Amanda M Worgess signed HMS Mfg. Co.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
HMS Mfg. Co.'s EIN is 38-2747404.
Download the official 2024 Form 5500 (PDF) for HMS Mfg. Co. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)HMS Mfg. Co.'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $41K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| FIDELITY CONTRAFUND K6 | Registered Investment Companies | — | — | $1.6M | 12.3% | |
| FIDELITY BLUE CHIP GROWTH K6 | Registered Investment Companies | — | — | $1.4M | 10.7% | |
| FIDELITY FREEDOM 2010 FUND K6 3 REGISTERED INVESTMENT COMPANY FIDELITY PURITAN K6 | Registered Investment Companies | — | — | $1.2M | 8.7% | |
| FIDELITY MID CAP STOCK FUND K | Registered Investment Companies | — | — | $1.1M | 8.3% | |
| FID 500 IND | Registered Investment Companies | — | — | $978K | 7.3% | |
| FIDELITY FREEDOM 2035 FUNDK6 | Registered Investment Companies | — | — | $942K | 7.1% | |
| FIDELITY FREEDOM 2040 FUND K6 | Registered Investment Companies | — | — | $676K | 5.1% | |
| PRINCIPAL SMALLCAP I | Registered Investment Companies | — | — | $644K | 4.8% | |
| FIDELITY LOW PRICED STOCK K6 | Registered Investment Companies | — | — | $553K | 4.2% | |
| JANUS HENDERSON GLBL RSRCH N | Registered Investment Companies | — | — | $513K | 3.9% | |
| FIDELITY FREEDOM 2045 FUND K6 | Registered Investment Companies | — | — | $495K | 3.7% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $482K | 3.6% | |
| FIDELITY FREEDOM 2020 FUND K6 3 REGISTERED INVESTMENT COMPANY FIDELITY INVESTMENT GRADE BOND | Registered Investment Companies | — | — | $426K | 3.2% | |
| FIDELITY FREEDOM 2055 FUND K6 | Registered Investment Companies | — | — | $388K | 2.9% | |
| FIDELITY FREEDOM 2050 FUND K6 | Registered Investment Companies | — | — | $328K | 2.5% | |
| FIDELITY INTERNATIONAL DISC K6 | Registered Investment Companies | — | — | $273K | 2.1% | |
| FIDELITY FREEDOM 2025 FUND K6 | Registered Investment Companies | — | — | $187K | 1.4% | |
| FIDELITY FREEDOM 2015 FUND K6 3 REGISTERED INVESTMENT COMPANY FIDELITY ADVISOR STRAT INC Z | Registered Investment Companies | — | — | $181K | 1.4% | |
| NW GENEVA MIDCAPGRR6 | Registered Investment Companies | — | — | $165K | 1.2% | |
| FIDELITY FREEDOM 2060 FUND K6 | Registered Investment Companies | — | — | $159K | 1.2% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $132K | 1.0% | |
| NEU LARGE CAP VALUE - R6 | Registered Investment Companies | — | — | $102K | 0.8% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $86K | 0.6% | |
| PIM RAE EMG MKT INST | Registered Investment Companies | — | — | $66K | 0.5% | |
| FIDELITY FREEDOM INCOME K6 | Registered Investment Companies | — | — | $15K | 0.1% | |
| FIDELITY FREEDOM 2065 FUND K6 | Registered Investment Companies | — | — | $13K | <0.1% | |
| FIDELITY FREEDOM 2030 FUND K6 | Registered Investment Companies | — | — | $12K | <0.1% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
