Jacob Henson signed Engineered Fastener Company, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Engineered Fastener Company, LLC's EIN is 43-1279860.
Download the official 2024 Form 5500 (PDF) for Engineered Fastener Company, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Engineered Fastener Company, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EPIC RETIREMENT PLAN SERVICES | 16-1450952 | — | NONE | $57K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MONETA GROUP LLC | 20-1903821 | — | NONE | $47K | — |
| CHARLES SCHWAB & CO., INC. |
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 500 Index Mutual Fund | Common Collective Trusts | — | — | $3.2M | 14.9% | |
| RETIREMENT ADVOCATE MOD AGGRESSIVE MATRIX TRUST COMPANY · EIN 75-3182674 / PN 221 | Common Collective Trust | — | — | $1.9M | 9.0% | |
| American Funds Growth Fund R6 Mutual Fund | Mutual Funds | — | — | $1.7M | 7.7% | |
| Dodge & Cox Stock Mutual Fund | Mutual Funds | — | — | $1.5M | 7.0% | |
| RETIREMENT ADVOCATE MODERATE MATRIX TRUST COMPANY · EIN 75-3182674 / PN 220 | Common Collective Trust | — | — | $1.3M | 6.1% | |
| SCHWAB INDEXED RET TRUST FD 2035 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 016 | Common Collective Trust | — | — | $1.2M | 5.6% | |
| Neuberger Berman Core Bond R6 Mutual Fund | Other securities | — | — | $929K | 4.3% | |
| GALLIARD STABLE RETURN FUND C SEI TRUST COMPANY · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $825K | 3.8% | |
| RETIREMENT ADVOCATE AGGRESSIVE MATRIX TRUST COMPANY · EIN 75-3182674 / PN 222 | Common Collective Trust | — | — | $766K | 3.5% | |
| American Funds EuroPacific R6 Mutual Fund | Mutual Funds | — | — | $615K | 2.8% | |
| Delaware Ivy Mid Cap Growth I Mutual Fund | Other securities | — | — | $579K | 2.7% | |
| TRowe Price Integrated US Small Cap Mutual Fund | Mutual Funds | — | — | $573K | 2.7% | |
| Fidelity Mid Cap Index Mutual Fund | Mutual Funds | — | — | $561K | 2.6% | |
| SCHWAB INDEXED RET TRUST FD 2030 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 015 | Common Collective Trust | — | — | $541K | 2.5% | |
| SCHWAB INDEXED RET TRUST FD 2020 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 013 | Common Collective Trust | — | — | $529K | 2.4% | |
| SCHWAB INDEXED RET TRUST FD 2045 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 018 | Common Collective Trust | — | — | $528K | 2.4% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $508K | 2.4% | |
| JPMorgan Mid Cap Value R6 Mutual Fund | Other securities | — | — | $455K | 2.1% | |
| SCHWAB INDEXED RET TRUST FD 2040 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 017 | Common Collective Trust | — | — | $437K | 2.0% | |
| RETIREMENT ADVOCATE MOD CONSERV MATRIX TRUST COMPANY · EIN 75-3182674 / PN 219 | Common Collective Trust | — | — | $369K | 1.7% | |
| American Beacon Small Cap R5 Mutual Fund | Other securities | — | — | $335K | 1.5% | |
| RETIREMENT ADVOCATE CONSERVATIVE MATRIX TRUST COMPANY · EIN 75-3182674 / PN 218 | Common Collective Trust | — | — | $320K | 1.5% | |
| Fidelity Small Cap Index Mutual Fund | Mutual Funds | — | — | $319K | 1.5% | |
| SCHWAB INDEXED RET TRUST FD 2055 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 021 | Common Collective Trust | — | — | $232K | 1.1% | |
| SCHWAB INDEXED RET TRUST FD 2050 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 019 | Common Collective Trust | — | — | $226K | 1.0% | |
| SCHWAB INDEXED RET TRUST FD 2025 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 014 | Common Collective Trust | — | — | $191K | 0.9% | |
| SCHWAB INDEXED RET TRUST FD 2060 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 023 | Common Collective Trust | — | — | $188K | 0.9% | |
| Notes receivable from participants October 2029 - | Other securities | — | — | $173K | 0.8% | |
| iShares Developed Real Estate Mutual Fund | Other securities | — | — | $172K | 0.8% | |
| Fidelity Emerging Markets Index Mutual Fund | Mutual Funds | — | — | $137K | 0.6% | |
| Fidelity Inflation Protect Bond Index Mutual Fund | U.S. Treasuries | — | — | $130K | 0.6% | |
| Fidelity International Index Mutual Fund | Mutual Funds | — | — | $74K | 0.3% | |
| SCHWAB INDEXED RET TRUST FD 2065 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 025 | Common Collective Trust | — | — | $49K | 0.2% | |
| Neuberger Berman Core Bond Mutual Fund | Other securities | — | — | $2K | <0.1% | |
| included: Corrected VFCP Correction in VFCP 2002-51 $ - | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 94-1737782 |
| — |
| NONE |
| $0 |
| — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $0 | — |
