Annie EBY signed Albert A. Webb Associates' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Albert A. Webb Associates' EIN is 95-1723730.
Download the official 2024 Form 5500 (PDF) for Albert A. Webb Associates from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Albert A. Webb Associates' plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing, 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 | -$3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | 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 Freedom Index 2040 fund | Mutual Funds | — | — | $7.4M | 13.2% | |
| Fidelity Blue Chip Growth K6 | Mutual Funds | — | — | $6.3M | 11.1% | |
| T. Rowe Price TRP New Horizons | Other securities | — | — | $5.5M | 9.9% | |
| Fidelity Freedom Index 2030 fund | Mutual Funds | — | — | $5.5M | 9.7% | |
| T. Rowe Price TRP Growth Stock | Other securities | — | — | $5.0M | 8.8% | |
| Fidelity Freedom Index 2025 fund | Mutual Funds | — | — | $4.0M | 7.1% | |
| Fidelity 500 Index Advantage | Common Collective Trusts | — | — | $3.9M | 7.0% | |
| Loomis Core PL Bond | Other securities | — | — | $2.5M | 4.4% | |
| Money Market Fund Vanguard VMMR Fed Money Market | Mutual Funds | — | — | $2.0M | 3.6% | |
| Vanguard FTSE All World Index | Mutual Funds | — | — | $1.7M | 3.1% | |
| s * Fidelity Stock Select Small Cap | Mutual Funds | — | — | $1.4M | 2.4% | |
| Fidelity Freedom Index 2055 fund | Mutual Funds | — | — | $1.3M | 2.3% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $1.2M | 2.2% | |
| Fidelity Freedom Index 2050 fund | Mutual Funds | — | — | $1.1M | 2.0% | |
| Fidelity Freedom Index 2035 fund | Mutual Funds | — | — | $1.0M | 1.9% | |
| Fidelity Intl Capital Appreciation K6 | Mutual Funds | — | — | $741K | 1.3% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $739K | 1.3% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $685K | 1.2% | |
| Fidelity Freedom Index 2045 fund | Mutual Funds | — | — | $660K | 1.2% | |
| JP Morgan JPM Equity Income R6 | Other securities | — | — | $637K | 1.1% | |
| Fidelity Freedom Index 2060 fund | Mutual Funds | — | — | $494K | 0.9% | |
| Participant Directed Brokerage Accounts Publicly traded investments | Self-Directed Brokerage | — | — | $470K | 0.8% | |
| Fidelity Managed Income Portfolio 2 | Mutual Funds | — | — | $470K | 0.8% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $441K | 0.8% | |
| Fidelity Freedom Index 2020 fund | Mutual Funds | — | — | $387K | 0.7% | |
| Participant loans 8.0% - 8.5% - 5 years or less $0 | Bonds / Notes | — | — | $366K | 0.7% | |
| Fidelity Freedom Index 2065 fund | Mutual Funds | — | — | $357K | 0.6% | |
| T. Rowe Price TRP Spectrum Income | Other securities | — | — | $255K | 0.5% | |
| Fidelity Freedom Index 2015 fund | Mutual Funds | — | — | $114K | 0.2% | |
| Cohen & Steers Cohen & Steers Instl Realty Shares | Other securities | — | — | $38K | <0.1% | |
| Fidelity Freedom Index Income fund | Mutual Funds | — | — | $23K | <0.1% | |
| Fidelity Freedom Index 2010 fund | Mutual Funds | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
