TINA Mingachos signed Gerald Metals LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Gerald Metals LLC's EIN is 13-1961269.
Download the official 2024 Form 5500 (PDF) for Gerald Metals LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Gerald Metals LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing, a self-directed brokerage window.
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 | -$78K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | INVESTMENT ADVISOR | $46K | — |
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 Blue Chip Growth Fund K6 | Mutual Funds | — | — | $16.5M | 39.6% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $4.6M | 11.1% | |
| Fidelity Government Money Market Fund K6 | Mutual Funds | — | — | $4.2M | 10.2% | |
| Fidelity Contrafund K6 | Mutual Funds | — | — | $4.2M | 10.1% | |
| AllSpring Special Mid Cap Value Admin R6 | Mutual Funds | — | — | $1.6M | 3.8% | |
| Fidelity Equity Income Fund K6 | Mutual Funds | — | — | $1.2M | 2.9% | |
| Fidelity Freedom 2040 Fund K6 | Mutual Funds | — | — | $1.0M | 2.5% | |
| Fidelity Balanced Fund K6 | Mutual Funds | — | — | $881K | 2.1% | |
| Baron Growth Fund R6 | Other securities | — | — | $862K | 2.1% | |
| Fidelity Freedom 2035 Fund K6 | Mutual Funds | — | — | $668K | 1.6% | |
| Fidelity Brokeragelink - Cash | Mutual Funds | — | — | $619K | 1.5% | |
| Fidelity Small Cap Growth Fund K6 | Mutual Funds | — | — | $611K | 1.5% | |
| Fidelity Total International Index Fund | Common Collective Trusts | — | — | $551K | 1.3% | |
| Fidelity Freedom 2025 Fund K6 | Mutual Funds | — | — | $501K | 1.2% | |
| American Funds Europac Growth R6 | Mutual Funds | — | — | $500K | 1.2% | |
| Fidelity Total Bond K6 Fund | Mutual Funds | — | — | $413K | 1.0% | |
| Fidelity Freedom 2050 Fund K6 | Mutual Funds | — | — | $396K | 1.0% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $379K | 0.9% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $342K | 0.8% | |
| Fidelity Brokeragelink - Fidelity Fund | Mutual Funds | — | — | $316K | 0.8% | |
| Fidelity Freedom 2055 Fund K6 | Mutual Funds | — | — | $251K | 0.6% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $234K | 0.6% | |
| Fidelity Freedom 2030 Fund K6 | Mutual Funds | — | — | $138K | 0.3% | |
| Fidelity Freedom Income Fund K6 | Mutual Funds | — | — | $136K | 0.3% | |
| Fidelity Freedom 2060 Fund K6 | Mutual Funds | — | — | $105K | 0.3% | |
| Fidelity Freedom 2045 Fund K6 | Mutual Funds | — | — | $100K | 0.2% | |
| Fidelity Freedom 2020 Fund K6 | Mutual Funds | — | — | $77K | 0.2% | |
| Pimco RAE US Small Cap I | Mutual Funds | — | — | $57K | 0.1% | |
| Notes receivable from participants Interest rates ranging from 3.25% to 8.50% | Bonds / Notes | — | — | $52K | 0.1% | |
| Fidelity Freedom 2010 Fund K6 | Mutual Funds | — | — | $42K | 0.1% | |
| Fidelity Freedom 2065 Fund K6 | Mutual Funds | — | — | $22K | <0.1% | |
| Money Market Fund * Fidelity Government Money Market Fund | Mutual Funds | — | — | $9K | <0.1% | |
| Fidelity Brokeragelink - External Fund | Mutual Funds | — | — | $8K | <0.1% | |
| * Fidelity Managed Income Portfolio Class II | Common Collective Trusts | — | — | $7K | <0.1% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
