Carl Spackman signed Copper State BOLT & NUT Co., Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Copper State BOLT & NUT Co., Inc.'s EIN is 86-0263470.
Download the official 2024 Form 5500 (PDF) for Copper State BOLT & NUT Co., Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Copper State BOLT & NUT Co., Inc.'s plan includes automatic enrollment, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
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 | $12K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Advisor Freedom 2035 Z Mutual Funds | Mutual Funds | — | — | $3.5M | 12.3% | |
| Fidelity Advisor Freedom 2030 Z Mutual Funds | Mutual Funds | — | — | $2.5M | 8.9% | |
| Fidelity Advisor Freedom 2045 Z Mutual Funds | Mutual Funds | — | — | $2.0M | 6.9% | |
| IS S&P 500 IDX IS Mutual Funds | Common Collective Trusts | — | — | $1.6M | 5.7% | |
| Fidelity Advisor Technology I Mutual Funds | Mutual Funds | — | — | $1.6M | 5.5% | |
| Fidelity Advisor Freedom 2040 Z Mutual Funds | Mutual Funds | — | — | $1.5M | 5.3% | |
| Fidelity Advisor Freedom 2050 Z Mutual Funds | Mutual Funds | — | — | $1.4M | 5.1% | |
| Fidelity Advisor New Insights I Mutual Funds | Mutual Funds | — | — | $1.4M | 5.0% | |
| Fidelity Advisor Freedom 2025 Z Mutual Funds | Mutual Funds | — | — | $1.3M | 4.7% | |
| Fidelity Advisor Freedom 2055 Z Mutual Funds | Mutual Funds | — | — | $1.3M | 4.5% | |
| Fidelity Government Money Market Fund Mutual Funds | Mutual Funds | — | — | $1.2M | 4.2% | |
| Participant Loans to participants, bearing interest from 5.25% to 10.50% | Bonds / Notes | — | — | $1.1M | 3.8% | |
| Fidelity Advisor Freedom 2060 Z Mutual Funds | Mutual Funds | — | — | $1.1M | 3.8% | |
| BlackRock Equity Dividend A Mutual Funds | Other securities | — | — | $951K | 3.3% | |
| Fidelity Advisor Strategic Income I Mutual Funds | Mutual Funds | — | — | $704K | 2.5% | |
| Fidelity Advisor Freedom 2065 Z Mutual Funds | Mutual Funds | — | — | $686K | 2.4% | |
| Principal MidCap S&P 400 Index Fund R-3 Class Mutual Funds | Common Collective Trusts | — | — | $454K | 1.6% | |
| Fidelity Advisor Small Cap I Mutual Funds | Mutual Funds | — | — | $421K | 1.5% | |
| Eaton Vance Large-Cap Value I Mutual Funds | Other securities | — | — | $418K | 1.5% | |
| Fidelity Advisor Energy I Mutual Funds | Mutual Funds | — | — | $360K | 1.3% | |
| Fidelity Advisor Leveraged Company Stock I Mutual Funds | Mutual Funds | — | — | $338K | 1.2% | |
| Fidelity Advisor Equity Growth I Mutual Funds | Mutual Funds | — | — | $335K | 1.2% | |
| American Funds New Perspect R5 Mutual Funds | Mutual Funds | — | — | $309K | 1.1% | |
| American Funds Washington Mutual R5 Mutual Funds | Mutual Funds | — | — | $298K | 1.0% | |
| Fidelity Advisor Freedom 2010 Z Mutual Funds | Mutual Funds | — | — | $284K | 1.0% | |
| Allspring Precious Metals Fund Mutual Funds | Other securities | — | — | $258K | 0.9% | |
| PIMCO RAE US Small Instl Fund Mutual Funds | Mutual Funds | — | — | $250K | 0.9% | |
| Blackrock Advantage International Fund Institutional Shares Mutual Funds | Other securities | — | — | $219K | 0.8% | |
| American Funds American Mutual Fund Class R-5E Mutual Funds | Mutual Funds | — | — | $194K | 0.7% | |
| MFS Mid Cap Value R6 Mutual Funds | Mutual Funds | — | — | $126K | 0.4% | |
| Fidelity Advisor Freedom 2015 Z Mutual Funds | Mutual Funds | — | — | $72K | 0.3% | |
| iShares MSCI Total International Index Fund Mutual Funds | Common Collective Trusts | — | — | $67K | 0.2% | |
| Fidelity Advisor Freedom 2010 Z Mutual Funds | Mutual Funds | — | — | $65K | 0.2% | |
| Cohen & Steers Instl Realty Shares Mutual Funds | Other securities | — | — | $46K | 0.2% | |
| Fidelity Advisor Freedom Income Z Mutual Funds | Mutual Funds | — | — | $43K | 0.1% | |
| PIMCO Total Return I Mutual Funds | Mutual Funds | — | — | $36K | 0.1% | |
| Fidelity Advisor Freedom 2070 Z Mutual Funds | Mutual Funds | — | — | $29K | 0.1% | |
| Fidelity Advisor Mid Cap II I Mutual Funds | Mutual Funds | — | — | $16K | <0.1% | |
| Fidelity Advisor Government Income I Mutual Funds | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
