David Goldman signed Orbit International Corp.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Orbit International Corp.'s EIN is 11-1826363.
Download the official 2023 Form 5500 (PDF) for Orbit International Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Orbit International Corp.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $556 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PKF O'CONNOR DAVIES LLP | 33-1374517 | — | ACCOUNTANT | $19K | — |
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 | |||||
|---|---|---|---|---|---|---|
| INVESCO STABLE VALUE RETIREMENT CLA INVESCO TRUST COMPANY · EIN 27-3868124 / PN 001 | Common Collective Trust | — | $1.9M | $1.8M | 10.5% | |
| INVESCO STABLE VALUE RET CL 4 COMMON / COLLECTIVE TRUSTS | Stable Value | — | $1.7M | $1.7M | 10.2% | |
| S SHARES/UNITS AMOUNT Blackrock Total Return Port Gm | Mutual Funds | — | $125K | $1.2M | 7.3% | |
| Loomis Sayles Invt Grade A Gm | Other securities | — | $118K | $1.2M | 6.9% | |
| Pioneer Bond Fund Gm | Other securities | — | $139K | $1.1M | 6.8% | |
| Ishares S&P 500 Index Instl Gm | Common Collective Trusts | — | $1K | $898K | 5.4% | |
| Victory Sycamore Est Val Fd Gm | Other securities | — | $17K | $833K | 5.0% | |
| Transamerica Intl Equity A Gm | Other securities | — | $38K | $779K | 4.6% | |
| Mfs International Grth Cl A Gm | Mutual Funds | — | $18K | $776K | 4.6% | |
| Invesco Eqv Emrg Mrkt Cp A Gm | Mutual Funds | — | $23K | $759K | 4.5% | |
| Blackrock Mid Cp Gr A Gm | Other securities | — | $19K | $647K | 3.9% | |
| Mfs Val Fd Cl A Gm | Mutual Funds | — | $13K | $646K | 3.9% | |
| Blackrock Internatl Div A Gm | Other securities | — | $19K | $642K | 3.8% | |
| Blackrock Eq Dividend A Gm | Other securities | — | $26K | $535K | 3.2% | |
| Fidelity Adv Growth Oppt A Gm | Mutual Funds | — | $3K | $532K | 3.2% | |
| Mfs Growth Fund Cl A Gm | Mutual Funds | — | $2K | $482K | 2.9% | |
| Franklin Sml Cap Value Cl A Gm | Mutual Funds | — | $8K | $463K | 2.8% | |
| Mfs Growth Fund Cl A | Mutual Funds | — | $2K | $457K | 2.7% | |
| Wells Fargo Govt Securits A Gm | Other securities | — | $46K | $444K | 2.6% | |
| Ishares S&P 500 Index Fd Instl 688 | Common Collective Trusts | — | — | $440K | 2.6% | |
| MONEY MARKET FUND Vanguard Federal Money Mkt Inv | Mutual Funds | — | $418K | $418K | 2.5% | |
| Virtus Kar Sml-Cap Grth A Gm | Other securities | — | $9K | $288K | 1.7% | |
| American Growth Fd Amer R4 | Other securities | — | $3K | $239K | 1.4% | |
| Blackrock Eq Dividend A | Other securities | — | $11K | $220K | 1.3% | |
| ACCRUED INCOME ACCRUED INCOME 288 INVESCO STABLE VAL RET CL 4 GM COMMON / COLLECTIVE TRUSTS | Common Collective Trusts | — | $187K | $187K | 1.1% | |
| Fidelity Adv Growth Opport A 898 | Mutual Funds | — | — | $143K | 0.9% | |
| SELF-DIRECT ACCT OTHER ASSETS | Other securities | — | $113K | $113K | 0.7% | |
| SELF-DIRECTED ACCOUNTS Self-directed brokerage investment | Self-Directed Brokerage | — | — | $113K | 0.7% | |
| Columbia Midcap Index Fd Cl A | Common Stocks | — | $6K | $88K | 0.5% | |
| Mfs Value Fund Cl A | Mutual Funds | — | $2K | $82K | 0.5% | |
| Pioneer Bond Fund | Other securities | — | $10K | $79K | 0.5% | |
| Ishares Msci Eafe Intrnl Idx A | Common Collective Trusts | — | $5K | $73K | 0.4% | |
| Mfs International Grth Fd Cl A | Mutual Funds | — | $2K | $68K | 0.4% | |
| Victory Sycamore Est Val Fd A | Other securities | — | $1K | $64K | 0.4% | |
| Virtus Kar Small-Cap Grth Fd A | Other securities | — | $2K | $60K | 0.4% | |
| Blackrock International Div A | Other securities | — | $2K | $54K | 0.3% | |
| Blackrock High Yield Portfol A | Other securities | — | $6K | $42K | 0.3% | |
| Franklin Small Cap Value Cl A 669 | Mutual Funds | — | — | $36K | 0.2% | |
| with maturities through 2027 | Other securities | — | — | $31K | 0.2% | |
| LOAN FUND LOANS | Other securities | — | $29K | $29K | 0.2% | |
| BLF FEDFUND MONEY MARKET | Cash / Money Market | — | $14K | $14K | <0.1% | |
| Invesco Eqv Emrg Mrkts Al Cp A 318 | Mutual Funds | — | — | $10K | <0.1% | |
| Wells Fargo Govt Securities A 969 | Other securities | — | — | $9K | <0.1% | |
| Blackrock Mid Cp Gr A 220 | Other securities | — | — | $7K | <0.1% | |
| Blackrock Total Return Portfol 183 | Other securities | — | — | $2K | <0.1% | |
| Loomis Sayles Invt Grade A 178 | Other securities | — | — | $2K | <0.1% | |
| Transamerica Intl Equity Fd A 71 | Other securities | — | — | $1K | <0.1% |
