Joe Baker signed Moellering Holdings, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Moellering Holdings, Inc.'s EIN is 81-2897412.
Download the official 2024 Form 5500 (PDF) for Moellering Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Moellering Holdings, 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 | -$3K | — |
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 Freedom Index 2030 IPR | Mutual Funds | — | — | $2.1M | 20.3% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $1.0M | 10.2% | |
| Fidelity Freedom Index 2035 IPR | Mutual Funds | — | — | $960K | 9.4% | |
| Fidelity Freedom Index 2040 IPR | Mutual Funds | — | — | $933K | 9.1% | |
| Fidelity Freedom Index 2025 IPR | Mutual Funds | — | — | $712K | 6.9% | |
| PIMCO Income Fund Institutional Class | Mutual Funds | — | — | $612K | 6.0% | |
| Fidelity Freedom Index 2070 IPR * 36 Fidelity Management Trust Company Money market fund - Fidelity Government Money Market Fund * 3 SEI Trust Company Common collective trust fund - Galliard Stable Return Fund | Common Collective Trusts | — | — | $539K | 5.3% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $539K | 5.3% | |
| Fidelity Freedom Index 2045 IPR | Mutual Funds | — | — | $438K | 4.3% | |
| Fidelity Freedom Index 2055 IPR | Mutual Funds | — | — | $352K | 3.4% | |
| Participants Participant notes receivable - At interest rates ranging from 3.50 to 9.50 percent - | Other securities | — | — | $317K | 3.1% | |
| Fidelity Freedom Index 2050 IPR | Mutual Funds | — | — | $315K | 3.1% | |
| Fidelity US Bond IDX | Common Collective Trusts | — | — | $290K | 2.8% | |
| Parnassus Core EQ IV | Other securities | — | — | $244K | 2.4% | |
| Fidelity Global ex U.S. Index Fund | Common Collective Trusts | — | — | $235K | 2.3% | |
| Fidelity Freedom Index 2060 IPR | Mutual Funds | — | — | $204K | 2.0% | |
| Fidelity Freedom Index 2020 IPR | Mutual Funds | — | — | $161K | 1.6% | |
| Fidelity Management Trust Company Fidelity Contrafund Fund | Mutual Funds | — | — | $121K | 1.2% | |
| Janus Henderson Enterprise Fund N | Mutual Funds | — | — | $98K | 1.0% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $93K | 0.9% | |
| MFS Value CIT Fund R3 | Common Collective Trusts | — | — | $81K | 0.8% | |
| Fidelity Freedom Index 2065 IPR | Mutual Funds | — | — | $64K | 0.6% | |
| T. Rowe Price QM US Small-Cap | Other securities | — | — | $64K | 0.6% | |
| JPMorgan Mid Cap Value R6 | Other securities | — | — | $60K | 0.6% | |
| Artisan International Value Investor | Other securities | — | — | $55K | 0.5% | |
| Cohen & Steers Real Estate A | Other securities | — | — | $49K | 0.5% | |
| Fidelity International Growth Fund | Mutual Funds | — | — | $40K | 0.4% | |
| Fidelity Total Bond Fund | Mutual Funds | — | — | $35K | 0.3% | |
| American Beacon Small Cap Value INV | Other securities | — | — | $30K | 0.3% | |
| PIMCO Real Return Fund | Mutual Funds | — | — | $8K | <0.1% | |
| AF Europac Growth R6 | Other securities | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
