Mahasa Taylor signed IKO Industries, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
IKO Industries, Inc.'s EIN is 16-1007213.
Download the official 2024 Form 5500 (PDF) for IKO Industries, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)IKO Industries, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $196K | — |
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 | |||||
|---|---|---|---|---|---|---|
| LARGE CAP GROWTH IV GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-7289851 / PN 001 | Common Collective Trust | — | — | $6.3M | 14.7% | |
| BLACKROCK EQUITY INDEX GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $4.3M | 10.0% | |
| FLEXPATH INDX CONSERVE RETIREMENT GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 47-2264760 / PN 212 | Common Collective Trust | — | — | $3.7M | 8.5% | |
| FLEXPATH INDX CONSERVE 2055 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 47-2575758 / PN 224 | Common Collective Trust | — | — | $3.2M | 7.4% | |
| LARGE CAP VALUE GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $2.8M | 6.5% | |
| Lincoln National Life Insurance Company Lincoln Stable Value Fund | Stable Value | — | — | $2.6M | 6.0% | |
| FLEXPATH INDX CONSERVE 2035 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 47-2491300 / PN 218 | Common Collective Trust | — | — | $2.4M | 5.6% | |
| FLEXPATH INDX CONSERVE 2045 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 47-2529162 / PN 221 | Common Collective Trust | — | — | $2.4M | 5.6% | |
| INTERNATIONAL STOCK GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 82-2436292 / PN 342 | Common Collective Trust | — | — | $2.3M | 5.4% | |
| Lincoln Financial Group Trust Company State Street S&P Mid Cap Index Fund | Common Collective Trusts | — | — | $2.2M | 5.2% | |
| S&P MIDCAP (R) INDX NL SF CL C (CMK STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 176 | Common Collective Trust | — | — | $2.2M | 5.2% | |
| Lincoln Financial Group Trust Company American Funds American Balanced R6 | Mutual Funds | — | — | $1.4M | 3.3% | |
| CORE BOND GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 82-1986152 / PN 325 | Common Collective Trust | — | — | $1.4M | 3.2% | |
| SMALLCAP GROWTH GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-4097324 / PN 487 | Common Collective Trust | — | — | $1.3M | 3.1% | |
| Lincoln Financial Group Trust Company Macquarie Small Cap Value | Common Stocks | — | — | $1.2M | 2.7% | |
| RUSSEL LARGE CAP GROWTH (R) INDX NL STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 228 | Common Collective Trust | — | — | $1.1M | 2.4% | |
| EMERGING MARKETS GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 86-1819869 / PN 672 | Common Collective Trust | — | — | $846K | 2.0% | |
| FLEXPATH INDX AGG 2035 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 47-2468898 / PN 216 | Common Collective Trust | — | — | $683K | 1.6% | |
| FLEXPATH INDX AGG 2045 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 47-2503540 / PN 219 | Common Collective Trust | — | — | $642K | 1.5% | |
| RUSSEL LARGE CAP VALUE (R) INDX NL STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 226 | Common Collective Trust | — | — | $420K | 1.0% | |
| FLEXPATH INDX AGG 2055 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 47-2554270 / PN 222 | Common Collective Trust | — | — | $386K | 0.9% | |
| RUSSEL SMALL CAP (R) INDX NL SF CLA STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 180 | Common Collective Trust | — | — | $360K | 0.8% | |
| Lincoln Financial Group Trust Company Lord Abbett High Yield | Mutual Funds | — | — | $279K | 0.6% | |
| BLACKROCK EAFE EQUITY INDEX GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $231K | 0.5% | |
| Lincoln Financial Group Trust Company Vanguard Emerging Markets Stock Index Adm | Mutual Funds | — | — | $173K | 0.4% | |
| Lincoln Financial Group Trust Company Vanguard REIT Index Adm | Mutual Funds | — | — | $170K | 0.4% | |
| FLEXPATH INDX AGG RETIREMENT GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 47-2238264 / PN 210 | Common Collective Trust | — | — | $72K | 0.2% | |
| Lincoln Financial Group Trust Company BlackRock Inflation Protected Bond | Common Stocks | — | — | $63K | 0.1% | |
| Lincoln Financial Group Trust Company PIMCO Commodity Real Return Strat Admin | Mutual Funds | — | — | $46K | 0.1% | |
| FLEXPATH INDX MOD 2055 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $39K | <0.1% | |
| FLEXPATH INDX MOD 2045 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $33K | <0.1% | |
| BLACKROCK US DEBT GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $17K | <0.1% | |
| FLEXPATH INDX MOD 2035 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $1K | <0.1% | |
| FLEXPATH INDX AGG 2025 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 47-2275031 / PN 213 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDX CONSERVE 2025 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 47-2458234 / PN 215 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDX AGGR 2025 NORTHERN TRUST · EIN 47-2275031 / PN 228 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
