David HOMM signed Fabricated Metals, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Fabricated Metals, LLC's EIN is 61-0504753.
Download the official 2024 Form 5500 (PDF) for Fabricated Metals, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Fabricated Metals, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
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 | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CERITY PARTNERS RETIREMENT PLAN | 35-2467663 | — | ADVISOR | $28K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom 2025 Fund | Mutual Funds | — | — | $3.2M | 27.8% | |
| Fidelity Freedom 2045 Fund | Mutual Funds | — | — | $1.7M | 15.0% | |
| Fidelity Freedom 2030 Fund | Mutual Funds | — | — | $1.4M | 12.6% | |
| Fidelity Freedom 2035 Fund | Mutual Funds | — | — | $1.0M | 9.0% | |
| Fidelity Freedom 2040 Fund | Mutual Funds | — | — | $957K | 8.4% | |
| Fidelity Large Cap Growth Index | Mutual Funds | — | — | $560K | 4.9% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $489K | 4.3% | |
| Fidelity Freedom 2020 Fund | Mutual Funds | — | — | $451K | 4.0% | |
| Fidelity Freedom 2050 Fund | Mutual Funds | — | — | $401K | 3.5% | |
| maturing through July 2029 - | Other securities | — | — | $214K | 1.9% | |
| Fidelity Freedom 2055 Fund | Mutual Funds | — | — | $126K | 1.1% | |
| Fidelity Government Money Market Fund K6 | Mutual Funds | — | — | $121K | 1.1% | |
| iShares R2000 Small Cap | Other securities | — | — | $100K | 0.9% | |
| Fidelity Intermediate Treasury Bond Index | U.S. Treasuries | — | — | $96K | 0.8% | |
| Fidelity Freedom 2060 Fund | Mutual Funds | — | — | $91K | 0.8% | |
| iShares MSCI EAFE International | Other securities | — | — | $87K | 0.8% | |
| Fidelity Freedom 2065 Fund | Mutual Funds | — | — | $66K | 0.6% | |
| Fidelity Large Cap Value Index | Mutual Funds | — | — | $61K | 0.5% | |
| Fidelity Freedom 2015 Fund | Mutual Funds | — | — | $58K | 0.5% | |
| Fidelity Emerging Markets Index | Mutual Funds | — | — | $47K | 0.4% | |
| JPMorgan Corporate Bond R6 | Other securities | — | — | $47K | 0.4% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $45K | 0.4% | |
| Lincoln National Life Insurance Company Stable Value Fund | Stable Value | — | — | $23K | 0.2% | |
| American Funds New Perspective R6 | Mutual Funds | — | — | $13K | 0.1% | |
| Fidelity Real Estate Index ** 385 * Fidelity Inflation Protected Bond Index | Mutual Funds | — | — | $8K | <0.1% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $6K | <0.1% | |
| Fidelity Freedom Income Fund | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
