Steven Chaffee signed Materia, Inc.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Materia, Inc.'s EIN is 95-4740084.
Download the official 2022 Form 5500 (PDF) for Materia, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Materia, Inc.'s plan includes a 401(k) feature, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, 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 | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | 33-0905143 | — | ADVISOR | $29K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Investments * Fidelity Brokerage Link Various | Self-Directed Brokerage | — | — | $1.1M | 14.7% | |
| FLEXPATH+MOD 2045 I1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-3071639 / PN 235 | Common Collective Trust | — | — | $1.0M | 13.2% | |
| FLEXPATH+MOD 2035 I1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-3002484 / PN 232 | Common Collective Trust | — | — | $1.0M | 13.0% | |
| Fidelity Total Market Index Fund Mutual Fund | Common Collective Trusts | — | — | $954K | 12.4% | |
| FLEXPATH+MOD 2055 I1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-3188067 / PN 238 | Common Collective Trust | — | — | $824K | 10.7% | |
| FLEXPATH+MOD 2025 I1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-2950747 / PN 229 | Common Collective Trust | — | — | $638K | 8.3% | |
| FLEXPATH+AGR 2045 I1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-3026996 / PN 234 | Common Collective Trust | — | — | $238K | 3.1% | |
| LARGE CAP GRTH I1 WILMINGTON TRUST, N.A. · EIN 82-4435820 / PN 375 | Common Collective Trust | — | — | $230K | 3.0% | |
| LARGE CP VALUE I1 WILMINGTON TRUST, N.A. · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $215K | 2.8% | |
| Fidelity Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $199K | 2.6% | |
| Fidelity International Index Fund Mutual Fund | Common Collective Trusts | — | — | $190K | 2.5% | |
| FLEXPATH+CON 2025 I1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-2961375 / PN 230 | Common Collective Trust | — | — | $146K | 1.9% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $144K | 1.9% | |
| Fidelity Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $138K | 1.8% | |
| FLEXPATH+AGR 2055 I1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-3170652 / PN 237 | Common Collective Trust | — | — | $123K | 1.6% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $118K | 1.5% | |
| FLEXPATH+AGR 2025 I1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-2935740 / PN 228 | Common Collective Trust | — | — | $107K | 1.4% | |
| FLEXPATH+AGR 2035 I1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-2987118 / PN 231 | Common Collective Trust | — | — | $75K | 1.0% | |
| flexPATH Index+ Moderate Retirement Fund Collective Investment Trust | Common Collective Trusts | — | — | $64K | 0.8% | |
| FLEXPATH+MOD RET I1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-2851418 / PN 226 | Common Collective Trust | — | — | $64K | 0.8% | |
| LA CORE BOND CIT WILMINGTON TRUST, N.A. · EIN 82-1986152 / PN 325 | Common Collective Trust | — | — | $42K | 0.5% | |
| WT FT International Stock Fund Collective Investment Trust | Common Collective Trusts | — | — | $23K | 0.3% | |
| WT INTL STK FUND I1 WILMINGTON TRUST, N.A. · EIN 82-2436292 / PN 342 | Common Collective Trust | — | — | $23K | 0.3% | |
| VICT SM CAP GR I1 WILMINGTON TRUST, N.A. · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $23K | 0.3% | |
| SMALL CAP VALUE I1 WILMINGTON TRUST, N.A. · EIN 38-4097325 / PN 488 | Common Collective Trust | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
