Matthew Burgess signed Broadwind, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Broadwind, Inc.'s EIN is 88-0409160.
Download the official 2024 Form 5500 (PDF) for Broadwind, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Broadwind, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $178K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FIN SVCS ADVISORS | 59-2937883 | — | INVESTMENT ADVISORY | $0 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $4.5M | 14.6% | |
| BlackRock LifePath Index Retirement Fund | Other securities | — | — | $4.1M | 13.3% | |
| BlackRock LifePath Index 2030 | Other securities | — | — | $3.9M | 12.6% | |
| BlackRock LifePath Index 2040 | Other securities | — | — | $3.2M | 10.4% | |
| Broadwind Energy, Inc. | Common Stocks | — | — | $2.9M | 9.3% | |
| BlackRock LifePath Index 2035 | Other securities | — | — | $2.3M | 7.6% | |
| BlackRock LifePath Index 2050 | Other securities | — | — | $2.2M | 7.3% | |
| BlackRock LifePath Index 2045 | Other securities | — | — | $2.1M | 6.7% | |
| BlackRock LifePath Index 2055 | Other securities | — | — | $997K | 3.2% | |
| Participant loans (4.25% to 9.5%) -0- | Bonds / Notes | — | — | $888K | 2.9% | |
| Fixed Income Guaranteed Option | Other securities | — | — | $722K | 2.3% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $605K | 2.0% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $553K | 1.8% | |
| BlackRock LifePath Index 2065 | Other securities | — | — | $518K | 1.7% | |
| Principal Global Investors M idcap S&P 400 Index Separate Account | Pooled Separate Accounts | — | — | $491K | 1.6% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $491K | 1.6% | |
| BlackRock LifePath Index 2060 | Other securities | — | — | $399K | 1.3% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $191K | 0.6% | |
| Vanguard Short-Term Federal Fund Admiral Shares | Mutual Funds | — | — | $66K | 0.2% | |
| Principal Pension Builder | Other securities | — | — | $45K | 0.1% |
