Sheila Nevins signed Ashcroft Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ashcroft Inc.'s EIN is 20-3481718.
Download the official 2024 Form 5500 (PDF) for Ashcroft Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS | 36-4001764 | — | NONE | $44K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEBSTER BANK, N.A. | 06-0273620 | — | NONE | $22K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Long-Term Investment Grade Fund Mutual Fund | Mutual Funds | — | $5.0M | $5.2M | 23.6% | |
| Vanguard Long-Term Treasury Fund Mutual Fund | Mutual Funds | — | $4.9M | $5.0M | 22.7% | |
| Baird Aggregate Bond Fund Mutual Fund | Other securities | — | $4.6M | $4.6M | 21.1% | |
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | $1.3M | $1.8M | 8.1% | |
| Fidelity Total International Index Fund Mutual Fund | Common Collective Trusts | — | $1.4M | $1.6M | 7.1% | |
| Vanguard Short-Term Investment Grade Fund Mutual Fund | Mutual Funds | — | $1.0M | $995K | 4.5% | |
| Fidelity Extended Market Index Fund Mutual Fund | Common Collective Trusts | — | $720K | $956K | 4.4% | |
| United States Treasury Note/Bond 4.25%, 10/15/25, 500,000 | U.S. Treasuries | — | $496K | $500K | 2.3% | |
| Goldman Sachs Group Inc 5%, 9/30/25, 500,000 | Common Stocks | — | $500K | $498K | 2.3% | |
| Dreyfus Treasury Securities Cash Management Money Market Fund | U.S. Treasuries | — | $315K | $315K | 1.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
