Imani Young signed ETR Associates, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ETR Associates, Inc.'s EIN is 94-2760764.
Download the official 2024 Form 5500 (PDF) for ETR Associates, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ETR Associates, Inc.'s plan includes profit-sharing, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| FID. INV. INSTIT. OPERATIONS CO. | 04-2647786 | — | RECORDKEEPER | $50K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom 2040 Mutual fund n/a | Mutual Funds | — | — | $6.3M | 19.8% | |
| Fidelity BrokerageLink - Unit fund Mutual fund n/a | Mutual Funds | — | — | $4.4M | 14.0% | |
| Fidelity Freedom 2035 Mutual fund n/a | Mutual Funds | — | — | $2.2M | 7.0% | |
| Fidelity Freedom 2030 Mutual fund n/a | Mutual Funds | — | — | $1.9M | 6.1% | |
| Fidelity BrokerageLink - External fund Mutual fund n/a | Mutual Funds | — | — | $1.6M | 5.1% | |
| Fidelity 500 Index Mutual fund n/a | Common Collective Trusts | — | — | $1.6M | 4.9% | |
| Fidelity BrokerageLink Government bonds n/a | U.S. Treasuries | — | — | $1.2M | 3.8% | |
| Fidelity BrokerageLink - Fidelity fund Mutual fund n/a | Mutual Funds | — | — | $1.2M | 3.7% | |
| Fidelity Blue Chip Gr Mutual fund n/a | Mutual Funds | — | — | $1.1M | 3.5% | |
| Fidelity BrokerageLink Interest-bearing cash n/a | Mutual Funds | — | — | $1.0M | 3.2% | |
| Fidelity Float Rt Hi Inc Mutual fund n/a | Mutual Funds | — | — | $755K | 2.4% | |
| Fidelity BrokerageLink Common stocks n/a | Mutual Funds | — | — | $726K | 2.3% | |
| Fidelity Freedom 2055 Mutual fund n/a | Mutual Funds | — | — | $609K | 1.9% | |
| Fidelity Multi Asset Index Mutual fund n/a | Mutual Funds | — | — | $569K | 1.8% | |
| Fidelity Freedom 2025 Mutual fund n/a | Mutual Funds | — | — | $457K | 1.4% | |
| Fidelity Capital & Income Mutual fund n/a 109 * Fidelity Contra Fund Mutual fund n/a | Mutual Funds | — | — | $446K | 1.4% | |
| Fidelity Total Market Index Mutual fund n/a | Common Collective Trusts | — | — | $436K | 1.4% | |
| Fidelity NASDAQ Comp Index Mutual fund n/a | Mutual Funds | — | — | $424K | 1.3% | |
| Fidelity Diversified International Mutual fund n/a | Mutual Funds | — | — | $421K | 1.3% | |
| Fidelity Freedom 2050 Mutual fund n/a | Mutual Funds | — | — | $394K | 1.2% | |
| Fidelity Sel Technology Mutual fund n/a | Mutual Funds | — | — | $368K | 1.2% | |
| Fidelity US Bond Index Mutual fund n/a | Mutual Funds | — | — | $334K | 1.0% | |
| Fidelity Freedom 2045 Mutual fund n/a | Mutual Funds | — | — | $226K | 0.7% | |
| Fidelity Gov Cash Reserve Interest-bearing cash n/a | Mutual Funds | — | — | $222K | 0.7% | |
| Fidelity Low Priced Stock Mutual fund n/a | Mutual Funds | — | — | $211K | 0.7% | |
| Fidelity Mid Cap Index Mutual fund n/a | Mutual Funds | — | — | $204K | 0.6% | |
| Fidelity Total Bond Mutual fund n/a | Mutual Funds | — | — | $199K | 0.6% | |
| Fidelity Small Cap Index Mutual fund n/a | Mutual Funds | — | — | $150K | 0.5% | |
| Fidelity Stksel Large Cap Value Mutual fund n/a | Mutual Funds | — | — | $147K | 0.5% | |
| Fidelity Ext Market Index Mutual fund n/a | Mutual Funds | — | — | $138K | 0.4% | |
| Fidelity Intl Value Mutual fund n/a 35 * Fidelity Balanced Mutual fund n/a | Mutual Funds | — | — | $121K | 0.4% | |
| Fidelity Freedom 2060 Mutual fund n/a | Mutual Funds | — | — | $104K | 0.3% | |
| Fidelity Short Term Bond Mutual fund n/a 3 * Fidelity Small Cap Discovery Mutual fund n/a | Mutual Funds | — | — | $104K | 0.3% | |
| Fidelity International Cap Apprec Mutual fund n/a | Mutual Funds | — | — | $87K | 0.3% | |
| Fidelity Magellan Mutual fund n/a | Mutual Funds | — | — | $81K | 0.3% | |
| Fidelity Mid Cap Value Mutual fund n/a | Mutual Funds | — | — | $78K | 0.2% | |
| Fidelity Intermed Bond Mutual fund n/a 27 * Fidelity International Small Cap Mutual fund n/a | Mutual Funds | — | — | $75K | 0.2% | |
| Fidelity Dividend Growth Mutual fund n/a 173 * Fidelity Growth Company Mutual fund n/a | Mutual Funds | — | — | $67K | 0.2% | |
| Fidelity Emerging Markets Mutual fund n/a | Mutual Funds | — | — | $66K | 0.2% | |
| Fidelity Sel Biotech Mutual fund n/a | Mutual Funds | — | — | $64K | 0.2% | |
| Fidelity Sel Transport Mutual fund n/a | Mutual Funds | — | — | $63K | 0.2% | |
| Fidelity Fund Mutual fund n/a | Mutual Funds | — | — | $63K | 0.2% | |
| Fidelity Real Estate Invs Mutual fund n/a | Mutual Funds | — | — | $62K | 0.2% | |
| Fidelity Small Cap Stock Mutual fund n/a | Mutual Funds | — | — | $61K | 0.2% | |
| Fidelity Convertible Sec Mutual fund n/a | Mutual Funds | — | — | $49K | 0.2% | |
| Fidelity Invest Gr Bond Mutual fund n/a 10 * Fidelity Small Cap Growth Mutual fund n/a | Mutual Funds | — | — | $47K | 0.1% | |
| Fidelity Emerging Markets Disc Mutual fund n/a | Mutual Funds | — | — | $47K | 0.1% | |
| Fidelity Sel Energy Services Mutual fund n/a 1 * Fidelity Sel Materials Mutual fund n/a 381 * Fidelity Sel Software Mutual fund n/a | Mutual Funds | — | — | $41K | 0.1% | |
| Fidelity Freedom 2020 Mutual fund n/a | Mutual Funds | — | — | $41K | 0.1% | |
| Fidelity Freedom 2010 Mutual fund n/a | Mutual Funds | — | — | $40K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
