Pamela Dunlap signed Englert, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Englert, Inc.'s EIN is 22-1846809.
Download the official 2024 Form 5500 (PDF) for Englert, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Englert, Inc.'s plan includes a 401(k) feature, automatic enrollment, profit-sharing, a default investment (QDIA), ERISA 404(c) participant direction.
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 | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL MANAGEMENT GROUP (CMG) | 36-4500709 | — | ADVISOR | $20K | — |
| STRATEGIC ADVISORS, INC. |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | Common Collective Trusts | — | — | $2.6M | 10.9% | |
| Fidelity Blue Chip Growth | Mutual Funds | — | — | $2.1M | 8.7% | |
| Fidelity Freedom 2055 | Mutual Funds | — | — | $2.0M | 8.6% | |
| Fidelity Freedom 2045 | Mutual Funds | — | — | $1.9M | 8.2% | |
| Fidelity Freedom 2050 | Mutual Funds | — | — | $1.7M | 7.4% | |
| Common Collective Trust * Fidelity Managed Income Portfolio Cl 1 | Common Collective Trusts | — | — | $1.5M | 6.4% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $1.5M | 6.4% | |
| Fidelity Freedom 2025 | Mutual Funds | — | — | $1.4M | 6.1% | |
| Fidelity Freedom 2060 | Mutual Funds | — | — | $1.3M | 5.6% | |
| Fidelity Freedom 2030 | Mutual Funds | — | — | $1.3M | 5.5% | |
| Fidelity Freedom 2035 | Mutual Funds | — | — | $1.3M | 5.3% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $1.1M | 4.7% | |
| Fidelity International Index | Mutual Funds | — | — | $1.0M | 4.2% | |
| Fidelity Freedom 2040 | Mutual Funds | — | — | $804K | 3.4% | |
| Participant Loans Interest rates ranging from 4.25% to 9.50% - | Bonds / Notes | — | — | $694K | 2.9% | |
| Baird Core Plus Bond Inv | Other securities | — | — | $597K | 2.5% | |
| Fidelity Freedom 2065 | Mutual Funds | — | — | $444K | 1.9% | |
| JPMorgan Equity Income Fund R4 | Other securities | — | — | $398K | 1.7% | |
| Fidelity Freedom 2020 | Mutual Funds | — | — | $390K | 1.6% | |
| T. Rowe Price T. Rowe Price Small-Cap Value | Mutual Funds | — | — | $370K | 1.6% | |
| Fidelity Balanced | Mutual Funds | — | — | $252K | 1.1% | |
| Fidelity Freedom Income | Mutual Funds | — | — | $193K | 0.8% | |
| Fidelity U.S. Bond Index | Mutual Funds | — | — | $78K | 0.3% | |
| American Funds American Funds EuroPacific Growth Fund R6 | Mutual Funds | — | — | $74K | 0.3% | |
| Fidelity Freedom 2010 | Mutual Funds | — | — | $49K | 0.2% | |
| Fidelity Freedom 2015 | Mutual Funds | — | — | $12K | <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 |
| $10K |
| — |
