Julie Urbaniak signed Prestolite Electric Incorporated's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Prestolite Electric Incorporated's EIN is 20-1112687.
Download the official 2022 Form 5500 (PDF) for Prestolite Electric Incorporated from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Prestolite Electric Incorporated's plan includes 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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS | 06-1297347 | — | CONSULTING | $28K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PIMCO Real Return Instl 88 Putnam Growth Opportunities Y | Mutual Funds | — | — | $5.6M | 32.1% | |
| Putnam Large Cap Value Y | Mutual Funds | — | — | $1.9M | 10.8% | |
| MORLEY STABLE VALUE FUND CLASS 25 I MORLEY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $1.8M | 10.5% | |
| Vanguard 500 Index Adm | Common Collective Trusts | — | — | $1.3M | 7.5% | |
| Blackrock Lifepath Index 2025 K | Other securities | — | — | $1.2M | 6.8% | |
| Putnam Small Cap Growth Y | Mutual Funds | — | — | $992K | 5.7% | |
| Vanguard Extended Market Index Adm | Mutual Funds | — | — | $764K | 4.4% | |
| MFS Intl Diversification R3 | Mutual Funds | — | — | $705K | 4.0% | |
| Blackrock Lifepath Index 2030 K | Other securities | — | — | $646K | 3.7% | |
| Blackrock Lifepath Index 2045 K | Other securities | — | — | $534K | 3.0% | |
| Blackrock Lifepath Index 2035 K | Other securities | — | — | $512K | 2.9% | |
| Prudential PGIM Total Return Bond R6 | Other securities | — | — | $483K | 2.7% | |
| Blackrock Lifepath Index 2040 K | Other securities | — | — | $242K | 1.4% | |
| Vanguard Total Intl Stock Index Adm | Mutual Funds | — | — | $242K | 1.4% | |
| Participants Notes Receivable with interest rate of 5.25% | Bonds / Notes | — | — | $179K | 1.0% | |
| Delaware Small Cap Value Instl | Other securities | — | — | $128K | 0.7% | |
| Blackrock Lifepath Index 2050 K | Other securities | — | — | $93K | 0.5% | |
| Blackrock Lifepath Index 2055 K | Other securities | — | — | $93K | 0.5% | |
| Blackrock LifePath Index 2060 K | Other securities | — | — | $17K | <0.1% | |
| BlackRock LifePath Index 2065 K | Other securities | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLARK, KING & ASSOCIATES | 34-1143487 | — | AUDITOR | $6K | — |
