Angie LOOR signed Kustom US, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Kustom US, Inc.'s EIN is 34-1027047.
Download the official 2024 Form 5500 (PDF) for Kustom US, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Kustom US, Inc.'s plan includes a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing, 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 | $26K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom 2030 Fund K6 Mutual Fund N/A | Mutual Funds | — | — | $2.4M | 21.7% | |
| Fidelity Freedom 2040 Fund K6 Mutual Fund N/A | Mutual Funds | — | — | $2.2M | 20.0% | |
| Fidelity Freedom 2035 Fund K6 Mutual Fund N/A | Mutual Funds | — | — | $1.4M | 13.1% | |
| Fidelity Freedom 2045 Fund K6 Mutual Fund N/A | Mutual Funds | — | — | $980K | 8.9% | |
| Fidelity Freedom 2055 Fund K6 Mutual Fund N/A | Mutual Funds | — | — | $881K | 8.0% | |
| Fidelity Freedom 2050 Fund K6 Mutual Fund N/A | Mutual Funds | — | — | $879K | 8.0% | |
| Fidelity Freedom 2060 Fund K6 Mutual Fund N/A | Mutual Funds | — | — | $765K | 7.0% | |
| Fidelity Freedom 2025 Fund K6 Mutual Fund N/A | Mutual Funds | — | — | $521K | 4.8% | |
| Fidelity Freedom 2065 Fund K6 Mutual Fund N/A | Mutual Funds | — | — | $244K | 2.2% | |
| Participant loans (Interest at 7.50% - 9.50%) N/A | Bonds / Notes | — | — | $172K | 1.6% | |
| Fidelity U.S. Bond Index Fund Mutual Fund N/A 995 * Fidelity 500 Index Fund Mutual Fund N/A | Common Collective Trusts | — | — | $165K | 1.5% | |
| Fidelity Blue Chip Growth K6 Mutual Fund N/A | Mutual Funds | — | — | $114K | 1.0% | |
| Fidelity Freedom 2020 Fund K6 Mutual Fund N/A | Mutual Funds | — | — | $89K | 0.8% | |
| Columbia Contrarian Core Fund Inst'l 3 Mutual Fund N/A | Other securities | — | — | $21K | 0.2% | |
| Fidelity Global ex U.S. Index Fund Mutual Fund N/A | Common Collective Trusts | — | — | $17K | 0.2% | |
| Fidelity Freedom 2015 Fund K6 Mutual Fund N/A | Mutual Funds | — | — | $14K | 0.1% | |
| Fidelity Small Cap Growth K6 Mutual Fund N/A | Mutual Funds | — | — | $14K | 0.1% | |
| MFS Mid Cap Value Fund R6 Mutual Fund N/A | Mutual Funds | — | — | $12K | 0.1% | |
| Columbia Small Cap Value Fund II Inst'l 3 Mutual Fund N/A | Other securities | — | — | $12K | 0.1% | |
| JPMorgan Government Bond Fund R6 Mutual Fund N/A | U.S. Treasuries | — | — | $9K | <0.1% | |
| Fidelity Gov't Money Market Fund K6 Money Market Fund N/A | Mutual Funds | — | — | $8K | <0.1% | |
| Fidelity Inflation-Protected Bond Index Fund Mutual Fund N/A 709 * Fidelity Total Bond K6 Mutual Fund N/A | Common Collective Trusts | — | — | $8K | <0.1% | |
| Columbia Emerging Markets Fund Inst'l 3 Mutual Fund N/A | Other securities | — | — | $8K | <0.1% | |
| Fidelity Mid Cap Index Fund Mutual Fund N/A | Common Collective Trusts | — | — | $6K | <0.1% | |
| Fidelity Int'l Capital Appreciation K6 Mutual Fund N/A | Mutual Funds | — | — | $6K | <0.1% | |
| American Funds American MF R-6 Mutual Fund N/A | Mutual Funds | — | — | $6K | <0.1% | |
| Fidelity Freedom 2070 Fund K6 Mutual Fund N/A | Mutual Funds | — | — | $3K | <0.1% | |
| Cohen & Steers Realty Shares Fund Z Mutual Fund N/A | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
