Dana HOHN Strange signed Longbow Industries' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Longbow Industries' EIN is 81-3931813.
Download the official 2024 Form 5500 (PDF) for Longbow Industries from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Longbow Industries' plan includes ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA), profit-sharing.
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 | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAP FINANCIAL PARTNERS LLC | 26-0058143 | — | INVESTMENT ADVISOR | $36K | — |
| STRATEGIC ADVISORS, INC. |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $2.6M | 13.9% | |
| NT S&P 500 IDX NL 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $2.3M | 12.5% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $2.0M | 10.5% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $1.9M | 10.2% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $1.4M | 7.4% | |
| Harbor Funds Capital Appreciation Fund | Mutual Funds | — | — | $1.1M | 6.2% | |
| HARBOR CAP APPR R HARBOR TRUST COMPANY · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $1.1M | 6.2% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $891K | 4.8% | |
| Northern Trust Extended Equity Market Index Fund | Common Collective Trusts | — | — | $765K | 4.1% | |
| NT EXT MKT IDX NL 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 110 | Common Collective Trust | — | — | $765K | 4.1% | |
| RT NY LIFE AA CL 0 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $701K | 3.8% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $663K | 3.6% | |
| through January 2034 - | Other securities | — | — | $654K | 3.5% | |
| Northern Trust All Country World ex-US Investable Market Index Fund | Common Collective Trusts | — | — | $601K | 3.2% | |
| NT ACWI EX US IMI 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 223 | Common Collective Trust | — | — | $601K | 3.2% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $448K | 2.4% | |
| FIAM CORE PLUS CL I FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $434K | 2.3% | |
| MFS MID CAP VALUE CT GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $406K | 2.2% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $289K | 1.6% | |
| GG EUROPAC GROWTH CT GREAT GRAY TRUST COMPANY LLC · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $258K | 1.4% | |
| MFS LRG CAP VALUE CT GREAT GRAY TRUST COMPANY · EIN 38-7275332 / PN 781 | Common Collective Trust | — | — | $242K | 1.3% | |
| Various Self-directed brokerage account investments | Self-Directed Brokerage | — | — | $176K | 0.9% | |
| Northern Trust Aggregate Bond Index Fund | Common Collective Trusts | — | — | $170K | 0.9% | |
| NT AGGR BD IDX NL 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $170K | 0.9% | |
| Fidelity Money market fund - Government Money Market Fund | Mutual Funds | — | — | $143K | 0.8% | |
| MFS MID CP GROWTH CT GREAT GRAY TRUST COMPANY · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $139K | 0.7% | |
| Allspring Special Small-Cap Value Fund | Other securities | — | — | $116K | 0.6% | |
| Principal Small-Cap Growth Fund | Other securities | — | — | $81K | 0.4% | |
| Vanguard Target Retirement Fund | Mutual Funds | — | — | $46K | 0.2% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $42K | 0.2% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $40K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $17K |
| — |
