Misty Jones signed The Flexitallic Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Flexitallic Group, Inc.'s EIN is 76-0483678.
Download the official 2024 Form 5500 (PDF) for The Flexitallic Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Flexitallic Group, 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 | $5K | — |
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 Investments | Mutual Funds | — | — | $4.7M | 14.3% | |
| Fidelity Investments | Mutual Funds | — | — | $3.2M | 10.0% | |
| Fidelity Investments | Mutual Funds | — | — | $2.7M | 8.4% | |
| Fidelity Investments | Mutual Funds | — | — | $2.5M | 7.7% | |
| Fidelity Investments | Mutual Funds | — | — | $2.5M | 7.6% | |
| Fidelity Investments | Mutual Funds | — | — | $1.9M | 5.9% | |
| Fidelity Investments | Mutual Funds | — | — | $1.9M | 5.9% | |
| Fidelity Investments | Mutual Funds | — | — | $1.9M | 5.9% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.3M | 4.1% | |
| Fidelity Investments | Mutual Funds | — | — | $1.2M | 3.8% | |
| Fidelity Investments | Mutual Funds | — | — | $1.2M | 3.5% | |
| Fidelity Investments | Mutual Funds | — | — | $931K | 2.9% | |
| Artisan Partners | Other securities | — | — | $892K | 2.7% | |
| Fidelity Investments | Mutual Funds | — | — | $752K | 2.3% | |
| JP Morgan | Other securities | — | — | $652K | 2.0% | |
| Fidelity Investments | Mutual Funds | — | — | $590K | 1.8% | |
| Participant loans | Participant loans | — | — | $588K | 1.8% | |
| Fidelity Investments | Mutual Funds | — | — | $578K | 1.8% | |
| Loomis Sayles | Other securities | — | — | $479K | 1.5% | |
| Fidelity Investments | Mutual Funds | — | — | $461K | 1.4% | |
| Fidelity Investments | Mutual Funds | — | — | $388K | 1.2% | |
| Fidelity Investments | Mutual Funds | — | — | $252K | 0.8% | |
| Fidelity Investments | Mutual Funds | — | — | $237K | 0.7% | |
| Fidelity Investments | Mutual Funds | — | — | $213K | 0.7% | |
| Fidelity Investments | Mutual Funds | — | — | $166K | 0.5% | |
| Fidelity Investments | Mutual Funds | — | — | $81K | 0.3% | |
| Franklin Templeton | Mutual Funds | — | — | $62K | 0.2% | |
| Fidelity Investments | Mutual Funds | — | — | $58K | 0.2% | |
| Fidelity Investments | Mutual Funds | — | — | $24K | <0.1% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | 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.
