Belinda Hernandez signed Gencor Industries, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Gencor Industries, Inc.'s EIN is 59-0933147.
Download the official 2024 Form 5500 (PDF) for Gencor Industries, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Gencor Industries, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
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 | $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 | |||||
|---|---|---|---|---|---|---|
| FID 500 INDEX | Common Collective Trusts | — | — | $4.4M | 18.9% | |
| FID FREEDOM 2030 K | Mutual Funds | — | — | $2.3M | 10.0% | |
| HARBOR CAP APP INV | Other securities | — | — | $1.7M | 7.1% | |
| VANG CR FED MM ADM | Other securities | — | — | $1.6M | 6.9% | |
| FID GLB EX US IDX | Common Collective Trusts | — | — | $1.5M | 6.5% | |
| LOOMIS SM CP GRTH R | Other securities | — | — | $1.3M | 5.4% | |
| GALLIARD STBLE RTN J WELLS FARGO BANK, N.A. · EIN 94-3371778 / PN 001 | Common Collective Trust | — | — | $1.2M | 5.1% | |
| FID FREEDOM 2040 K | Mutual Funds | — | — | $981K | 4.2% | |
| FID EXTD MKT IDX | Common Collective Trusts | — | — | $945K | 4.1% | |
| FID FREEDOM 2035 K | Mutual Funds | — | — | $873K | 3.7% | |
| FID FREEDOM 2020 K | Mutual Funds | — | — | $777K | 3.3% | |
| FID FREEDOM 2025 K | Mutual Funds | — | — | $716K | 3.1% | |
| ABF SM CAP VAL INV | Other securities | — | — | $667K | 2.9% | |
| FID TOTAL BOND | Mutual Funds | — | — | $665K | 2.9% | |
| FID FREEDOM 2050 K | Mutual Funds | — | — | $637K | 2.7% | |
| Notes receivable from participants (5.00%) | Bonds / Notes | — | — | $603K | 2.6% | |
| FID FREEDOM 2055 K | Mutual Funds | — | — | $583K | 2.5% | |
| COLUMBIA DIV INC A | Common Stocks | — | — | $581K | 2.5% | |
| FID FREEDOM 2045 K | Mutual Funds | — | — | $506K | 2.2% | |
| FID FREEDOM 2060 K | Mutual Funds | — | — | $452K | 1.9% | |
| FID FREEDOM 2015 K | Mutual Funds | — | — | $88K | 0.4% | |
| FID FREEDOM 2010 K | Mutual Funds | — | — | $78K | 0.3% | |
| NB MID CAP GRTH INST | Other securities | — | — | $76K | 0.3% | |
| FID FREEDOM 2065 K | Mutual Funds | — | — | $63K | 0.3% | |
| FID HIGH INCOME | Mutual Funds | — | — | $48K | 0.2% | |
| FID FREEDOM INC K | Mutual Funds | — | — | $6K | <0.1% | |
| FID FREEDOM 2070 K | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.