David NASH signed Great NECK Tools, Inc. 401(k) Plan's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Great NECK Tools, Inc. 401(k) Plan's EIN is 11-0834190.
Download the official 2024 Form 5500 (PDF) for Great NECK Tools, Inc. 401(k) Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Great NECK Tools, Inc. 401(k) Plan'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STONE HILL FIDUCIARY MANAGEMENT LL | 45-5608425 | — | INVESTMENT ADVISOR | $20K | — |
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 Government Money Market Fund | Mutual Funds | — | — | $4.7M | 23.0% | |
| Fidelity Freedom 2030 Fund | Mutual Funds | — | — | $2.4M | 11.5% | |
| Fidelity Freedom 2040 Fund | Mutual Funds | — | — | $2.3M | 11.3% | |
| Fidelity Freedom 2025 Fund | Mutual Funds | — | — | $1.1M | 5.4% | |
| Fidelity Freedom 2015 Fund | Mutual Funds | — | — | $1.0M | 4.9% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $841K | 4.1% | |
| Fidelity Freedom 2035 Fund | Mutual Funds | — | — | $831K | 4.1% | |
| Fidelity Freedom 2020 Fund | Mutual Funds | — | — | $808K | 3.9% | |
| Fidelity Capital Appreciation Fund | Mutual Funds | — | — | $620K | 3.0% | |
| Fidelity Freedom 2045 Fund | Mutual Funds | — | — | $571K | 2.8% | |
| Neuberger Berman Large Cap Value Trust | Mutual Funds | — | — | $562K | 2.7% | |
| Fidelity Freedom 2050 Fund | Mutual Funds | — | — | $504K | 2.5% | |
| Fidelity Capital & Income Fund | Mutual Funds | — | — | $469K | 2.3% | |
| Fidelity Freedom 2010 Fund | Mutual Funds | — | — | $394K | 1.9% | |
| Fidelity Freedom 2060 Fund | Mutual Funds | — | — | $380K | 1.9% | |
| Fidelity Freedom 2055 Fund | Mutual Funds | — | — | $365K | 1.8% | |
| Stable Value Collective Trust Fund * Fidelity Managed Income Portfolio - Class 1 | Stable Value | — | — | $338K | 1.7% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $338K | 1.7% | |
| 9.5% with maturities from 1 to 5 years | Bonds / Notes | — | — | $289K | 1.4% | |
| Fidelity Balanced Fund | Mutual Funds | — | — | $273K | 1.3% | |
| Loomis Sayles Investment Grade Bond Fund | Other securities | — | — | $201K | 1.0% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $196K | 1.0% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $161K | 0.8% | |
| Virtus KAR Mid-Cap Core Fund | Other securities | — | — | $159K | 0.8% | |
| Fidelity International Discovery Fund | Mutual Funds | — | — | $125K | 0.6% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $125K | 0.6% | |
| Franklin Templeton Franklin Templeton Behavioral Small-Cap Equity Fund | Mutual Funds | — | — | $86K | 0.4% | |
| Fidelity Value Fund | Mutual Funds | — | — | $76K | 0.4% | |
| Brandywine Global High Yield Fund | Other securities | — | — | $67K | 0.3% | |
| Undiscovered Managers Undiscovered Managers Behavioral Value Fund | Other securities | — | — | $56K | 0.3% | |
| Fidelity Freedom Income Fund | Mutual Funds | — | — | $51K | 0.2% | |
| Fidelity Freedom 2065 Fund | Mutual Funds | — | — | $39K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
