Aaron Sobel signed Liquidpower Specialty Products Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Liquidpower Specialty Products Inc.'s EIN is 73-6091775.
Download the official 2024 Form 5500 (PDF) for Liquidpower Specialty Products Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Liquidpower Specialty Products Inc.'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $33K | — |
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 500 Index Fund 72,720 Shares | Common Collective Trusts | — | — | $14.8M | 17.2% | |
| BERKSHIRE HATHAWAY * Berkshire Hathaway Stock Class B 22,151 Shares | Other securities | — | — | $10.0M | 11.6% | |
| Fidelity Blue Chip Growth K6 Fund 247,313 Shares | Mutual Funds | — | — | $9.1M | 10.6% | |
| Putnam Retirement Advantage 2030 Fund Class R6 778,294 Shares | Mutual Funds | — | — | $8.1M | 9.4% | |
| Putnam Retirement Advantage 2040 Fund Class R6 626,371 Shares | Mutual Funds | — | — | $6.8M | 7.9% | |
| Putnam Retirement Advantage 2050 Fund Class R6 512,595 Shares | Mutual Funds | — | — | $5.8M | 6.7% | |
| Putnam Retirement Advantage 2035 Fund Class R6 328,209 Shares | Mutual Funds | — | — | $3.5M | 4.1% | |
| Baird Aggregate Bond Fund Class Institutional 327,941 Shares | Other securities | — | — | $3.2M | 3.7% | |
| Putnam Retirement Advantage Fund Class R6 239,477 Shares | Mutual Funds | — | — | $2.5M | 2.9% | |
| Putnam Retirement Advantage 2060 Fund Class R6 185,838 Shares | Mutual Funds | — | — | $2.2M | 2.5% | |
| Putnam Retirement Advantage 2055 Fund Class R6 184,459 Shares | Mutual Funds | — | — | $2.2M | 2.5% | |
| Fidelity Diversified International K6 Fund 150,776 Shares | Mutual Funds | — | — | $2.1M | 2.5% | |
| INVESCO STBL VAL III INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $1.9M | 2.2% | |
| Dodge & Cox Stock I 7,297 Shares | Mutual Funds | — | — | $1.9M | 2.2% | |
| Fidelity Mid-Cap Stock Fund 53,124 Shares | Mutual Funds | — | — | $1.8M | 2.1% | |
| Participant loans Principal balances ranging up to | Participant loans | — | — | $1.7M | 2.0% | |
| Putnam Retirement Advantage 2045 Fund Class R6 143,711 Shares | Mutual Funds | — | — | $1.6M | 1.9% | |
| MassMutual Select Mid Cap Growth Fund Class I 79,348 Shares | Other securities | — | — | $1.5M | 1.8% | |
| Hartford Small Cap Growth HLS Fund Class IA 35,597 Shares | Other securities | — | — | $1.0M | 1.2% | |
| DFA Emerging Markets Core Equity Portfolio Institutional Class 42,567 Shares | Mutual Funds | — | — | $991K | 1.1% | |
| Vanguard Selected Value Fund Investor Shares 33,100 Shares | Mutual Funds | — | — | $896K | 1.0% | |
| DFA U.S. Small Cap Value Portfolio Institutional Class 16,793 Shares | Mutual Funds | — | — | $815K | 0.9% | |
| Fidelity Small-Cap Stock Fund 26,234 Shares | Mutual Funds | — | — | $726K | 0.8% | |
| Fidelity International Small Cap Fund 16,143 Shares | Mutual Funds | — | — | $494K | 0.6% | |
| Putnam Retirement Advantage 2025 Fund Class R6 44,042 Shares | Mutual Funds | — | — | $456K | 0.5% | |
| Putnam Retirement Advantage 2065 Fund Class R6 348 Shares | Mutual Funds | — | — | $4K | <0.1% | |
| Berkshire Hathaway Stock Purchase Account Cash | Cash / Money Market | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
