Susan Rowatt signed Headway Technologies, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Headway Technologies, Inc.'s EIN is 77-0383260.
Download the official 2024 Form 5500 (PDF) for Headway Technologies, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Headway Technologies, 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 | -$19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $32K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID CONTRAFUND K | Mutual Funds | — | — | $51.1M | 20.0% | |
| FID 500 INDEX | Common Collective Trusts | — | — | $46.6M | 18.2% | |
| MIP CL 2 | Other securities | — | — | $19.5M | 7.6% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $18.3M | 7.2% | |
| VICTORY S EST VAL R6 | Other securities | — | — | $14.3M | 5.6% | |
| GS LG CP GR INS R6 | Other securities | — | — | $13.3M | 5.2% | |
| OAKMARK INST | Other securities | — | — | $10.9M | 4.3% | |
| HTFD INTL OPPS Y | Other securities | — | — | $9.9M | 3.9% | |
| PGIM TOTAL RTN BD R6 | Other securities | — | — | $8.8M | 3.4% | |
| VANG TARGET RET 2030 | Other securities | — | — | $8.6M | 3.4% | |
| VANG TARGET RET 2025 | Other securities | — | — | $7.7M | 3.0% | |
| VANG TARGET RET 2035 | Other securities | — | — | $6.4M | 2.5% | |
| FID PURITAN K | Mutual Funds | — | — | $6.1M | 2.4% | |
| PUTN LG CAP VAL R6 | Other securities | — | — | $5.6M | 2.2% | |
| FID SMALL CAP GR K6 | Mutual Funds | — | — | $4.4M | 1.7% | |
| FID SM CAP IDX | Common Collective Trusts | — | — | $3.8M | 1.5% | |
| VANG TARGET RET 2020 | Other securities | — | — | $3.7M | 1.5% | |
| VANG TARGET RET 2040 | Other securities | — | — | $3.0M | 1.2% | |
| FID US BOND IDX | Common Collective Trusts | — | — | $2.7M | 1.1% | |
| PARTICIPANT LOANS | Participant loans | — | — | $2.5M | 1.0% | |
| VANG WELLESLEY ADM | Other securities | — | — | $2.5M | 1.0% | |
| J H ENTERPRISE N | Other securities | — | — | $2.3M | 0.9% | |
| FID MID CAP IDX | Common Collective Trusts | — | — | $2.2M | 0.9% | |
| VANG VMMR-FED MMKT | Other securities | — | — | $2.2M | 0.8% | |
| VANG TARGET RET 2045 | Other securities | — | — | $2.1M | 0.8% | |
| VANG DEV MKT IDX ADM | Common Collective Trusts | — | — | $2.0M | 0.8% | |
| VANG TARGET RET 2050 | Other securities | — | — | $2.0M | 0.8% | |
| BROKERAGELINK EXTERNAL FUND | Other securities | — | — | $1.9M | 0.7% | |
| VANG HI YLD CORP ADM | Common Stocks | — | — | $1.8M | 0.7% | |
| VANG TARGET RET INC | Common Stocks | — | — | $1.6M | 0.6% | |
| VANG INFL PROT ADM | Other securities | — | — | $1.6M | 0.6% | |
| FIDELITY FUND | Mutual Funds | — | — | $1.2M | 0.5% | |
| VANG TARGET RET 2055 | Other securities | — | — | $1.1M | 0.4% | |
| VANG TARGET RET 2060 | Other securities | — | — | $1.1M | 0.4% | |
| DFA US TARGET VAL I | Mutual Funds | — | — | $831K | 0.3% | |
| DFA INTL SMALL CO I | Mutual Funds | — | — | $518K | 0.2% | |
| VAN REAL EST IDX ADM | Common Collective Trusts | — | — | $489K | 0.2% | |
| VANG TARGET RET 2065 | Other securities | — | — | $221K | <0.1% | |
| VANG TARGET RET 2070 | Other securities | — | — | $110K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
