Steven Bakst signed FM Home Loans' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
FM Home Loans' EIN is 02-0594137.
Download the official 2024 Form 5500 (PDF) for FM Home Loans from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)FM Home Loans' 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LION STREET FINANCIAL, LLC | 80-0842559 | — | INVESTMENT/FINANCIAL ADVI | $23K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $781K | 16.2% | |
| NUVEEN LC INDEX 2040 R6 | Registered Investment Companies | — | — | $388K | 8.1% | |
| NUVEEN LC INDEX 2050 R6 | Registered Investment Companies | — | — | $372K | 7.7% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $365K | 7.6% | |
| VANGUARD WINDSOR II FD- ADM | Registered Investment Companies | — | — | $264K | 5.5% | |
| EMPOWER AGGRESSIVE PROFILE INS | Registered Investment Companies | — | — | $238K | 5.0% | |
| NUVEEN LC INDEX 2045 R6 | Registered Investment Companies | — | — | $232K | 4.8% | |
| AF STRATEGIC BOND R6 | Registered Investment Companies | — | — | $225K | 4.7% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $210K | 4.4% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $200K | 4.2% | |
| NUVEEN LC INDEX 2030 R6 94 REGISTERED INVESTMENT COMPANY AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $199K | 4.1% | |
| NUVEEN LC INDEX 2055 R6 | Registered Investment Companies | — | — | $198K | 4.1% | |
| NUVEEN LC INDEX 2035 R6 | Registered Investment Companies | — | — | $175K | 3.6% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $153K | 3.2% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $140K | 2.9% | |
| NUVEEN LC INDEX 2060 R6 | Registered Investment Companies | — | — | $130K | 2.7% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $104K | 2.2% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $76K | 1.6% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $65K | 1.4% | |
| NUVEEN RE SECURITIES SELECT R6 | Registered Investment Companies | — | — | $58K | 1.2% | |
| BLACKROCK INTERNATIONAL K | Registered Investment Companies | — | — | $41K | 0.9% | |
| NUVEEN LC INDEX 2020 R6 | Registered Investment Companies | — | — | $38K | 0.8% | |
| AMC SMALL CAP GROWTH - R6 | Registered Investment Companies | — | — | $26K | 0.5% | |
| JPMORGAN US EQUITY FUND R6 | Registered Investment Companies | — | — | $19K | 0.4% | |
| NUVEEN LC INDEX 2065 R6 | Registered Investment Companies | — | — | $17K | 0.4% | |
| MASSMUTUAL SM CAP OPP I | Registered Investment Companies | — | — | $15K | 0.3% | |
| EMPOWER MODERATE PROFILE INST | Registered Investment Companies | — | — | $13K | 0.3% | |
| BNYM SM MD CP GR Y | Registered Investment Companies | — | — | $10K | 0.2% | |
| NW AMUNDI STRAT INC R6 | Registered Investment Companies | — | — | $7K | 0.1% | |
| NUVEEN LC INDEX 2015 R6 497 REGISTERED INVESTMENT COMPANY NUVEEN LC INDEX 2025 R6 | Registered Investment Companies | — | — | $5K | <0.1% | |
| PIMCO RAE US SM INSTL | Registered Investment Companies | — | — | $3K | <0.1% | |
| NUVEEN LC INDEX 2010 R6 | Registered Investment Companies | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
