Wesley Duncan signed Flexfab Horizons International, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Flexfab Horizons International, Inc.'s EIN is 38-1674842.
Download the official 2023 Form 5500 (PDF) for Flexfab Horizons International, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Flexfab Horizons International, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $51K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STIFEL NICOLAUS & CO INC | — | ST LOUIS, MO | INVESTMENT ADVISOR | $51K | — |
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 | |||||
|---|---|---|---|---|---|---|
| TIAA-CREF Nuveen Large-Cap GR Index R6 | Mutual Funds | — | — | $5.9M | 16.0% | |
| NEW YORK LIFE INS CO ANCHOR ACCOUNT NEW YORK LIFE (NOT INSURANCE FUND) · EIN 13-5582869 / PN 125 | Common Collective Trust | — | — | $2.7M | 7.4% | |
| Metropolitan West Total Return Bond Admin Cl | Other securities | — | — | $2.5M | 6.9% | |
| JPMorgan Smart Retirement 2050 A | Other securities | — | — | $2.0M | 5.4% | |
| T. Rowe Price Capital Appreciation | Other securities | — | — | $1.9M | 5.2% | |
| JPMorgan Smart Retirement 2045 A | Other securities | — | — | $1.7M | 4.6% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $1.6M | 4.3% | |
| JPMorgan Smart Retirement 2035 A | Other securities | — | — | $1.6M | 4.2% | |
| JPMorgan Smart Retirement 2020 A | Other securities | — | — | $1.3M | 3.5% | |
| T. Rowe Price Value I | Other securities | — | — | $1.3M | 3.5% | |
| Vanguard Mid-Cap Growth Index Admiral | Mutual Funds | — | — | $1.2M | 3.3% | |
| JPMorgan Smart Retirement Income A | Other securities | — | — | $1.1M | 3.1% | |
| JPMorgan Smart Retirement 2030 A | Other securities | — | — | $1.1M | 3.0% | |
| JPMorgan Smart Retirement 2055 A | Other securities | — | — | $1.0M | 2.8% | |
| Franklin Templeton Foreign Fund R6 | Mutual Funds | — | — | $971K | 2.6% | |
| Victory Sycamore Established Value | Other securities | — | — | $961K | 2.6% | |
| PGIM Global Total Return R6 | Other securities | — | — | $961K | 2.6% | |
| Franklin Templeton Small-Cap Growth Adv | Mutual Funds | — | — | $821K | 2.2% | |
| Vanguard Small-Cap Index Adm | Mutual Funds | — | — | $771K | 2.1% | |
| Victory Sycamore Small Co Opportunity | Common Stocks | — | — | $753K | 2.0% | |
| JPMorgan Smart Retirement 2025 A | Other securities | — | — | $668K | 1.8% | |
| American Funds Europacific GR R6 | Mutual Funds | — | — | $667K | 1.8% | |
| JPMorgan Smart Retirement 2040 A | Other securities | — | — | $650K | 1.8% | |
| Vanguard Inflation Protected Secs Adm | Mutual Funds | — | — | $588K | 1.6% | |
| Fidelity Mid-Cap Index | Mutual Funds | — | — | $454K | 1.2% | |
| Vanguard High-Yield Corporate ADM | Mutual Funds | — | — | $406K | 1.1% | |
| interest rate range | Other securities | — | — | $137K | 0.4% | |
| JPMorgan Smart Retirement 2060 A | Other securities | — | — | $110K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
