Shauna L. Whitener signed Associated Hardwoods, Inc.'s 2025 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Associated Hardwoods, Inc.'s EIN is 56-1214685.
Download the official 2025 Form 5500 (PDF) for Associated Hardwoods, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2025 Form 5500 (PDF)Associated Hardwoods, Inc.'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 | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OMNI STAR FINANCIAL GROUP | 41-2059135 | — | ADVISOR | $75K | — |
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 Freedom 2035 Fund | Mutual Funds | — | — | $1.9M | 17.6% | |
| Columbia Contrarian Core Fund | Other securities | — | — | $924K | 8.8% | |
| Alliance Bernstein Large Cap Growth Fund | Other securities | — | — | $773K | 7.3% | |
| Fidelity Freedom 2045 Fund | Mutual Funds | — | — | $642K | 6.1% | |
| Fidelity Freedom 2030 Fund | Mutual Funds | — | — | $631K | 6.0% | |
| Fidelity Blue Chip Growth Fund | Mutual Funds | — | — | $530K | 5.0% | |
| Nuveen Floating Rate Income Fund | Mutual Funds | — | — | $500K | 4.7% | |
| Dodge & Cox Stock Fund | Mutual Funds | — | — | $480K | 4.6% | |
| Fidelity Freedom 2040 Fund | Mutual Funds | — | — | $436K | 4.1% | |
| Fidelity International Growth Fund | Mutual Funds | — | — | $296K | 2.8% | |
| Invesco Gold & Special Minerals Fund | Mutual Funds | — | — | $275K | 2.6% | |
| American Funds New World Fund | Mutual Funds | — | — | $270K | 2.6% | |
| Fidelity Freedom 2025 Fund | Mutual Funds | — | — | $257K | 2.4% | |
| American Funds New Perspective Fund | Mutual Funds | — | — | $209K | 2.0% | |
| Columbia Bond Fund | Other securities | — | — | $188K | 1.8% | |
| Fidelity Freedom 2020 Fund | Mutual Funds | — | — | $187K | 1.8% | |
| FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $182K | 1.7% | |
| PIMCO Income Fund | Mutual Funds | — | — | $163K | 1.5% | |
| Fidelity Freedom 2065 Fund ** 304 * Notes receivable from participants Interest rates of 4.25 to 9.50% | Mutual Funds | — | — | $160K | 1.5% | |
| Cohen & Steers Real Estate Securities Fund | Other securities | — | — | $158K | 1.5% | |
| Blackrock High Yield Bond Fund | Other securities | — | — | $155K | 1.5% | |
| Columbia Small Cap Value Fund | Other securities | — | — | $151K | 1.4% | |
| MFS Mid Cap Growth Fund | Mutual Funds | — | — | $148K | 1.4% | |
| John Hancock Funds Disciplined Value Mid Cap Fund | Other securities | — | — | $137K | 1.3% | |
| iShares S&P 500 Index Fund | Common Collective Trusts | — | — | $129K | 1.2% | |
| Allspring Real Return Fund | Other securities | — | — | $104K | 1.0% | |
| Victory Sycamore Established Value Fund | Other securities | — | — | $81K | 0.8% | |
| Fidelity Freedom 2050 Fund | Mutual Funds | — | — | $80K | 0.8% | |
| Natixis U.S. Equity Opportunity Fund | Other securities | — | — | $73K | 0.7% | |
| Fidelity Freedom 2055 Fund | Mutual Funds | — | — | $58K | 0.6% | |
| Fidelity Stock Selector Small Cap Fund | Mutual Funds | — | — | $56K | 0.5% | |
| John Hancock Disciplined Value International Fund | Other securities | — | — | $55K | 0.5% | |
| Fidelity Balanced Fund | Mutual Funds | — | — | $55K | 0.5% | |
| BNY Mellon Natural Resources Fund | Other securities | — | — | $51K | 0.5% | |
| Loomis Sayles Global Allocation Fund | Other securities | — | — | $37K | 0.3% | |
| Fidelity Technology Fund | Mutual Funds | — | — | $30K | 0.3% | |
| John Hancock Enterprise Fund | Other securities | — | — | $9K | <0.1% | |
| Fidelity Freedom 2060 Fund | Mutual Funds | — | — | $4K | <0.1% | |
| MFS Lifetime Income Fund | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
