Matt Ebert signed Ahlstrom USA Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ahlstrom USA Inc.'s EIN is 13-3509370.
Download the official 2024 Form 5500 (PDF) for Ahlstrom USA Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ahlstrom USA Inc.'s plan includes a 401(k) feature, automatic enrollment, a default investment (QDIA), 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 | -$186K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $138K | — |
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 Contrafund Commingled Pool Common and Collective Trust | Common Collective Trusts | — | — | $89.4M | 16.2% | |
| FID CONTRA POOL CL A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 133 | Common Collective Trust | — | — | $89.4M | 16.2% | |
| Fidelity 500 Index Fund Institutional Class Mutual Fund | Common Collective Trusts | — | — | $57.6M | 10.4% | |
| Fidelity Freedom K 2030 Mutual Fund | Mutual Funds | — | — | $51.3M | 9.3% | |
| Fidelity Freedom K 2040 Mutual Fund | Mutual Funds | — | — | $41.7M | 7.6% | |
| Fidelity Extended Market Index Fund Premium Class Mutual Fund | Common Collective Trusts | — | — | $33.6M | 6.1% | |
| American Funds Washington Mutual Fund | Mutual Funds | — | — | $27.7M | 5.0% | |
| Fidelity Freedom K 2050 Mutual Fund | Mutual Funds | — | — | $27.7M | 5.0% | |
| Fidelity Freedom K 2035 Mutual Fund | Mutual Funds | — | — | $22.3M | 4.1% | |
| Fidelity Freedom K 2025 Mutual Fund | Mutual Funds | — | — | $16.9M | 3.1% | |
| Dodge & Cox International Stock Mutual Fund | Mutual Funds | — | — | $16.7M | 3.0% | |
| Fidelity Freedom K 2055 Mutual Fund | Mutual Funds | — | — | $16.1M | 2.9% | |
| Fidelity Managed Income Portfolio II Common and Collective Trust | Common Collective Trusts | — | — | $15.5M | 2.8% | |
| MIP II CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $15.5M | 2.8% | |
| Fidelity Freedom K 2045 Mutual Fund | Mutual Funds | — | — | $15.3M | 2.8% | |
| Fidelity Gov't Money Market Money Market Fund | Mutual Funds | — | — | $13.9M | 2.5% | |
| Fidelity Freedom K 2060 Mutual Fund | Mutual Funds | — | — | $13.1M | 2.4% | |
| CB SMALL CAP GROWTH GREAT GRAY TRUST COMPANY · EIN 38-4065336 / PN 434 | Common Collective Trust | — | — | $12.8M | 2.3% | |
| Fidelity U.S. Bond Index Mutual Fund | Mutual Funds | — | — | $12.4M | 2.2% | |
| Fidelity Freedom K 2020 Mutual Fund | Mutual Funds | — | — | $10.8M | 2.0% | |
| Western Asset Core Bond Mutual Fund | Other securities | — | — | $9.7M | 1.8% | |
| Self-Directed Brokerage Accounts * Fidelity Brokerage Link Self-Directed Investments | Self-Directed Brokerage | — | — | $9.1M | 1.7% | |
| Participants Participant Loans Rates of 4.25% to 9.50% - | Bonds / Notes | — | — | $7.9M | 1.4% | |
| Fidelity Total International Index Mutual Fund | Mutual Funds | — | — | $6.9M | 1.3% | |
| Fidelity Freedom K 2065 Mutual Fund | Mutual Funds | — | — | $5.9M | 1.1% | |
| Harbor Small Cap Value Mutual Fund | Other securities | — | — | $4.8M | 0.9% | |
| Fidelity Freedom K 2010 Mutual Fund | Mutual Funds | — | — | $3.7M | 0.7% | |
| Fidelity Freedom K Income Mutual Fund | Mutual Funds | — | — | $3.1M | 0.6% | |
| Fidelity Freedom K 2015 Mutual Fund | Mutual Funds | — | — | $1.1M | 0.2% | |
| Fidelity Investments Money Market - Money Market Portfolio Money Market Fund | Mutual Funds | — | — | $304K | <0.1% | |
| Mass Mutual Life Insurance | Other securities | — | — | $268K | <0.1% | |
| Fidelity Freedom K 2070 Mutual Fund | Mutual Funds | — | — | $61K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| FIDUCIENT ADVISORS LLC |
| 36-4001764 |
| — |
| INVESTMENT ADVISOR |
| $56K |
| — |
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | INVESTMENT ADVISOR | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VERRILLDANALLP | 01-0176171 | — | ATTORNEY/LEGAL | $46K | — |
