Randi Hormig signed Erdman Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Erdman Company's EIN is 20-0511364.
Download the official 2024 Form 5500 (PDF) for Erdman Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Erdman Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC | 34-1479833 | — | NONE | $62K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Bond Mkt | Mutual Funds | — | — | $3.7M | 16.2% | |
| iShares Core S&P 500 | Common Collective Trusts | — | — | $3.4M | 14.8% | |
| iShares Core MSCI EAFE | Other securities | — | — | $2.8M | 12.2% | |
| Vanguard ST Corporate Bond Index | Mutual Funds | — | — | $2.3M | 10.2% | |
| SPDR S&P 500 Growth | Common Collective Trusts | — | — | $1.9M | 8.2% | |
| iShares Core S&P Mid-Cap | Other securities | — | — | $1.8M | 8.0% | |
| Vanguard ST Inflation-Protected Securities Index | Mutual Funds | — | — | $1.7M | 7.4% | |
| iShares Core MSCI Emerging Markets | Other securities | — | — | $1.1M | 4.7% | |
| SPDR Portfolio S&P 500 Value | Common Collective Trusts | — | — | $991K | 4.4% | |
| Schwab U.S. REIT | Mutual Funds | — | — | $770K | 3.4% | |
| iShares Core S&P Small-Cap | Other securities | — | — | $739K | 3.3% | |
| Schwab Intermediate-Term U.S. Treasury | Mutual Funds | — | — | $570K | 2.5% | |
| SPDR S&P 600 Small Cap Growth | Other securities | — | — | $502K | 2.2% | |
| iShares S&P Small-Cap 600 Value | Other securities | — | — | $394K | 1.7% | |
| Participants Participant Loans Rates from 4.25 to 9.50% - | Bonds / Notes | — | — | $104K | 0.5% | |
| Schwab Bank Savings | Mutual Funds | — | — | $70K | 0.3% | |
| Schwab International Small-Cap Equity | Mutual Funds | — | — | $19K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
