Taryn Hamilton signed Microline Surgical, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Microline Surgical, Inc.'s EIN is 04-2974225.
Download the official 2024 Form 5500 (PDF) for Microline Surgical, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Microline Surgical, Inc.'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $5K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | — | MIDDLETON, MA |
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 | |||||
|---|---|---|---|---|---|---|
| AMERFDS 2040 TARG DATE RET-R4 | Registered Investment Companies | — | — | $1.6M | 10.3% | |
| INVESCO S&P 500 INDEX A | Registered Investment Companies | — | — | $1.6M | 10.1% | |
| AMERFDS 2030 TARG DATE RET-R4 | Registered Investment Companies | — | — | $1.4M | 8.9% | |
| JPMORGAN MID CAP GROWTH R3 | Registered Investment Companies | — | — | $1.3M | 8.5% | |
| METLIFE REL ST VAL 25053 - 25 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $1.1M | 7.0% | |
| AMERFDS 2050 TARG DATE RET-R4 | Registered Investment Companies | — | — | $928K | 5.9% | |
| AMERFDS 2025 TARG DATE RET-R4 | Registered Investment Companies | — | — | $879K | 5.6% | |
| AMERFDS 2045 TARG DATE RET-R4 | Registered Investment Companies | — | — | $806K | 5.1% | |
| DWS HIGH INCOME FUND-A | Registered Investment Companies | — | — | $781K | 4.9% | |
| AB LARGE CAP GROWTH A | Registered Investment Companies | — | — | $769K | 4.9% | |
| AMERFDS 2035 TARG DATE RET-R4 | Registered Investment Companies | — | — | $579K | 3.7% | |
| AMERFDS 2055 TARG DATE RET-R4 | Registered Investment Companies | — | — | $443K | 2.8% | |
| COLUMBIA DIV INC FD - A | Registered Investment Companies | — | — | $388K | 2.5% | |
| AMERFDS 2060 TARG DATE RET-R4 | Registered Investment Companies | — | — | $348K | 2.2% | |
| JPMORGAN MID CAP VALUE - A | Registered Investment Companies | — | — | $316K | 2.0% | |
| ISHARES RUSSELL MIDCAP INDEX A | Registered Investment Companies | — | — | $252K | 1.6% | |
| ISHARES RUSSELL 2000 SM CAP A | Registered Investment Companies | — | — | $245K | 1.5% | |
| ALLSPRING SPECIAL SC VAL A | Registered Investment Companies | — | — | $244K | 1.5% | |
| MACQUARIE SMALLCAP GRWTH A | Registered Investment Companies | — | — | $189K | 1.2% | |
| AMERFDS 2010 TARG DATE RET-R4 | Registered Investment Companies | — | — | $185K | 1.2% | |
| FRANKLIN INTERNATIONAL GR A | Registered Investment Companies | — | — | $165K | 1.0% | |
| INVESCO EQUITY AND INCOME A | Registered Investment Companies | — | — | $164K | 1.0% | |
| JPMORGAN CORE BOND FUND - A | Registered Investment Companies | — | — | $138K | 0.9% | |
| AMERFDS 2020 TARG DATE RET-R4 | Registered Investment Companies | — | — | $114K | 0.7% | |
| ISHARES US AGGREGATE BD IDX A | Registered Investment Companies | — | — | $101K | 0.6% | |
| AMERFDS 2065 TARG DATE RET R4 | Registered Investment Companies | — | — | $95K | 0.6% | |
| MFS INTL INTRINSIC VAL FD - R3 | Registered Investment Companies | — | — | $94K | 0.6% | |
| JANUS HENDERSON FLEX BOND A | Registered Investment Companies | — | — | $65K | 0.4% | |
| INV DEVELOP MARKETS-A | Registered Investment Companies | — | — | $57K | 0.4% | |
| ISHARES MSCI EAFE INTL INDEX A | Registered Investment Companies | — | — | $25K | 0.2% | |
| PIMCO INTL BD FD USD-HED A | Registered Investment Companies | — | — | $22K | 0.1% | |
| PGIM SHORT-TERM CORP BOND - A | Registered Investment Companies | — | — | $11K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| ADVISOR |
| $0 |
| — |
