Heidi Bochsler signed Nagel Precision Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Nagel Precision Inc.'s EIN is 13-3116581.
Download the official 2024 Form 5500 (PDF) for Nagel Precision Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Nagel Precision Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $3K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| ClearBridge Large Cap Growth A Legg Mason 0 | Other securities | — | — | $4.6M | 18.9% | |
| Invesco Main Street A Invesco 0 | Mutual Funds | — | — | $3.9M | 15.9% | |
| Invesco Equity and Income A Invesco 0 | Mutual Funds | — | — | $2.5M | 10.4% | |
| Invesco Oppy Intl Growth A Invesco 0 | Mutual Funds | — | — | $1.9M | 7.7% | |
| Davis New York Venture Fund A Davis 0 | Other securities | — | — | $1.7M | 7.2% | |
| Gabelli Small Cap Growth Fund A Gabelli 0 | Other securities | — | — | $1.5M | 6.1% | |
| Invesco Global Opportunities A Invesco 0 | Mutual Funds | — | — | $1.1M | 4.4% | |
| Gabelli Utilities Fund A Gabelli 0 | Other securities | — | — | $1.1M | 4.4% | |
| Macquarie Small Cap Core A Macquarie 0 | Other securities | — | — | $883K | 3.6% | |
| MFS Diversified Income R3 MFS 0 | Mutual Funds | — | — | $865K | 3.5% | |
| PGIM Jennison Natural Resources CL A PGIM 0 | Common Stocks | — | — | $760K | 3.1% | |
| Invesco Government Money Market A Invesco 0 | Mutual Funds | — | — | $734K | 3.0% | |
| AB Global Real Estate Invmt A Alliance Bernstein 0 | Other securities | — | — | $481K | 2.0% | |
| Invesco Short Term Bond A Invesco 0 | Mutual Funds | — | — | $427K | 1.8% | |
| Putnam Diversified Income Trust A Putnam 0 | Mutual Funds | — | — | $383K | 1.6% | |
| Columbia Global Value A Columbia 0 | Other securities | — | — | $315K | 1.3% | |
| Various Rates and Maturities Participant's Loan Account 0 | Participant loans | — | — | $284K | 1.2% | |
| ClearBridge Mid Cap A Legg Mason 0 | Other securities | — | — | $276K | 1.1% | |
| Franklin Gold and Precious Metals A Franklin 0 | Mutual Funds | — | — | $239K | 1.0% | |
| American Funds Trgt Date Ret 2045 R2 American Funds 0 | Mutual Funds | — | — | $178K | 0.7% | |
| Columbia Acorn International A Columbia 0 | Other securities | — | — | $114K | 0.5% | |
| Eaton Vance Income Fund of Boston A Eaton Vance 0 | Other securities | — | — | $91K | 0.4% | |
| American Funds Trgt Date Ret 2055 R2 American Funds 0 | Mutual Funds | — | — | $22K | <0.1% | |
| American Funds Trgt Date Ret 2040 R2 American Funds 0 | Mutual Funds | — | — | $13K | <0.1% | |
| American Funds Trgt Date Ret 2025 R2 American Funds 0 | Mutual Funds | — | — | $13K | <0.1% | |
| American Funds Trgt Date Ret 2030 R2 American Funds 0 | Mutual Funds | — | — | $8K | <0.1% | |
| American Funds Trgt Date Ret 2050 R2 American Funds 0 | Mutual Funds | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
