Daniel Ingersoll signed Bluefors Cryocooler Technologies Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bluefors Cryocooler Technologies Inc.'s EIN is 92-0558960.
Download the official 2024 Form 5500 (PDF) for Bluefors Cryocooler Technologies Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bluefors Cryocooler Technologies Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), 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 | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE WATER CAPITAL MANAGEMENT LLC | 20-8648739 | — | ADVISOR | $39K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity OTC Portfolio Mutual Fund 113,202 Shares | Mutual Funds | — | — | $2.5M | 10.4% | |
| John Hancock Funds Disciplined Value Fund Class R6 Mutual Fund 76,170 Shares | Other securities | — | — | $1.7M | 7.2% | |
| Vanguard 500 Index Fund Admiral Shares Mutual Fund 3,099 Shares | Common Collective Trusts | — | — | $1.7M | 7.0% | |
| Fidelity Freedom 2030 K Mutual Fund 94,774 Shares | Mutual Funds | — | — | $1.7M | 7.0% | |
| Causeway International Value Fund Class Institutional Mutual Fund 73,032 Shares | Other securities | — | — | $1.4M | 5.7% | |
| American Funds American Mutual Fund Class R6 Mutual Fund 20,943 Shares | Mutual Funds | — | — | $1.2M | 4.8% | |
| Fidelity Overseas K Mutual Fund 17,590 Shares | Mutual Funds | — | — | $1.1M | 4.6% | |
| Baird Aggregate Bond Fund Class Institutional Mutual Fund 109,175 Shares | Other securities | — | — | $1.1M | 4.4% | |
| American Funds New World Fund Class R6 Mutual Fund 12,461 Shares | Mutual Funds | — | — | $959K | 4.0% | |
| ClearBridge Large Cap Growth Fund Class A Mutual Fund 12,467 Shares | Other securities | — | — | $940K | 3.9% | |
| Fidelity Freedom 2025 K Mutual Fund 59,359 Shares | Mutual Funds | — | — | $808K | 3.4% | |
| Fidelity Freedom 2045 K Mutual Fund 57,910 Shares | Mutual Funds | — | — | $780K | 3.3% | |
| Royce Small Cap Special Equity Fund Investment Class Mutual Fund 49,308 Shares | Other securities | — | — | $742K | 3.1% | |
| FullerThaler Behavioral Sm-Cp Eq R6 Mutual Fund 15,015 Shares | Other securities | — | — | $727K | 3.0% | |
| JP Morgan Hedged Equity 2 Fund R6 Mutual Fund 33,972 Shares | Other securities | — | — | $631K | 2.6% | |
| Touchstone Mid Cap IS Mutual Fund 11,038 Shares | Other securities | — | — | $612K | 2.6% | |
| Victory Trivalent International Small Cap Fund Class Y Mutual Fund 40,178 Shares | Other securities | — | — | $593K | 2.5% | |
| Fidelity Institutional Money Market Money Market 552,913 Units | Mutual Funds | — | — | $553K | 2.3% | |
| Loomis Sayles Core Plus Bond Fund Class N Mutual Fund 47,490 Shares | Other securities | — | — | $538K | 2.3% | |
| Fidelity Freedom 2035 K Mutual Fund 31,310 Shares | Mutual Funds | — | — | $490K | 2.1% | |
| Vanguard Small-Cap Index Fund Admiral Shares Mutual Fund 3,931 Shares | Common Collective Trusts | — | — | $453K | 1.9% | |
| Fidelity Freedom 2040 K Mutual Fund 33,967 Shares | Mutual Funds | — | — | $393K | 1.6% | |
| Pimco Credit Opportunities Bond Fund Mutual Fund 39,038 Shares | Mutual Funds | — | — | $376K | 1.6% | |
| Neuberger Berman Strategic Income Fund Inst'l Class Mutual Fund 35,852 Shares | Other securities | — | — | $354K | 1.5% | |
| Notes Receivable from Participants secured by participant accounts in the Plan -0- | Other securities | — | — | $334K | 1.4% | |
| Vanguard Mid-Cap Index Fund Admiral Shares Mutual Fund 842 Shares | Common Collective Trusts | — | — | $275K | 1.2% | |
| Fidelity Freedom 2050 K Mutual Fund 19,181 Shares | Mutual Funds | — | — | $262K | 1.1% | |
| Fidelity Freedom 2055 K Mutual Fund 11,385 Shares | Mutual Funds | — | — | $180K | 0.8% | |
| Vanguard Total Int'l BD IDX Admiral Mutual Fund 17,698 Shares | Common Collective Trusts | — | — | $179K | 0.8% | |
| JP Morgan Short Duration Core Plus Fund R6 Mutual Fund 17,363 Shares | Other securities | — | — | $161K | 0.7% | |
| Vanguard Total Int'l Stock Index Fund Admiral Shares Mutual Fund 2,444 Shares | Common Collective Trusts | — | — | $77K | 0.3% | |
| Baird Short-Term Bond Fund Mutual Fund 7,420 Shares | Other securities | — | — | $70K | 0.3% | |
| Fidelity Freedom 2065 K Mutual Fund 4,588 Shares | Mutual Funds | — | — | $61K | 0.3% | |
| Eaton Vance High Income Opportunities Fund Class I Mutual Fund 12,946 Shares | Other securities | — | — | $55K | 0.2% | |
| Pimco International Bond Fund Mutual Fund 2,332 Shares | Mutual Funds | — | — | $23K | <0.1% | |
| Vanguard Real Estate Index Fund Admiral Shares Mutual Fund 134 Shares | Common Collective Trusts | — | — | $17K | <0.1% | |
| Fidelity Freedom 2060 K Mutual Fund 1,011 Shares | Mutual Funds | — | — | $15K | <0.1% | |
| Fidelity Freedom 2025 K Mutual Fund 656 Shares | Mutual Funds | — | — | $7K | <0.1% | |
| Fidelity Freedom 2020 K Mutual Fund 361 Shares | Mutual Funds | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
