Heavy Machines, Inc.'s EIN is 62-0850651.
Download the official 2024 Form 5500 (PDF) for Heavy Machines, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Heavy Machines, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INST OPS CO | 04-2647786 | CINCINNATI, OH | RECORDKEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS INC | 04-2654524 | — | ADVISOR | $5K | — |
| CAMBRIDGE INVESTMENT RESEARCH INC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FIDELITY MID-CAP STK MUTUAL FUND | Mutual Funds | — | $1.2M | $1.4M | 8.9% | |
| FIDELITY BLUE CHIP GR MUTUAL FUND | Mutual Funds | — | $620K | $1.4M | 8.9% | |
| FID FREEDOM 2030 MUTUAL FUND | Mutual Funds | — | $1.0M | $1.2M | 7.4% | |
| FIDELITY CONTRAFUND MUTUAL FUND | Mutual Funds | — | $653K | $1.2M | 7.3% | |
| FID FREEDOM 2035 MUTUAL FUND | Mutual Funds | — | $997K | $1.2M | 7.2% | |
| FID FREEDOM 2025 MUTUAL FUND | Mutual Funds | — | $934K | $1.0M | 6.5% | |
| FID FREEDOM 2010 MUTUAL FUND | Mutual Funds | — | $772K | $800K | 5.0% | |
| FIDELITY OTC PORT MUTUAL FUND | Mutual Funds | — | $506K | $792K | 5.0% | |
| BNYM INTL STOCK Y MUTUAL FUND | Other securities | — | $689K | $742K | 4.7% | |
| FIDELITY GOVT MMKT MUTUAL FUND | Mutual Funds | — | $690K | $690K | 4.3% | |
| FIDELITY GROWTH CO MUTUAL FUND | Mutual Funds | — | $359K | $670K | 4.2% | |
| FID FREEDOM 2045 MUTUAL FUND | Mutual Funds | — | $515K | $607K | 3.8% | |
| FIDELITY PURITAN MUTUAL FUND | Mutual Funds | — | $462K | $570K | 3.6% | |
| FID FREEDOM 2040 MUTUAL FUND | Mutual Funds | — | $416K | $475K | 3.0% | |
| FID FREEDOM 2020 MUTUAL FUND | Mutual Funds | — | $415K | $463K | 2.9% | |
| FID 500 INDEX MUTUAL FUND | Common Collective Trusts | — | $396K | $434K | 2.7% | |
| PIF EQUITY INC INST MUTUAL FUND | Common Stocks | — | $369K | $390K | 2.4% | |
| FIDELITY US BOND IDX MUTUAL FUND | Common Collective Trusts | — | $360K | $364K | 2.3% | |
| VICTORY S ESTB VAL A MUTUAL FUND | Other securities | — | $253K | $322K | 2.0% | |
| FID FREEDOM 2050 MUTUAL FUND | Mutual Funds | — | $286K | $317K | 2.0% | |
| FID FREEDOM 2055 MUTUAL FUND | Mutual Funds | — | $191K | $216K | 1.4% | |
| OUTSTANDING LOAN BALANCE 4.25% - 6.50% | Bonds / Notes | — | $171K | $171K | 1.1% | |
| VANG TAX-MGD C A ADM MUTUAL FUND | Other securities | — | $132K | $150K | 0.9% | |
| FID FREEDOM 2060 MUTUAL FUND | Mutual Funds | — | $111K | $122K | 0.8% | |
| FID GOVT INCOME MUTUAL FUND | Mutual Funds | — | $102K | $101K | 0.6% | |
| MERIDIAN CONTRA INV MUTUAL FUND | Other securities | — | $43K | $41K | 0.3% | |
| BARON ASSET FUND MUTUAL FUND | Other securities | — | $26K | $40K | 0.3% | |
| NORTHERN SM CAP VAL MUTUAL FUND | Other securities | — | $22K | $22K | 0.1% | |
| FID FREEDOM 2015 MUTUAL FUND | Mutual Funds | — | $21K | $20K | 0.1% | |
| FID FREEDOM INCOME MUTUAL FUND | Mutual Funds | — | $17K | $18K | 0.1% | |
| FID FREEDOM 2065 MUTUAL FUND | Mutual Funds | — | $12K | $13K | <0.1% | |
| AM CENT SM CAP GR R6 MUTUAL FUND | Other securities | — | $5K | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 42-1445429 |
| — |
| ADVISOR |
| $4K |
| — |
