DAWN N. Edwards signed Barnes Group Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Barnes Group Inc.'s EIN is 06-0247840.
Download the official 2023 Form 5500 (PDF) for Barnes Group Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Barnes Group Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 | $156K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | PLAN ADMINISTRATOR | $36K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Common Collective Trusts * Fidelity Management Trust Company Fidelity Blue Chip Growth Commingled Pool Class A | Common Collective Trusts | — | — | $55.4M | 17.3% | |
| FID BLUE CHP GR CP A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 142 | Common Collective Trust | — | — | $55.4M | 17.3% | |
| Fidelity Management Trust Company Fidelity Freedom 2030 Commingled Pool Class D | Common Collective Trusts | — | — | $38.6M | 12.1% | |
| FID FRDM 2030 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 201 | Common Collective Trust | — | — | $38.6M | 12.1% | |
| Fidelity Management Trust Company Fidelity Freedom 2040 Commingled Pool Class D | Common Collective Trusts | — | — | $30.1M | 9.4% | |
| FID FRDM 2040 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 203 | Common Collective Trust | — | — | $30.1M | 9.4% | |
| s * Fidelity Management Trust Company Fidelity 500 Index | Mutual Funds | — | — | $29.2M | 9.1% | |
| Company Stock * Barnes Group Inc. Barnes Group Inc. Common Stock | Common Stocks | — | — | $25.7M | 8.0% | |
| Managed Income Portfolio Fund * Fidelity Management Trust Company Fidelity Managed Income Portfolio II | Mutual Funds | — | — | $24.8M | 7.8% | |
| MIP II CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $23.4M | 7.3% | |
| Fidelity Management Trust Company Fidelity Freedom 2050 Commingled Pool Class D | Common Collective Trusts | — | — | $20.1M | 6.3% | |
| FID FRDM 2050 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 205 | Common Collective Trust | — | — | $20.1M | 6.3% | |
| Fidelity Management Trust Company Fidelity Freedom 2020 Commingled Pool Class D | Common Collective Trusts | — | — | $14.1M | 4.4% | |
| FID FRDM 2020 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 199 | Common Collective Trust | — | — | $14.1M | 4.4% | |
| Fidelity Management Trust Company Fidelity Equity Income K6 | Mutual Funds | — | — | $12.4M | 3.9% | |
| Fidelity Management Trust Company Fidelity Stock Selector Small Cap Fund | Mutual Funds | — | — | $10.5M | 3.3% | |
| Fidelity Management Trust Company Fidelity Diversified International K6 | Mutual Funds | — | — | $9.2M | 2.9% | |
| Fidelity Management Trust Company Fidelity Freedom 2035 Commingled Pool Class D | Common Collective Trusts | — | — | $6.1M | 1.9% | |
| FID FRDM 2035 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 202 | Common Collective Trust | — | — | $6.1M | 1.9% | |
| Fidelity Management Trust Company Fidelity Freedom 2060 Commingled Pool Class D | Common Collective Trusts | — | — | $5.3M | 1.7% | |
| FID FRDM 2060 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 207 | Common Collective Trust | — | — | $5.3M | 1.7% | |
| Fidelity Management Trust Company Fidelity Extended Market Index | Mutual Funds | — | — | $5.1M | 1.6% | |
| Fidelity Management Trust Company Fidelity Freedom 2025 Commingled Pool Class D | Common Collective Trusts | — | — | $5.1M | 1.6% | |
| FID FRDM 2025 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 200 | Common Collective Trust | — | — | $5.1M | 1.6% | |
| MFS MID CP GROWTH CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $5.0M | 1.6% | |
| Fidelity Management Trust Company Fidelity Freedom 2045 Commingled Pool Class D | Common Collective Trusts | — | — | $4.4M | 1.4% | |
| FID FRDM 2045 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 204 | Common Collective Trust | — | — | $4.4M | 1.4% | |
| Fidelity Management Trust Company Fidelity U.S. Bond Index | Mutual Funds | — | — | $3.8M | 1.2% | |
| 2025 to 2029, balances collateralized by accounts. - | Other securities | — | — | $3.6M | 1.1% | |
| Fidelity Management Trust Company Fidelity Freedom 2055 Commingled Pool Class D | Common Collective Trusts | — | — | $3.0M | 0.9% | |
| FID FRDM 2055 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 206 | Common Collective Trust | — | — | $3.0M | 0.9% | |
| Fidelity Management Trust Company Fidelity Freedom 2065 Commingled Pool Class D | Common Collective Trusts | — | — | $1.4M | 0.4% | |
| FID FRDM 2065 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 208 | Common Collective Trust | — | — | $1.4M | 0.4% | |
| Fidelity Management Trust Company Fidelity Freedom Income Commingled Pool Class D | Common Collective Trusts | — | — | $1.1M | 0.4% | |
| FID FRDM INC CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 195 | Common Collective Trust | — | — | $1.1M | 0.4% | |
| Fidelity Management Trust Company Fidelity Freedom 2010 Commingled Pool Class D | Common Collective Trusts | — | — | $1.1M | 0.3% | |
| FID FRDM 2010 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 197 | Common Collective Trust | — | — | $1.1M | 0.3% | |
| Cash and Cash Equivalent Fund * Fidelity Management Trust Company Cash and cash equivalent - | Mutual Funds | — | — | $1.0M | 0.3% | |
| John Hancock Investment Management John Hancock Disciplined Value MidCap R6 | Other securities | — | — | $990K | 0.3% | |
| Allspring Special SmallCap Value R6 | Other securities | — | — | $575K | 0.2% | |
| Fidelity Management Trust Company Fidelity Total International Index | Mutual Funds | — | — | $334K | 0.1% | |
| Fidelity Management Trust Company Fidelity Freedom 2015 Commingled Pool Class D | Common Collective Trusts | — | — | $249K | <0.1% | |
| FID FRDM 2015 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 198 | Common Collective Trust | — | — | $249K | <0.1% | |
| Fidelity Management Trust Company Fidelity Total Bond K6 | Mutual Funds | — | — | $135K | <0.1% | |
| Fidelity Management Trust Company Fidelity Government Cash Reserve | Mutual Funds | — | — | $11K | <0.1% | |
| Principal Financial Principal SmallCap Growth I R6 | Other securities | — | — | $11K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NELSON,MULLINS,RILEY | 57-0215445 | — | ATTORNEY/LEGAL | $73K | — |
