Steven Howard signed Howard Industries, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Howard Industries, Inc.'s EIN is 64-0466143.
Download the official 2024 Form 5500 (PDF) for Howard Industries, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Howard Industries, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REGIONS BANK DBA REGIONS TRUST | — | BIRMINGHAM, AL | INVESTMENT ADVISOR | $2K | — |
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 | |||||
|---|---|---|---|---|---|---|
| T Rowe Price Global Allocation I 10,077.75 shares | Mutual Funds | — | $10K | $150K | 31.8% | |
| JPMorgan Large Cap Growth R6 1,273.06 shares | Other securities | — | $1K | $107K | 22.7% | |
| Fidelity Mid Cap Index 2,899.26 shares | Mutual Funds | — | $3K | $98K | 20.8% | |
| Fidelity Advisor Investment GR BD Z 5,715.97 shares | Mutual Funds | — | $6K | $41K | 8.6% | |
| Fidelity International Index 387.18 shares | Mutual Funds | — | — | $18K | 3.9% | |
| American Funds 2035 Target Date Fund R6 604.56 shares | Mutual Funds | — | — | $12K | 2.4% | |
| American Funds 2015 Target Date Fund R6 935.67 shares | Mutual Funds | — | — | $11K | 2.4% | |
| Fidelity Government MMKT K6 11,177.23 shares | Mutual Funds | — | $11K | $11K | 2.4% | |
| JPMorgan Government Bond R6 927.09 shares | U.S. Treasuries | — | — | $9K | 1.9% | |
| American Funds 2025 Target Date Fund R6 512.78 shares | Mutual Funds | — | — | $8K | 1.7% | |
| American Funds 2030 Target Date Fund R6 173.25 shares | Mutual Funds | — | — | $3K | 0.6% | |
| Fidelity Advisor Focused Emerging MRKT Z 73.06 shares | Mutual Funds | — | — | $2K | 0.5% | |
| American Funds 2040 Target Date Fund R6 64.42 shares | Mutual Funds | — | — | $1K | 0.3% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
