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 a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
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 | -$2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $19K | — |
| WELLTH ADVISORY SERVICES LLC |
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 | — | — | $6.9M | 21.9% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $3.2M | 10.2% | |
| Fidelity Freedom 2030 Fund | Mutual Funds | — | — | $2.2M | 7.0% | |
| Fidelity Freedom 2040 Fund | Mutual Funds | — | — | $1.8M | 5.6% | |
| Fidelity Freedom 2035 Fund | Mutual Funds | — | — | $1.6M | 5.0% | |
| Fidelity Freedom 2055 Fund | Mutual Funds | — | — | $1.5M | 4.9% | |
| Fidelity Freedom 2060 Fund | Mutual Funds | — | — | $1.4M | 4.5% | |
| Fidelity Freedom 2045 Fund | Mutual Funds | — | — | $1.4M | 4.5% | |
| Great Gray Trust Company Putnam Large Cap Value | Mutual Funds | — | — | $1.3M | 4.2% | |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $1.3M | 4.2% | |
| Fidelity Overseas Fund | Mutual Funds | — | — | $1.3M | 4.0% | |
| Northern Small Cap Core Fund | Other securities | — | — | $1.2M | 3.8% | |
| Fidelity Freedom 2050 Fund | Mutual Funds | — | — | $871K | 2.8% | |
| Victory Sycamore Established Value Fund | Mutual Funds | — | — | $834K | 2.7% | |
| Fidelity Freedom 2020 Fund | Mutual Funds | — | — | $830K | 2.6% | |
| Janus Henderson Enterprise Fund | Mutual Funds | — | — | $799K | 2.5% | |
| Fidelity Freedom 2025 Fund | Mutual Funds | — | — | $747K | 2.4% | |
| Goldman Sachs Financial Square Government Fund | Other securities | — | — | $650K | 2.1% | |
| GG FAM CORE PL FI U GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275325 / PN 001 | Common Collective Trust | — | — | $644K | 2.0% | |
| Fidelity Balanced Fund | Mutual Funds | — | — | $637K | 2.0% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $460K | 1.5% | |
| Fidelity Freedom 2065 Fund | Mutual Funds | — | — | $336K | 1.1% | |
| Participants Notes receivable from participants, repayment schedules through August 2033 with interest rates ranging from 4.50% to 9.50% - | Bonds / Notes | — | — | $278K | 0.9% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $277K | 0.9% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $238K | 0.8% | |
| Fidelity Freedom Income Fund | Mutual Funds | — | — | $46K | 0.1% | |
| Fidelity Freedom 2015 Fund | Mutual Funds | — | — | $32K | 0.1% | |
| Fidelity Freedom 2070 Fund | Mutual Funds | — | — | $1K | <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.
| 99-2539506 |
| — |
| ADVISOR |
| $10K |
| — |
