William C BONK signed Milwaukee Electric Tool Corporation's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Milwaukee Electric Tool Corporation's EIN is 13-3366161.
Download the official 2023 Form 5500 (PDF) for Milwaukee Electric Tool Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Milwaukee Electric Tool Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $1.1M | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD TARGET RETIREMENT 2055 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 25-6715091 / PN 001 | Common Collective Trust | — | — | $85.5M | 10.5% | |
| VANGUARD TARGET RETIREMENT 2060 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $83.3M | 10.2% | |
| VANGUARD TARGET RETIREMENT 2050 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $66.1M | 8.1% | |
| Vanguard Institutional Index | Mutual Funds | — | — | $63.6M | 7.8% | |
| VANGUARD TARGET RETIREMENT 2045 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $53.8M | 6.6% | |
| VANGUARD TARGET RETIREMENT 2035 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $51.0M | 6.3% | |
| VANGUARD TARGET RETIREMENT 2040 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $50.7M | 6.2% | |
| VANGUARD TARGET RETIREMENT 2030 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $48.2M | 5.9% | |
| Alliance Bernstein AB Large Cap Growth Fund Class Z | Other securities | — | — | $40.5M | 5.0% | |
| VANGUARD TARGET RETIREMENT 2025 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $38.3M | 4.7% | |
| MORLEY STABLE VALUE FUND 20-II PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $32.4M | 4.0% | |
| VANGUARD TAR RET 2065 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $31.1M | 3.8% | |
| American Funds American Beacon Large Cap Value R6 | Mutual Funds | — | — | $23.3M | 2.9% | |
| American Funds American Funds EuroPacific Growth R6 | Mutual Funds | — | — | $18.8M | 2.3% | |
| Vanguard Mid Cap Index | Mutual Funds | — | — | $15.8M | 1.9% | |
| VANGUARD TARGET RETIREMENT 2020 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $15.2M | 1.9% | |
| Participants 4.25% – 9.50%; maturing through 2033 | Bonds / Notes | — | — | $14.6M | 1.8% | |
| Vanguard Small Cap Index | Mutual Funds | — | — | $13.3M | 1.6% | |
| Vanguard Total Bond Market Index Adm | Mutual Funds | — | — | $12.8M | 1.6% | |
| Sterling Capital Sterling Capital Total Return Bond I | Other securities | — | — | $10.7M | 1.3% | |
| MID CAP GROWTH FUND I1 WILMINGTON TRUST, NA · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $10.3M | 1.3% | |
| T. Rowe Price T. Rowe Price Small Cap Stock | Other securities | — | — | $9.7M | 1.2% | |
| MFS Mid Cap Value R6 | Mutual Funds | — | — | $7.4M | 0.9% | |
| JP Morgan JP Morgan Small Cap Value R6 | Other securities | — | — | $6.1M | 0.8% | |
| Vanguard REIT Index Adm | Mutual Funds | — | — | $5.4M | 0.7% | |
| VANGUARD TARGET RETIREMENT INC. TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $5.1M | 0.6% | |
| T. Rowe Price T. Rowe Government Money | Other securities | — | — | $68K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
