Hector Bolanos signed Diamond Mfg's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Diamond Mfg's EIN is 81-4577932.
Download the official 2024 Form 5500 (PDF) for Diamond Mfg from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Diamond Mfg'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 | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP LLC | 33-0818667 | — | ADVISOR | $6K | — |
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 FRDM BLND 2035 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 092 | Common Collective Trust | — | $1.0M | $1.1M | 21.1% | |
| FID FRDM BLND 2030 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 091 | Common Collective Trust | — | $918K | $995K | 18.6% | |
| FID FRDM BLND 2045 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 094 | Common Collective Trust | — | $787K | $911K | 17.0% | |
| FID FRDM BLND 2025 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 090 | Common Collective Trust | — | $515K | $548K | 10.2% | |
| FID FRDM BLND 2050 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 095 | Common Collective Trust | — | $436K | $502K | 9.4% | |
| OUTSTANDING LOAN BALANCE | Other securities | — | — | $311K | 5.8% | |
| FID FRDM BLND 2040 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 093 | Common Collective Trust | — | $260K | $297K | 5.5% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | $187K | $187K | 3.5% | |
| FID FRDM BLND 2015 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 088 | Common Collective Trust | — | $82K | $85K | 1.6% | |
| FID FRDM BLND 2060 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 147 | Common Collective Trust | — | $53K | $62K | 1.2% | |
| FID FRDM BLND 2055 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 113 | Common Collective Trust | — | $54K | $61K | 1.1% | |
| FID FRDM BLND 2020 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 089 | Common Collective Trust | — | $57K | $59K | 1.1% | |
| FID 500 INDEX | Common Collective Trusts | — | $32K | $44K | 0.8% | |
| FID GROWTH CO K6 | Mutual Funds | — | $30K | $40K | 0.8% | |
| FID CONTRAFUND | Mutual Funds | — | $22K | $33K | 0.6% | |
| JH ENTERPRISE III GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289853 / PN 001 | Common Collective Trust | — | $26K | $26K | 0.5% | |
| PIF DIVRSD INC IS | Common Stocks | — | $14K | $12K | 0.2% | |
| FID FRDM BLND 2065 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 168 | Common Collective Trust | — | $10K | $12K | 0.2% | |
| VANG EQUITY INC ADM | Common Stocks | — | $10K | $10K | 0.2% | |
| DFA US TARGET VAL I | Mutual Funds | — | $7K | $8K | 0.2% | |
| FID MID CAP IDX | Common Collective Trusts | — | $7K | $7K | 0.1% | |
| J H SM CP GR ALPH II GREAT GRAY TRUST COMPANY, LLC · EIN 38-7264547 / PN 710 | Common Collective Trust | — | $5K | $6K | 0.1% | |
| FID TOTAL BOND | Mutual Funds | — | $6K | $5K | 0.1% | |
| VANG MDCPVAL IDX ADM | Common Collective Trusts | — | $2K | $2K | <0.1% | |
| FID FRDM BLEND INC Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 085 | Common Collective Trust | — | $2K | $2K | <0.1% | |
| VANG INTL GROWTH ADM | Other securities | — | $982 | $810 | <0.1% | |
| FID SM CAP IDX | Common Collective Trusts | — | $606 | $667 | <0.1% | |
| FID BALANCED | Mutual Funds | — | $289 | $422 | <0.1% | |
| FID INTL INDEX | Mutual Funds | — | $219 | $244 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
