Jim DEE signed Multitech Industries, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Multitech Industries, LLC's EIN is 36-3917513.
Download the official 2024 Form 5500 (PDF) for Multitech Industries, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Multitech Industries, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 INST OP CO | 04-2647786 | — | RECORDKEEPER | $42K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Group VANG TARGET RET 2040 | Mutual Funds | — | — | $3.3M | 18.0% | |
| Fidelity Management Trust Company FID 500 INDEX | Common Collective Trusts | — | — | $3.2M | 17.5% | |
| Vanguard Group VANG TARGET RET 2030 | Mutual Funds | — | — | $2.8M | 15.5% | |
| Vanguard Group VANG TARGET RET 2025 | Mutual Funds | — | — | $2.3M | 12.4% | |
| Vanguard Group VANG TARGET RET 2035 | Mutual Funds | — | — | $1.4M | 7.7% | |
| Vanguard Group VANG TARGET RET INC | Mutual Funds | — | — | $1.0M | 5.6% | |
| Vanguard Group VANG TARGET RET 2050 | Mutual Funds | — | — | $586K | 3.2% | |
| maturing February 2024 through January 2029 | Other securities | — | — | $555K | 3.0% | |
| Vanguard Group VANG TARGET RET 2055 | Mutual Funds | — | — | $469K | 2.6% | |
| Goldman Sachs GS MID CAP VALUE R6 ** - Vanguard Group VANG TARGET RET 2020 | Mutual Funds | — | — | $422K | 2.3% | |
| Vanguard Group VANG TARGET RET 2060 | Mutual Funds | — | — | $346K | 1.9% | |
| Fidelity Management Trust Company Government Money Market | Mutual Funds | — | — | $275K | 1.5% | |
| Fidelity Management Trust Company FID LG CAP GR IDX | Common Collective Trusts | — | — | $261K | 1.4% | |
| Nuveen Investments NUVEEN REAL ESTATE R6 | Mutual Funds | — | — | $178K | 1.0% | |
| Maquarie Science and Technology MGL SCI & TECH R6 | Other securities | — | — | $168K | 0.9% | |
| Ivy Investment Management Company INVS DIVRS DIVD R5 | Common Stocks | — | — | $111K | 0.6% | |
| American Funds AF WASH MUTL INV R6 | Mutual Funds | — | — | $95K | 0.5% | |
| Vanguard Group VANG TARGET RET 2045 | Mutual Funds | — | — | $64K | 0.4% | |
| Fidelity Management Trust Company FID MID CAP IDX | Common Collective Trusts | — | — | $52K | 0.3% | |
| Fidelity Management Trust Company FID SEL BIOTECH | Mutual Funds | — | — | $39K | 0.2% | |
| American Funds AF BALANCED R6 ** 976 American Funds AF GRTH FUND AMER R6 | Mutual Funds | — | — | $15K | <0.1% | |
| Morgan Stanley MSIF GROWTH I | Other securities | — | — | $10K | <0.1% | |
| Fidelity Management Trust Company FIDELITY FINANCIALS | Mutual Funds | — | — | $9K | <0.1% | |
| Fidelity Management Trust Company FID SM CAP IDX | Common Collective Trusts | — | — | $9K | <0.1% | |
| Ivy Investment Management Company PIONEER DSCPLD VAL Y ** 436 Vanguard Group VANG PAC STK IDX ADM | Common Collective Trusts | — | — | $8K | <0.1% | |
| Franklin Templeton FKLN MTL SHARES R6 | Mutual Funds | — | — | $7K | <0.1% | |
| MANAGED INCOME PORTFOLIO CLASS 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $3K | <0.1% | |
| Fidelity Management Trust Company FID US BOND IDX | Common Collective Trusts | — | — | $2K | <0.1% | |
| Victory Capital VM MID-CP CORE GR R6 | Other securities | — | — | $2K | <0.1% | |
| American Funds AF SMALLCAP WORLD R6 | Mutual Funds | — | — | $2K | <0.1% | |
| American Funds AF NEW PERSPECT R6 | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
