Timothy Steitz signed Sauer Holdings, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sauer Holdings, Inc.'s EIN is 25-1847425.
Download the official 2024 Form 5500 (PDF) for Sauer Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sauer Holdings, 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 | -$71K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $10K | — |
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 Investments Contrafund K | Mutual Funds | — | — | $8.4M | 15.5% | |
| Fidelity Investments 500 Index ADV | Common Collective Trusts | — | — | $5.8M | 10.7% | |
| Fidelity Investments Freedom 2030 Commingled Pool Class B | Common Collective Trusts | — | — | $5.1M | 9.3% | |
| FID FRDM 2030 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 201 | Common Collective Trust | — | — | $5.1M | 9.3% | |
| Fidelity Investments Low Priced STK | Mutual Funds | — | — | $4.4M | 8.1% | |
| Fidelity Investments Freedom 2040 Commingled Pool Class B | Common Collective Trusts | — | — | $3.6M | 6.7% | |
| FID FRDM 2040 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 203 | Common Collective Trust | — | — | $3.6M | 6.7% | |
| Fidelity Investments Puritan | Mutual Funds | — | — | $2.6M | 4.9% | |
| Fidelity Investments Freedom 2050 Commingled Pool Class B | Common Collective Trusts | — | — | $2.4M | 4.5% | |
| FID FRDM 2050 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 205 | Common Collective Trust | — | — | $2.4M | 4.5% | |
| Fidelity Investments Freedom 2045 Commingled Pool Class B | Common Collective Trusts | — | — | $2.3M | 4.2% | |
| FID FRDM 2045 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 204 | Common Collective Trust | — | — | $2.3M | 4.2% | |
| Fidelity Investments Freedom 2035 Commingled Pool Class B | Common Collective Trusts | — | — | $1.9M | 3.5% | |
| FID FRDM 2035 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 202 | Common Collective Trust | — | — | $1.9M | 3.5% | |
| Fidelity Investments Freedom 2025 Commingled Pool Class B | Common Collective Trusts | — | — | $1.8M | 3.3% | |
| FID FRDM 2025 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 200 | Common Collective Trust | — | — | $1.8M | 3.3% | |
| Fidelity Investments Managed Income Portfolio Class 2 | Mutual Funds | — | — | $1.6M | 2.9% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $1.6M | 2.9% | |
| MFS International New Discovery 3 | Mutual Funds | — | — | $1.5M | 2.7% | |
| Loomis Sayles Small Cap Growth Fund Institutional | Other securities | — | — | $1.5M | 2.7% | |
| Fidelity Investments US Bond Index ADV | Mutual Funds | — | — | $1.4M | 2.6% | |
| Fidelity Investments Strategic Income | Mutual Funds | — | — | $1.2M | 2.1% | |
| Fidelity Investments Freedom 2020 Commingled Pool Class B | Common Collective Trusts | — | — | $1.0M | 1.9% | |
| FID FRDM 2020 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 199 | Common Collective Trust | — | — | $1.0M | 1.9% | |
| Fidelity Investments Small Cap Value Fund | Mutual Funds | — | — | $937K | 1.7% | |
| Fidelity Investments Mid Cap Index | Mutual Funds | — | — | $862K | 1.6% | |
| Fidelity Investments Freedom 2055 Commingled Pool Class B | Common Collective Trusts | — | — | $847K | 1.6% | |
| FID FRDM 2055 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 206 | Common Collective Trust | — | — | $847K | 1.6% | |
| Fidelity Investments International Index ADV | Mutual Funds | — | — | $719K | 1.3% | |
| Blackrock High Yield Institutional | Other securities | — | — | $567K | 1.0% | |
| various maturity dates through November 2034) - | Other securities | — | — | $556K | 1.0% | |
| MFS Value R3 | Mutual Funds | — | — | $543K | 1.0% | |
| Fidelity Investments Freedom 2060 Commingled Pool Class B | Common Collective Trusts | — | — | $493K | 0.9% | |
| FID FRDM 2060 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 207 | Common Collective Trust | — | — | $493K | 0.9% | |
| Fidelity Investments Emerging Markets | Mutual Funds | — | — | $485K | 0.9% | |
| Federated Hermes Total Return Bond Fund Institutional Shares | Other securities | — | — | $368K | 0.7% | |
| Fidelity Investments Freedom 2015 Commingled Pool Class B | Common Collective Trusts | — | — | $367K | 0.7% | |
| FID FRDM 2015 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 198 | Common Collective Trust | — | — | $367K | 0.7% | |
| FID FRDM 2065 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 208 | Common Collective Trust | — | — | $349K | 0.6% | |
| Fidelity Investments Freedom 2065 Commingled Pool Class B | Common Collective Trusts | — | — | $349K | 0.6% | |
| Fidelity Investments Small Cap Index | Mutual Funds | — | — | $278K | 0.5% | |
| Cohen & Steers Cohen & Steers Realty | Other securities | — | — | $231K | 0.4% | |
| Allspring Special Mid Cap Value A | Other securities | — | — | $115K | 0.2% | |
| MGL Mid Cap Growth Fund Class A | Other securities | — | — | $98K | 0.2% | |
| Fidelity Investments Freedom Income Commingled Pool Class B | Common Collective Trusts | — | — | $29K | <0.1% | |
| FID FRDM INC CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 195 | Common Collective Trust | — | — | $29K | <0.1% | |
| FID FRDM 2010 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 197 | Common Collective Trust | — | — | $4K | <0.1% | |
| Fidelity Investments Freedom 2010 Commingled Pool Class B | Common Collective Trusts | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
