Tracy Zucker signed Psomas' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Psomas' EIN is 95-2863554.
Download the official 2024 Form 5500 (PDF) for Psomas from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Psomas' plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), 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 | $7K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual fund - | Common Collective Trusts | — | — | $16.4M | 15.6% | |
| Fidelity FID Lg CP Gr Idx Mutual fund - | Common Collective Trusts | — | — | $9.8M | 9.3% | |
| Fidelity Vang Target Ret 2035 Mutual fund - | Mutual Funds | — | — | $9.4M | 9.0% | |
| Fidelity Vang Target Ret 2040 Mutual fund - | Mutual Funds | — | — | $8.0M | 7.6% | |
| Fidelity Vang Target Ret 2030 Mutual fund - | Mutual Funds | — | — | $7.0M | 6.6% | |
| Fidelity Vang Target Ret 2045 Mutual fund - | Mutual Funds | — | — | $6.8M | 6.4% | |
| Fidelity Vang Target Ret 2025 Mutual fund - | Mutual Funds | — | — | $5.4M | 5.1% | |
| Fidelity Vang Target Ret 2055 Mutual fund - | Mutual Funds | — | — | $4.4M | 4.2% | |
| Fidelity Vang Target Ret 2050 Mutual fund - | Mutual Funds | — | — | $4.1M | 3.9% | |
| Fidelity Vang Target Ret 2060 Mutual fund - | Mutual Funds | — | — | $3.9M | 3.7% | |
| Fidelity - Brokeragelink Self-directed brokerage accounts - $ | Self-Directed Brokerage | — | — | $3.8M | 3.6% | |
| Fidelity Janus Enterprise N Mutual fund - | Mutual Funds | — | — | $3.1M | 3.0% | |
| Fidelity FID Low Priced STK K Mutual fund - | Mutual Funds | — | — | $2.8M | 2.7% | |
| Fidelity Vang Target Ret 2020 Mutual fund - | Mutual Funds | — | — | $2.8M | 2.6% | |
| Fidelity FID US Bond Idx Mutual fund - | Common Collective Trusts | — | — | $2.5M | 2.3% | |
| Fidelity FMMT Retire Gov II Money market fund - | Mutual Funds | — | — | $2.0M | 1.9% | |
| Fidelity MFS Mid Cap Value R6 Mutual fund - | Mutual Funds | — | — | $1.8M | 1.7% | |
| Fidelity Cohen & Steers Rlty Mutual fund - | Mutual Funds | — | — | $1.6M | 1.5% | |
| Fidelity FID Intl Discovery K Mutual fund - | Mutual Funds | — | — | $1.5M | 1.4% | |
| Fidelity FID International Idx Mutual fund - | Common Collective Trusts | — | — | $1.3M | 1.2% | |
| Fidelity FID Sm Cap Idx Mutual fund - | Common Collective Trusts | — | — | $1.2M | 1.1% | |
| Fidelity FID Mid Cap Idx Mutual fund - | Common Collective Trusts | — | — | $1.2M | 1.1% | |
| Fidelity TRP Small - Cap Value Mutual fund - | Mutual Funds | — | — | $1.1M | 1.0% | |
| Fidelity Vang Target Ret Inc Mutual fund - | Mutual Funds | — | — | $813K | 0.8% | |
| Participant notes receivable Maturities of less than 10 years, secured by participant account balances, with interest rates from 4.25% to 9.50%. - | Bonds / Notes | — | — | $801K | 0.8% | |
| Fidelity MFS Value R6 Mutual fund - | Mutual Funds | — | — | $796K | 0.8% | |
| Fidelity Vang Infl Prot Adm Mutual fund - | Mutual Funds | — | — | $416K | 0.4% | |
| Fidelity WA Core Bond IS Mutual fund - | Mutual Funds | — | — | $343K | 0.3% | |
| Fidelity Seafarer OS Gr&In Iv Mutual fund - | Mutual Funds | — | — | $227K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
