PDQ Enterprises, Inc.'s EIN is 95-2128775.
Download the official 2023 Form 5500 (PDF) for PDQ Enterprises, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)PDQ Enterprises, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OPPENHEIMER & CO INC. | 13-5657518 | — | INVESTMENT ADVISORY | $20K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom 2030 K6 | Mutual Funds | — | — | $2.8M | 19.5% | |
| Fidelity Freedom 2035 K6 | Mutual Funds | — | — | $2.4M | 16.4% | |
| Fidelity Freedom 2040 K6 | Mutual Funds | — | — | $1.3M | 9.2% | |
| Fidelity Freedom 2045 K6 | Mutual Funds | — | — | $1.0M | 7.2% | |
| Fidelity Freedom 2025 K6 | Mutual Funds | — | — | $991K | 6.9% | |
| Fidelity Freedom 2050 K6 | Mutual Funds | — | — | $904K | 6.3% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $718K | 5.0% | |
| Fidelity Freedom 2010 K6 | Mutual Funds | — | — | $643K | 4.5% | |
| Hartford Dividend and Growth R6 | Other securities | — | — | $505K | 3.5% | |
| Fidelity Freedom 2020 Fund | Mutual Funds | — | — | $504K | 3.5% | |
| Fidelity Freedom 2055 K6 | Mutual Funds | — | — | $457K | 3.2% | |
| Alliance Bernstein AB Large Cap Growth Fund | Other securities | — | — | $247K | 1.7% | |
| Fidelity Freedom 2065 K6 | Mutual Funds | — | — | $225K | 1.6% | |
| Eaton Vance Management Eaton Vance Atlanta Capital SMID-Cap Fund | Other securities | — | — | $224K | 1.6% | |
| Fidelity Freedom 2060 K6 | Mutual Funds | — | — | $197K | 1.4% | |
| Fidelity Freedom 2015 K6 | Mutual Funds | — | — | $187K | 1.3% | |
| Fidelity Hereford Street Trust - Fidelity Government Money Market Fund | Mutual Funds | — | — | $154K | 1.1% | |
| American Funds American Funds American Balanced R6 | Mutual Funds | — | — | $125K | 0.9% | |
| American Funds American Funds Growth Portfolio R6 | Mutual Funds | — | — | $100K | 0.7% | |
| American Funds American Funds Washington Mutual R6 | Mutual Funds | — | — | $76K | 0.5% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $69K | 0.5% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $69K | 0.5% | |
| First Eagle Investments First Eagle Gold R6 | Other securities | — | — | $22K | 0.2% | |
| American Funds American Funds SMALLCAP World R6 | Mutual Funds | — | — | $22K | 0.2% | |
| Fidelity Freedom Income K6 | Mutual Funds | — | — | $17K | 0.1% | |
| PIMCO CommoditiesPLUS Strategy Instl | Mutual Funds | — | — | $15K | 0.1% | |
| BlackRock, Inc. iShares MSCI EAFE Intl Idx K | Common Collective Trusts | — | — | $6K | <0.1% | |
| Invesco Ltd. Invesco Small Cap Value R6 | Mutual Funds | — | — | $4K | <0.1% | |
| Lord, Abbett & Co., LLC Lord Abbett Total Return Fund | Mutual Funds | — | — | $3K | <0.1% | |
| Fidelity U.S. Bond Index | Mutual Funds | — | — | $3K | <0.1% | |
| American Funds American Funds New Economy R6 | Mutual Funds | — | — | $2K | <0.1% | |
| Putnam Global Technology R6 | Mutual Funds | — | — | $2K | <0.1% | |
| Dimensional Fund Advisors DFA Real Estate Securities I ** 68 Dodge & Cox Dodge & Cox International Stock Fund | Mutual Funds | — | — | $2K | <0.1% | |
| BlackRock, Inc. BlackRock 80/20 Target Allocation Fund | Common Stocks | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
