Mateusz Nowakowski signed DURR, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
DURR, Inc.'s EIN is 38-3040061.
Download the official 2023 Form 5500 (PDF) for DURR, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)DURR, Inc.'s plan includes ERISA 404(c) participant direction, profit-sharing, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA), life insurance.
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 | -$149K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $38K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom 2030 Fund - Class K6 | Mutual Funds | — | — | $17.3M | 9.8% | |
| Fidelity Contrafund Fund | Mutual Funds | — | — | $16.6M | 9.4% | |
| Fidelity Freedom 2025 Fund - Class K6 | Mutual Funds | — | — | $16.0M | 9.1% | |
| Fidelity Freedom 2035 Fund - Class K6 | Mutual Funds | — | — | $15.6M | 8.8% | |
| Fidelity 500 Index Premium | Common Collective Trusts | — | — | $13.0M | 7.4% | |
| Fidelity Retirement Government Market Portfolio | Mutual Funds | — | — | $12.3M | 7.0% | |
| T. Rowe Price Blue Chip Growth Fund | Other securities | — | — | $10.1M | 5.7% | |
| Fidelity Freedom 2040 Fund - Class K6 | Mutual Funds | — | — | $7.1M | 4.0% | |
| Fidelity Freedom 2050 Fund - Class K6 | Mutual Funds | — | — | $6.6M | 3.7% | |
| Janus Enterprise I | Mutual Funds | — | — | $6.0M | 3.4% | |
| Fidelity Freedom 2020 Fund - Class K6 | Mutual Funds | — | — | $5.8M | 3.3% | |
| Fidelity Freedom 2045 Fund - Class K6 | Mutual Funds | — | — | $5.6M | 3.2% | |
| T. Rowe Price Dividend Growth Fund | Other securities | — | — | $5.1M | 2.9% | |
| Fidelity Management Trust Company Self-directed brokerage account investments - BrokerageLink Funds | Self-Directed Brokerage | — | — | $4.7M | 2.7% | |
| PIMCO Total Return Institutional | Mutual Funds | — | — | $4.1M | 2.3% | |
| Fidelity Balanced Fund | Mutual Funds | — | — | $3.9M | 2.2% | |
| Fidelity Diversified International K6 Fund | Mutual Funds | — | — | $3.8M | 2.2% | |
| Fidelity Freedom 2055 Fund - Class K6 | Mutual Funds | — | — | $3.4M | 1.9% | |
| Allspring Special Mid Cap Value R6 | Other securities | — | — | $2.2M | 1.3% | |
| Fidelity Management Trust Company Fidelity Investment Grade Bond | Mutual Funds | — | — | $2.2M | 1.2% | |
| Fidelity Low-Priced Stock K6 Fund | Mutual Funds | — | — | $1.9M | 1.1% | |
| ABF Large Cap Value Fund | Other securities | — | — | $1.8M | 1.0% | |
| Fidelity Freedom 2060 Fund - Class K6 | Mutual Funds | — | — | $1.3M | 0.8% | |
| Loomis Small Cap Growth Institutional | Other securities | — | — | $1.2M | 0.7% | |
| Federated International Equity Instl | Other securities | — | — | $1.1M | 0.6% | |
| Victory Sycamore Small Company Opportunity Fund | Common Stocks | — | — | $1.0M | 0.6% | |
| T. Rowe Price Small-Cap Value | Other securities | — | — | $996K | 0.6% | |
| Participants Participant notes receivable - Bearing interest at rates ranging from 4.25 percent to 9.50 percent - | Other securities | — | — | $970K | 0.6% | |
| Goldman Sachs High Yield Institutional | Other securities | — | — | $890K | 0.5% | |
| Invesco Emerging Markets R6 | Mutual Funds | — | — | $804K | 0.5% | |
| Fidelity Freedom 2065 Fund - Class K6 | Mutual Funds | — | — | $684K | 0.4% | |
| Fidelity Freedom 2015 Fund - Class K6 | Mutual Funds | — | — | $642K | 0.4% | |
| Fidelity International Small - Cap | Mutual Funds | — | — | $613K | 0.3% | |
| Fidelity Freedom Income Fund - Class K6 | Mutual Funds | — | — | $376K | 0.2% | |
| Fidelity Freedom 2005 Fund - Class K6 | Mutual Funds | — | — | $300K | 0.2% | |
| Fidelity Freedom 2010 Fund - Class K6 | Mutual Funds | — | — | $83K | <0.1% | |
| Monumental Life Insurance Company Life Insurance Contract * 917 Life Insurance Contract | Common Stocks | — | — | $24K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
