Melina Pickard signed EFA, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
EFA, Inc.'s EIN is 98-0527595.
Download the official 2023 Form 5500 (PDF) for EFA, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)EFA, Inc.'s plan includes a 401(k) feature, ERISA 404(c) participant direction, automatic enrollment, a default investment (QDIA), profit-sharing.
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 | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GUARDIAN WEALTH PARTNERS LLC | 83-2336062 | — | ADVISOR | $16K | — |
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 2030 | Mutual Funds | — | — | $824K | 18.8% | |
| * Fidelity Freedom 2025 | Mutual Funds | — | — | $778K | 17.7% | |
| * Fidelity Freedom 2035 | Mutual Funds | — | — | $775K | 17.7% | |
| * Fidelity Freedom 2020 | Mutual Funds | — | — | $442K | 10.1% | |
| * Fidelity S&P 500 Index | Mutual Funds | — | — | $377K | 8.6% | |
| Galliard Stable Return Fund | Mutual Funds | — | — | $349K | 7.9% | |
| GALLIARD STBLE RTN M WELLS FARGO BANK, N.A. · EIN 94-6751924 / PN 001 | Common Collective Trust | — | — | $349K | 7.9% | |
| * Fidelity Freedom 2040 | Mutual Funds | — | — | $187K | 4.3% | |
| JP Morgan Mid Cap Growth | Mutual Funds | — | — | $173K | 3.9% | |
| * Fidelity Freedom Income Fund | Mutual Funds | — | — | $132K | 3.0% | |
| * Fidelity Blue Chip Growth | Mutual Funds | — | — | $87K | 2.0% | |
| * Fidelity Freedom 2050 | Mutual Funds | — | — | $79K | 1.8% | |
| * Fidelity Freedom 2055 | Mutual Funds | — | — | $52K | 1.2% | |
| Common Collective Trust Fund * Participant Loans Rates of 4.25% to 8.75% with various maturity dates through 2028 0 | Common Collective Trusts | — | — | $26K | 0.6% | |
| * Fidelity US Bond Index | Mutual Funds | — | — | $20K | 0.5% | |
| * Fidelity Strategic Income Fund | Mutual Funds | — | — | $18K | 0.4% | |
| * Fidelity Freedom 2045 | Mutual Funds | — | — | $15K | 0.3% | |
| * Fidelity Freedom 2060 | Mutual Funds | — | — | $14K | 0.3% | |
| * Fidelity Total Bond | Mutual Funds | — | — | $11K | 0.2% | |
| * Fidelity Freedom 2015 | Mutual Funds | — | — | $7K | 0.2% | |
| * Fidelity Freedom 2065 | Mutual Funds | — | — | $7K | 0.2% | |
| American Century Small Cap Value | Mutual Funds | — | — | $3K | <0.1% | |
| JP Morgan Equity Income Select 18 Mutual Fund MFS Global Equity | Mutual Funds | — | — | $3K | <0.1% | |
| iShares MSCI Total International Index Fund Class | Mutual Funds | — | — | $3K | <0.1% | |
| Columbia Mid Cap Index | Mutual Funds | — | — | $2K | <0.1% | |
| BlackRock Emerging Market | Other securities | — | — | $1K | <0.1% | |
| MFS Mid Cap Value R4 | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
