participant loans | — | — | $3.5M | 1.2% | |
| Managed Income Portfolio II Class 2 | Other securities | — | — | $2.7M | 1.0% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $2.6M | 0.9% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $2.3M | 0.8% | |
| Fidelity Freedom Blend 2060 Fund | Mutual Funds | — | — | $2.1M | 0.8% | |
| FID FRDM BLND 2060 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 147 | Common Collective Trust | — | — | $2.1M | 0.8% | |
| Hood River Small-Cap Growth Fund R | Other securities | — | — | $1.8M | 0.6% | |
| Fidelity Freedom Blend 2015 Fund | Mutual Funds | — | — | $1.5M | 0.5% | |
| FID FRDM BLND 2015 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 088 | Common Collective Trust | — | — | $1.5M | 0.5% | |
| Fidelity Freedom Blend Income Fund | Mutual Funds | — | — | $1.4M | 0.5% | |
| FID FRDM BLEND INC Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 085 | Common Collective Trust | — | — | $1.4M | 0.5% | |
| Tesla, Inc. | Common Stocks | — | — | $1.3M | 0.5% | |
| Fidelity Large Cap Growth Index Institutional Premium | Mutual Funds | — | — | $1.1M | 0.4% | |
| BlackRock High Yield Fund | Other securities | — | — | $888K | 0.3% | |
| Fidelity Government Cash Reserves | Mutual Funds | — | — | $861K | 0.3% | |
| Fidelity Zero Total Market Index | Common Collective Trusts | — | — | $840K | 0.3% | |
| Direxion Shares ETF Trust Daily Semiconductor Bull 3X ETF | Other securities | — | — | $546K | 0.2% | |
| Fidelity Freedom Blend 2065 Fund | Mutual Funds | — | — | $476K | 0.2% | |
| FID FRDM BLND 2065 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 168 | Common Collective Trust | — | — | $476K | 0.2% | |
| NVIDIA Corporation | Common Stocks | — | — | $332K | 0.1% | |
| Fidelity Inflation-Protected Bond Index Fund | Common Collective Trusts | — | — | $284K | 0.1% | |
| Vanguard Total International Bond Market Fund | Mutual Funds | — | — | $241K | <0.1% | |
| Vanguard Tax-Managed Fund Europe Pacific | Mutual Funds | — | — | $236K | <0.1% | |
| Amana Mutual Fund Trust Income | Other securities | — | — | $224K | <0.1% | |
| iShares Trust S&P 500 Index Fund | Common Collective Trusts | — | — | $220K | <0.1% |
