Rebecca Streff signed Holden Industries, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Holden Industries, Inc.'s EIN is 20-0876409.
Download the official 2024 Form 5500 (PDF) for Holden Industries, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Holden Industries, Inc.'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 | $194K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $22K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $7.8M | 10.0% | |
| Vanguard | Mutual Funds | — | — | $7.7M | 9.9% | |
| American Funds | Mutual Funds | — | — | $6.8M | 8.7% | |
| American Funds | Mutual Funds | — | — | $6.3M | 8.1% | |
| JPMorgan | Other securities | — | — | $5.8M | 7.4% | |
| American Funds | Mutual Funds | — | — | $5.2M | 6.7% | |
| Vanguard | Mutual Funds | — | — | $4.8M | 6.2% | |
| American Funds | Mutual Funds | — | — | $4.4M | 5.6% | |
| American Funds | Mutual Funds | — | — | $3.4M | 4.3% | |
| American Funds | Mutual Funds | — | — | $3.3M | 4.2% | |
| American Funds | Mutual Funds | — | — | $3.0M | 3.9% | |
| Plan participants | Other securities | — | — | $2.8M | 3.6% | |
| JPMorgan | Other securities | — | — | $2.0M | 2.6% | |
| American Funds | Mutual Funds | — | — | $1.9M | 2.4% | |
| American Funds | Mutual Funds | — | — | $1.8M | 2.3% | |
| American Funds | Mutual Funds | — | — | $1.7M | 2.1% | |
| Metropolitan West Funds | Other securities | — | — | $1.2M | 1.6% | |
| American Beacon | Other securities | — | — | $1.1M | 1.5% | |
| Vanguard | Mutual Funds | — | — | $1.1M | 1.4% | |
| Fidelity | Mutual Funds | — | — | $1.1M | 1.4% | |
| Vanguard | Mutual Funds | — | — | $1.0M | 1.3% | |
| Touchstone | Other securities | — | — | $782K | 1.0% | |
| Macquarie | Other securities | — | — | $583K | 0.7% | |
| Cullen | Other securities | — | — | $562K | 0.7% | |
| Vanguard | Mutual Funds | — | — | $493K | 0.6% | |
| American Funds | Mutual Funds | — | — | $379K | 0.5% | |
| Fidelity | Mutual Funds | — | — | $232K | 0.3% | |
| Vanguard | Mutual Funds | — | — | $196K | 0.3% | |
| Fidelity | Mutual Funds | — | — | $142K | 0.2% | |
| American Funds | Mutual Funds | — | — | $142K | 0.2% | |
| VanEck | Other securities | — | — | $120K | 0.2% | |
| American Funds | Mutual Funds | — | — | $113K | 0.1% | |
| American Funds | Mutual Funds | — | — | $78K | 0.1% | |
| American Funds | 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.
