Ivan FINK signed The Libman Company's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Libman Company's EIN is 37-0994957.
Download the official 2023 Form 5500 (PDF) for The Libman Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)The Libman Company'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 | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $9K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index 17,840 Shares | Common Collective Trusts | — | $18K | $3.4M | 11.3% | |
| Fidelity Freedom 2035 173,477 Shares | Mutual Funds | — | $173K | $2.7M | 9.0% | |
| Fidelity Freedom 2030 126,450 Shares | Mutual Funds | — | $126K | $2.2M | 7.4% | |
| Fidelity Freedom 2045 158,229 Shares | Mutual Funds | — | $158K | $2.1M | 7.0% | |
| Fidelity Freedom 2040 180,513 Shares | Mutual Funds | — | $181K | $2.1M | 6.9% | |
| Money Market Fund *Fidelity Government Money Market 1,578,297 Shares | Mutual Funds | — | $1.6M | $1.8M | 6.0% | |
| Fidelity Freedom 2020 110,799 Shares | Mutual Funds | — | $111K | $1.6M | 5.4% | |
| Fidelity Freedom 2050 105,907 Shares | Mutual Funds | — | $106K | $1.4M | 4.8% | |
| Fidelity Freedom 2055 73,702 Shares | Mutual Funds | — | $74K | $1.1M | 3.8% | |
| Fidelity Capital Appreciation 23,194 Shares | Mutual Funds | — | $23K | $1.1M | 3.6% | |
| T. Rowe Price Large-Cap Growth Fund I Class 12,032 Shares | Other securities | — | $12K | $957K | 3.2% | |
| Fidelity Total Market Index 6,277 Shares | Common Collective Trusts | — | $6K | $938K | 3.1% | |
| Notes Receivable from Participants Interest Rates Ranging with Various Maturity Dates through 2029 from 4.25% to 9.50% | Bonds / Notes | — | — | $765K | 2.6% | |
| Fidelity Balanced 25,502 Shares | Mutual Funds | — | $26K | $753K | 2.5% | |
| Fidelity Stock Selector Large Cap Value 27,355 Shares | Mutual Funds | — | $27K | $739K | 2.5% | |
| Fidelity International Discovery 14,694 Shares | Mutual Funds | — | $15K | $734K | 2.5% | |
| Fidelity Freedom 2025 50,679 Shares | Mutual Funds | — | $51K | $694K | 2.3% | |
| Fidelity Total Bond 71,484 Shares | Mutual Funds | — | $71K | $672K | 2.2% | |
| Fidelity International Index 12,841 Shares | Mutual Funds | — | $13K | $639K | 2.1% | |
| Fidelity Freedom 2065 41,906 Shares | Mutual Funds | — | $42K | $547K | 1.8% | |
| Baron Asset Fund Institutional Class 4,968 Shares | Other securities | — | $5K | $528K | 1.8% | |
| Fidelity Value 24,489 Shares | Mutual Funds | — | $24K | $362K | 1.2% | |
| Fidelity Freedom 2060 23,710 Shares | Mutual Funds | — | $24K | $338K | 1.1% | |
| Fidelity Capital and Income 33,790 Shares | Mutual Funds | — | $34K | $336K | 1.1% | |
| Fidelity US Bond Index 29,317 Shares | Mutual Funds | — | $29K | $299K | 1.0% | |
| Fidelity Freedom 2010 17,818 Shares | Mutual Funds | — | $18K | $249K | 0.8% | |
| Fidelity Stock Selector Small Cap 6,402 Shares | Mutual Funds | — | $6K | $229K | 0.8% | |
| Fidelity Leveraged Company Stock 3,732 Shares | Mutual Funds | — | $4K | $151K | 0.5% | |
| Fidelity Freedom Income 13,457 Shares | Mutual Funds | — | $13K | $142K | 0.5% | |
| Fidelity Extended Market Index 1,566 Shares | Mutual Funds | — | $2K | $126K | 0.4% | |
| Northern Small Cap Core 3,242 Shares | Other securities | — | $3K | $90K | 0.3% | |
| Fidelity Freedom 2015 5,093 Shares | Mutual Funds | — | $5K | $58K | 0.2% | |
| Allspring Small Company Value Fund - Class A 90 Shares | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
