Plumb House, Inc.'s EIN is 04-2535487.
Download the official 2024 Form 5500 (PDF) for Plumb House, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Plumb House, 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 |
|---|---|---|---|---|---|
| SENTINEL PENSION ADVISORS | 04-3422848 | — | N/A | $35K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL BENEFITS GROUP, INC. | 04-3015875 | — | N/A | $6K | — |
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 | |||||
|---|---|---|---|---|---|---|
| SPA GROWTH PORTFOLIO GREAT GRAY TRUST COMPANY · EIN 81-4586721 / PN 317 | Common Collective Trust | — | — | $6.9M | 41.0% | |
| SPA BALANCED PORTFOLIO GREAT GRAY TRUST COMPANY · EIN 81-4576579 / PN 316 | Common Collective Trust | — | — | $3.3M | 19.7% | |
| BLACKROCK EQUITY INDEX FUND GREAT GRAY TRUST COMPANY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $1.4M | 8.4% | |
| SPA MODERATE PORTFOLIO GREAT GRAY TRUST COMPANY · EIN 81-4559880 / PN 315 | Common Collective Trust | — | — | $840K | 5.0% | |
| Vanguard Group, Inc. Vanguard Equity-Income Adm | Mutual Funds | — | — | $839K | 5.0% | |
| Fidelity Management & Research Company Fidelity® Contrafund® | Mutual Funds | — | — | $793K | 4.7% | |
| SPA AGGRESSIVE PORTFOLIO GREAT GRAY TRUST COMPANY · EIN 81-4599793 / PN 301 | Common Collective Trust | — | — | $697K | 4.2% | |
| T. Rowe Price Associates, Inc. T Rowe Price All-Cap Opportunities Fund Inv | Mutual Funds | — | — | $439K | 2.6% | |
| Blackrock, Inc. BlackRock Equity Index Fund Fee Class R | Common Collective Trusts | — | — | $404K | 2.4% | |
| BLACKROCK MID CAP EQUITY FUND GREAT GRAY TRUST COMPANY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $359K | 2.1% | |
| Parnassus Investments Parnassus Core Equity Institutional | Other securities | — | — | $356K | 2.1% | |
| Capital Research and Management Company American Funds Europacific Growth R4 | Mutual Funds | — | — | $292K | 1.7% | |
| Notes Receivable from Participants Interest rates of 4.25% - 9.50%, | Bonds / Notes | — | — | $258K | 1.5% | |
| John Hancock Advisors, LLC John Hancock Disciplined Value Mid Cap I | Other securities | — | — | $223K | 1.3% | |
| Carillon Tower Advisers, Inc. Carillon Eagle Mid Cap Growth R6 | Common Stocks | — | — | $193K | 1.2% | |
| Harford Funds Management Company, LLC The Hartford International Opportunities Fund R6 4856 | Common Stocks | — | — | $183K | 1.1% | |
| Blackrock, Inc. BlackRock Strategic Income Opps Instl | Common Stocks | — | — | $169K | 1.0% | |
| Fidelity Management & Research Company Fidelity® Total Bond Fund | Mutual Funds | — | — | $159K | 0.9% | |
| Loomis Sayles & Company, L.P. Loomis Sayles Small Cap Growth Fund N | Common Stocks | — | — | $109K | 0.6% | |
| BLACKROCK EAFE EQUITY INDEX FUND GREAT GRAY TRUST COMPANY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $104K | 0.6% | |
| Dimensional Fund Advisors LP DFA International Small Company I | Mutual Funds | — | — | $47K | 0.3% | |
| Dimensional Fund Advisors LP DFA Global Equity I | Mutual Funds | — | — | $40K | 0.2% | |
| BLACKROCK RUSSELL 2000 INDEX FUND GREAT GRAY TRUST COMPANY · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $39K | 0.2% | |
| Cohen & Steers Capital Management, Inc Cohen & Steers Global Realty I | Common Stocks | — | — | $23K | 0.1% | |
| Allspring Funds Management, LLC Allspring Special Small Cap Value Fund Institutional | Other securities | — | — | $18K | 0.1% | |
| BLACKROCK U.S. DEBT INDEX GREAT GRAY TRUST COMPANY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $16K | <0.1% | |
| METLIFE STABLE VALUE FUND 25053 RELIANCE TRUST · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
