Russell Nowak signed D & S Machine Service, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
D & S Machine Service, Inc.'s EIN is 39-1562354.
Download the official 2024 Form 5500 (PDF) for D & S Machine Service, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)D & S Machine Service, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.
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 | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES INC | 38-2722519 | — | ADVISOR | $0 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FA Freedom 2030 A Mutual Fund N/A | Other securities | — | — | $3.4M | 15.6% | |
| FA Freedom 2050 A Mutual Fund N/A | Other securities | — | — | $3.3M | 15.1% | |
| FA Freedom 2045 A Mutual Fund N/A | Other securities | — | — | $2.1M | 9.7% | |
| FA Freedom 2040 A Mutual Fund N/A | Other securities | — | — | $1.9M | 8.7% | |
| FA Freedom 2035 A Mutual Fund N/A | Other securities | — | — | $1.8M | 8.1% | |
| FA Freedom 2055 A Mutual Fund N/A | Other securities | — | — | $1.6M | 7.2% | |
| FID 500 Index Mutual Fund N/A | Common Collective Trusts | — | — | $1.0M | 4.6% | |
| FA Freedom 2060 A Mutual Fund N/A | Other securities | — | — | $958K | 4.4% | |
| JPM Lg Cap Growth R6 Mutual Fund N/A | Other securities | — | — | $828K | 3.8% | |
| FA Freedom 2025 A Mutual Fund N/A | Other securities | — | — | $743K | 3.4% | |
| FA Freedom 2065 A Mutual Fund N/A | Other securities | — | — | $499K | 2.3% | |
| Brokeragelink Self-Directed Brokerage Account Common Stock N/A | Self-Directed Brokerage | — | — | $427K | 2.0% | |
| AF Wash Mut Inv R4 Mutual Fund N/A | Other securities | — | — | $384K | 1.8% | |
| FA STABLE VALUE II FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $364K | 1.7% | |
| MGL Ivy Sci & Tech A Mutual Fund N/A | Other securities | — | — | $324K | 1.5% | |
| LD ABT Bond Dbntr R4 Mutual Fund N/A | U.S. Treasuries | — | — | $283K | 1.3% | |
| TCW MW TOT RTN BD M Mutual Fund N/A | Other securities | — | — | $239K | 1.1% | |
| FA Freedom 2015 A Mutual Fund N/A | Other securities | — | — | $221K | 1.0% | |
| MFS Corp Bond R3 Mutual Fund N/A | Mutual Funds | — | — | $194K | 0.9% | |
| Victory S Estb Val A Mutual Fund N/A | Other securities | — | — | $149K | 0.7% | |
| Crln E Mid Cap Gr A Mutual Fund N/A | Other securities | — | — | $144K | 0.7% | |
| FA Freedom 2020 A Mutual Fund N/A | Other securities | — | — | $137K | 0.6% | |
| Franklin Utilities A1 Mutual Fund N/A | Mutual Funds | — | — | $116K | 0.5% | |
| Brokeragelink Self-Directed Brokerage Account Real Estate Investment Trust N/A | Self-Directed Brokerage | — | — | $111K | 0.5% | |
| Gabelli SMCPGRTH AAA Mutual Fund N/A | Other securities | — | — | $80K | 0.4% | |
| I O Intl Growth A Mutual Fund N/A | Other securities | — | — | $76K | 0.4% | |
| J H Venture S Mutual Fund N/A | Other securities | — | — | $76K | 0.3% | |
| FID Infl Pr Bd Idx Mutual Fund N/A | Common Collective Trusts | — | — | $64K | 0.3% | |
| FA Freedom Inc A Mutual Fund N/A | Common Stocks | — | — | $53K | 0.2% | |
| Gamco Gold AAA Mutual Fund N/A | Other securities | — | — | $53K | 0.2% | |
| FA Emerging Mkts I Mutual Fund N/A | Other securities | — | — | $47K | 0.2% | |
| MFS Intl Intr Val R3 Mutual Fund N/A | Mutual Funds | — | — | $46K | 0.2% | |
| Pif Smcp S&P 600 R3 Mutual Fund N/A | Other securities | — | — | $42K | 0.2% | |
| Brokeragelink Self-Directed Brokerage Account Interest-bearing Cash N/A | Self-Directed Brokerage | — | — | $41K | 0.2% | |
| C&S Real Estate A Mutual Fund N/A | Other securities | — | — | $26K | 0.1% | |
| J H GLB Life Sci S Mutual Fund N/A | Other securities | — | — | $22K | 0.1% | |
| FA Materials A Mutual Fund N/A | Other securities | — | — | $15K | <0.1% | |
| FA Freedom 2070 A Mutual Fund N/A | Other securities | — | — | $1K | <0.1% |
