ALEX Greenberg signed Bakelite LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bakelite LLC's EIN is 83-1686340.
Download the official 2024 Form 5500 (PDF) for Bakelite LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bakelite LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, profit-sharing, automatic enrollment, a default investment (QDIA), 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 | $78K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS LLC | 36-4291971 | — | ADVISOR | $50K | — |
| 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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Management Trust Company FID 500 Index | Common Collective Trusts | — | — | $15.9M | 19.6% | |
| Black Rock LP IDX 2030 K | Common Collective Trusts | — | — | $9.6M | 11.9% | |
| Black Rock LP IDX 2035 K | Common Collective Trusts | — | — | $7.3M | 9.0% | |
| Black Rock LP IDX 2040 K | Common Collective Trusts | — | — | $6.1M | 7.5% | |
| Allspring Global Investments Galliard Stable Return Fund X | Other securities | — | — | $5.3M | 6.5% | |
| GALLIARD STBLE RTN X WELLS FARGO BANK, N.A. · EIN 82-6843145 / PN 001 | Common Collective Trust | — | — | $5.3M | 6.5% | |
| Black Rock LP IDX 2045 K | Common Collective Trusts | — | — | $5.2M | 6.4% | |
| Black Rock LP IDX 2050 K | Common Collective Trusts | — | — | $5.0M | 6.2% | |
| Black Rock LP IDX RTMT K | Common Collective Trusts | — | — | $4.5M | 5.6% | |
| Fidelity Management Trust Company Brokeragelink | Mutual Funds | — | — | $4.3M | 5.3% | |
| Fidelity Management Trust Company FID Extended Market Index | Mutual Funds | — | — | $3.9M | 4.8% | |
| Black Rock LP IDX 2055 K | Common Collective Trusts | — | — | $3.8M | 4.7% | |
| Fidelity Management Trust Company FID GLB EX US Index | Mutual Funds | — | — | $3.3M | 4.0% | |
| Dodge & Cox Income X | Mutual Funds | — | — | $2.1M | 2.5% | |
| various dates - | Other securities | — | — | $1.9M | 2.3% | |
| Black Rock LP IDX 2060 K | Common Collective Trusts | — | — | $1.6M | 2.0% | |
| Black Rock LP IDX 2065 K | Common Collective Trusts | — | — | $825K | 1.0% | |
| Fidelity Management Trust Company Fidelity US Bond Index | Mutual Funds | — | — | $542K | 0.7% | |
| Fidelity Management Trust Company FID Government MMKT R6 | Mutual Funds | — | — | $23K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $31K |
| — |
