Stephen Roberts signed HF Rubber Machinery, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
HF Rubber Machinery, Inc.'s EIN is 48-0662233.
Download the official 2024 Form 5500 (PDF) for HF Rubber Machinery, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)HF Rubber Machinery, Inc.'s plan includes a 401(k) feature, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, 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 | $2K | — |
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 Investments FID FREEDOM 2050 K | Mutual Funds | — | — | $977K | 11.0% | |
| Fidelity Investments FID BLUE CHIP GR N/A | Mutual Funds | — | — | $971K | 10.9% | |
| Fidelity Brokerage Link Self-directed brokerage accounts N/A | Self-Directed Brokerage | — | — | $863K | 9.7% | |
| Fidelity Investments FID FREEDOM 2040 K N/A | Mutual Funds | — | — | $740K | 8.3% | |
| Fidelity Investments FID FREEDOM 2045 K N/A | Mutual Funds | — | — | $708K | 7.9% | |
| Fidelity Investments FID 500 INDEX N/A | Common Collective Trusts | — | — | $659K | 7.4% | |
| Fidelity Investments FID FREEDOM 2055 K N/A | Mutual Funds | — | — | $364K | 4.1% | |
| Fidelity Investments FID FREEDOM 2035 K N/A | Mutual Funds | — | — | $344K | 3.9% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $299K | 3.4% | |
| Fidelity Investments MANAGED INCOME PORTFOLIO (STABLE VALUE FUND) N/A | Stable Value | — | — | $299K | 3.4% | |
| Fidelity Investments FID FREEDOM 2030 K N/A | Mutual Funds | — | — | $289K | 3.2% | |
| November 2029 - | Other securities | — | — | $268K | 3.0% | |
| Oakmark FUND INV N/A | Other securities | — | — | $266K | 3.0% | |
| Fidelity Investments FID DIVERSIFIED INTL N/A | Mutual Funds | — | — | $242K | 2.7% | |
| Invesco INVS DIVRS DIVD R5 N/A | Mutual Funds | — | — | $221K | 2.5% | |
| Fidelity Investments FID US BOND IDX N/A | Common Collective Trusts | — | — | $215K | 2.4% | |
| T. Rowe Price TRP BLUE CHIP GR ADV N/A | Other securities | — | — | $180K | 2.0% | |
| PIMCO TOT RETURN ADM N/A | Mutual Funds | — | — | $180K | 2.0% | |
| Fidelity Investments FID LOW PRICED STK N/A | Mutual Funds | — | — | $170K | 1.9% | |
| MFS MID CAP GRTH R3 N/A | Mutual Funds | — | — | $166K | 1.9% | |
| Fidelity Investments FID GLB EX US IDX N/A | Common Collective Trusts | — | — | $130K | 1.5% | |
| Fidelity Investments FID EMERGING MKTS N/A | Mutual Funds | — | — | $127K | 1.4% | |
| Fidelity Investments FID FREEDOM 2060 K N/A | Mutual Funds | — | — | $120K | 1.3% | |
| Fidelity Investments FID MID CAP IDX N/A | Common Collective Trusts | — | — | $118K | 1.3% | |
| AMG V ASIA PACIFIC N N/A | Other securities | — | — | $48K | 0.5% | |
| Fidelity Investments FID FREEDOM 2065 K N/A | Mutual Funds | — | — | $40K | 0.4% | |
| Fidelity Investments FID ASSET MGR 50% N/A | Mutual Funds | — | — | $40K | 0.4% | |
| Fidelity Investments FID FREEDOM INC K N/A | Mutual Funds | — | — | $39K | 0.4% | |
| Principal PIF SMALL CAP R5 N/A | Other securities | — | — | $27K | 0.3% | |
| Baird MID CAP INV N/A | Other securities | — | — | $22K | 0.2% | |
| T. Rowe Price TRP DIV GROWTH ADV N/A | Other securities | — | — | $20K | 0.2% | |
| Glenmede SMCP EQ ADV N/A | Other securities | — | — | $12K | 0.1% | |
| Fidelity Investments FID FREEDOM 2010 K N/A | Mutual Funds | — | — | $3K | <0.1% | |
| BNY Mellon BNYM OP MIDCAP VAL A N/A | Other securities | — | — | $3K | <0.1% | |
| Fidelity Investments FID GOVT MMKT N/A | 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.
