Kristi White signed Peerless Pump Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Peerless Pump Company's EIN is 05-0596578.
Download the official 2024 Form 5500 (PDF) for Peerless Pump Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Peerless Pump Company's plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MECHELA ANDERSON | 38-4828126 | — | PLAN ADMINISTRATOR | $32K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OGLETREE,DEAKINS,NASH,SMOAK&STEWARD | 57-1044820 | — | LEGAL | $21K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Collective Investment Trust LS Investment Grade Bond Trust 432,759 units | Common Collective Trusts | — | $8.8M | $10.2M | 25.0% | |
| LOOMIS SAYLES INV GRADE TOTAL LOOMIS SAYLES TRUST COMPANY, LLC · EIN 84-6391546 / PN 004 | Common Collective Trust | — | — | $10.2M | 25.0% | |
| Guggenheim Total Return Bond Instl 417,511 shares | Other securities | — | $10.9M | $9.8M | 23.9% | |
| Vanguard Russell 1000 Growth Index I 7,375 shares | Common Collective Trusts | — | $2.6M | $5.9M | 14.3% | |
| Vanguard Russell 1000 Value Index I 17,128 shares | Common Collective Trusts | — | $3.3M | $5.4M | 13.2% | |
| DFA International Core Equity Fund 98,934 shares | Mutual Funds | — | $1.3M | $1.5M | 3.7% | |
| Clearbridge International Growth Fund 23,431 shares | Other securities | — | $1.3M | $1.5M | 3.7% | |
| Artisan Multiple Invt Tr 118,518 shares | Other securities | — | $1.4M | $1.5M | 3.7% | |
| Money Market Fund First American Government Obligation 1,351,313 shares | Cash / Money Market | — | $1.4M | $1.4M | 3.3% | |
| Vanguard Small Cap Value Index Fund 13,275 shares | Common Collective Trusts | — | $597K | $1.1M | 2.8% | |
| iShares SP Small Cap 600 Growth ETF 8,032 shares | Other securities | — | $1.1M | $1.1M | 2.7% | |
| DFA Emerg Mkts Core Equity Fund 33,863 shares | Mutual Funds | — | $672K | $788K | 1.9% | |
| Driehaus Emerging Markets Growth Fund 20,806 shares | Other securities | — | $718K | $771K | 1.9% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | NONE | $94K | — |
| AXIA ADVISORY CORPORATION | 35-1859469 | — | NONE | $50K | — |
| FORVIS MAZARS, LLP | 44-0160260 | — | NONE | $22K | — |
| U.S. BANK NATIONAL ASSOCIATION | 31-0841368 | — | NONE | $20K | — |
