Hassan Moussa signed Cabinetworks Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cabinetworks Group, Inc.'s EIN is 46-0786059.
Download the official 2024 Form 5500 (PDF) for Cabinetworks Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cabinetworks Group, Inc.'s plan includes ERISA 404(c) participant direction, profit-sharing, a 401(k) feature, 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 | $489K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 43-1270780 | — | CONSULTANT | $150K | — |
| STRATEGIC ADVISORS, 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 | |||||
|---|---|---|---|---|---|---|
| MFS Growth Fund Class R6 | Mutual Funds | — | — | $44.5M | 12.1% | |
| American Funds Target Retirement 2035 Fund | Mutual Funds | — | — | $39.7M | 10.8% | |
| Fidelity Funds 500 Index Fund | Common Collective Trusts | — | — | $35.4M | 9.6% | |
| American Funds Target Retirement 2040 Fund | Mutual Funds | — | — | $32.3M | 8.8% | |
| American Funds Target Retirement 2030 Fund | Mutual Funds | — | — | $29.1M | 7.9% | |
| American Funds Target Retirement 2045 Fund | Mutual Funds | — | — | $21.5M | 5.8% | |
| Fidelity Funds Extended Market Index Fund | Common Collective Trusts | — | — | $19.8M | 5.4% | |
| American Funds Target Retirement 2025 Fund | Mutual Funds | — | — | $19.7M | 5.4% | |
| American Funds Target Retirement 2050 Fund | Mutual Funds | — | — | $16.2M | 4.4% | |
| American Funds Target Retirement 2060 Fund | Mutual Funds | — | — | $14.2M | 3.9% | |
| American Funds Target Retirement 2055 Fund | Mutual Funds | — | — | $10.9M | 3.0% | |
| 9.5% with various maturities) | Bonds / Notes | — | — | $10.6M | 2.9% | |
| PIMCO Total Return Bond R6 | Mutual Funds | — | — | $10.3M | 2.8% | |
| Similar Party Description of Assets Current Value Mutual Funds American Funds EuroPacific Growth Fund Class R6 | Mutual Funds | — | — | $9.3M | 2.5% | |
| Common Collective Trust * Fidelity Funds Managed Income Portfolio Class 1 | Common Collective Trusts | — | — | $8.9M | 2.4% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $8.9M | 2.4% | |
| J.P. Morgan Equity Income Fund Class R6 | Other securities | — | — | $7.7M | 2.1% | |
| Self-Directed Brokerage Account * Fidelity Funds Brokerage Link | Self-Directed Brokerage | — | — | $7.4M | 2.0% | |
| Invesco Discovery Funds Class R6 | Mutual Funds | — | — | $6.9M | 1.9% | |
| Fidelity Funds Total International Index Fund | Common Collective Trusts | — | — | $5.8M | 1.6% | |
| American Funds Target Retirement 2020 Fund | Mutual Funds | — | — | $4.9M | 1.3% | |
| Fidelity Funds US Bond Index Fund | Common Collective Trusts | — | — | $4.5M | 1.2% | |
| Vanguard VMMR Federal Money Market | Mutual Funds | — | — | $2.5M | 0.7% | |
| American Funds Target Retirement 2015 Fund | Mutual Funds | — | — | $1.5M | 0.4% | |
| American Funds Target Retirement 2010 Fund | Mutual Funds | — | — | $1.2M | 0.3% | |
| Macquarie Small Cap Value R6 | Other securities | — | — | $945K | 0.3% | |
| Fidelity Funds Managed Income Portfolio II Class 3 | Mutual Funds | — | — | $180K | <0.1% | |
| MIP II CL 3 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $180K | <0.1% | |
| Fidelity Funds Government Money Market Fund | Mutual Funds | — | — | $39K | <0.1% | |
| Fidelity Funds Government Money Market Fund K6 | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $138K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANDERS MINKLER HUBER & HELM LLP | 43-0831507 | — | ACCOUNTANT/AUDITOR | $19K | — |
