Ramze Dahleh signed H-D Advanced Manufacturing Company's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
H-D Advanced Manufacturing Company's EIN is 46-1420120.
Download the official 2023 Form 5500 (PDF) for H-D Advanced Manufacturing Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)H-D Advanced Manufacturing Company'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS LLC | 36-4291971 | — | ADVISOR | $30K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID FRDM BLD 2025 K6 Mutual Fund | Mutual Funds | — | — | $3.3M | 15.4% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $2.7M | 12.7% | |
| FID FRDM BLD 2020 K6 Mutual Fund | Mutual Funds | — | — | $2.1M | 9.9% | |
| FID FRDM BLD 2040 K6 Mutual Fund | Mutual Funds | — | — | $1.6M | 7.7% | |
| FID FRDM BLD 2030 K6 Mutual Fund | Mutual Funds | — | — | $1.4M | 6.8% | |
| FID FRDM BLD 2035 K6 Mutual Fund | Mutual Funds | — | — | $1.2M | 5.7% | |
| FID CONTRAFUND K6 Mutual Fund | Mutual Funds | — | — | $1.1M | 5.0% | |
| FID GOVT MMKT K6 Interest Bearing Cash | Mutual Funds | — | — | $1.0M | 4.8% | |
| MFS MID CAP GRTH R6 Mutual Fund | Mutual Funds | — | — | $940K | 4.4% | |
| TRP BLUE CHIP GRTH I Mutual Fund | Other securities | — | — | $901K | 4.3% | |
| FID 500 INDEX Mutual Fund | Common Collective Trusts | — | — | $771K | 3.6% | |
| FID FRDM BLD 2050 K6 Mutual Fund | Mutual Funds | — | — | $465K | 2.2% | |
| FID FRDM BLD 2010 K6 Mutual Fund | Mutual Funds | — | — | $391K | 1.8% | |
| FID TOTAL BOND K6 Mutual Fund | Mutual Funds | — | — | $390K | 1.8% | |
| FID FRDM BLD 2045 K6 Mutual Fund | Mutual Funds | — | — | $336K | 1.6% | |
| AS SPL MID CP VAL R6 Mutual Fund | Other securities | — | — | $332K | 1.6% | |
| FID US BOND IDX Mutual Fund | Common Collective Trusts | — | — | $301K | 1.4% | |
| MFS VALUE R6 Mutual Fund | Mutual Funds | — | — | $285K | 1.3% | |
| AF EUROPAC GROWTH R6 Mutual Fund | Other securities | — | — | $283K | 1.3% | |
| FID FRDM BLD 2055 K6 Mutual Fund | Mutual Funds | — | — | $265K | 1.3% | |
| Notes receivable from participants Bearing interest at 3.25%-8.50% - | Bonds / Notes | — | — | $260K | 1.2% | |
| AF NEW WORLD R6 Mutual Fund | Other securities | — | — | $171K | 0.8% | |
| FID MID CAP IDX Mutual Fund | Common Collective Trusts | — | — | $158K | 0.7% | |
| FID FRDM BLD INC K6 Mutual Fund | Mutual Funds | — | — | $107K | 0.5% | |
| FID INTL INDEX Mutual Fund | Mutual Funds | — | — | $80K | 0.4% | |
| J H VENTURE N Mutual Fund | Other securities | — | — | $79K | 0.4% | |
| FID FRDM BLD 2005 K6 Mutual Fund | Mutual Funds | — | — | $78K | 0.4% | |
| FID SM CAP IDX Mutual Fund | Common Collective Trusts | — | — | $42K | 0.2% | |
| FID FRDM BLD 2060 K6 Mutual Fund | Mutual Funds | — | — | $40K | 0.2% | |
| FID INFL PR BD IDX Mutual Fund | Common Collective Trusts | — | — | $37K | 0.2% | |
| FID REAL ESTATE IDX Mutual Fund | Common Collective Trusts | — | — | $20K | <0.1% | |
| FID FRDM BLD 2065 K6 Mutual Fund | Mutual Funds | — | — | $19K | <0.1% | |
| FID FRDM BLD 2015 K6 Mutual Fund | Mutual Funds | — | — | $17K | <0.1% | |
| AS SPL SM CAP VAL IS Mutual Fund | Other securities | — | — | $12K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.