Steven ROBY signed Carbide Industries, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Carbide Industries, LLC's EIN is 14-1851344.
Download the official 2024 Form 5500 (PDF) for Carbide Industries, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Carbide Industries, LLC'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $28K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| 401K ADVISORS INC | 33-0905143 | — | INVESTMENT/FINANCIAL ADVI |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $36K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Janus Balanced Fund | Mutual Funds | — | — | $8.2M | 54.9% | |
| Registered Investment Companies * American Century American Century Ultra Fund | Other securities | — | — | $881K | 5.9% | |
| Russell iShares Russell 1000 Large-Cap Index Fund | Common Collective Trusts | — | — | $543K | 3.6% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $514K | 3.4% | |
| American Funds American Funds New Perspective Fund | Mutual Funds | — | — | $514K | 3.4% | |
| JPMorgan U.S. Value Fund | Other securities | — | — | $374K | 2.5% | |
| Russell iShares Russell 2000 Small-Cap Index Fund | Common Collective Trusts | — | — | $374K | 2.5% | |
| Invesco Summit Fund | Mutual Funds | — | — | $328K | 2.2% | |
| Victory Capital Victory Sycamore Established Value Fund | Other securities | — | — | $319K | 2.1% | |
| Cohen & Steers Cohen & Steers Institutional Realty Fund | Other securities | — | — | $303K | 2.0% | |
| Janus Overseas Fund | Mutual Funds | — | — | $281K | 1.9% | |
| Notes receivable from Interest rates ranging from 4.25% to 9.50%, | Bonds / Notes | — | — | $271K | 1.8% | |
| Pioneer Fund | Registered Investment Companies | — | — | $232K | 1.6% | |
| BLACKROCK LIFEPATH 2045 FUND K | Registered Investment Companies | — | — | $228K | 1.5% | |
| BlackRock LifePath Index 2055 Fund | Other securities | — | — | $228K | 1.5% | |
| PIMCO Total Return Fund | Mutual Funds | — | — | $213K | 1.4% | |
| NUVEEN QUANT SM CAP EQ R6 | Registered Investment Companies | — | — | $208K | 1.4% | |
| Registered Investment Companies (Continued) * TIAA TIAA-CREF Quantity Small Cap Equity Fund | Mutual Funds | — | — | $208K | 1.4% | |
| BLACKROCK LIFEPATH 2030 FUND K | Registered Investment Companies | — | — | $194K | 1.3% | |
| BLACKROCK LIFEPATH RET FUND K | Registered Investment Companies | — | — | $180K | 1.2% | |
| Russell iShares Russel Mid-Cap Index Fund | Common Collective Trusts | — | — | $160K | 1.1% | |
| DWS Deutsche Global High Income Fund | Other securities | — | — | $158K | 1.1% | |
| Russell iShares MSCI EAFE International Index Fund | Common Collective Trusts | — | — | $126K | 0.8% | |
| BlackRock LifePath Index 2035 Fund | Other securities | — | — | $108K | 0.7% | |
| BlackRock LifePath Index 2050 Fund | Other securities | — | — | $92K | 0.6% | |
| Janus Henderson Enterprise Fund | Mutual Funds | — | — | $85K | 0.6% | |
| BlackRock LifePath Index 2040 Fund | Other securities | — | — | $81K | 0.5% | |
| BlackRock LifePath Index 2065 Fund | Other securities | — | — | $75K | 0.5% | |
| BlackRock LifePath Index 2060 Fund | Other securities | — | — | $59K | 0.4% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $53K | 0.4% | |
| Fidelity Government Income Fund | Mutual Funds | — | — | $39K | 0.3% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | Other securities | — | $3K | $3K | <0.1% | |
| Yes No Amount a | Other securities | — | — | $3K | <0.1% |
