Jesse Burnett signed Superior Extrusion, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Superior Extrusion, Inc.'s EIN is 38-3304328.
Download the official 2024 Form 5500 (PDF) for Superior Extrusion, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Superior Extrusion, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
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 | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KERBER ROSE WEALTH MANAGEMENT | 30-0793896 | — | ADVISOR | $16K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fid Fdm Idx 2035 Ipr Mutual Fund | Common Collective Trusts | — | — | $927K | 12.0% | |
| Fid Fdm Idx 2030 Ipr Mutual Fund | Common Collective Trusts | — | — | $918K | 11.9% | |
| Fid Fdm Idx 2040 Ipr Mutual Fund | Common Collective Trusts | — | — | $792K | 10.2% | |
| Fid Fdm Idx 2055 Ipr Mutual Fund | Common Collective Trusts | — | — | $662K | 8.6% | |
| Fid 500 Index Mutual Fund | Common Collective Trusts | — | — | $652K | 8.4% | |
| Fid Fdm Idx 2045 Ipr Mutual Fund | Common Collective Trusts | — | — | $616K | 8.0% | |
| Intl Growth Ii R1 Collective Investment Trust ** 494 * Std Stable Asset 2 Guaranteed Investment Contract | Stable Value | — | — | $529K | 6.8% | |
| Fid Fdm Idx 2060 Ipr Mutual Fund | Common Collective Trusts | — | — | $528K | 6.8% | |
| Fid Fdm Idx 2050 Ipr Mutual Fund | Common Collective Trusts | — | — | $444K | 5.7% | |
| Fid Fdm Idx 2025 Ipr Mutual Fund | Common Collective Trusts | — | — | $389K | 5.0% | |
| Fid Fdm Idx 2065 Ipr Mutual Fund | Common Collective Trusts | — | — | $278K | 3.6% | |
| Fid Mid Cap Idx Mutual Fund | Common Collective Trusts | — | — | $206K | 2.7% | |
| Htfd Strat Inc R6 Mutual Fund ** 313 * Dodge & Cox Stock I Mutual Fund | Mutual Funds | — | — | $174K | 2.2% | |
| Fid Lg Cap Gr Idx Mutual Fund | Common Collective Trusts | — | — | $152K | 2.0% | |
| Fid Govt Mmkt K6 Mutual Fund ** 870 * Fid Mid Cap Val Idx Mutual Fund | Common Collective Trusts | — | — | $112K | 1.5% | |
| Fid Sm Cap Idx Mutual Fund | Common Collective Trusts | — | — | $68K | 0.9% | |
| Blkrk Hlth Sci Opp K Mutual Fund | Other securities | — | — | $63K | 0.8% | |
| Af New World R6 Mutual Fund | Other securities | — | — | $54K | 0.7% | |
| Fid Infl Pr Bd Idx Mutual Fund ** 184 * Fid Fdm Idx 2020 Ipr Mutual Fund | Common Collective Trusts | — | — | $36K | 0.5% | |
| Fid St Tr Bd Idx Mutual Fund | Common Collective Trusts | — | — | $29K | 0.4% | |
| Pgim High Yield R6 Mutual Fund | Other securities | — | — | $24K | 0.3% | |
| Fid Us Bond Idx Mutual Fund | Common Collective Trusts | — | — | $16K | 0.2% | |
| Fid Sm Cap Val Idx Mutual Fund | Common Collective Trusts | — | — | $12K | 0.2% | |
| Af Grth & Inc R6 Mutual Fund | Common Stocks | — | — | $12K | 0.2% | |
| Cba Sm Cap Gr Is Mutual Fund ** 749 * Jpm Lg Cap Growth R6 Mutual Fund ** 548 * Fid Invst Gr Bd Mutual Fund | Mutual Funds | — | — | $10K | 0.1% | |
| Dodge&Cox Intl Stk I Mutual Fund | Mutual Funds | — | — | $9K | 0.1% | |
| Mfs Intl Equity R6 Mutual Fund | Mutual Funds | — | — | $9K | 0.1% | |
| Af Bond Fd Amer R6 Mutual Fund ** 77 * Pgim J Mid-Cap Gr R6 Mutual Fund | Other securities | — | — | $4K | <0.1% | |
| Fid Glb Ex Us Idx Mutual Fund | Common Collective Trusts | — | — | $4K | <0.1% | |
| Af Balanced R6 Mutual Fund | Other securities | — | — | $2K | <0.1% | |
| Fid Fdm Idx 2070 Ipr Mutual Fund | Common Collective Trusts | — | — | $2K | <0.1% | |
| INTL GROWTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $494 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
