Ross Thompson signed Standex International Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Standex International Corporation's EIN is 31-0596149.
Download the official 2024 Form 5500 (PDF) for Standex International Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Standex International Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
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 | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $29K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Growth Company Fund " ** | Mutual Funds | — | — | $21.3M | 19.4% | |
| Fidelity Freedom 2030 Fund " ** | Mutual Funds | — | — | $13.5M | 12.3% | |
| Fidelity 500 Index Fund " ** | Common Collective Trusts | — | — | $11.1M | 10.1% | |
| Fidelity Freedom 2040 Fund " ** | Mutual Funds | — | — | $8.1M | 7.3% | |
| Fidelity Freedom 2035 Fund " ** | Mutual Funds | — | — | $6.2M | 5.7% | |
| Fidelity Freedom 2025 Fund " ** | Mutual Funds | — | — | $5.8M | 5.3% | |
| Standex International Corporation Common Stock Common stock | Common Stocks | — | $902K | $5.4M | 4.9% | |
| Neuberger Berman Genesis Fund Mutual fund ** | Other securities | — | — | $5.2M | 4.7% | |
| Fidelity Extended Market Fund " ** | Mutual Funds | — | — | $4.3M | 3.9% | |
| Fidelity Freedom 2050 Fund " ** | Mutual Funds | — | — | $3.9M | 3.5% | |
| Fidelity Freedom 2020 Fund " ** | Mutual Funds | — | — | $3.5M | 3.2% | |
| Fidelity Freedom 2045 Fund " ** | Mutual Funds | — | — | $3.5M | 3.2% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $3.3M | 3.0% | |
| Fidelity Managed Income Portfolio I Common collective trust ** 196 * Fidelity Managed Income Portfolio II " ** | Common Collective Trusts | — | — | $3.3M | 3.0% | |
| Fidelity Global Ex US Index Fund " ** | Common Collective Trusts | — | — | $2.3M | 2.1% | |
| Dodge & Cox Stock Fund " ** | Mutual Funds | — | — | $2.0M | 1.9% | |
| Hartford Total Return Bond Fund " ** | Other securities | — | — | $2.0M | 1.8% | |
| Fidelity Freedom 2055 Fund " ** | Mutual Funds | — | — | $2.0M | 1.8% | |
| Fidelity Freedom 2060 Fund " ** | Mutual Funds | — | — | $1.7M | 1.5% | |
| Fidelity US Bond Index Fund " ** | Common Collective Trusts | — | — | $935K | 0.9% | |
| Brokeragelink Self-directed brokerage account ** | Self-Directed Brokerage | — | — | $830K | 0.8% | |
| Participant Loans (4.25% - 9.50%) - | Bonds / Notes | — | — | $791K | 0.7% | |
| American Funds Europacific Growth Fund " ** | Mutual Funds | — | — | $780K | 0.7% | |
| Fidelity Freedom 2010 Fund " ** | Mutual Funds | — | — | $451K | 0.4% | |
| Fidelity Freedom 2065 Fund " ** | Mutual Funds | — | — | $450K | 0.4% | |
| Fidelity Government Portfolio Fund Mutual fund | Mutual Funds | — | $259K | $259K | 0.2% | |
| Fidelity Freedom 2015 Fund " ** | Mutual Funds | — | — | $104K | <0.1% | |
| Fidelity Freedom Income Fund " ** | Mutual Funds | — | — | $58K | <0.1% | |
| Fidelity Government Cash Reserve Fund " ** | Mutual Funds | — | — | $7K | <0.1% | |
| Fidelity Freedom 2070 Fund " ** | Mutual Funds | — | — | $6K | <0.1% |
