Craig R. Lowry signed FCS Industries, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
FCS Industries, Inc.'s EIN is 36-2700871.
Download the official 2024 Form 5500 (PDF) for FCS Industries, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)FCS Industries, 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 |
|---|---|---|---|---|---|
| WOLFF WIESE MAGANA LLC | 45-2548834 | CARLSBAD, CA | ADVISOR | $24K | — |
| EDWARD D. JONES & CO., L.P. | 43-0345811 | ST. LOUIS, MO | ADVISOR | $23K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| New Perspective Fund 57,544 Shares of mutual fund | Other securities | — | $3.0M | $3.6M | 9.7% | |
| Fidelity 500 Index Fund Fxaix 15,144 Shares of mutual fund | Common Collective Trusts | — | $2.5M | $3.1M | 8.4% | |
| Washington Mutual Investors Fund 44,400 Shares of mutual fund | Other securities | — | $2.3M | $2.7M | 7.4% | |
| Growth Fund Of America 28,692 Shares of mutual fund | Other securities | — | $1.7M | $2.1M | 5.8% | |
| Schwab Government Money Market Fund Money Market | Mutual Funds | — | $1.4M | $1.4M | 3.9% | |
| Edward Jones Money Market Fund Money Market | Cash / Money Market | — | $1.2M | $1.2M | 3.2% | |
| Fidelity Growth Company Fdgrx 27,674 Shares of mutual fund | Mutual Funds | — | $843K | $1.1M | 3.0% | |
| Fidelity Cash Reserves Money Market | Mutual Funds | — | $1.0M | $1.0M | 2.7% | |
| Nvidia Corp 4,565 Shares Common Stock | Common Stocks | — | -$63K | $613K | 1.7% | |
| Fidelity Asset Manager 40% Ffanx 45,347 Shares of mutual fund | Mutual Funds | — | $548K | $587K | 1.6% | |
| New World Fund 7,156 Shares of mutual fund | Other securities | — | $518K | $551K | 1.5% | |
| Fidelity Balanced Fbalx 17,947 Shares of mutual fund | Mutual Funds | — | $461K | $531K | 1.4% | |
| Fidelity Growth Fund 401K 10,205 Shares of mutual fund | Mutual Funds | — | $300K | $412K | 1.1% | |
| Virtus Seix Float Rate High Inc 52,359 Shares of mutual fund | Common Stocks | — | $377K | $409K | 1.1% | |
| Brown Advisory Growth Equity 23,079 Shares of mutual fund | Other securities | — | $326K | $381K | 1.0% | |
| Apple Inc 1,330 Shares Common Stock | Common Stocks | — | $236K | $333K | 0.9% | |
| Time Warner Inc Note 01/15/26 3.88% Corporate Bond | Bonds / Notes | — | $286K | $280K | 0.8% | |
| Marvell Technology Inc. 2,480 Shares Common Stock | Common Stocks | — | $128K | $274K | 0.7% | |
| American High Income Trust Cl A 27,412 Shares of mutual fund | Common Stocks | — | $244K | $268K | 0.7% | |
| Clearbridge Dividend Strategy I 8,372 Shares of mutual fund | Other securities | — | $221K | $259K | 0.7% | |
| Keybank National Association 01/26/26 4.70% Corporate Bond | Bonds / Notes | — | $250K | $255K | 0.7% | |
| Mitsubishi Ufj Financial 07/17/25 1.41% Corporate Bond | Bonds / Notes | — | $250K | $247K | 0.7% | |
| Fidelity Growth Fund Company Plan 5,940 Shares of mutual fund | Mutual Funds | — | $175K | $240K | 0.6% | |
| Wells Fargo Money Market Fund Money Market | Cash / Money Market | — | $237K | $237K | 0.6% | |
| Fidelity Enhanced Mid Cap Etf 401K Plan 7,117 Shares of mutual fund | Mutual Funds | — | $192K | $234K | 0.6% | |
| Manulife Financial Corp Sr Nt 03/04/26 4.15% Corporate Bond | Bonds / Notes | — | $225K | $224K | 0.6% | |
| Goldman Sachs Bdc 01/15/26 2.88% Corporate Bond | Bonds / Notes | — | $225K | $223K | 0.6% | |
| Hartford Mut Fds Dividend & Growth 6,643 Shares of mutual fund | Other securities | — | $197K | $221K | 0.6% | |
| First Eagle Overseas Class I 8,824 Shares of mutual fund | Other securities | — | $203K | $216K | 0.6% | |
| Ford Motor Credit Company 05/17/27 5.85% Corporate Bond | Bonds / Notes | — | $200K | $204K | 0.6% | |
| Charles Schwab 04/24/25 4.80% Certificate of Deposit | Mutual Funds | — | $200K | $202K | 0.5% | |
| Nomura Hldgs Inc 07/16/25 1.85% Corporate Bond | Bonds / Notes | — | $200K | $198K | 0.5% | |
| Tencent Music Entertainment Grp 09/03/25 1.38% Corporate Bond | Bonds / Notes | — | $200K | $196K | 0.5% | |
| Deutsche Bk Ag Ser 09/14/29 4.75% Corporate Bond | Bonds / Notes | — | $200K | $193K | 0.5% | |
| Visa Inc 525 Shares Common Stock | Common Stocks | — | $137K | $166K | 0.4% | |
| Lord Abbett Short Dur Income Fund 42,774 Shares of mutual fund | Mutual Funds | — | $156K | $165K | 0.4% | |
| Merrill Lynch & Co 09/15/26 6.22% Corporate Bond | Bonds / Notes | — | $150K | $156K | 0.4% | |
| Aercap Ireland 07/15/25 6.50% Corporate Bond | Bonds / Notes | — | $150K | $156K | 0.4% | |
| Morgan Stanley Private 07/12/29 5.30% Certificate of Deposit | Bonds / Notes | — | $150K | $154K | 0.4% | |
| Marriott Intl Inc Note 10/01/25 3.75% Corporate Bond | Bonds / Notes | — | $150K | $149K | 0.4% | |
| Abbvie Inc 05/14/26 3.20% Corporate Bond | Bonds / Notes | — | $150K | $148K | 0.4% | |
| Abbvie Inc 800 Shares Common Stock | Common Stocks | — | $124K | $142K | 0.4% | |
| Fidelity Funds Fidelity Treasury Money Market | Mutual Funds | — | $142K | $142K | 0.4% | |
| New Jersey Economic Dev Auth 02/15/25 1.00% Corporate Bond | Bonds / Notes | — | $75K | $139K | 0.4% | |
| Principal Financial Group 11/15/26 3.10% Corporate Bond | Bonds / Notes | — | $135K | $132K | 0.4% | |
| Dfa Us Core Eqty Dfeox 2,964 Shares of mutual fund | Mutual Funds | — | $106K | $128K | 0.3% | |
| Microsoft Corp 300 Shares Common Stock | Common Stocks | — | $113K | $126K | 0.3% | |
| Kemper Corp 02/15/25 4.35% Corporate Bond | Bonds / Notes | — | $120K | $122K | 0.3% | |
| Sherwin-Williams 02/01/25 3.30% Corporate Bond | Bonds / Notes | — | $120K | $121K | 0.3% | |
| Goosehead Insurance 1,130 Shares Common Stock | Common Stocks | — | $86K | $121K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
