Nicholas Gault signed Trendsetter Engineering, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Trendsetter Engineering, Inc.'s EIN is 76-0513436.
Download the official 2024 Form 5500 (PDF) for Trendsetter Engineering, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Trendsetter Engineering, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing, a self-directed brokerage window.
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 | $60K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Brokerage Link Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $4.3M | 14.5% | |
| Fidelity Large Cap Growth Index Mutual Fund | Mutual Funds | — | — | $3.0M | 10.0% | |
| GG BR LIFEPATH 2045 GREAT GRAY TRUST COMPANY · EIN 26-3770058 / PN 150 | Common Collective Trust | — | — | $2.9M | 9.9% | |
| GG BR LIFEPATH 2050 GREAT GRAY TRUST COMPANY · EIN 26-3763061 / PN 149 | Common Collective Trust | — | — | $2.4M | 8.2% | |
| Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $2.1M | 7.0% | |
| GG BR LIFEPATH RET GREAT GRAY TRUST COMPANY · EIN 26-3773846 / PN 157 | Common Collective Trust | — | — | $2.0M | 6.8% | |
| GG BR LIFEPATH 2040 GREAT GRAY TRUST COMPANY · EIN 26-3770208 / PN 151 | Common Collective Trust | — | — | $1.6M | 5.3% | |
| GG BR LIFEPATH 2055 GREAT GRAY TRUST COMPANY · EIN 46-3302432 / PN 178 | Common Collective Trust | — | — | $1.6M | 5.3% | |
| Fidelity US Bond Index Mutual Fund | Mutual Funds | — | — | $1.3M | 4.5% | |
| GG BR LIFEPATH 2035 GREAT GRAY TRUST COMPANY · EIN 26-3770263 / PN 152 | Common Collective Trust | — | — | $1.3M | 4.3% | |
| Fidelity International Index Mutual Fund | Mutual Funds | — | — | $982K | 3.3% | |
| Fidelity Large Cap Value Index Mutual Fund | Mutual Funds | — | — | $785K | 2.7% | |
| Fidelity Total Market Index Mutual Fund | Common Collective Trusts | — | — | $635K | 2.1% | |
| 4.25% - 9.50% | Bonds / Notes | — | — | $632K | 2.1% | |
| Fidelity Small Cap Growth Index Mutual Fund | Mutual Funds | — | — | $555K | 1.9% | |
| Fidelity Mid Cap Growth Index Mutual Fund | Mutual Funds | — | — | $522K | 1.8% | |
| GG BR LIFEPATH 2060 GREAT GRAY TRUST COMPANY · EIN 47-2700166 / PN 158 | Common Collective Trust | — | — | $465K | 1.6% | |
| Fidelity Mid Cap Value Index Mutual Fund | Mutual Funds | — | — | $445K | 1.5% | |
| GG BR LIFEPATH 2030 GREAT GRAY TRUST COMPANY · EIN 26-3770302 / PN 153 | Common Collective Trust | — | — | $415K | 1.4% | |
| Fidelity Mid Cap Index Mutual Fund | Mutual Funds | — | — | $398K | 1.3% | |
| Fidelity Small Cap Index Mutual Fund | Mutual Funds | — | — | $255K | 0.9% | |
| Fidelity Small Cap Value Index Mutual Fund | Mutual Funds | — | — | $58K | 0.2% | |
| GG BR LIFEPATH 2025 GREAT GRAY TRUST COMPANY · EIN 26-3773730 / PN 154 | 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.
