Maria Mason signed Berkshire Production Supply LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Berkshire Production Supply LLC's EIN is 20-2178725.
Download the official 2024 Form 5500 (PDF) for Berkshire Production Supply LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Berkshire Production Supply LLC'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 |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $114K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| INVESCO STABLE VALUE RETIREMENT CLA INVESCO TRUST COMPANY · EIN 27-3868124 / PN 001 | Common Collective Trust | — | — | $5.6M | 9.6% | |
| John Hancock John Hancock Disciplined R6 GM N/R | Mutual Funds | — | — | $4.2M | 7.2% | |
| Brandywine Global Brandywineglobal Global Bond GM N/R | Other securities | — | — | $3.8M | 6.5% | |
| Blackrock IShares S&P 500 Index FD CL K N/R | Common Collective Trusts | — | — | $3.2M | 5.5% | |
| Western Asset Western Asset Core Bond GM N/R | Other securities | — | — | $3.1M | 5.3% | |
| INVESCO STABLE VALUE RET CL 4 COMMON / COLLECTIVE TRUSTS | Stable Value | — | $3.1M | $3.1M | 5.2% | |
| Blackrock Global Alloc K GM N/R | Other securities | — | — | $2.9M | 4.9% | |
| Columbia MidCap Indx FD Instl2 N/R | Other securities | — | — | $2.6M | 4.5% | |
| American Funds American Europacific R6 GM N/R | Mutual Funds | — | — | $2.6M | 4.4% | |
| INVESCO STABLE VAL RET CL 4 GM COMMON / COLLECTIVE TRUSTS | Common Collective Trusts | — | $2.6M | $2.6M | 4.4% | |
| Wells Fargo Wells Fargo Growth Instl GM N/R | Other securities | — | — | $2.6M | 4.4% | |
| JP Morgan JP Morgan LGCP GRO R6 N/R | Other securities | — | — | $2.2M | 3.8% | |
| Columbia Midcap Indx Instl2 GM N/R | Other securities | — | — | $1.6M | 2.6% | |
| Blackrock IShares MSCI EAFE Internl IDX K N/R | Common Collective Trusts | — | — | $1.5M | 2.6% | |
| John Hancock John Hancock Disciplined R6 N/R | Other securities | — | — | $1.4M | 2.4% | |
| American Funds American Funds Global CL R6 GM N/R | Mutual Funds | — | — | $1.4M | 2.4% | |
| Pimco Low Duration FD Inst GM N/R | Mutual Funds | — | — | $1.3M | 2.3% | |
| Blackrock Global Allocation K N/R | Other securities | — | — | $1.2M | 2.1% | |
| First Eagle First Eagle Overseas CL I N/R | Other securities | — | — | $1.2M | 2.0% | |
| Delaware Funds Delaware Sml Cap Val FD R6 GM N/R | Other securities | — | — | $1.1M | 1.9% | |
| Blackrock Mid-Cap Grth EQ K GM N/R | Other securities | — | — | $1.1M | 1.9% | |
| Delaware Funds Delaware Small Cap Value FD R6 N/R | Other securities | — | — | $1.1M | 1.8% | |
| Participant Loans 4.25% - 10.50% interest rates, due at various $0 | Bonds / Notes | — | — | $1.0M | 1.7% | |
| Blackrock IShares Russell 2000 Sml-CP K N/R | Common Collective Trusts | — | — | $1.0M | 1.7% | |
| BNY Mellon BNY Mellon Bond Mrkt Indx I N/R | Other securities | — | — | $931K | 1.6% | |
| Blackrock Mid-Cap Grth EQ FD K N/R | Other securities | — | — | $776K | 1.3% | |
| Loomis, Sayles & Company Loomis Sayles SML Cap Grh N GM N/R | Common Stocks | — | — | $763K | 1.3% | |
| Western Asset Western Asset Core Bond CL IS N/R | Other securities | — | — | $693K | 1.2% | |
| Loomis, Sayles & Company Loomis Sayles Sml Cap Grth N N/R | Common Stocks | — | — | $458K | 0.8% | |
| American Funds American Funds Global CL R6 N/R | Mutual Funds | — | — | $298K | 0.5% | |
| American Funds American Europacific Growth R6 N/R | Mutual Funds | — | — | $222K | 0.4% | |
| Brandywine Global Brandywineglobal Global Bond N/R | Other securities | — | — | $143K | 0.2% | |
| Pimco Low Duration FD Inst CL N/R | Mutual Funds | — | — | $75K | 0.1% | |
| Blackrock LifePath Index 2035 K N/R | Other securities | — | — | $48K | <0.1% | |
| Blackrock LifePath Index 2045 K N/R | Other securities | — | — | $42K | <0.1% | |
| Cash N/R | Cash / Money Market | — | — | $14K | <0.1% | |
| Blackrock LifePath Index 2040 K N/R | Other securities | — | — | $8K | <0.1% | |
| Blackrock LifePath Index 2065 K N/R | Other securities | — | $9K | $8K | <0.1% | |
| Blackrock LifePath Index Retirement K N/R | Other securities | — | $7K | $7K | <0.1% | |
| Blackrock LifePath Index 2060 K N/R | Other securities | — | — | $6K | <0.1% | |
| ACCRUED INCOME ACCRUED INCOME | Other securities | — | $1K | $1K | <0.1% |
