DEE Byers signed Avidex Industries, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Avidex Industries, LLC's EIN is 37-1480101.
Download the official 2024 Form 5500 (PDF) for Avidex Industries, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Avidex Industries, LLC'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 | -$9K | — |
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 | |||||
|---|---|---|---|---|---|---|
| JPMorgan SmartRetirement Blend 2035 Fund R5 Mutual Fund - | Other securities | — | — | $7.6M | 13.0% | |
| Fidelity 500 Index Fund Mutual Fund - | Common Collective Trusts | — | — | $6.1M | 10.5% | |
| JPMorgan SmartRetirement Blend 2045 Fund R5 Mutual Fund - | Other securities | — | — | $3.6M | 6.2% | |
| JPMorgan SmartRetirement Blend 2030 Fund R5 Mutual Fund - | Other securities | — | — | $3.4M | 5.9% | |
| JPMorgan SmartRetirement Blend 2020 Fund R5 Mutual Fund - | Other securities | — | — | $2.8M | 4.9% | |
| JPMorgan SmartRetirement Blend 2040 Fund R5 Mutual Fund - | Other securities | — | — | $2.5M | 4.2% | |
| JPMorgan SmartRetirement Blend 2050 Fund R5 Mutual Fund - | Other securities | — | — | $2.3M | 3.9% | |
| Fidelity Government Money Market Fund Interest Bearing Cash - | Mutual Funds | — | — | $2.2M | 3.8% | |
| Putnam Large Cap Value Fund Class Y Mutual Fund - | Mutual Funds | — | — | $2.2M | 3.8% | |
| JPMorgan SmartRetirement Blend 2025 Fund R5 Mutual Fund - | Other securities | — | — | $2.1M | 3.7% | |
| Fidelity Extended Market Index Fund Mutual Fund - | Common Collective Trusts | — | — | $2.0M | 3.4% | |
| Fidelity Value Fund Class K Mutual Fund - | Mutual Funds | — | — | $1.8M | 3.1% | |
| Fidelity Total Bond Mutual Fund - | Mutual Funds | — | — | $1.5M | 2.5% | |
| MFS International Diversification Fund Class R4 Mutual Fund - | Mutual Funds | — | — | $1.4M | 2.4% | |
| JPMorgan SmartRetirement Blend 2055 Fund R5 Mutual Fund - | Other securities | — | — | $1.4M | 2.4% | |
| Vanguard Explorer Fund Admiral Shares Mutual Fund - | Mutual Funds | — | — | $1.3M | 2.3% | |
| Putnam Stable Value Common Collective Trust - 829 * Outstanding Loan Balance Participant Loans*** - | Stable Value | — | — | $924K | 1.6% | |
| Fidelity Balacned Fund Class K Mutual Fund - | Mutual Funds | — | — | $763K | 1.3% | |
| American Beacon Small Cap Value Fund R5 Mutual Fund - | Other securities | — | — | $652K | 1.1% | |
| JPMorgan SmartRetirement Blend Income Fund R5 Mutual Fund - | Other securities | — | — | $632K | 1.1% | |
| JPMorgan SmartRetirement Blend 2060 Fund R5 Mutual Fund - | Other securities | — | — | $539K | 0.9% | |
| T. Rowe Price International Bond Fund Mutual Fund - | Other securities | — | — | $494K | 0.8% | |
| Virtus Duff & Phelps Real Estate Securities Fund I Mutual Fund - | Other securities | — | — | $490K | 0.8% | |
| Fidelity U.S. Bond Index Fund Mutual Fund - | Common Collective Trusts | — | — | $463K | 0.8% | |
| Fidelity Global ex U.S. Index Fund Mutual Fund - | Common Collective Trusts | — | — | $245K | 0.4% | |
| Managed Income Portfolio Class 1 Common Collective Trust - | Common Collective Trusts | — | — | $232K | 0.4% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $232K | 0.4% | |
| Harding Loevner Emerging Markets Portfolio Class I Mutual Fund - | Other securities | — | — | $208K | 0.4% | |
| JPMorgan SmartRetirement Blend 2065 Fund R5 Mutual Fund - | Other securities | — | — | $30K | <0.1% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST CO · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $829 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
