William Wescott signed Erving Industries, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Erving Industries, Inc.'s EIN is 04-1291330.
Download the official 2024 Form 5500 (PDF) for Erving Industries, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Erving Industries, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $2K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH |
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 | |||||
|---|---|---|---|---|---|---|
| PUTNAM STABLE VALUE FUND -50 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $3.3M | 15.1% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $1.7M | 7.8% | |
| T. ROWE PRICE VALUE FUND - ADV | Registered Investment Companies | — | — | $1.6M | 7.4% | |
| AB LARGE CAP GROWTH A | Registered Investment Companies | — | — | $1.6M | 7.2% | |
| AMERFDS 2020 TARG DATE RET-R4 | Registered Investment Companies | — | — | $1.3M | 6.0% | |
| LOOMIS SAYLES INV GRADE BND A | Registered Investment Companies | — | — | $1.1M | 5.1% | |
| JPMORGAN MID CP GR I | Registered Investment Companies | — | — | $1.1M | 4.9% | |
| AMERFDS 2035 TARG DATE RET-R4 | Registered Investment Companies | — | — | $943K | 4.3% | |
| MS INST GI FRANCH A | Registered Investment Companies | — | — | $883K | 4.0% | |
| AMERFDS 2030 TARG DATE RET-R4 | Registered Investment Companies | — | — | $871K | 4.0% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $773K | 3.5% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $670K | 3.1% | |
| AB SMALL CAP GROWTH ADVISOR | Registered Investment Companies | — | — | $568K | 2.6% | |
| MFS INTL DIVERSIFICATION R6 | Registered Investment Companies | — | — | $531K | 2.4% | |
| MACQUARIE SMALL CAP VALUE - A | Registered Investment Companies | — | — | $492K | 2.2% | |
| AMERFDS 2050 TARG DATE RET-R4 | Registered Investment Companies | — | — | $443K | 2.0% | |
| FRANKLIN DYNATECH FUND - A | Registered Investment Companies | — | — | $414K | 1.9% | |
| JANUS HENDERSON BALANCED - T | Registered Investment Companies | — | — | $387K | 1.8% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $386K | 1.8% | |
| AMERFDS 2045 TARG DATE RET-R4 | Registered Investment Companies | — | — | $382K | 1.7% | |
| AMERFDS 2025 TARG DATE RET-R4 | Registered Investment Companies | — | — | $354K | 1.6% | |
| PIMCO REAL RETURN FUND - INSTL | Registered Investment Companies | — | — | $340K | 1.5% | |
| AMERFDS 2040 TARG DATE RET-R4 | Registered Investment Companies | — | — | $301K | 1.4% | |
| VICTORY ESTABLISHED VALUE A | Registered Investment Companies | — | — | $215K | 1.0% | |
| BLACKROCK HIGH YIELD INV A | Registered Investment Companies | — | — | $211K | 1.0% | |
| AMERFDS 2060 TARG DATE RET-R4 | Registered Investment Companies | — | — | $202K | 0.9% | |
| FIDELITY ADVISOR MATERIALS A | Registered Investment Companies | — | — | $195K | 0.9% | |
| AMERFDS 2055 TARG DATE RET-R4 | Registered Investment Companies | — | — | $94K | 0.4% | |
| COHEN & STEERS REAL EST SEC I | Registered Investment Companies | — | — | $80K | 0.4% | |
| COL SL L CAP EQTY I2 | Registered Investment Companies | — | — | $47K | 0.2% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $45K | 0.2% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $41K | 0.2% | |
| AMERFDS 2065 TARG DATE RET R4 | Registered Investment Companies | — | — | $26K | 0.1% | |
| BLACKROCK STRATEGICGLOBLBOND K | Registered Investment Companies | — | — | $22K | 0.1% | |
| CALVERT US LC CORE RESP INDX I | Registered Investment Companies | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 13-5674085 |
| — |
| INVESTMENT ADVISOR |
| $31K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OCONNOR DAVIES, | 27-1728945 | — | ACCOUNTANT | $21K | — |
