Javier Martin signed CECO Environmental Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CECO Environmental Corp.'s EIN is 13-2566064.
Download the official 2024 Form 5500 (PDF) for CECO Environmental Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CECO Environmental Corp.'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 | $54K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 04-3046611 | — | ADVISOR | $40K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Blend 2035 Fund 1,075,414 | Mutual Funds | — | — | $12.8M | 15.1% | |
| Fidelity Freedom Blend 2025 Fund 1,047,686 | Mutual Funds | — | — | $11.5M | 13.5% | |
| Fidelity Freedom Blend 2030 Fund 916,190 | Mutual Funds | — | — | $10.3M | 12.2% | |
| Fidelity 500 Index Fund 31,501 | Common Collective Trusts | — | — | $6.4M | 7.6% | |
| Standard Guaranteed Fixed Interest Fund 162,237 | Other securities | — | — | $5.0M | 5.9% | |
| Fidelity Freedom Blend 2045 Fund 374,185 | Mutual Funds | — | — | $4.7M | 5.6% | |
| Fidelity Freedom Blend 2050 Fund 319,652 | Mutual Funds | — | — | $4.0M | 4.8% | |
| Fidelity Freedom Blend 2040 Fund 314,867 | Mutual Funds | — | — | $3.9M | 4.6% | |
| Fidelity Freedom Blend 2015 Fund 300,105 | Mutual Funds | — | — | $3.1M | 3.6% | |
| Fidelity Freedom Blend 2055 Fund 228,431 | Mutual Funds | — | — | $2.9M | 3.4% | |
| Fidelity Freedom Blend 2020 Fund 254,760 | Mutual Funds | — | — | $2.7M | 3.2% | |
| JPMorgan Large Cap Growth Fund 31,296 | Other securities | — | — | $2.6M | 3.1% | |
| Harbor Capital Appreciation Return Fund 21,746 | Other securities | — | — | $2.5M | 2.9% | |
| Hartford International Opportunities Fund 75,539 | Other securities | — | — | $1.5M | 1.7% | |
| MFS Value Fund 21,224 | Mutual Funds | — | — | $1.0M | 1.2% | |
| Fidelity Freedom Blend 2060 Fund 74,834 | Mutual Funds | — | — | $956K | 1.1% | |
| GUGHM Total Return Bond 39,944 | Other securities | — | — | $937K | 1.1% | |
| Fidelity Government Money Market Fund 14 ** 14 * Fidelity Mid Cap Index Fund 26,386 | Common Collective Trusts | — | — | $891K | 1.1% | |
| NOTES RECEIVABLE FROM PARTICIPANTS, bearing interest at 3.25-9.50%, with maturities through August 2034 0 | Bonds / Notes | — | — | $773K | 0.9% | |
| JPMorgan Mid Cap Growth Fund 14,709 | Other securities | — | — | $761K | 0.9% | |
| American Balanced Fund 20,389 | Other securities | — | — | $700K | 0.8% | |
| Wasatch Small Cap Value Fund 66,475 | Other securities | — | — | $665K | 0.8% | |
| REGISTERED INVESTMENT COMPANIES Allspring Special Mid Cap Fund 13,098 | Other securities | — | — | $626K | 0.7% | |
| Virtus Small Cap Growth Fund 14,303 | Other securities | — | — | $478K | 0.6% | |
| BlackRock High Yield Bond Fund 65,264 | Other securities | — | — | $463K | 0.5% | |
| Fidelity Freedom Blend 2065 Fund 34,103 | Mutual Funds | — | — | $450K | 0.5% | |
| Federated Hermes Total Return Bond Fund 46,880 | Other securities | — | — | $438K | 0.5% | |
| BNY Mellon Appreciation Fund 9,102 | Other securities | — | — | $354K | 0.4% | |
| Federated Hermes Kaufmann Small Cap Fund 4,765 | Other securities | — | — | $231K | 0.3% | |
| Artisan International Small-Mid Fund 12,563 | Other securities | — | — | $219K | 0.3% | |
| Fidelity Freedom Blend 2010 Fund 17,756 | Mutual Funds | — | — | $177K | 0.2% | |
| American Century Conservative Fund 28,589 | Other securities | — | — | $154K | 0.2% | |
| American Century Aggressive Fund 16,388 | Other securities | — | — | $127K | 0.1% | |
| Fidelity Freedom Blend Income Fund 10,370 | Mutual Funds | — | — | $101K | 0.1% | |
| Fidelity Freedom Blend 2070 Fund 264 | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ADVISOR |
| $15K |
| — |
