ERIN Westrick signed Gonzalez Production Systems' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Gonzalez Production Systems' EIN is 38-3405306.
Download the official 2024 Form 5500 (PDF) for Gonzalez Production Systems from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Gonzalez Production Systems' plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
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 | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 26-4310632 | — | ADVISOR | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| s * Fidelity Growth Opportunities Fund Class A N/R | Mutual Funds | — | — | $3.2M | 12.8% | |
| Fidelity Equity Growth Fund Class I N/R | Mutual Funds | — | — | $2.3M | 9.1% | |
| Fidelity Freedom 2025 Fund Class Z N/R | Mutual Funds | — | — | $2.3M | 9.1% | |
| Fidelity Freedom 2030 Fund Class Z N/R | Mutual Funds | — | — | $2.0M | 8.2% | |
| Money Market Funds * Fidelity Treasury Money Market Daily Money Class Fund N/R | Mutual Funds | — | — | $2.0M | 8.1% | |
| Fidelity Freedom 2020 Fund Class Z N/R | Mutual Funds | — | — | $1.7M | 7.0% | |
| Fidelity Freedom 2055 Fund Class Z N/R | Mutual Funds | — | — | $1.3M | 5.1% | |
| Fidelity Balanced A N/R | Mutual Funds | — | — | $1.2M | 5.0% | |
| Fidelity Freedom 2035 Fund Class Z N/R | Mutual Funds | — | — | $1.0M | 4.2% | |
| BNY Mellon BNY Mellon S&P 500 Index N/R | Common Collective Trusts | — | — | $914K | 3.7% | |
| Fidelity Equity Income Fund Class A N/R | Mutual Funds | — | — | $817K | 3.3% | |
| Fidelity Mid Cap ll Fund Class A N/R | Mutual Funds | — | — | $729K | 2.9% | |
| Pimco Total Return Fund Class R N/R | Mutual Funds | — | — | $582K | 2.4% | |
| American Funds American Funds Mutual Fund Class R-4 N/R | Mutual Funds | — | — | $561K | 2.3% | |
| MFS Growth Fund Class R3 N/R | Mutual Funds | — | — | $483K | 2.0% | |
| Fidelity Freedom 2050 Fund Class Z N/R | Mutual Funds | — | — | $420K | 1.7% | |
| Fidelity Freedom 2040 Fund Class Z N/R | Mutual Funds | — | — | $409K | 1.7% | |
| Participant Loans Interest rates: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $398K | 1.6% | |
| American Century American Century Mid Cap Value Fund A N/R | Other securities | — | — | $382K | 1.5% | |
| MFS International Diversification Fund Class R3 N/R | Mutual Funds | — | — | $281K | 1.1% | |
| Allspring Special Mid Cap Value Fund Class A N/R | Other securities | — | — | $276K | 1.1% | |
| Fidelity Freedom 2010 Fund Class Z N/R | Mutual Funds | — | — | $242K | 1.0% | |
| Fidelity Freedom 2045 Fund Class Z N/R | Mutual Funds | — | — | $215K | 0.9% | |
| Fidelity Total Bond Fund Class A N/R | Mutual Funds | — | — | $192K | 0.8% | |
| Lazard Asset Lazard International Strategic Equity Portfolio Institutional Shares N/R | Other securities | — | — | $175K | 0.7% | |
| Management * Fidelity Freedom 2060 Fund Class Z N/R | Mutual Funds | — | — | $149K | 0.6% | |
| Loomis Sayles Loomis Small Cap Value Fund Admin Class N/R | Other securities | — | — | $140K | 0.6% | |
| Fidelity Freedom 2015 Fund Class Z N/R | Mutual Funds | — | — | $124K | 0.5% | |
| Loomis Sayles Loomis Sayles Inflation Protected Securities Fund Class R N/R | Other securities | — | — | $111K | 0.4% | |
| Fidelity Freedom 2065 Fund Class Z N/R | Mutual Funds | — | — | $105K | 0.4% | |
| American Beacon American Beacon International Equity Fund Advisor Class N/R | Other securities | — | — | $41K | 0.2% | |
| Fidelity Freedom Income Fund Z N/R | Mutual Funds | — | — | $35K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
