Craig Seitz signed ID Castings, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ID Castings, LLC's EIN is 61-1720109.
Download the official 2024 Form 5500 (PDF) for ID Castings, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ID Castings, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLEARSTEAD ADVISORS, LLC | 34-1597728 | — | CONSULTANT | $19K | — |
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 BLEND 2040 CLASS R FIDELITY INVESTMENTS · EIN 20-4659714 / PN 093 | Common Collective Trust | — | — | $1.0M | 19.6% | |
| FIDELITY FREEDOM BLEND 2045 CLASS R FIDELITY INVESTMENTS · EIN 20-4659714 / PN 094 | Common Collective Trust | — | — | $605K | 11.7% | |
| FIDELITY FREEDOM BLEND 2025 CLASS R FIDELITY INVESTMENTS · EIN 20-4659714 / PN 090 | Common Collective Trust | — | — | $572K | 11.0% | |
| FIDELITY FREEDOM BLEND 2035 CLASS R FIDELITY INVESTMENTS · EIN 20-4659714 / PN 092 | Common Collective Trust | — | — | $446K | 8.6% | |
| FIDELITY FREEDOM BLEND 2055 CLASS R FIDELITY INVESTMENTS · EIN 20-4659714 / PN 113 | Common Collective Trust | — | — | $329K | 6.4% | |
| FIDELITY FREEDOM BLEND 2060 CLASS R FIDELITY INVESTMENTS · EIN 20-4659714 / PN 147 | Common Collective Trust | — | — | $328K | 6.3% | |
| ISHARES S&P 500 Index Fund Index fund # | Common Collective Trusts | — | — | $320K | 6.2% | |
| FIDELITY FREEDOM BLEND 2050 CLASS R FIDELITY INVESTMENTS · EIN 20-4659714 / PN 095 | Common Collective Trust | — | — | $318K | 6.1% | |
| American Growth Fund Large growth fund # | Other securities | — | — | $256K | 4.9% | |
| participants' vested account balance, maturing through September 2029. -0- | Other securities | — | — | $239K | 4.6% | |
| FIDELITY FREEDOM BLEND 2030 CLASS R FIDELITY INVESTMENTS · EIN 20-4659714 / PN 091 | Common Collective Trust | — | — | $192K | 3.7% | |
| FIDELITY FREEDOM BLEND 2020 CLASS R FIDELITY INVESTMENTS · EIN 20-4659714 / PN 089 | Common Collective Trust | — | — | $150K | 2.9% | |
| JP Morgan Small Cap Growth Fund Small cap growth fund # | Other securities | — | — | $52K | 1.0% | |
| JP Morgan Mid Cap Growth Fund Mid cap growth fund # | Other securities | — | — | $38K | 0.7% | |
| Neuberger Berman Genesis Fund Mid cap growth fund # | Other securities | — | — | $33K | 0.6% | |
| FIDELITY FREEDOM BLEND 2065 CLASS R FIDELITY INVESTMENTS · EIN 20-4659714 / PN 168 | Common Collective Trust | — | — | $30K | 0.6% | |
| NT COLLECTIVE ACWI EX-US MARKET IND NORTHERN TRUST · EIN 45-6138589 / PN 223 | Common Collective Trust | — | — | $30K | 0.6% | |
| Federated Hermes Institutional High Yield Bond Fund High yield bonds # | Other securities | — | — | $27K | 0.5% | |
| NT COLLECTIVE EXTENDED EQUITY MARKE NORTHERN TRUST · EIN 45-6138589 / PN 110 | Common Collective Trust | — | — | $25K | 0.5% | |
| Federated Hermes Total Return Bond Fund Intermediate term bonds # | Other securities | — | — | $23K | 0.4% | |
| JPMCB STABLE ASSET INCOME FUND CLAS JP MORGAN CHASE BANK N.A. · EIN 20-1978950 / PN 001 | Common Collective Trust | — | $22K | $23K | 0.4% | |
| Columbia Small Cap Value Fund Small cap value fund # | Other securities | — | — | $22K | 0.4% | |
| Vanguard Inflation - Protected Securities Fund Inflation protected bonds # | Mutual Funds | — | — | $20K | 0.4% | |
| NORTHERN TRUST AGGREGATE BOND INDEX NORTHERN TRUST · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $20K | 0.4% | |
| Registered investment companies American EuroPacific Growth Fund Foreign large blend fund # | Other securities | — | — | $16K | 0.3% | |
| Cohen & Steers Realty Fund Real estate fund # | Other securities | — | — | $15K | 0.3% | |
| JP Morgan Mid Cap Value Fund Mid cap value fund # | Other securities | — | — | $13K | 0.3% | |
| FIDELITY FREEDOM BLEND INCOME CLASS FIDELITY INVESTMENTS · EIN 20-4659714 / PN 085 | Common Collective Trust | — | $10K | $10K | 0.2% | |
| MFS Value Fund Large value fund # | Mutual Funds | — | — | $5K | <0.1% | |
| Dodge & Cox International Stock Fund Foreign large blend fund # | Mutual Funds | — | $3K | $3K | <0.1% | |
| Allspring Emerging Markets Fund International fund # | Cash / Money Market | — | $3K | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BRADY, WARE & SCHOENFELD, INC. | 35-1476702 | — | ACCOUNTANT | $16K | — |
