Ronald Oliveira signed Endicott Precision Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Endicott Precision Inc.'s EIN is 16-0964323.
Download the official 2024 Form 5500 (PDF) for Endicott Precision Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Endicott Precision Inc.'s plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES, LLC | 35-2552359 | — | INVESTMENT ADVISORY | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRINCIPAL STABLE VALUE SELECT PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | $10.5M | $11.5M | 57.8% | |
| Principal Life Insurance Company | Common Stocks | — | $273K | $2.9M | 14.6% | |
| PRIN LGCAP S&P 500 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $2.9M | 14.6% | |
| Principal Life Insurance Company | Common Stocks | — | $1.0M | $1.9M | 9.5% | |
| PRIN MIDCAP VALUE I SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $1.9M | 9.5% | |
| PRINCIPAL SMALLCAP SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 029 | Pooled Separate Account | — | — | $913K | 4.6% | |
| Principal Life Insurance Company | Common Stocks | — | $1.1M | $913K | 4.6% | |
| PRIN MIDCAP SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $640K | 3.2% | |
| Principal Life Insurance Company | Common Stocks | — | $401K | $640K | 3.2% | |
| PRIN DIVERSIFIED INTL SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $625K | 3.1% | |
| Principal Life Insurance Company | Common Stocks | — | $393K | $625K | 3.1% | |
| PRIN CORE PLUS BD SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $350K | 1.8% | |
| Principal Life Insurance Company | Common Stocks | — | $312K | $350K | 1.8% | |
| Participant Loans | Participant loans | — | — | $224K | 1.1% | |
| Principal Life Insurance Company | Common Stocks | — | $100K | $96K | 0.5% | |
| PRIN GOVT & HQ BOND SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 007 | Pooled Separate Account | — | — | $96K | 0.5% |
