Robert Fraass signed Servotronics Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Servotronics Inc.'s EIN is 16-0837866.
Download the official 2024 Form 5500 (PDF) for Servotronics Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Servotronics Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS - RETIREMENT PLAN CONSULTING | — | NASHVILLE, TN | ADVISOR | $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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| The Vanguard Group Vanguard Target Retirement 2025 Fund Investor Shares | Mutual Funds | — | — | $1.9M | 19.1% | |
| The Vanguard Group Vanguard Target Retirement 2030 Fund Investor Shares | Mutual Funds | — | — | $858K | 8.5% | |
| The Vanguard Group Vanguard Target Retirement 2045 Fund Investor Shares | Mutual Funds | — | — | $662K | 6.5% | |
| The Vanguard Group Vanguard Target Retirement Income Fund Investor Shares | Mutual Funds | — | — | $645K | 6.4% | |
| New York Life Investments Winslow Large Cap Growth Fund Class R6 | Other securities | — | — | $609K | 6.0% | |
| The Vanguard Group Vanguard Target Retirement 2035 Fund Investor Shares | Mutual Funds | — | — | $560K | 5.5% | |
| The Vanguard Group Vanguard Target Retirement 2055 Fund Investor Shares | Mutual Funds | — | — | $534K | 5.3% | |
| The Vanguard Group Vanguard Target Retirement 2020 Fund Investor Shares | Mutual Funds | — | — | $525K | 5.2% | |
| JP Morgan Asset Management JP Morgan Large Cap Value Fund Class R6 | Other securities | — | — | $418K | 4.1% | |
| The Vanguard Group Vanguard Target Retirement 2040 Fund Investor Shares | Mutual Funds | — | — | $417K | 4.1% | |
| The Vanguard Group Vanguard Target Retirement 2050 Fund Investor Shares | Mutual Funds | — | — | $364K | 3.6% | |
| BlackRock iShares S&P 500 Index Fund Institutional Shares | Common Collective Trusts | — | — | $359K | 3.5% | |
| MFS Investment Management MFS Mid Cap Value Fund Class R6 | Mutual Funds | — | — | $331K | 3.3% | |
| American Funds Service Company American Funds American Balanced Fund Class R6 | Mutual Funds | — | — | $314K | 3.1% | |
| The Vanguard Group Vanguard Target Retirement 2060 Fund Investor Shares | Mutual Funds | — | — | $254K | 2.5% | |
| American Funds Service Company American Funds New Perspective Fund Class R6 | Mutual Funds | — | — | $215K | 2.1% | |
| Participant Loans * Participant Loans Notes receivable from participants (4.25% - 9.50%) | Bonds / Notes | — | — | $204K | 2.0% | |
| Macquarie Group Macquarie Small Cap Core Fund Class R6 | Common Stocks | — | — | $200K | 2.0% | |
| METLIFE GAC SERIES 25053 0 RELIANCE TRUST · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $154K | 1.5% | |
| JP Morgan Asset Management JP Morgan Core Plus Bond Fund Class R6 | Other securities | — | — | $149K | 1.5% | |
| JP Morgan Asset Management JP Morgan Mid Cap Growth Fund Class R6 497 Macquarie Group Macquarie Mid Cap Growth Fund Class R6 | Common Stocks | — | — | $140K | 1.4% | |
| John Hancock Investments John Hancock Disciplined Value International Fund Class R6 | Other securities | — | — | $128K | 1.3% | |
| The Vanguard Group Vanguard Target Retirement 2065 Fund Investor Shares | Mutual Funds | — | — | $84K | 0.8% | |
| American Funds Service Company American Funds New World Fund Class R6 | Mutual Funds | — | — | $72K | 0.7% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
