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, 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 INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $38K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REGIONS BANK | 63-0371391 | — | ADVISOR | $143K | — |
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 | |||||
|---|---|---|---|---|---|---|
| JP Morgan Large Cap Growth R6 143,337.959 shares | Other securities | — | $143K | $12.0M | 13.6% | |
| Fidelity 500 Index Fund 40,646.256 shares | Common Collective Trusts | — | $41K | $8.3M | 9.4% | |
| Common collective trust * Fidelity Advisor Stable Value Portfolio Class I 6,730,230.720 units | Stable Value | — | $6.7M | $6.3M | 7.1% | |
| John Hancock Disciplined Value Mid Cap Fund Class R6 212,272.878 shares | Other securities | — | $212K | $5.7M | 6.5% | |
| T. Rowe Price Retirement 2035 Fund 231,715.608 shares | Other securities | — | $232K | $4.9M | 5.5% | |
| Fidelity International Index Fund 99,893.472 shares | Common Collective Trusts | — | $100K | $4.7M | 5.4% | |
| T. Rowe Price Retirement 2025 Fund 279,796.322 shares | Other securities | — | $280K | $4.6M | 5.3% | |
| Baird Mid Cap Growth Fund Institutional 196,225.606 shares | Other securities | — | $196K | $4.6M | 5.3% | |
| Diamond Hill Large Cap Fund Class I 135,718.436 shares | Other securities | — | $136K | $4.4M | 5.0% | |
| T. Rowe Price Retirement 2030 Fund 158,871.373 shares | Other securities | — | $159K | $4.1M | 4.6% | |
| T. Rowe Price Retirement 2045 Fund 170,894.025 shares | Other securities | — | $171K | $3.8M | 4.3% | |
| T. Rowe Price Retirement 2040 Fund 119,728.734 shares | Other securities | — | $120K | $3.7M | 4.2% | |
| FIDELITY ADVISOR STABLE VALUE FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $3.3M | 3.7% | |
| T. Rowe Price Retirement 2020 Fund 173,802.897 shares | Other securities | — | $174K | $3.2M | 3.7% | |
| Fidelity Small Cap Index Fund 115,148.367 shares | Common Collective Trusts | — | $115K | $3.2M | 3.6% | |
| Metropolitan West Total Return Bond Fund Class I 337,221.857 shares | Other securities | — | $337K | $3.0M | 3.4% | |
| Contributions receivable | Other securities | — | — | $2.3M | 2.6% | |
| Virtus KAR Small-Cap Growth Fund Class I 64,597.251 shares | Other securities | — | $65K | $2.1M | 2.4% | |
| T. Rowe Price Retirement 2050 Fund 93,984.134 shares | Other securities | — | $94K | $1.8M | 2.0% | |
| T. Rowe Price Retirement 2055 Fund 79,812.313 shares | Other securities | — | $80K | $1.6M | 1.8% | |
| T. Rowe Price Retirement Balanced Fund 103,434.477 shares | Other securities | — | $103K | $1.4M | 1.6% | |
| Fidelity Mid Cap Index Fund 31,010.035 shares | Common Collective Trusts | — | $31K | $1.0M | 1.2% | |
| JP Morgan Small Cap Value Fund Class R6 11,490.099 shares | Other securities | — | $11K | $317K | 0.4% | |
| First Eagle Global Fund Class I 4,434.400 shares | Other securities | — | $4K | $299K | 0.3% | |
| PIMCO International Bond Fund 22,170.213 shares | Mutual Funds | — | $22K | $220K | 0.3% | |
| s (continued) T. Rowe Price Retirement 2060 Fund 8,586.774 shares | Mutual Funds | — | $9K | $142K | 0.2% | |
| Pioneer Classic Balanced Fund Class Y 11,730.555 shares | Other securities | — | $12K | $130K | 0.1% | |
| T. Rowe Price Retirement 2065 Fund 9,668.921 shares | Other securities | — | $10K | $124K | 0.1% | |
| Money market fund * Fidelity Government Money Market 10,665.280 shares | Mutual Funds | — | $11K | $11K | <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 |
|---|---|---|---|---|---|
| HORNE | 20-1941244 | — | ACCOUNTANT/AUDITO R | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ECONOMIC GROUP PENSION SERVICES | 13-3180178 | — | ACTUARY | $16K | — |
