Jennifer Ethridge signed Central Dynamics LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Central Dynamics LLC's EIN is 99-0329788.
Download the official 2024 Form 5500 (PDF) for Central Dynamics LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Central Dynamics LLC's 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 |
|---|---|---|---|---|---|
| USI CONSULTING GROUP | 06-1053228 | — | N/A | $40K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $2.3M | 15.6% | |
| Alliance Berstein Large Cap Growth A | Other securities | — | — | $1.7M | 11.8% | |
| Fidelity Adv Freedom 2040 A | Mutual Funds | — | — | $1.6M | 10.7% | |
| Vanguard Info. Tech Index Adm | Mutual Funds | — | — | $998K | 6.8% | |
| Fidelity Adv Freedom 2045 A | Mutual Funds | — | — | $867K | 5.9% | |
| Fidelity Adv Freedom 2030 A | Mutual Funds | — | — | $830K | 5.6% | |
| Fidelity Adv Freedom 2055 A | Mutual Funds | — | — | $657K | 4.5% | |
| Standard Stable Value III | Stable Value | — | — | $591K | 4.0% | |
| Fidelity Adv Freedom 2035 A | Mutual Funds | — | — | $546K | 3.7% | |
| Fidelity Adv Freedom 2050 A | Mutual Funds | — | — | $515K | 3.5% | |
| Alliance Berstein Relative Value A | Other securities | — | — | $510K | 3.5% | |
| Vanguard MidCap Index Fund Adm | Common Collective Trusts | — | — | $434K | 2.9% | |
| Fidelity Global Equity Income Fund | Mutual Funds | — | — | $381K | 2.6% | |
| Vanguard Financials Index Adm | Mutual Funds | — | — | $317K | 2.2% | |
| MFS International Diversification Fund | Mutual Funds | — | — | $259K | 1.8% | |
| Fidelity Adv Freedom 2025 A | Mutual Funds | — | — | $244K | 1.7% | |
| Invesco Oppen Disc Mid Cap Growth A | Mutual Funds | — | — | $241K | 1.6% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $234K | 1.6% | |
| Fidelity Adv Freedom 2060 A | Mutual Funds | — | — | $224K | 1.5% | |
| Vanguard Materials Index Adm | Mutual Funds | — | — | $217K | 1.5% | |
| Virtus Real Estate Securities | Other securities | — | — | $186K | 1.3% | |
| Vanguard Health Care Index Adm | Mutual Funds | — | — | $139K | 0.9% | |
| Invesco Core Plus Bond Fund Class A | Mutual Funds | — | — | $120K | 0.8% | |
| Alliance Berstein Bond Inflation Strategy A | Other securities | — | — | $92K | 0.6% | |
| Participant loans Interest rates range from 4.50% to 9.50% - | Bonds / Notes | — | — | $86K | 0.6% | |
| Invesco Discovery A | Mutual Funds | — | — | $86K | 0.6% | |
| Goldman Sachs Emerging Market Equity Insights A | Other securities | — | — | $70K | 0.5% | |
| Fidelity Adv Freedom Income FD CL A ** 434 Franklin High Income Fund A | Mutual Funds | — | — | $63K | 0.4% | |
| Victory Trivalent International Small Cap A | Other securities | — | — | $58K | 0.4% | |
| Virtus InsightMultiSectorS/TBdA | Other securities | — | — | $53K | 0.4% | |
| Fidelity Adv Freedom 2020 A | Mutual Funds | — | — | $38K | 0.3% | |
| Pioneer US Govt Money Market | Cash / Money Market | — | — | $17K | 0.1% | |
| Columbia Select MidCap Value A | Other securities | — | — | $15K | 0.1% | |
| Fidelity Adv Freedom 2065 A | Mutual Funds | — | — | $10K | <0.1% | |
| Columbia Small Cap Value II A | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
