Patrick Hill signed Eptam Plastics Ltd.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Eptam Plastics Ltd.'s EIN is 02-0363107.
Download the official 2023 Form 5500 (PDF) for Eptam Plastics Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Eptam Plastics Ltd.'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $81K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADVISORY GROUP EQUITY SERVICES LTD |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds American Funds 2030 Target Date Retirement Fund Class R-6 N/R | Mutual Funds | — | — | $2.5M | 13.1% | |
| American Funds American Funds 2035 Target Date Retirement Fund Class R-6 N/R | Mutual Funds | — | — | $2.3M | 11.7% | |
| American Funds American Funds 2045 Target Date Retirement Fund Class R-6 N/R | Mutual Funds | — | — | $2.1M | 10.7% | |
| American Funds American Funds 2040 Target Date Retirement Fund Class R-6 N/R | Mutual Funds | — | — | $1.3M | 6.6% | |
| American Funds American Funds 2050 Target Date Retirement Fund Class R-6 N/R | Mutual Funds | — | — | $1.1M | 5.8% | |
| American Funds American Funds 2025 Target Date Retirement Fund Class R-6 N/R | Mutual Funds | — | — | $1.1M | 5.5% | |
| Fidelity Large Cap Growth Index Fund N/R | Common Collective Trusts | — | — | $930K | 4.8% | |
| American Funds American Funds 2055 Target Date Retirement Fund Class R-6 N/R | Mutual Funds | — | — | $893K | 4.6% | |
| Fidelity 500 Index Fund N/R | Common Collective Trusts | — | — | $877K | 4.5% | |
| American Funds American Funds New Perspective Fund Class R-6 N/R | Mutual Funds | — | — | $690K | 3.6% | |
| Insurance Funds * Great-West Key Guaranteed Portfolio Fund N/R | Other securities | — | — | $619K | 3.2% | |
| Fidelity Mid Cap Index Fund N/R | Common Collective Trusts | — | — | $379K | 2.0% | |
| Participant Loans * Participant Loans Notes receivable from participants, with interest rates ranging $0 | Participant loans | — | — | $365K | 1.9% | |
| Loomis Sayles Loomis Sayles Core Plus Bond Fund Class N N/R | Other securities | — | — | $345K | 1.8% | |
| Fidelity International Index Fund N/R | Common Collective Trusts | — | — | $332K | 1.7% | |
| American Funds American Funds Fundamental Investors Class R-6 N/R | Mutual Funds | — | — | $319K | 1.6% | |
| American Funds American Funds 2060 Target Date Retirement Fund Class R-6 N/R | Mutual Funds | — | — | $315K | 1.6% | |
| Janus Henderson Janus Henderson Enterprise Fund Class N N/R | Mutual Funds | — | — | $265K | 1.4% | |
| American Funds American Funds EuroPacific Growth Fund Class R-6 N/R | Mutual Funds | — | — | $232K | 1.2% | |
| BlackRock Health Sciences Opportunities Portfolio Class K N/R | Other securities | — | — | $220K | 1.1% | |
| Fidelity Small Cap Index Fund N/R | Common Collective Trusts | — | — | $215K | 1.1% | |
| JPMorgan Large Cap Growth R6 N/R | Other securities | — | — | $171K | 0.9% | |
| BlackRock Equity Dividend Fund K Shares N/R | Other securities | — | — | $169K | 0.9% | |
| PGIM Total Return Bond Fund -Class R6 N/R | Other securities | — | — | $164K | 0.8% | |
| Cohen & Steer Cohen & Steers Real Estate Securities Fund, Inc. Class Z N/R | Common Stocks | — | — | $140K | 0.7% | |
| MFS Technology Fund Class R6 N/R | Mutual Funds | — | — | $134K | 0.7% | |
| American Funds American Funds 2020 Target Date Retirement Fund Class R-6 N/R | Mutual Funds | — | — | $127K | 0.7% | |
| Invesco Funds - Invesco Energy Fund Class R6 N/R | Mutual Funds | — | — | $112K | 0.6% | |
| JPMorgan U.S. Equity Fund Class R6 N/R | Other securities | — | — | $101K | 0.5% | |
| Invesco Gold & Special Minerals Fund Class R6 N/R | Mutual Funds | — | — | $97K | 0.5% | |
| American Funds American Funds 2065 Target Date Retirement Fund Class R-6 N/R | Mutual Funds | — | — | $94K | 0.5% | |
| ClearBridge Small Cap Growth Fund Class IS N/R | Other securities | — | — | $92K | 0.5% | |
| American Funds American Funds New World Fund Class R-6 N/R | Mutual Funds | — | — | $58K | 0.3% | |
| Delaware Small Cap Value Fund Class R6 N/R | Other securities | — | — | $44K | 0.2% | |
| American Funds American Funds Capital World Bond Fund Class R-6 N/R | Mutual Funds | — | — | $39K | 0.2% | |
| American Century American Century Sustainable Equity Fund R6 Class N/R | Other securities | — | — | $33K | 0.2% | |
| Vanguard International Value Fund Investor Shares N/R | Mutual Funds | — | — | $29K | 0.1% | |
| The Hartford Equity Income R6 N/R | Other securities | — | — | $27K | 0.1% | |
| American Century American Century Mid Cap Value R6 N/R | Other securities | — | — | $25K | 0.1% | |
| Franklin Utilities Fund Class R6 N/R | Mutual Funds | — | — | $24K | 0.1% | |
| American Funds American Funds 2015 Target Date Retirement Fund Class R-6 N/R | Mutual Funds | — | — | $24K | 0.1% | |
| The Hartford The Hartford International Opportunities Fund Class R6 N/R | Other securities | — | — | $22K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| WOBURN, MA |
| BROKER/ADVISER |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY VIRCHOW KRAUSE, LLP | — | MADISON, WI | AUDITOR | $6K | — |
