KERT Brown signed Simpson Door Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Simpson Door Company's EIN is 91-1940130.
Download the official 2024 Form 5500 (PDF) for Simpson Door Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Simpson Door Company's plan includes ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $55K | — |
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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.
| MORGAN STANLEY SMITH BARNEY LLC |
| 20-8764829 |
| — |
| INVESTMENT ADVISOR |
| $55K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRICEKUBECKA PLLC | — | ADDISON, TX | OTHER | $10K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BTC EQUITY INDEX M BLACKROCK · EIN 45-4365907 / PN 001 | Common Collective Trust | — | — | $17.4M | 20.9% | |
| New York Life Ins Guar Int Account Guaranteed Interest Account | Other securities | — | — | $9.2M | 11.0% | |
| Fid Lg Cap Gr Idx Mutual Fund | Common Collective Trusts | — | — | $8.3M | 10.0% | |
| Br Adv Sc Core Inst Mutual Fund | Other securities | — | — | $6.3M | 7.5% | |
| Fid Lg Cap Val Idx Mutual Fund | Common Collective Trusts | — | — | $4.9M | 5.8% | |
| FID FRDM BLND 2030 G FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 091 | Common Collective Trust | — | — | $4.1M | 4.9% | |
| Is Us Agg Bd Idx Is Mutual Fund | Common Collective Trusts | — | — | $4.0M | 4.8% | |
| Af Us Govt Mm R6 Interest Bearing Cash | Cash / Money Market | — | — | $3.8M | 4.6% | |
| FID FRDM BLND 2025 G FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 090 | Common Collective Trust | — | — | $3.1M | 3.7% | |
| FID FRDM BLND 2015 G FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 088 | Common Collective Trust | — | — | $2.9M | 3.5% | |
| Mfs Intl Intr Val R6 Mutual Fund | Mutual Funds | — | — | $2.6M | 3.1% | |
| FID FRDM BLND 2035 G FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 092 | Common Collective Trust | — | — | $2.5M | 3.0% | |
| Pimco Income I2 Mutual Fund | Mutual Funds | — | — | $2.0M | 2.4% | |
| Is R2000 Sm-Cap Is Mutual Fund | Other securities | — | — | $1.9M | 2.3% | |
| FID FRDM BLND 2040 G FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 093 | Common Collective Trust | — | — | $1.9M | 2.3% | |
| FID FRDM BLND 2020 G FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 089 | Common Collective Trust | — | — | $1.6M | 1.9% | |
| FID FRDM BLND 2045 G FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 094 | Common Collective Trust | — | — | $1.4M | 1.6% | |
| FID FRDM BLND 2050 G FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 095 | Common Collective Trust | — | — | $1.0M | 1.2% | |
| FID FRDM BLND 2055 G FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 113 | Common Collective Trust | — | — | $961K | 1.2% | |
| Pif Cap Apprec Inst Mutual Fund | Other securities | — | — | $754K | 0.9% | |
| FID FRDM BLND 2060 G FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 147 | Common Collective Trust | — | — | $577K | 0.7% | |
| Notes receivable from participants Bearing interest at 4.25%-9.50% - | Bonds / Notes | — | — | $533K | 0.6% | |
| Jpm Mid Cap Eq R5 Mutual Fund | Other securities | — | — | $531K | 0.6% | |
| Is Msci Eafe Intl Is Mutual Fund | Other securities | — | — | $261K | 0.3% | |
| C&S Inst Realty Shs Mutual Fund | Common Stocks | — | — | $233K | 0.3% | |
| Af Infl Linked Bd R6 Mutual Fund | Other securities | — | — | $187K | 0.2% | |
| Gqg Ptn Em Mkt Eq I Mutual Fund | Other securities | — | — | $162K | 0.2% | |
| FID FRDM BLND 2065 G FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 168 | Common Collective Trust | — | — | $134K | 0.2% | |
| Pim Intl Bd Us$H I Mutual Fund | Other securities | — | — | $95K | 0.1% | |
| Self Directed Brokerage Interest Bearing Cash | Self-Directed Brokerage | — | — | $36K | <0.1% | |
| Self Directed Brokerage Mutual Fund | Self-Directed Brokerage | — | — | $5K | <0.1% | |
| Conversion Account Mutual Fund | Other securities | — | — | $2K | <0.1% | |
| Self Directed Brokerage Interest Bearing Cash | Self-Directed Brokerage | — | — | $1K | <0.1% | |
| Fid Govt Mmkt Interest Bearing Cash ** 11 * Self Directed Brokerage Common Stock | Self-Directed Brokerage | — | — | $1K | <0.1% | |
| STATE STREET TRGT RETIRE 2030 NL SE STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 270 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE STREET TRGT RETIRE 2035 NL SE STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 271 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE STREET TRGT RETIRE 2040 NL SE STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 272 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE STREET TRGT RETIRE 2045 NL SE STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 273 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE STREET TRGT RETIRE 2050 NL SE STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 274 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE STREET TRGT RETIRE 2055 NL SE STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 423 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE STREET TRGT RETIRE 2060 NL SE STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 420 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE STREET TRGT RETIRE 2065 NL SE STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 421 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE STREET TRGT RETIRE 2020 NL SE STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 268 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE STREET TRGT RETIRE 2025 NL SE STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 269 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK EQUITY INDEX FUND M BLACKROCK FUNDS · EIN 45-4365907 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE STREET TRGT RETIRE INCOME NL STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 265 | Common Collective Trust | — | — | $0 | <0.1% |
