Jennifer Kabat signed Trachte Building Systems, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Trachte Building Systems, Inc.'s EIN is 39-0662360.
Download the official 2024 Form 5500 (PDF) for Trachte Building Systems, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Trachte Building Systems, Inc.'s 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 | $538 | — |
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 Equity Growth Fund | Mutual Funds | — | — | $907K | 15.3% | |
| Fidelity Freedom 2055 Fund | Mutual Funds | — | — | $791K | 13.3% | |
| Goldman Sachs Financial Square Government Fund | Other securities | — | — | $554K | 9.3% | |
| Fidelity Freedom 2060 Fund | Mutual Funds | — | — | $456K | 7.7% | |
| Fidelity Freedom 2050 Fund | Mutual Funds | — | — | $454K | 7.6% | |
| Fidelity Freedom 2045 Fund | Mutual Funds | — | — | $377K | 6.3% | |
| Great Gray Putnam Large Cap Value | Mutual Funds | — | — | $276K | 4.6% | |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $276K | 4.6% | |
| Fidelity Freedom 2065 Fund | Mutual Funds | — | — | $230K | 3.9% | |
| Fidelity Freedom 2025 Fund | Mutual Funds | — | — | $228K | 3.8% | |
| Fidelity Freedom 2035 Fund | Mutual Funds | — | — | $222K | 3.7% | |
| Fidelity Freedom 2030 Fund | Mutual Funds | — | — | $208K | 3.5% | |
| Fidelity Freedom 2040 Fund | Mutual Funds | — | — | $190K | 3.2% | |
| Participants Notes receivable from participants, repayment schedules through December 2032 with interest rates ranging from 4.25% to 9.50% - | Bonds / Notes | — | — | $173K | 2.9% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $153K | 2.6% | |
| Janus Henderson Enterprise Fund | Mutual Funds | — | — | $140K | 2.4% | |
| GG FAM CORE PL FI U GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275325 / PN 001 | Common Collective Trust | — | — | $125K | 2.1% | |
| Victory Sycamore Established Value Fund | Mutual Funds | — | — | $109K | 1.8% | |
| Fidelity Freedom Income Fund | Mutual Funds | — | — | $87K | 1.5% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $67K | 1.1% | |
| Fidelity Overseas Fund | Mutual Funds | — | — | $58K | 1.0% | |
| Fidelity Balanced Fund | Mutual Funds | — | — | $36K | 0.6% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $33K | 0.6% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $32K | 0.5% | |
| Northern Small Cap Core Fund | Other securities | — | — | $31K | 0.5% | |
| Fidelity Freedom 2015 Fund | Mutual Funds | — | — | $4K | <0.1% | |
| Fidelity Freedom 2070 Fund | Mutual Funds | — | — | $2K | <0.1% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
