Jason Schulz signed Monte NIDO & Affiliates' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Monte NIDO & Affiliates' EIN is 95-4552790.
Download the official 2024 Form 5500 (PDF) for Monte NIDO & Affiliates from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Monte NIDO & Affiliates' plan includes profit-sharing, ERISA 404(c) participant direction, 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 | $79K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | — | ADVISOR | $26K | — |
| MMA SECURITIES |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom 2050 Fund | Mutual Funds | — | — | $3.3M | 16.4% | |
| Fidelity Freedom 2045 Fund | Mutual Funds | — | — | $2.9M | 14.3% | |
| Fidelity Freedom 2060 Fund | Mutual Funds | — | — | $2.2M | 10.6% | |
| Fidelity Freedom 2055 Fund | Mutual Funds | — | — | $2.1M | 10.5% | |
| Fidelity Freedom 2040 Fund | Mutual Funds | — | — | $2.0M | 9.9% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.5M | 7.4% | |
| Fidelity Freedom 2025 Fund | Mutual Funds | — | — | $1.4M | 6.9% | |
| Fidelity Freedom 2035 Fund | Mutual Funds | — | — | $1.2M | 5.9% | |
| Fidelity Freedom 2030 Fund | Mutual Funds | — | — | $677K | 3.3% | |
| Fidelity Freedom 2065 Fund | Mutual Funds | — | — | $611K | 3.0% | |
| Fidelity Freedom 2020 Fund | Mutual Funds | — | — | $435K | 2.1% | |
| MFS Growth Fund | Mutual Funds | — | — | $369K | 1.8% | |
| Fidelity Freedom 2010 Fund 358 * Fidelity Freedom 2015 Fund | Mutual Funds | — | — | $224K | 1.1% | |
| 9.50% with maturities through 2032 | Bonds / Notes | — | — | $178K | 0.9% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $164K | 0.8% | |
| MFS Mid Cap Value Fund | Mutual Funds | — | — | $151K | 0.7% | |
| JPMorgan Equity Income Fund | Other securities | — | — | $97K | 0.5% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $88K | 0.4% | |
| Fidelity Government Money Market Fund | Mutual Funds | — | — | $79K | 0.4% | |
| PIMCO Income Fund | Mutual Funds | — | — | $45K | 0.2% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $44K | 0.2% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $42K | 0.2% | |
| MFS Mid Cap Growth Fund | Mutual Funds | — | — | $32K | 0.2% | |
| American Funds New World Fund | Mutual Funds | — | — | $23K | 0.1% | |
| Janus Henderson Triton Fund | Mutual Funds | — | — | $18K | <0.1% | |
| American Funds Europacific Growth Fund | Mutual Funds | — | — | $17K | <0.1% | |
| Fidelity Freedom Income Fund | Mutual Funds | — | — | $13K | <0.1% | |
| American Beacon Small Cap Value Fund | Other securities | — | — | $6K | <0.1% | |
| PGIM Total Return Bond Fund | Other securities | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 22-3570392 |
| — |
| ADVISOR |
| $24K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TORILLO & ASSOCIATES | 83-0414789 | — | ACCOUNTANT/AUDITOR | $9K | — |
