Tasmia Mikel signed Farouk Systems Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Farouk Systems Inc.'s EIN is 76-0206566.
Download the official 2024 Form 5500 (PDF) for Farouk Systems Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Farouk Systems Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES | 59-2937883 | — | ADVISOR | $32K | — |
| LPL FINANCIAL LLC |
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 | |||||
|---|---|---|---|---|---|---|
| FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $1.7M | 11.2% | |
| American Century AM CENTURY ULTRA R6 | Other securities | — | — | $1.2M | 8.0% | |
| Fidelity FA FREEDOM 2035 Z | Mutual Funds | — | — | $1.1M | 7.1% | |
| Fidelity FA FREEDOM 2030 Z | Mutual Funds | — | — | $1.0M | 6.7% | |
| Principal PIF CAP APPREC R5 | Other securities | — | — | $972K | 6.3% | |
| Fidelity FA FREEDOM 2040 Z | Mutual Funds | — | — | $947K | 6.1% | |
| Columbia COL DIVIDEND INC S | Common Stocks | — | — | $898K | 5.8% | |
| maturing 4/28/2021 through 1/25/2030 | Other securities | — | — | $637K | 4.1% | |
| Fidelity FA FREEDOM 2045 Z | Mutual Funds | — | — | $588K | 3.8% | |
| PIMCO INCOME INST | Mutual Funds | — | — | $548K | 3.5% | |
| MFS INTL GROWTH R6 ** 652 MassMutual MM OVERSEAS R5 | Mutual Funds | — | — | $547K | 3.5% | |
| Fidelity FA FREEDOM 2015 Z | Mutual Funds | — | — | $475K | 3.1% | |
| Fidelity FA FREEDOM 2010 Z | Mutual Funds | — | — | $428K | 2.8% | |
| Fidelity FA FREEDOM 2025 Z | Mutual Funds | — | — | $404K | 2.6% | |
| Diamond Hill DH SELECT Y | Other securities | — | — | $352K | 2.3% | |
| Fidelity FA SMALL CAP GR I | Mutual Funds | — | — | $349K | 2.3% | |
| Edward Jones ARTISAN HIGH INC IS | Common Stocks | — | — | $338K | 2.2% | |
| Fidelity FA FREEDOM 2050 Z | Mutual Funds | — | — | $310K | 2.0% | |
| Carillon CRLN S MID CAP I | Other securities | — | — | $283K | 1.8% | |
| BlackRock BLKRK ENERGY OPPS I | Other securities | — | — | $262K | 1.7% | |
| Fidelity FA FREEDOM 2020 Z | Mutual Funds | — | — | $257K | 1.7% | |
| Fidelity FA FREEDOM 2055 Z | Mutual Funds | — | — | $224K | 1.4% | |
| Fidelity FID 500 INDEX | Common Collective Trusts | — | — | $192K | 1.2% | |
| JPMorgan JPM MID CAP GRTH R6 | Other securities | — | — | $171K | 1.1% | |
| Cohen & Steers C&S REAL ESTATE Z | Other securities | — | — | $167K | 1.1% | |
| Fidelity FA GOV INCOME I | Mutual Funds | — | — | $156K | 1.0% | |
| DWS SM CAP CORE R6 | Other securities | — | — | $69K | 0.4% | |
| Fidelity FA FREEDOM INC Z | Mutual Funds | — | — | $68K | 0.4% | |
| Fidelity FA FREEDOM 2065 Z | Mutual Funds | — | — | $42K | 0.3% | |
| Fidelity FA ASSET MGR 70% I | Mutual Funds | — | — | $39K | 0.2% | |
| Fidelity FA FREEDOM 2060 Z | Mutual Funds | — | — | $34K | 0.2% | |
| Royce Funds ROYCE SM CP OPPS I | Other securities | — | — | $32K | 0.2% | |
| Principal PIF MDCP S&P400 R6 | Other securities | — | — | $13K | <0.1% | |
| Fidelity FID SM CAP IDX | Common Collective Trusts | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-3046611 |
| — |
| ADVISOR |
| $7K |
| — |
