Attila Mozsolits signed Precision Gear Industries LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Precision Gear Industries LLC's EIN is 11-2367492.
Download the official 2024 Form 5500 (PDF) for Precision Gear Industries LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Precision Gear Industries LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $63K | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Balanced Fund CL R6 Mutual Funds - | Other securities | — | — | $4.7M | 24.0% | |
| PUTNAM STABLE VALUE FUND CLASS 20 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $4.1M | 20.8% | |
| Putnam Stable Value Fund 20 Common Collective Trust - $ | Stable Value | — | — | $3.2M | 16.4% | |
| Voya Intermediate Bond Fund R6 GM Mutual Funds - | Other securities | — | — | $1.6M | 8.2% | |
| iShares S&P 500 Index Fund CL K Mutual Funds - | Common Collective Trusts | — | — | $1.6M | 8.1% | |
| SELF-DIRECT ACCT OTHER ASSETS | Other securities | — | $879K | $879K | 4.5% | |
| Self-Directed Brokerage Account Money Market and Common - | Self-Directed Brokerage | — | — | $879K | 4.5% | |
| JP Morgan Government Bond R6 GM Mutual Funds - | U.S. Treasuries | — | — | $874K | 4.5% | |
| Putnam Stable Value Fund 20 GM Common Collective Trust - | Stable Value | — | — | $869K | 4.4% | |
| American Mutual Fund CL R6 GM Mutual Funds - | Other securities | — | — | $791K | 4.0% | |
| JP Morgan Growth Adv Fund R6 GM Mutual Funds - | Other securities | — | — | $612K | 3.1% | |
| John Hancock Disciplined R6 GM Mutual Funds - | Other securities | — | — | $604K | 3.1% | |
| Janus Henderson Global Equity N GM Mutual Funds - | Mutual Funds | — | — | $552K | 2.8% | |
| Macquarie Mid Cap Growth Fund I GM Mutual Funds - | Other securities | — | — | $526K | 2.7% | |
| INVESCO OPPNHMR INTL GTH R6 GM MUTUAL FUNDS | Mutual Funds | — | $574K | $465K | 2.4% | |
| Macquarie Mid Cap Growth Fund I Mutual Funds - | Other securities | — | — | $425K | 2.2% | |
| Neuberger Berman CL INSTL GM Mutual Funds - | Other securities | — | — | $392K | 2.0% | |
| LOAN FUND LOANS | Other securities | — | $360K | $360K | 1.8% | |
| Stocks * Notes Receivable from Participants Interest Rates of 4.25% to - | Bonds / Notes | — | — | $360K | 1.8% | |
| iShares S&P 500 Index Fund CL K GM Mutual Funds - | Common Collective Trusts | — | — | $359K | 1.8% | |
| Invesco Oppenheimer Int'l Growth R6 Mutual Funds - | Mutual Funds | — | — | $173K | 0.9% | |
| JP Morgan Growth Adv Fund R6 Mutual Funds - | Other securities | — | — | $110K | 0.6% | |
| Neuberger Berman CL INSTL Mutual Funds - | Other securities | — | — | $109K | 0.6% | |
| iShares Russell Mid Cap Index K Mutual Funds - | Other securities | — | — | $100K | 0.5% | |
| JP Morgan Government Bond R6 Mutual Funds - | U.S. Treasuries | — | — | $97K | 0.5% | |
| JP Morgan Emerging Markets Equity R6 Mutual Funds - | Other securities | — | $98K | $87K | 0.4% | |
| Clearbridge Small Cap Growth IS Mutual Funds - | Other securities | — | — | $71K | 0.4% | |
| BLF FEDFUND MONEY MARKET | Cash / Money Market | — | $29K | $29K | 0.1% | |
| Voya Intermediate Bond Fund R6 Mutual Funds - | Other securities | — | — | $23K | 0.1% | |
| Trusts Janus Henderson Global Equity N Mutual Funds - | Mutual Funds | — | — | $6K | <0.1% | |
| Lord Abbett Short Duration R6 Mutual Funds - | Mutual Funds | — | — | $6K | <0.1% | |
| iShares MSCI EAFE Int'l Index K Mutual Funds - | Other securities | — | — | $4K | <0.1% | |
| John Hancock Disciplined Value R6 Mutual Funds - | Other securities | — | — | $3K | <0.1% | |
| Franklin Small Cap Value Fund R6 Mutual Funds - | Mutual Funds | — | — | $3K | <0.1% | |
| iShares Russell 2000 Small Cap K Mutual Funds - | Common Collective Trusts | — | — | $3K | <0.1% |
