Paul Hatty signed Cxtec Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cxtec Inc.'s EIN is 16-1105670.
Download the official 2024 Form 5500 (PDF) for Cxtec Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cxtec Inc.'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 | $40K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | 13-2638166 | — | ADVISOR/ INVESTMENT ADV | $38K | — |
| STRATEGIC ADVISORS, INC. |
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 500 Index Fund " | Common Collective Trusts | — | — | $7.8M | 14.1% | |
| Fidelity Growth Company Fund " | Mutual Funds | — | — | $7.4M | 13.3% | |
| American Funds Target Date 2035 Fund " | Mutual Funds | — | — | $4.5M | 8.1% | |
| American Funds Target Date 2045 Fund " | Mutual Funds | — | — | $4.2M | 7.5% | |
| American Funds Target Date 2040 Fund " | Mutual Funds | — | — | $3.7M | 6.7% | |
| Vanguard Value Index Fund " | Common Collective Trusts | — | — | $3.6M | 6.6% | |
| Vanguard Mid-Cap Value Index Fund " | Common Collective Trusts | — | — | $3.3M | 5.9% | |
| American Funds Target Date 2030 Fund " | Mutual Funds | — | — | $3.2M | 5.7% | |
| American Funds Target Date 2025 Fund " | Mutual Funds | — | — | $2.8M | 5.0% | |
| American Funds Target Date 2050 Fund " | Mutual Funds | — | — | $2.0M | 3.5% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.8M | 3.2% | |
| Dodge & Cox Incoe Fund " | Mutual Funds | — | — | $1.5M | 2.8% | |
| MFS International Diversification Fund " | Mutual Funds | — | — | $1.5M | 2.7% | |
| AB Small Cap Growth Fund " | Other securities | — | — | $1.3M | 2.3% | |
| Blackrock Mid Cap Growth Equity Fund Mutual fund | Other securities | — | — | $1.2M | 2.2% | |
| American Funds Target Date 2055 Fund " | Mutual Funds | — | — | $886K | 1.6% | |
| Fidelity U.S. Bond Index Fund " | Common Collective Trusts | — | — | $795K | 1.4% | |
| Vanguard Total International Stock Fund " | Mutual Funds | — | — | $645K | 1.2% | |
| Fidelity Mid Cap Index Fund " | Common Collective Trusts | — | — | $544K | 1.0% | |
| Fidelity Small Cap Index Fund " | Common Collective Trusts | — | — | $502K | 0.9% | |
| Participant Loans (4.25% - 9.50%) - | Bonds / Notes | — | — | $475K | 0.9% | |
| Fidelity Inflation Protected Bond Index Fund " | Common Collective Trusts | — | — | $427K | 0.8% | |
| American Funds Target Date 2020 Fund " | Mutual Funds | — | — | $326K | 0.6% | |
| Macquarie Emerging Markets Equity Fund " | Other securities | — | — | $302K | 0.5% | |
| PGIM High Yield Fund " | Other securities | — | — | $210K | 0.4% | |
| Vanguard Small Cap Value Index Fund " | Common Collective Trusts | — | — | $183K | 0.3% | |
| American Funds Target Date 2060 Fund " | Mutual Funds | — | — | $179K | 0.3% | |
| American Funds Target Date 2065 Fund " | Mutual Funds | — | — | $68K | 0.1% | |
| American Funds Target Date 2010 Fund " | Mutual Funds | — | — | $56K | 0.1% | |
| Cohen & Steers Real Estate Securities Fund " | Other securities | — | — | $45K | <0.1% | |
| American Funds Target Date 2015 Fund " | Mutual Funds | — | — | $34K | <0.1% | |
| Fidelity Government Money Market " | Mutual Funds | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $11K |
| — |
