James Horton signed Goettsch Partners, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Goettsch Partners, Inc.'s EIN is 36-3000577.
Download the official 2024 Form 5500 (PDF) for Goettsch Partners, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Goettsch Partners, 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 | $125 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSTROW | 36-2938874 | — | ACCOUNTANT/AUDITOR | $14K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID CONTRAFUND K6 Mutual Fund | Mutual Funds | — | — | $10.1M | 31.8% | |
| FID 500 INDEX Mutual Fund | Common Collective Trusts | — | — | $4.0M | 12.7% | |
| FID WORLDWIDE Mutual Fund | Mutual Funds | — | — | $2.6M | 8.3% | |
| FID GOVT MMKT Interest Bearing Cash | Mutual Funds | — | — | $1.6M | 5.1% | |
| FID MID CAP STOCK K6 Mutual Fund | Mutual Funds | — | — | $1.6M | 4.9% | |
| FID MAGELLAN K6 Mutual Fund | Mutual Funds | — | — | $1.5M | 4.8% | |
| FID BALANCED K6 Mutual Fund | Mutual Funds | — | — | $1.3M | 4.1% | |
| FID STK SEL SM CAP Mutual Fund | Mutual Funds | — | — | $1.1M | 3.6% | |
| FID GROWTH STRAT K6 Mutual Fund | Mutual Funds | — | — | $867K | 2.7% | |
| MFS MA INV TRUST R6 Mutual Fund | Mutual Funds | — | — | $754K | 2.4% | |
| FID INTL INDEX Mutual Fund | Mutual Funds | — | — | $750K | 2.4% | |
| FID LOW PRICED STK Mutual Fund | Mutual Funds | — | — | $741K | 2.3% | |
| FIDELITY GOVT INCOME Mutual Fund | Mutual Funds | — | — | $712K | 2.2% | |
| FID GROWTH & INC K Mutual Fund | Mutual Funds | — | — | $676K | 2.1% | |
| FID EQUITY INC Mutual Fund | Mutual Funds | — | — | $470K | 1.5% | |
| FID FREEDOM 2050 K Mutual Fund | Mutual Funds | — | — | $405K | 1.3% | |
| FID FREEDOM 2035 K Mutual Fund | Mutual Funds | — | — | $312K | 1.0% | |
| FID FREEDOM INC K Mutual Fund | Mutual Funds | — | — | $289K | 0.9% | |
| FID FREEDOM 2040 K Mutual Fund | Mutual Funds | — | — | $281K | 0.9% | |
| FID FREEDOM 2020 K Mutual Fund | Mutual Funds | — | — | $233K | 0.7% | |
| FID FREEDOM 2055 K Mutual Fund | Mutual Funds | — | — | $222K | 0.7% | |
| FID FREEDOM 2015 K Mutual Fund | Mutual Funds | — | — | $197K | 0.6% | |
| FID FREEDOM 2010 K Mutual Fund | Mutual Funds | — | — | $192K | 0.6% | |
| HEARTLAND VAL PLS IV Mutual Fund | Other securities | — | — | $164K | 0.5% | |
| FID FREEDOM 2030 K Mutual Fund | Mutual Funds | — | — | $158K | 0.5% | |
| value TRP BLUE CHIP GRTH I Mutual Fund | Other securities | — | — | $151K | 0.5% | |
| TRP DIV GROWTH I Mutual Fund | Other securities | — | — | $145K | 0.5% | |
| FID FREEDOM 2060 K Mutual Fund | Mutual Funds | — | — | $48K | 0.2% | |
| FID FREEDOM 2045 K Mutual Fund | Mutual Funds | — | — | $48K | 0.2% | |
| FID FREEDOM 2025 K Mutual Fund | Mutual Funds | — | — | $27K | <0.1% | |
| FID REAL ESTATE INVS Mutual Fund | Mutual Funds | — | — | $23K | <0.1% | |
| OUTSTANDING LOAN BALANCE Participant Loans*** | Participant loans | — | — | $17K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
