Barry Goldsher signed Engineering Services & Products Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Engineering Services & Products Company's EIN is 06-1037062.
Download the official 2024 Form 5500 (PDF) for Engineering Services & Products Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Engineering Services & Products Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T Rowe Price Small Cap Stock Fund T Rowe Price Blue Chip Growth Fund 81,433 units | Mutual Funds | — | — | $14.7M | 30.1% | |
| Aberdeen Emergining Markets Fund Select 194,928 units | Other securities | — | $195K | $4.7M | 9.6% | |
| Hartford International Opportunities Fund R5 189,131 units | Other securities | — | $189K | $3.6M | 7.4% | |
| 129.947 units | Other securities | — | — | $3.5M | 7.3% | |
| JPMorgan SmartRetirement 2055 Fund Inst LD ABT SH DRTN Inc 1 481,659 units | Common Stocks | — | $482K | $1.9M | 3.8% | |
| JPMorgan SmartRetirement 2035 Fund Inst 83,059 units | Other securities | — | — | $1.6M | 3.4% | |
| COMMON COLLECTIVE TRUST FIDELITY · EIN 46-6208187 / PN 001 | Common Collective Trust | — | $30K | $1.6M | 3.3% | |
| JPMorgan SmartRetirement 2045 Fund Inst JPMorgan SmartRetirement 2050 Fund Inst 65,441 units | Other securities | — | — | $1.5M | 3.0% | |
| JPMorgan SmartRetirement 2025 Fund Inst 85.733 units | Other securities | — | — | $1.4M | 2.9% | |
| JPMorgan Equity Income I 197,406 units | Other securities | — | — | $1.4M | 2.9% | |
| 57.677 units | Other securities | — | — | $1.2M | 2.6% | |
| Easton Vance - Atlanta Capital SMID - Cap Fund 28,155 units | Other securities | — | — | $1.2M | 2.4% | |
| JPMorgan SmartRetirement 2030 Fund Inst 61.829 units | Other securities | — | — | $1.1M | 2.3% | |
| BlackRock Global Allocation Fund Inst 57.711 units | Other securities | — | — | $1.1M | 2.2% | |
| JPMorgan Core BD Plus I 20.957 units | Other securities | — | — | $770K | 1.6% | |
| Cash Equivalents Fidelity Government Money Market 665,004 units | Mutual Funds | — | — | $665K | 1.4% | |
| Fidelity Cash Reserves 582.198 units | Mutual Funds | — | — | $582K | 1.2% | |
| PIF Real EST Sec IS 63.975 units | Other securities | — | — | $506K | 1.0% | |
| Vanguard Sector Index FDS Vanguard 482 units | Mutual Funds | — | — | $259K | 0.5% | |
| 8,259 units | Other securities | — | $8K | $232K | 0.5% | |
| JPMorgan SmartRetirement Fund Inst JPMorgan SmartRetirement 2020 Fund Inst 13,531 units | Other securities | — | — | $212K | 0.4% | |
| 11,651 units | Other securities | — | — | $179K | 0.4% | |
| Alphabet Inc Cap STK CL A Amazon.com Inc NFS LLC Is a Market 731 units | Common Stocks | — | — | $160K | 0.3% | |
| PIMCO Com Real Ret I 12,169 units | Mutual Funds | — | — | $160K | 0.3% | |
| 11,276 units | Other securities | — | $11K | $152K | 0.3% | |
| Vanguard Specialized Portfolios Div 2,540 units | Mutual Funds | — | — | $150K | 0.3% | |
| Pacer FDS TR Trendp 100 ETF 205 units | Other securities | — | — | $120K | 0.2% | |
| Vanguard Index FDS Vanguard Value 668 units | Mutual Funds | — | — | $113K | 0.2% | |
| JPMorgan Mid Cap Value L 8,504 units | Other securities | — | $9K | $100K | 0.2% | |
| Vanguard Star FD Vanguard Total Intl 363 units | Mutual Funds | — | — | $67K | 0.1% | |
| Schwab Strategic TR US Dividend Equity 2,075 units | Mutual Funds | — | — | $57K | 0.1% | |
| Wal-mart Stores Inc NFS Is A Specialist 277 units | Common Stocks | — | — | $56K | 0.1% | |
| Vanguard Intl Equity Index FD Inc 87 units | Common Collective Trusts | — | — | $54K | 0.1% | |
| Vanguard Admiral FDS Inc S&P 500 Value Vanguard BD Index FD Inc Total BD Market 743 units | Common Collective Trusts | — | — | $53K | 0.1% | |
| Vaneck Vectors ETF TR Digi Trans ETF 270 units | Other securities | — | — | $53K | 0.1% | |
| Soundhound AI Inc NFS Is A Specialist 581 units | Common Stocks | — | — | $52K | 0.1% | |
| Ishares Trust 10+ Year Credit Bond Ishares Bitcoin TR SHS 900 units | U.S. Treasuries | — | — | $48K | <0.1% | |
| 80 units | Other securities | — | — | $41K | <0.1% | |
| Atlas Technology Intl Inc Com 784 units Berkshite Hathaway Inc Del CL B New 86 units | Common Stocks | — | — | $39K | <0.1% | |
| Crowdstrike Hldgs Inc CL A 91 units | Common Stocks | — | — | $31K | <0.1% | |
| Costco Wholesale Corp 33 units | Common Stocks | — | — | $30K | <0.1% | |
| Rio Tinto PLC Spon ADR | Common Stocks | — | — | $27K | <0.1% | |
| Invesco Exchange Traded FD TR S&P 500 518 units | Common Collective Trusts | — | — | $25K | <0.1% | |
| 563 units | Other securities | — | — | $25K | <0.1% | |
| 420 units | Other securities | — | — | $21K | <0.1% | |
| Invesco Exchange Traded FD TR II Invesco Exchng Trad SLF Indexe Invt Grd 856 units | Mutual Funds | — | — | $21K | <0.1% | |
| 20,000 units | Other securities | — | $20K | $20K | <0.1% | |
| Snowflake Inc CL A 31 units 40 units | Common Stocks | — | — | $16K | <0.1% | |
| Invesco Exchng Traded FD TR II 74 units | Mutual Funds | — | — | $16K | <0.1% | |
| Vanguard Index FDS Formerly Vanguard 50 units | Mutual Funds | — | — | $14K | <0.1% |
