Tommy WONG signed Fuerst Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Fuerst Group, Inc.'s EIN is 94-2943765.
Download the official 2024 Form 5500 (PDF) for Fuerst Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Fuerst Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK USA | 01-0233346 | BUFFALO, NY | RECORDKEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANDERSON FISHER LLC | 74-3130983 | LAKE OSWEGO, OR | REGISTERED IN VESTMENT AD | $42K | — |
| NFP RETIREMENT, INC. |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 33-0905143 |
| ALISO VIEJO, CA |
| REGISTERED IN VESTMENT AD |
| $38K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Wilmington Trust flexPATH Index Moderate Retirement R1 Collective Investment Trusts N/A | Common Collective Trusts | — | — | $21.2M | 33.3% | |
| Wilmington Trust flexPATH Index Moderate 2035 R1 Collective Investment Trusts N/A | Common Collective Trusts | — | — | $7.8M | 12.3% | |
| Wilmington Trust flexPATH Index Moderate 2055 R1 Collective Investment Trusts N/A | Common Collective Trusts | — | — | $7.7M | 12.2% | |
| Wilmington Trust flexPATH Index Moderate 2045 R1 Collective Investment Trusts N/A | Common Collective Trusts | — | — | $7.6M | 11.9% | |
| Fidelity 500 Index Mutual Funds N/A | Common Collective Trusts | — | — | $4.1M | 6.5% | |
| Wilmington Trust Large Cap Growth III I1 Collective Investment Trusts N/A | Common Collective Trusts | — | — | $3.3M | 5.2% | |
| Wilmington Trust flexPATH Index Moderate 2065 R1 Collective Investment Trusts N/A | Common Collective Trusts | — | — | $2.2M | 3.5% | |
| Fidelity Mid Cap Index Mutual Funds N/A | Mutual Funds | — | — | $982K | 1.5% | |
| Wilmington Trust Wilmington/Putnam Equity Income Large Cap Value I1 Collective Investment Trusts N/A | Common Collective Trusts | — | — | $820K | 1.3% | |
| Fidelity Small Cap Index Mutual Funds N/A | Mutual Funds | — | — | $810K | 1.3% | |
| JOHN HANCOCK STABLE VAL JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $779K | 1.2% | |
| Fidelity Total International Index Mutual Funds N/A | Mutual Funds | — | — | $752K | 1.2% | |
| Notes Receivable from Participants 4.25% - 9.50% | Bonds / Notes | — | — | $559K | 0.9% | |
| Fidelity US Bond Index Mutual Funds N/A | Mutual Funds | — | — | $521K | 0.8% | |
| Wellington International Equity Class I1 Collective Investment Trusts N/A | Common Collective Trusts | — | — | $393K | 0.6% | |
| Prudential PGIM TOTAL RETURN BOND CLASS LP Collective Investment Trusts N/A | Common Collective Trusts | — | — | $357K | 0.6% | |
| Dimensional DFA Emerging Markets I Mutual Funds N/A | Mutual Funds | — | — | $304K | 0.5% | |
| Alphabet Inc Cap Stk Cl A Common Stock | Common Stocks | — | $44K | $179K | 0.3% | |
| Spdr S&P Midcap 400 Exchange Trade | Other securities | — | $106K | $146K | 0.2% | |
| Costco Whsl Corp New Com Common Stock | Common Stocks | — | $28K | $136K | 0.2% | |
| Transamerica Trust Company Cash Reserve Account | Cash / Money Market | — | — | $135K | 0.2% | |
| Invesco TR Exchange Trade | Mutual Funds | — | $69K | $115K | 0.2% | |
| Invesco QQQ TR Exchange Trade | Mutual Funds | — | $50K | $112K | 0.2% | |
| Exxon Mobil Corporation Common Stock | Common Stocks | — | $53K | $91K | 0.1% | |
| Microsoft Corp Common Stock | Common Stocks | — | $15K | $83K | 0.1% | |
| Simpson Manufacturing Common Stock | Common Stocks | — | $36K | $79K | 0.1% | |
| Republic Svcs Inc. Common Stock | Common Stocks | — | $22K | $76K | 0.1% | |
| Spdr S&P 500 Trust Exchange Trade | Common Collective Trusts | — | $27K | $74K | 0.1% | |
| Iron Mountain Inc Common Stock | Common Stocks | — | $19K | $72K | 0.1% | |
| KBR Inc Common Stock | Common Stocks | — | $18K | $55K | <0.1% | |
| Atlanta Braves Holdings, Inc. Common Stock | Common Stocks | — | $30K | $43K | <0.1% | |
| Disney Walt Company Common Stock | Common Stocks | — | $41K | $42K | <0.1% | |
| Genl Dynamics Corp Common Stock | Common Stocks | — | $31K | $36K | <0.1% | |
| Lockheed Martin Corp Common Stock | Common Stocks | — | $29K | $30K | <0.1% | |
| Apple Inc Common Stock | Common Stocks | — | $5K | $28K | <0.1% | |
| UnitedHealth Group Incorporated Common Stock | Common Stocks | — | $19K | $25K | <0.1% | |
| Fidelity Real Estate Index Mutual Funds N/A | Mutual Funds | — | — | $24K | <0.1% | |
| iShares S&P 500 Exchange Trade | Common Collective Trusts | — | $11K | $22K | <0.1% | |
| Meta Platforms Inc Common Stock | Common Stocks | — | $6K | $22K | <0.1% | |
| Novo Nordisk A/S ADR Common Stock | Common Stocks | — | $25K | $22K | <0.1% | |
| Nike, Inc. Common Stock | Common Stocks | — | $30K | $21K | <0.1% | |
| Core & Main Inc Cl A Common Stock | Common Stocks | — | $18K | $19K | <0.1% | |
| Kraft Heinz Co Common Stock | Common Stocks | — | $29K | $17K | <0.1% | |
| International Game Technology PLC Common Stock | Common Stocks | — | $22K | $17K | <0.1% | |
| Global Payments Inc Common Stock | Common Stocks | — | $18K | $16K | <0.1% | |
| iShares High Dividend Exchange Trade | Other securities | — | $11K | $15K | <0.1% | |
| Nestle S A Reg Adr Common Stock | Common Stocks | — | $15K | $15K | <0.1% | |
| Intel Corp Common Stock | Common Stocks | — | $29K | $13K | <0.1% | |
| Anheuser Bush Inbev SA/NV Common Stock | Common Stocks | — | $26K | $11K | <0.1% | |
| Wells Fargo Advisors Cash | Cash / Money Market | — | — | $4K | <0.1% |
