Mark Schweinshaut signed M.S. Company, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
M.S. Company, Inc.'s EIN is 04-1565570.
Download the official 2024 Form 5500 (PDF) for M.S. Company, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)M.S. Company, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | RECORDKEEPER | $4K | — |
| FUTUREPLAN (ASCENSUS) | 82-3719843 | — | RECORDKEEPER | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH RETIREMENT & BENEFIT | 13-5674085 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| GM Western Asset Core Bond IS Fund " | Other securities | — | — | $859K | 25.3% | |
| GM First Eagle Overseas R6 Fund " | Other securities | — | — | $355K | 10.5% | |
| GM BlackRock Equity Dividend K Fund " | Other securities | — | — | $282K | 8.3% | |
| GM ClearBridge Large Cap Growth IS Fund " | Other securities | — | — | $269K | 7.9% | |
| GM American Funds New World R6 Fund " | Mutual Funds | — | — | $176K | 5.2% | |
| GM Virtus NFJ Mid-Cap Value I Fund " | Other securities | — | — | $157K | 4.6% | |
| American Funds Growth Fund of America R6 Fund " | Mutual Funds | — | — | $136K | 4.0% | |
| BlackRock Global Allocation K " ** 118 GM Columbia Mid Cap Index I2 Fund " | Other securities | — | — | $132K | 3.9% | |
| GM Vanguard High Yield Corporate Admiral Fund " | Mutual Funds | — | — | $116K | 3.4% | |
| ClearBridge Large Cap Growth IS Fund " | Other securities | — | — | $81K | 2.4% | |
| GM Janus Henderson Small Cap Value N Fund " | Mutual Funds | — | — | $79K | 2.3% | |
| Loomis Sayles Growth N Fund " | Other securities | — | — | $78K | 2.3% | |
| Vanguard Treasury Money Market " | Mutual Funds | — | — | $76K | 2.2% | |
| Vanguard Growth and Income Admiral Fund " | Mutual Funds | — | — | $68K | 2.0% | |
| Janus Henderson Balanced N Fund " | Mutual Funds | — | — | $66K | 1.9% | |
| GM Vanguard GNMA Admiral Fund Mutual fund | Agency / Mortgage-Backed | — | — | $61K | 1.8% | |
| GM Lord Abbett Short Duration Income R6 Fund " | Mutual Funds | — | — | $56K | 1.7% | |
| GM Loomis Sayles Growth N Fund " | Other securities | — | — | $56K | 1.6% | |
| GM Cohen & Steers Real Estate Securities Z Fund " | Other securities | — | — | $51K | 1.5% | |
| American Funds Washington Mutual R6 Fund " | Mutual Funds | — | — | $44K | 1.3% | |
| Vanguard Wellington Admiral Fund " | Mutual Funds | — | — | $44K | 1.3% | |
| American Funds Target Date Retirement 2060 R6 Fund " | Mutual Funds | — | — | $43K | 1.3% | |
| Loomis Sayles Strategic Income N Fund " | Other securities | — | — | $38K | 1.1% | |
| GM Vanguard Treasury Money Market " | Mutual Funds | — | — | $37K | 1.1% | |
| BlackRock Equity Dividend K Fund " | Other securities | — | — | $9K | 0.3% | |
| American Funds New World R6 Fund " | Mutual Funds | — | — | $8K | 0.2% | |
| Virtus NFJ Mid-Cap Value I Fund " ** 528 Western Asset Core Bond IS " | Other securities | — | — | $3K | <0.1% | |
| Loomis Sayles Small Cap Growth N Fund " | Other securities | — | — | $3K | <0.1% | |
| Janus Henderson Small Cap Value N Fund " | Mutual Funds | — | — | $3K | <0.1% | |
| Columbia Mid Cap Index I2 Fund " | Other securities | — | — | $3K | <0.1% | |
| Cohen & Steers Real Estate Securities Z Fund " | Other securities | — | — | $2K | <0.1% | |
| Carillon Eagle Mid Cap Growth R6 Fund " | Other securities | — | — | $2K | <0.1% | |
| MFS International Diversification R6 Fund " | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISOR |
| $21K |
| — |
