Merisa Garcia signed MOSS Motors, Ltd.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
MOSS Motors, Ltd.'s EIN is 95-1561887.
Download the official 2023 Form 5500 (PDF) for MOSS Motors, Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)MOSS Motors, Ltd.'s plan includes ERISA 404(c) participant direction, profit-sharing, a 401(k) feature, 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 | — | RECORDKEEPER | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | 33-0905143 | — | ADVISOR | $15K | — |
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 Fund Mutual fund | Common Collective Trusts | — | — | $3.1M | 19.8% | |
| Fidelity Freedom 2040 Fund Mutual fund | Mutual Funds | — | — | $1.3M | 8.5% | |
| Fidelity Freedom 2025 Fund Mutual fund | Mutual Funds | — | — | $908K | 5.8% | |
| Delaware Ivy Mid Cap Growth Fund Class R6 Mutual fund | Other securities | — | — | $891K | 5.7% | |
| Fidelity Freedom 2005 Fund Mutual fund 790 * Fidelity Freedom 2015 Fund Mutual fund | Mutual Funds | — | — | $884K | 5.6% | |
| Fidelity Freedom 2030 Fund Mutual fund | Mutual Funds | — | — | $877K | 5.6% | |
| Fidelity Freedom 2035 Fund Mutual fund | Mutual Funds | — | — | $818K | 5.2% | |
| Fidelity U.S. Bond Index Fund Mutual fund | Common Collective Trusts | — | — | $803K | 5.1% | |
| Fidelity Extended Market Index Fund Mutual fund | Common Collective Trusts | — | — | $802K | 5.1% | |
| Fidelity US Treasury Money Market Fund Money market fund | U.S. Treasuries | — | — | $771K | 4.9% | |
| T.Rowe Price International Stock Equity Mutual fund | Other securities | — | — | $757K | 4.8% | |
| JPMorgan Equity Income Fund Class R6 Mutual fund | Other securities | — | — | $667K | 4.2% | |
| Fidelity Freedom 2020 Fund Mutual fund | Mutual Funds | — | — | $619K | 3.9% | |
| Small Cap Gowth Fund II I1 Common collective trust 277 * Fidelity Managed Income Portfolio Class 1 Common collective trust | Common Collective Trusts | — | — | $574K | 3.7% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $574K | 3.7% | |
| Fidelity Freedom 2050 Fund Mutual fund | Mutual Funds | — | — | $398K | 2.5% | |
| American Century Small Cap Value Fund R6 Mutual fund | Other securities | — | — | $371K | 2.4% | |
| Columbia Real Estate Equity Fund Institutional Class Mutual fund | Other securities | — | — | $263K | 1.7% | |
| Fidelity Freedom 2045 Fund Mutual fund | Mutual Funds | — | — | $224K | 1.4% | |
| Fidelity Freedom Income Fund Mutual fund | Mutual Funds | — | — | $172K | 1.1% | |
| LARGE CAP GRTH II I1 GREAT GRAY TRUST COMPANY · EIN 82-4435820 / PN 375 | Common Collective Trust | — | — | $146K | 0.9% | |
| Participant loans 5.25%, various maturities | Bonds / Notes | — | — | $106K | 0.7% | |
| Fidelity Freedom 2055 Fund Mutual fund | Mutual Funds | — | — | $95K | 0.6% | |
| Fidelity Global ex U.S. Index Fund Mutual fund | Common Collective Trusts | — | — | $63K | 0.4% | |
| Fidelity Freedom 2010 Fund Mutual fund | Mutual Funds | — | — | $26K | 0.2% | |
| Fidelity Freedom 2060 Fund Mutual fund | Mutual Funds | — | — | $18K | 0.1% | |
| Fidelity Freedom 2065 Fund Mutual fund | Mutual Funds | — | — | $16K | 0.1% | |
| STABLE VALUE FUND I1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $417 | <0.1% | |
| SMALL CAP GR II I1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $277 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
