David Bell signed Specialty Systems Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Specialty Systems Inc.'s EIN is 22-2247050.
Download the official 2024 Form 5500 (PDF) for Specialty Systems Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Specialty Systems 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 | $600 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Institutional Services Company * Fidelity Investments Fidelity Contrafund | Mutual Funds | — | — | $3.1M | 14.3% | |
| Institutional Services Company * Fidelity Investments Fidelity Government Money Market | Mutual Funds | — | — | $2.8M | 13.3% | |
| Institutional Services Company * Fidelity Investments Fidelity Blue Chip Growth Fund | Mutual Funds | — | — | $2.3M | 10.7% | |
| Institutional Services Company * Fidelity Investments Fidelity Mid Cap Stock Fund | Mutual Funds | — | — | $1.5M | 7.0% | |
| Fidelity Investments Fidelity Low-Priced Stock Fund | Mutual Funds | — | — | $1.4M | 6.4% | |
| Institutional Services Company * Fidelity Investments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.1M | 5.1% | |
| T.Rowe Price T. Rowe Price Retirement 2030 Fund | Other securities | — | — | $888K | 4.2% | |
| Institutional Services Company * Fidelity Investments Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $857K | 4.0% | |
| T.Rowe Price T. Rowe Price Retirement 2040 Fund | Other securities | — | — | $698K | 3.3% | |
| T.Rowe Price T. Rowe Price Dividend Growth Fund | Other securities | — | — | $696K | 3.3% | |
| Institutional Services Company * Fidelity Investments Fidelity Diversified International Fund | Mutual Funds | — | — | $569K | 2.7% | |
| T.Rowe Price T. Rowe Price Retirement 2020 Fund | Other securities | — | — | $558K | 2.6% | |
| MFS Fund MFS Value Fund | Mutual Funds | — | — | $516K | 2.4% | |
| Baird Core Plus Bond Fund | Other securities | — | — | $504K | 2.4% | |
| T.Rowe Price T. Rowe Price Retirement 2025 Fund | Other securities | — | — | $481K | 2.3% | |
| Institutional Services Company * Fidelity Investments Fidelity Small Cap Growth Fund | Mutual Funds | — | — | $417K | 2.0% | |
| T.Rowe Price T. Rowe Price Retirement 2035 Fund | Other securities | — | — | $393K | 1.8% | |
| PGIM Investments PGIM High Yield Fund | Other securities | — | — | $375K | 1.8% | |
| American Funds American Funds American Mutual Fund | Mutual Funds | — | — | $294K | 1.4% | |
| T.Rowe Price T. Rowe Price Retirement 2055 Fund | Other securities | — | — | $267K | 1.3% | |
| Institutional Services Company * Fidelity Investments Fidelity International Index Fund | Common Collective Trusts | — | — | $213K | 1.0% | |
| Baird Short-Term Bond Fund | Other securities | — | — | $200K | 0.9% | |
| Institutional Services Company * Fidelity Investments Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $183K | 0.9% | |
| Invesco Small Cap Value Fund Class R6 | Mutual Funds | — | — | $158K | 0.7% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $129K | 0.6% | |
| American Century American Century Small Cap Value Fund | Other securities | — | — | $107K | 0.5% | |
| T.Rowe Price T. Rowe Price Retirement 2010 Fund | Other securities | — | — | $91K | 0.4% | |
| Cohen & Steers Cohen & Steers Global Realty Shares | Other securities | — | — | $78K | 0.4% | |
| T.Rowe Price T. Rowe Price Retirement 2045 Fund | Other securities | — | — | $71K | 0.3% | |
| T.Rowe Price T. Rowe Price Retirement 2060 Fund | Other securities | — | — | $57K | 0.3% | |
| Columbia Small Cap Index Fund | Common Collective Trusts | — | — | $37K | 0.2% | |
| T.Rowe Price T. Rowe Price Retirement 2050 Fund | Other securities | — | — | $35K | 0.2% | |
| Institutional Services Company Allspring Special Small Cap Value Fund | Common Stocks | — | — | $22K | 0.1% | |
| T.Rowe Price T. Rowe Price Retirement 2005 Fund | Other securities | — | — | $7K | <0.1% | |
| T.Rowe Price T. Rowe Price Retirement 2015 Fund | Other securities | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
