Kimber R Jones signed Custom Commodities, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Custom Commodities, Inc.'s EIN is 75-2181778.
Download the official 2024 Form 5500 (PDF) for Custom Commodities, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Custom Commodities, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 95-2834236 | — | FINANCIAL ADVISOR | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Nationwide ID Moderate Fund (R) Mutual fund - | Other securities | — | — | $916K | 20.8% | |
| Nationwide ID Moderately Conserv. Fund (R) Mutual fund - | Other securities | — | — | $706K | 16.1% | |
| American Funds Fundamental Inv Fund (R3) Mutual fund - | Mutual Funds | — | — | $485K | 11.0% | |
| Nationwide ID Moderately Aggress. Fund (R) Mutual fund - | Other securities | — | — | $384K | 8.7% | |
| Nationwide ID Aggressive Fund (R) Mutual fund - | Other securities | — | — | $364K | 8.3% | |
| Nationwide ID Conservative Fund (R) Mutual fund - | Other securities | — | — | $162K | 3.7% | |
| Principal MidCap Fund (A) Mutual fund - | Other securities | — | — | $147K | 3.3% | |
| JPMorgan US Equity Fund (A) Mutual fund - | Other securities | — | — | $125K | 2.9% | |
| Morley Stable Value Fund (80-I) Stable value fund - | Stable Value | — | — | $114K | 2.6% | |
| BlackRock Equity Dividend Fund (A) Mutual fund - | Other securities | — | — | $111K | 2.5% | |
| American Funds New Perspective Fund (R3) Mutual fund - | Mutual Funds | — | — | $100K | 2.3% | |
| Oakmark Fund (Inv) Mutual fund - | Other securities | — | — | $83K | 1.9% | |
| PGIM Jennison Small Company Fund (A) Mutual fund - | Common Stocks | — | — | $78K | 1.8% | |
| Invesco Growth & Income Fund (A) Mutual fund - | Mutual Funds | — | — | $68K | 1.5% | |
| Invesco Equity & Income Fund (A) Mutual fund - | Mutual Funds | — | — | $51K | 1.2% | |
| Calamos Growth & Income Fund (A) Mutual fund - | Other securities | — | — | $49K | 1.1% | |
| PGIM Jennison Mid-Cap Growth Fund (A) Mutual fund - | Other securities | — | — | $43K | 1.0% | |
| AB High Income Fund (A) Mutual fund - | Other securities | — | — | $41K | 0.9% | |
| Nationwide Government Money Market Fund (Inv) Money market fund - | Cash / Money Market | — | — | $31K | 0.7% | |
| Parnassus Mid Cap Fund Mutual fund - | Other securities | — | — | $25K | 0.6% | |
| Thornburg Limited Term Income Fund (R3) Mutual fund - | Other securities | — | — | $23K | 0.5% | |
| Principal High Yield Fund (A) Mutual fund - | Other securities | — | — | $22K | 0.5% | |
| Calamos International Growth Fund (A) Mutual fund - | Other securities | — | — | $19K | 0.4% | |
| Virtus Ceredex Mid-Cap Value Equity Fund (I) Mutual fund - | Other securities | — | — | $18K | 0.4% | |
| Invesco International Bond Fund (A) Mutual fund - | Mutual Funds | — | — | $13K | 0.3% | |
| Heartland Value Plus Fund (Inv) Mutual fund - | Other securities | — | — | $11K | 0.3% | |
| Invesco Developing Markets Fund (A) Mutual fund - | Mutual Funds | — | — | $11K | 0.2% | |
| Macquarie Asset Strategy Fund (Y) Mutual fund - | Other securities | — | — | $10K | 0.2% | |
| Macquarie High Income Fund (Y) Mutual fund - | Other securities | — | — | $10K | 0.2% | |
| Parnassus Mid Cap Growth Fund (Inv) Mutual fund - | Other securities | — | — | $9K | 0.2% | |
| JPMorgan Core Bond Fund (A) Mutual fund - | Other securities | — | — | $8K | 0.2% | |
| American Century Ginnie Mae Fund (A) Mutual fund - | Agency / Mortgage-Backed | — | — | $7K | 0.2% | |
| BlackRock Infla. Protected Bond Fund (A) Mutual fund - | Other securities | — | — | $7K | 0.2% | |
| Touchstone Flexible Income Fund (A) Mutual fund - | Other securities | — | — | $6K | 0.1% | |
| Victory Pioneer Equity Income (A) Mutual fund - | Other securities | — | — | $6K | 0.1% | |
| Lord Abbett International Equity Fund (A) Mutual fund - | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
