Daniel Milewski signed Fred Beans Ford, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Fred Beans Ford, Inc.'s EIN is 23-1982412.
Download the official 2024 Form 5500 (PDF) for Fred Beans Ford, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Fred Beans Ford, Inc.'s plan includes profit-sharing, a 401(k) feature.
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 | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HORNOR TOWNSEND & KENT INC | 23-1706189 | — | ADVISOR | $121K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Advisor Freedom 2030 Z 1,270,392.790 shares | Mutual Funds | — | — | $18.0M | 15.4% | |
| Fidelity Advisor Freedom 2035 Z 871,366.905 shares | Mutual Funds | — | — | $12.7M | 10.9% | |
| Fidelity 500 Index 55,519.214 shares | Common Collective Trusts | — | — | $11.3M | 9.7% | |
| Fidelity Advisor Freedom 2040 Z 510,796.076 shares | Mutual Funds | — | — | $8.4M | 7.2% | |
| JP Morgan Large Cap Growth R6 95,658.553 shares | Other securities | — | — | $8.0M | 6.9% | |
| Fidelity Advisor Freedom 2025 Z 628,698.134 shares | Mutual Funds | — | — | $7.9M | 6.8% | |
| Fidelity Advisor Freedom 2045 Z 518,329.124 shares | Mutual Funds | — | — | $6.9M | 5.9% | |
| Fidelity Advisor Freedom 2050 Z 504,257.033 shares | Mutual Funds | — | — | $6.8M | 5.8% | |
| Fidelity Advisor Freedom 2020 Z 494,179.398 shares | Mutual Funds | — | — | $5.8M | 5.0% | |
| Fidelity Advisor Freedom 2055 Z 380,278.509 shares | Mutual Funds | — | — | $5.7M | 4.9% | |
| Fidelity Government Money Market Fund 4,458,896.840 shares | Mutual Funds | — | — | $4.5M | 3.8% | |
| Fidelity Advisor Freedom 2015 Z 375,070.319 shares | Mutual Funds | — | — | $3.9M | 3.4% | |
| Fidelity Advisor Freedom 2060 Z 270,604.781 shares | Mutual Funds | — | — | $3.7M | 3.2% | |
| Notes Receivable from Participants * Various participants Interest rates of 4.25% - 11.5% | Bonds / Notes | — | — | $1.8M | 1.5% | |
| Fidelity Advisor Freedom 2065 Z 139,690.170 shares | Mutual Funds | — | — | $1.8M | 1.5% | |
| Registered Investment Companies American Beacon Large Cap Value Institutional 58,756.977 shares | Other securities | — | — | $1.5M | 1.3% | |
| Fidelity Advisor Freedom 2010 Z 145,745.720 shares | Mutual Funds | — | — | $1.5M | 1.3% | |
| JP Morgan Mid-Cap Value Institutional 34,296.647 shares | Other securities | — | — | $1.3M | 1.1% | |
| JP Morgan Mid Cap Growth R6 23,310.238 shares | Other securities | — | — | $1.2M | 1.0% | |
| Dodge and Cox Global Stock 74,529.611 shares | Mutual Funds | — | — | $1.0M | 0.9% | |
| Fidelity Advisor Freedom Inc Z 66,387.885 shares | Mutual Funds | — | — | $667K | 0.6% | |
| BNY Mellon Small Cap Stock Index 26,678.627 shares | Other securities | — | — | $645K | 0.6% | |
| Fidelity US Bond Index Fund 62,623.325 shares | Common Collective Trusts | — | — | $640K | 0.5% | |
| Fidelity Global ex US Index 19,990.339 shares | Mutual Funds | — | — | $288K | 0.2% | |
| JP Morgan Core Plus Bond Fund 33,351.438 shares | Other securities | — | — | $237K | 0.2% | |
| Fidelity Inflation-Protected Bond Index Fund 18,061.033 shares | Common Collective Trusts | — | — | $161K | 0.1% | |
| T. Rowe Price Overseas Stock 7,698.516 shares | Other securities | — | — | $96K | <0.1% | |
| Fidelity NASDAQ Comp Index 256.276 shares | Mutual Funds | — | — | $63K | <0.1% | |
| Fidelity Mid Cap Index 1,020.086 shares | Mutual Funds | — | — | $34K | <0.1% | |
| Fidelity Large Cap Growth Index 785.447 shares | Mutual Funds | — | — | $31K | <0.1% | |
| Fidelity Advisor Freedom 2070 Z 2,229.432 shares | Mutual Funds | — | — | $23K | <0.1% | |
| Fidelity International Index 106.490 shares | Mutual Funds | — | — | $5K | <0.1% | |
| Fidelity Small Cap Index 142.648 shares | Mutual Funds | — | — | $4K | <0.1% | |
| Fidelity Emerging Markets Index 358.155 shares | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOYER AND RITTER LLC | 23-1311005 | — | ACCOUNTANT/AUDITOR | $19K | — |
