Michael WOWK signed Caspari, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Caspari, Inc.'s EIN is 13-5568381.
Download the official 2024 Form 5500 (PDF) for Caspari, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Caspari, Inc.'s plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| US Treasury Bonds | U.S. Treasuries | — | $4.0M | $3.9M | 27.5% | |
| Boston Trust Mid Cap Fund | Other securities | — | $576K | $845K | 5.9% | |
| First American Treasury Obligation Fund | Other securities | — | $727K | $727K | 5.1% | |
| Boston Trust Walden International Equity Fund | Other securities | — | $592K | $640K | 4.5% | |
| Microsoft Corporation | Common Stocks | — | $7K | $491K | 3.4% | |
| Boston Trust Small Cap Fund | Other securities | — | $302K | $437K | 3.1% | |
| Alphabet Inc. Class A | Common Stocks | — | $137K | $412K | 2.9% | |
| Federal Home Loan Banks | Other securities | — | $420K | $401K | 2.8% | |
| Apple Inc | Common Stocks | — | $17K | $326K | 2.3% | |
| Visa Inc. Class A | Common Stocks | — | $73K | $245K | 1.7% | |
| Accenture PLC Class A | Common Stocks | — | $41K | $229K | 1.6% | |
| JP Morgan Chase & Company | Common Stocks | — | $45K | $228K | 1.6% | |
| Pepsico Inc. | Common Stocks | — | $120K | $175K | 1.2% | |
| Johnson & Johnson | Other securities | — | $147K | $170K | 1.2% | |
| Exxon Mobil Corporation | Common Stocks | — | $69K | $169K | 1.2% | |
| Chubb Corporation Limited | Common Stocks | — | $92K | $166K | 1.2% | |
| UnitedHealth Group | Common Stocks | — | $44K | $162K | 1.1% | |
| Comcast Corporation | Common Stocks | — | $104K | $137K | 1.0% | |
| Automatic Data Processing, Inc. | Common Stocks | — | $29K | $132K | 0.9% | |
| Cisco Systems, Inc. | Common Stocks | — | $68K | $130K | 0.9% | |
| Booking Holdings Inc | Common Stocks | — | $88K | $124K | 0.9% | |
| Pfizer Inc. | Common Stocks | — | $141K | $122K | 0.9% | |
| Eversource Energy | Other securities | — | $126K | $118K | 0.8% | |
| Analog Devices Inc. | Common Stocks | — | $69K | $117K | 0.8% | |
| Union Pacific Corporation | Common Stocks | — | $53K | $114K | 0.8% | |
| Applied Materials Inc | Common Stocks | — | $109K | $114K | 0.8% | |
| Deere Corporation | Common Stocks | — | $64K | $112K | 0.8% | |
| Autozone Inc. | Common Stocks | — | $35K | $112K | 0.8% | |
| Adobe Inc | Common Stocks | — | $103K | $105K | 0.7% | |
| JP Morgan Chase & Company | Common Stocks | — | $106K | $100K | 0.7% | |
| Union Pacific Corp - Bond | Common Stocks | — | $109K | $99K | 0.7% | |
| Stryker Corporation | Common Stocks | — | $8K | $99K | 0.7% | |
| National Rural | Other securities | — | $98K | $99K | 0.7% | |
| Lowes Co Inc. | Common Stocks | — | $72K | $99K | 0.7% | |
| Stryker Corporation | Common Stocks | — | $113K | $99K | 0.7% | |
| Toyota Motor Corp - Bond | Common Stocks | — | $94K | $96K | 0.7% | |
| Vanguard FTSE Emerging Markets Fund | Mutual Funds | — | $88K | $95K | 0.7% | |
| United Parcel Service, Inc. | Common Stocks | — | $84K | $95K | 0.7% | |
| Becton, Dickinson and Company | Common Stocks | — | $37K | $94K | 0.7% | |
| Emerson Electric Co - Bond | Common Stocks | — | $87K | $94K | 0.7% | |
| Air Products Chemicals Inc. | Common Stocks | — | $68K | $87K | 0.6% | |
| Marsh McLennan Cos Inc. | Common Stocks | — | $30K | $80K | 0.6% | |
| Hershey Co. | Common Stocks | — | $86K | $76K | 0.5% | |
| Waters Corporation | Common Stocks | — | $14K | $74K | 0.5% | |
| Hubbell Incorporated | Other securities | — | $16K | $73K | 0.5% | |
| Ross Stores Inc. | Common Stocks | — | $9K | $72K | 0.5% | |
| Factset Research Systems Inc | Common Stocks | — | $47K | $70K | 0.5% | |
| Agilent Technologies Inc | Common Stocks | — | $61K | $69K | 0.5% | |
| Lockheed Martin Corp Com | Common Stocks | — | $65K | $68K | 0.5% | |
| Merck & Company, Inc. | Common Stocks | — | $36K | $67K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
