Julie Heubusch signed Culmen International, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Culmen International, LLC's EIN is 20-1816766.
Download the official 2024 Form 5500 (PDF) for Culmen International, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Culmen International, LLC'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 | $49K | — |
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 | |||||
|---|---|---|---|---|---|---|
| s * Fidelity Institutional Asset Management Trust Company 500 Index Fund | Mutual Funds | — | — | $2.8M | 9.1% | |
| Fidelity Institutional Asset Management Trust Company Select Technology Fund | Mutual Funds | — | — | $2.4M | 7.8% | |
| Blackrock LifePath Index 2035 Fund | Other securities | — | — | $2.1M | 6.8% | |
| BlackRock LifePath Index Retirement Fund | Other securities | — | — | $1.9M | 6.2% | |
| First Eagle Global Fund | Other securities | — | — | $1.9M | 6.1% | |
| Blackrock LifePath Index 2050 Fund | Other securities | — | — | $1.6M | 5.2% | |
| American Funds American Balanced Fund | Mutual Funds | — | — | $1.6M | 5.1% | |
| Fidelity Institutional Asset Management Trust Company Contrafund | Mutual Funds | — | — | $1.5M | 4.6% | |
| Fidelity Institutional Asset Management Trust Company Large Cap Growth Index Fund | Common Collective Trusts | — | — | $1.3M | 4.3% | |
| Blackrock LifePath Index 2045 Fund | Other securities | — | — | $1.2M | 3.8% | |
| Blackrock LifePath Index 2040 Fund | Other securities | — | — | $1.1M | 3.6% | |
| MFS Mid Cap Growth Fund | Mutual Funds | — | — | $970K | 3.1% | |
| Oakmark Fund Institutional Class | Other securities | — | — | $950K | 3.0% | |
| Blackrock LifePath Index 2055 Fund | Other securities | — | — | $891K | 2.8% | |
| Wells Fargo Special Mid Cap Value Fund | Other securities | — | — | $826K | 2.6% | |
| Blackrock LifePath Index 2060 Fund | Other securities | — | — | $778K | 2.5% | |
| Fidelity Institutional Asset Management Trust Company Select Software and IT Services Fund | Mutual Funds | — | — | $759K | 2.4% | |
| Fidelity Institutional Asset Management Trust Company International Index Fund | Common Collective Trusts | — | — | $564K | 1.8% | |
| MFS Value Fund | Mutual Funds | — | — | $542K | 1.7% | |
| Fidelity Institutional Asset Management Trust Company Small Cap Index Fund | Common Collective Trusts | — | — | $497K | 1.6% | |
| Royce Special Equity Fund | Other securities | — | — | $497K | 1.6% | |
| participant accounts | Other securities | — | — | $459K | 1.5% | |
| Fidelity Institutional Asset Management Trust Company Mid Cap Index Fund | Common Collective Trusts | — | — | $434K | 1.4% | |
| Fidelity Institutional Asset Management Trust Company US Bond Index Fund | Common Collective Trusts | — | — | $393K | 1.3% | |
| American Funds New World Fund | Mutual Funds | — | — | $308K | 1.0% | |
| DWS Real Assets Fund | Other securities | — | — | $247K | 0.8% | |
| Common Collective Trust Fund * Fidelity Institutional Asset Management Trust Company Managed Income Portfolio II Fund | Common Collective Trusts | — | — | $226K | 0.7% | |
| MIP II CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $226K | 0.7% | |
| Blackrock LifePath Index 2065 Fund | Other securities | — | — | $173K | 0.6% | |
| Janus Henderson Triton Fund | Mutual Funds | — | — | $154K | 0.5% | |
| PMIG High Yield Fund | Other securities | — | — | $140K | 0.4% | |
| Lord Abbett Short Duration Income Fund | Mutual Funds | — | — | $118K | 0.4% | |
| JP Morgan Small Cap Equity Fund | Other securities | — | — | $93K | 0.3% | |
| American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $89K | 0.3% | |
| Calvert US Large Cap Core Responsible Index Fund | Common Collective Trusts | — | — | $88K | 0.3% | |
| Pioneer Strategic Income Fund | Other securities | — | — | $68K | 0.2% | |
| JP Morgan Core Bond Fund | Other securities | — | — | $53K | 0.2% | |
| Fidelity Institutional Asset Management Trust Company Large Cap Value Index Fund | Common Collective Trusts | — | — | $49K | 0.2% | |
| PIMCO CommodityRealReturn Strategy Fund | Mutual Funds | — | — | $46K | 0.1% | |
| Janus Henderson Global Equity Income Fund | Mutual Funds | — | — | $44K | 0.1% | |
| PIMCO Real Return Fund | Mutual Funds | — | — | $34K | 0.1% | |
| Blackrock LifePath Index 2025 Fund - Money Market Fund * Fidelity Institutional Asset Management Trust Company Government Money Market Fund | Mutual Funds | — | — | $16K | <0.1% | |
| PIMCO International Bond Fund | 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.
