Linda Postma signed Dexter Magnetic Holdings, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Dexter Magnetic Holdings, LLC's EIN is 88-0868607.
Download the official 2024 Form 5500 (PDF) for Dexter Magnetic Holdings, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Dexter Magnetic Holdings, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
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 | $46K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MONETA GROUP INVESTMENT ADVISORS | 20-1903821 | — | ADVISOR | $39K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| SCHWAB IDX RET 2030 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 015 | Common Collective Trust | — | — | $6.2M | 19.4% | |
| SCHWAB IDX RET 2035 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 016 | Common Collective Trust | — | — | $3.8M | 11.9% | |
| SCHWAB IDX RET 2025 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 014 | Common Collective Trust | — | — | $3.4M | 10.8% | |
| SCHWAB IDX RET 2040 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 017 | Common Collective Trust | — | — | $3.2M | 9.9% | |
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $2.3M | 7.2% | |
| SCHWAB IDX RET 2045 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 018 | Common Collective Trust | — | — | $2.0M | 6.2% | |
| Retirement Advocate Moderate Fund Collective Trust Fund | Common Collective Trusts | — | — | $1.3M | 4.2% | |
| RETIRE ADVOC MOD TD AMERITRADE TRUST CO. · EIN 20-0937408 / PN 220 | Common Collective Trust | — | — | $1.3M | 4.2% | |
| SCHWAB IDX RET 2050 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 019 | Common Collective Trust | — | — | $1.2M | 3.8% | |
| SCHWAB IDX RET 2060 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 023 | Common Collective Trust | — | — | $1.1M | 3.6% | |
| SCHWAB IDX RET 2055 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 021 | Common Collective Trust | — | — | $1.1M | 3.6% | |
| Retirement Advocate Moderately Aggressive Fund Collective Trust Fund | Common Collective Trusts | — | — | $1.1M | 3.5% | |
| RET ADVOC MOD AGGR TD AMERITRADE TRUST CO. · EIN 20-0937408 / PN 221 | Common Collective Trust | — | — | $1.1M | 3.5% | |
| Galliard Stable Return Fund C Collective Trust Fund | Common Collective Trusts | — | — | $815K | 2.5% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $815K | 2.5% | |
| American Funds The Growth Fund of America Mutual Fund | Mutual Funds | — | — | $571K | 1.8% | |
| Fidelity Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $524K | 1.6% | |
| Notes receivable from participants through December 2029 - | Other securities | — | — | $499K | 1.6% | |
| Retirement Advocate Conservative Fund Collective Trust Fund | Common Collective Trusts | — | — | $342K | 1.1% | |
| RETIRE ADVOC CNSRV TD AMERITRADE TRUST CO. · EIN 20-0937408 / PN 218 | Common Collective Trust | — | — | $342K | 1.1% | |
| Fidelity Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $296K | 0.9% | |
| American Funds Washington Mutual Investors Fund Mutual Fund | Mutual Funds | — | — | $262K | 0.8% | |
| SCHWAB IDX RET 2015 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 012 | Common Collective Trust | — | — | $256K | 0.8% | |
| Retirement Advocate Aggressive Fund Collective Trust Fund | Common Collective Trusts | — | — | $250K | 0.8% | |
| RETIRE ADVOCATE AGGR TD AMERITRADE TRUST CO. · EIN 20-0937408 / PN 222 | Common Collective Trust | — | — | $250K | 0.8% | |
| Fidelity International Index Fund Mutual Fund | Common Collective Trusts | — | — | $236K | 0.7% | |
| SCHWAB IDX RET 2020 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 013 | Common Collective Trust | — | — | $225K | 0.7% | |
| SCHWAB IDX RET 2065 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 024 | Common Collective Trust | — | — | $211K | 0.7% | |
| Retirement Advocate Moderately Conservative Fund Collective Trust Fund | Common Collective Trusts | — | — | $165K | 0.5% | |
| RET ADVOC MOD CNSRV TD AMERITRADE TRUST CO. · EIN 20-0937408 / PN 219 | Common Collective Trust | — | — | $165K | 0.5% | |
| T. Rowe Price Int U.S. Small-Cap Growth Equity Fund Mutual Fund | Other securities | — | — | $123K | 0.4% | |
| American Funds EUPAC Fund Class R-6 Mutual Fund | Mutual Funds | — | — | $86K | 0.3% | |
| iShares Developed Real Estate Index Fund Class K Mutual Fund | Common Collective Trusts | — | — | $83K | 0.3% | |
| JPMorgan Mid Cap Value Fund Class R6 Mutual Fund | Other securities | — | — | $61K | 0.2% | |
| Macquarie Mid Cap Growth Fund Class I Mutual Fund | Other securities | — | — | $59K | 0.2% | |
| American Beacon Small Cap Value Fund Class R5 Mutual Fund | Other securities | — | — | $38K | 0.1% | |
| Fidelity Inflation-Protected Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $17K | <0.1% | |
| Fidelity Government Cash Reserves Mutual Fund | Mutual Funds | — | — | $14K | <0.1% | |
| IR + M CORE BOND CIT GLOBAL TRUST COMPANY HARDING LOEVN · EIN 37-6567224 / PN 001 | Common Collective Trust | — | — | $7K | <0.1% | |
| Fidelity Emerging Markets Index Fund Mutual Fund | Common Collective Trusts | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
