Lee Ray signed Eaglepicher Technologies, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Eaglepicher Technologies, LLC's EIN is 20-4606134.
Download the official 2024 Form 5500 (PDF) for Eaglepicher Technologies, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Eaglepicher Technologies, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | $89K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | NONE | $40K | — |
| CHARLES SCHWAB & CO. INC | 94-1737782 |
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 | |||||
|---|---|---|---|---|---|---|
| SCHWAB S&P 500 INDEX FUND Registered Investment Company | Common Collective Trusts | — | — | $11.8M | 14.1% | |
| SCHWAB MANAGED RET TRUST FUND 2040 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 004 | Common Collective Trust | — | — | $11.7M | 14.0% | |
| SCHWAB MANAGED RET TRUST FUND 2030 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 003 | Common Collective Trust | — | — | $11.4M | 13.6% | |
| Brown Advisory Brown Advisory Sustainable Growth | Other securities | — | — | $5.1M | 6.1% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $4.9M | 5.9% | |
| T Rowe Price New Horizons I | Mutual Funds | — | — | $4.3M | 5.1% | |
| JP Morgan Midcap Value Institutional | Other securities | — | — | $3.5M | 4.1% | |
| SCHWAB MANAGED RET TRUST FUND 2020 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 002 | Common Collective Trust | — | — | $3.4M | 4.1% | |
| American Funds Europacific Growth R6 | Mutual Funds | — | — | $3.4M | 4.0% | |
| Metropolitan West TTL RTN BD P | Other securities | — | — | $2.8M | 3.4% | |
| Personal choice retirement | Self-Directed Brokerage | — | — | $2.3M | 2.8% | |
| SCHWAB MANAGED RET TRUST FUND 2035 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 008 | Common Collective Trust | — | — | $2.0M | 2.3% | |
| SCHWAB MANAGED RET TRUST FUND 2025 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 007 | Common Collective Trust | — | — | $1.9M | 2.2% | |
| SCHWAB MANAGED RET TRUST FUND 2060 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 022 | Common Collective Trust | — | — | $1.7M | 2.1% | |
| SCHWAB MANAGED RET TRUST FUND 2055 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 020 | Common Collective Trust | — | — | $1.7M | 2.1% | |
| Neuberger Berman MCP Growth Institutional | Other securities | — | — | $1.7M | 2.0% | |
| Vanguard Equity Income Admiral | Mutual Funds | — | — | $1.5M | 1.8% | |
| SCHWAB MANAGED RET TRUST FUND 2050 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 010 | Common Collective Trust | — | — | $1.4M | 1.7% | |
| SCHWAB MANAGED RET TRUST FUND 2045 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 009 | Common Collective Trust | — | — | $1.4M | 1.7% | |
| DFA U.S. Targeted Value CL I | Mutual Funds | — | — | $1.3M | 1.6% | |
| SCHWAB MANAGED RET TRUST FUND 2010 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 001 | Common Collective Trust | — | — | $1.3M | 1.6% | |
| Clearbridge Appreciation I | Other securities | — | — | $1.3M | 1.5% | |
| Participants Participant Loans Rates from 3.25% to 8.50% - | Bonds / Notes | — | — | $1.1M | 1.4% | |
| SCHWAB MANAGED RETIREMENT INC CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 005 | Common Collective Trust | — | — | $328K | 0.4% | |
| SCHWAB MANAGED RET TRUST FUND 2015 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 006 | Common Collective Trust | — | — | $321K | 0.4% | |
| American Century Small Cap Select Instl | Other securities | — | — | $160K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $202 |
| — |
