Steve Treglia signed Safety Marking, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Safety Marking, Inc.'s EIN is 06-1267005.
Download the official 2024 Form 5500 (PDF) for Safety Marking, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Safety Marking, Inc.'s plan includes money-purchase contributions.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS LLC | 36-4001764 | — | INVESTMENT MANAGEMENT | $32K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Schwab S&P 500 Index Fund | Common Collective Trusts | — | $1.4M | $1.9M | 22.5% | |
| Harbor Core Bond Retirement | Other securities | — | $697K | $688K | 8.1% | |
| Baird Aggregate Bond Fund Class Institutional | Other securities | — | $710K | $688K | 8.1% | |
| Schwab US Mid-Cap Index Fund | Common Collective Trusts | — | $531K | $616K | 7.2% | |
| Blackrock Strategic Income Opp Portfolio Fund Instl | Other securities | — | $562K | $557K | 6.5% | |
| DWS Rreef Real Assets Fund Institutional | Other securities | — | $494K | $466K | 5.5% | |
| Schwab International Index Fund | Common Collective Trusts | — | $432K | $460K | 5.4% | |
| Dodge & Cox International Stock I | Mutual Funds | — | $348K | $383K | 4.5% | |
| John Hancock International Dynamic Growth I | Other securities | — | $364K | $383K | 4.5% | |
| Schwab Government Money Bank Sweep Deposit Account | Mutual Funds | — | $343K | $343K | 4.0% | |
| GQG Partners Emerging Markets Equity Fund Institutional | Other securities | — | $248K | $271K | 3.2% | |
| ARGA Emerging Markets Value Institutional Fund | Other securities | — | $262K | $268K | 3.2% | |
| Cohen & Steers Institutional Realty Shares | Other securities | — | $227K | $231K | 2.7% | |
| Hotchkis & Wiley Small Cap Diversity Value Fund Class I | Other securities | — | $201K | $192K | 2.3% | |
| Conestoga Small Cap Fund Institutional Class | Other securities | — | $161K | $189K | 2.2% | |
| Artisan High Income Fund Advisor Shares | Other securities | — | $153K | $154K | 1.8% | |
| Schwab Treasury Infl Protected Securities Index Fund | Common Collective Trusts | — | $136K | $134K | 1.6% | |
| Bank Sweep Deposit Account | Other securities | — | $75K | $75K | 0.9% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
