ADAM F Mikols signed SEAL and Design, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SEAL and Design, Inc.'s EIN is 16-1340721.
Download the official 2024 Form 5500 (PDF) for SEAL and Design, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SEAL and Design, 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 |
|---|---|---|---|---|---|
| BURKE GROUP | 80-0688755 | — | NONE | $39K | — |
| CLEAR WEALTH MANAGEMENT | — | LYNNWOOD, WA | NONE | $4K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Growth Fund of America R5 | Other securities | — | — | $2.0M | 7.6% | |
| American Fundamental Investors R5 | Other securities | — | — | $1.7M | 6.6% | |
| Vanguard Large Cap Index Admiral | Mutual Funds | — | — | $1.7M | 6.4% | |
| American Funds Europacific Growth R5 | Mutual Funds | — | — | $1.2M | 4.6% | |
| PGIM Jennison Fund Class Z | Other securities | — | — | $965K | 3.7% | |
| Fidelity Extended Market Index | Mutual Funds | — | — | $914K | 3.5% | |
| American Century Heritage Inv | Other securities | — | — | $810K | 3.1% | |
| Wasatch Core Growth | Other securities | — | — | $710K | 2.8% | |
| Ishares S&P 100 ETF | Other securities | — | $665K | $659K | 2.6% | |
| Marquarie Small Cap Value | Other securities | — | — | $570K | 2.2% | |
| Nvidia Corp. | Common Stocks | — | $57K | $497K | 1.9% | |
| Broadcom Inc. | Common Stocks | — | $71K | $481K | 1.9% | |
| Amazon Inc. | Common Stocks | — | $281K | $450K | 1.7% | |
| Walmart Inc. | Common Stocks | — | $225K | $434K | 1.7% | |
| Fidelity International Index | Mutual Funds | — | — | $422K | 1.6% | |
| Apple Inc. | Common Stocks | — | $183K | $388K | 1.5% | |
| JP Morgan Chase & Co. | Common Stocks | — | $177K | $384K | 1.5% | |
| Vancek ETF Trust MRNGSTR WDE MOAT | Other securities | — | $297K | $367K | 1.4% | |
| American Funds Balanced R5 | Mutual Funds | — | — | $353K | 1.4% | |
| Berkshire Hathaway Inc. Class B | Common Stocks | — | $167K | $340K | 1.3% | |
| Costco Wholesale Corp. | Common Stocks | — | $127K | $339K | 1.3% | |
| Loomis Sayles Core Plus Bond Y | Other securities | — | — | $333K | 1.3% | |
| Fidelity Government Cash Reserves | Mutual Funds | — | — | $327K | 1.3% | |
| Microsoft Corp. | Common Stocks | — | $151K | $327K | 1.3% | |
| Alphabet Inc. | Common Stocks | — | $183K | $293K | 1.1% | |
| Republic Services Inc. | Common Stocks | — | $124K | $279K | 1.1% | |
| Visa Inc. | Common Stocks | — | $139K | $269K | 1.0% | |
| Eaton Corp. | Common Stocks | — | $94K | $265K | 1.0% | |
| Ishares Core S&P Small Cap | Other securities | — | $239K | $256K | 1.0% | |
| Unitedhealth Group Inc. | Common Stocks | — | $147K | $246K | 1.0% | |
| Invesco Exchange Traded Fd Tr S&P500 | Mutual Funds | — | $229K | $225K | 0.9% | |
| Mastercard Incorporated Class A | Other securities | — | $141K | $221K | 0.9% | |
| Chevron Corp. | Common Stocks | — | $177K | $217K | 0.8% | |
| EOG Resources Inc. | Common Stocks | — | $164K | $212K | 0.8% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $211K | 0.8% | |
| Franklin Gold & Precious Metals Adv | Mutual Funds | — | — | $200K | 0.8% | |
| General Dynamics Corp Com USD | Common Stocks | — | $170K | $198K | 0.8% | |
| Cohen & Steers Realty Shares | Other securities | — | — | $197K | 0.8% | |
| Home Depot Inc. | Common Stocks | — | $109K | $187K | 0.7% | |
| Participant Loans | Participant loans | — | — | $178K | 0.7% | |
| Honeywell International Inc. | Common Stocks | — | $137K | $175K | 0.7% | |
| McDonalds Corp. | Common Stocks | — | $119K | $174K | 0.7% | |
| Houlihan Lokey Inc. Class A | Common Stocks | — | $53K | $156K | 0.6% | |
| Transdigm Group Inc. | Common Stocks | — | $150K | $152K | 0.6% | |
| PPG Industries Inc., 3/15/26, 1.2% | Bonds / Notes | — | $142K | $144K | 0.6% | |
| Tennessee Valley Authority Notes, 8/1/34, 4.375% | Bonds / Notes | — | $124K | $121K | 0.5% | |
| Federal Farms Credit Bank, 4/28/27, 1.20% | Bonds / Notes | — | $125K | $117K | 0.5% | |
| Federal Farms Credit Bank, 2/2/27, 0.69% | Bonds / Notes | — | $123K | $116K | 0.5% | |
| United States Treasury Notes, 5/15/33, 3.375% | U.S. Treasuries | — | $120K | $115K | 0.4% | |
| The Cigna Group, 3/15/26, 5.685% | Bonds / Notes | — | $100K | $100K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
