Nicole Montoya-Bragg signed Hexatronic US Holding, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hexatronic US Holding, Inc.'s EIN is 87-2852663.
Download the official 2024 Form 5500 (PDF) for Hexatronic US Holding, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hexatronic US Holding, 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 | $42K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $21K | — |
| WELLTH ADVISORY SERVICES LLC |
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 500 INDEX Mutual Fund (1) | Common Collective Trusts | — | — | $2.6M | 14.0% | |
| FID FDM IDX 2040 PRM Mutual Fund (1) | Common Collective Trusts | — | — | $2.1M | 11.5% | |
| STABLE VALUE FUND R1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $2.0M | 10.6% | |
| FID FDM IDX 2030 PRM Mutual Fund (1) | Common Collective Trusts | — | — | $1.6M | 8.6% | |
| FID FDM IDX 2025 PRM Mutual Fund (1) | Common Collective Trusts | — | — | $1.5M | 8.2% | |
| FID FDM IDX 2045 PRM Mutual Fund (1) | Common Collective Trusts | — | — | $976K | 5.3% | |
| FID FDM IDX 2055 PRM Mutual Fund (1) | Common Collective Trusts | — | — | $891K | 4.8% | |
| FID FDM IDX 2035 PRM Mutual Fund (1) | Common Collective Trusts | — | — | $707K | 3.8% | |
| FID FDM IDX 2050 PRM Mutual Fund (1) | Common Collective Trusts | — | — | $692K | 3.8% | |
| INVS CORE FI TR B1 INVESCO TRUST COMPANY · EIN 84-1126600 / PN 001 | Common Collective Trust | — | — | $553K | 3.0% | |
| LRG CAP GRTH III R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $552K | 3.0% | |
| Participant Loans (interest rate range 5.25%-10.50%) | Bonds / Notes | — | — | $531K | 2.9% | |
| FID MID CAP IDX Mutual Fund (1) | Common Collective Trusts | — | — | $500K | 2.7% | |
| FID FDM IDX 2060 PRM Mutual Fund (1) | Common Collective Trusts | — | — | $429K | 2.3% | |
| FID US BOND IDX Mutual Fund (1) | Common Collective Trusts | — | — | $419K | 2.3% | |
| FID INTL INDEX Mutual Fund (1) | Mutual Funds | — | — | $361K | 2.0% | |
| GG FKLN SM CAP VAL GREAT GRAY TRUST COMPANY · EIN 38-4126289 / PN 594 | Common Collective Trust | — | — | $311K | 1.7% | |
| INTERNATIONAL EQ R1 GREAT GRAY TRUST COMPANY · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $257K | 1.4% | |
| AF AMER MUTUAL R6 Mutual Fund (1) | Other securities | — | — | $254K | 1.4% | |
| FID FDM IDX 2065 PRM Mutual Fund (1) | Common Collective Trusts | — | — | $228K | 1.2% | |
| DFA INF PRT SEC PORT Mutual Fund (1) | Mutual Funds | — | — | $192K | 1.0% | |
| FID SM CAP IDX Mutual Fund (1) | Common Collective Trusts | — | — | $176K | 1.0% | |
| FID EMRG MKTS IDX Mutual Fund (1) | Common Collective Trusts | — | — | $159K | 0.9% | |
| FID FDM IDX 2020 PRM Mutual Fund (1) | Common Collective Trusts | — | — | $150K | 0.8% | |
| MFS MID CP GROWTH 2W GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $109K | 0.6% | |
| FID REAL ESTATE IDX Mutual Fund (1) | Common Collective Trusts | — | — | $77K | 0.4% | |
| FID FDM IDX INC PRM Mutual Fund (1) | Common Collective Trusts | — | — | $59K | 0.3% | |
| FID FDM IDX 2015 PRM Mutual Fund (1) | Common Collective Trusts | — | — | $53K | 0.3% | |
| PGIM HIGH YIELD R6 Mutual Fund (1) | Other securities | — | — | $12K | <0.1% | |
| FID GOVT MMKT K6 Mutual Fund (1) | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 99-2539506 |
| — |
| ADVISOR |
| $15K |
| — |