EVA Gutierrez signed Abrasive-FORM, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Abrasive-FORM, LLC's EIN is 47-5282271.
Download the official 2024 Form 5500 (PDF) for Abrasive-FORM, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Abrasive-FORM, 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 |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | CONTRACT ADMINISTRATOR | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | — | INVESTMENT ADVISOR | $8K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Alliance Bernstein AB US Large Cap Growth | Other securities | — | — | $2.2M | 28.6% | |
| Collective Trusts Putnam Investments Putnam Large Cap Value Trust | Common Collective Trusts | — | — | $1.3M | 16.7% | |
| JP Morgan JP Morgan U.S. Government Money Market ** 883 PIMCO Investments PIMCO Income Fund | Mutual Funds | — | — | $922K | 11.9% | |
| Fidelity Investments Fidelity 500 Index Fund | Mutual Funds | — | — | $688K | 8.9% | |
| MFS Investment Management MFS International Diversification Fund | Mutual Funds | — | — | $578K | 7.5% | |
| Stable Value Collective Trusts Putnam Investments Putnam Stable Value Fund | Stable Value | — | — | $369K | 4.8% | |
| Invesco Discovery R6 | Mutual Funds | — | — | $285K | 3.7% | |
| John Hancock John Hancock Disciplined Value Mid Cap Fund | Other securities | — | — | $285K | 3.7% | |
| John Hancock John Hancock Core Plus Fixed Income Plus | Other securities | — | — | $228K | 2.9% | |
| Participant loans Interest rates from 5.25% to 10.50% -0- | Bonds / Notes | — | — | $194K | 2.5% | |
| The Vanguard Group, Inc. Vanguard Target Retirement 2030 | Mutual Funds | — | — | $167K | 2.2% | |
| The Vanguard Group, Inc. Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $135K | 1.7% | |
| The Vanguard Group, Inc. Vanguard Target Retirement 2040 | Mutual Funds | — | — | $91K | 1.2% | |
| The Vanguard Group, Inc. Vanguard Target Retirement 2060 | Mutual Funds | — | — | $75K | 1.0% | |
| The Vanguard Group, Inc. Vanguard Target Retirement 2050 ** 638 The Vanguard Group, Inc. Vanguard Target Retirement 2055 | Mutual Funds | — | — | $64K | 0.8% | |
| BlackRock Mid-Cap Growth | Other securities | — | — | $61K | 0.8% | |
| The Vanguard Group, Inc. Vanguard Target Retirement 2035 | Mutual Funds | — | — | $46K | 0.6% | |
| Fidelity Investments Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $38K | 0.5% | |
| Fidelity Investments Fidelity Total International Index | Mutual Funds | — | — | $6K | <0.1% | |
| The Vanguard Group, Inc. Vanguard Target Retirement 2045 | Mutual Funds | — | — | $5K | <0.1% | |
| The Vanguard Group, Inc. Vanguard Target Retirement 2070 | Mutual Funds | — | — | $3K | <0.1% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $2K | <0.1% | |
| MASTER SEPARATE ACCOUNT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
