Thomas Bontemps signed Marshall Industrial Technologies' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Marshall Industrial Technologies' EIN is 21-0682061.
Download the official 2024 Form 5500 (PDF) for Marshall Industrial Technologies from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Marshall Industrial Technologies' 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 |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SERV | 01-0233346 | BOSTON, MA | RECORD KEEPER | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VALLEY FORGE INVESTMENT CONSULTANTS | 23-2748550 | AUDUBON, PA | INVESTMENT ADVISOR | $37K | — |
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 " | Common Collective Trusts | — | — | $2.5M | 17.4% | |
| NYLI Winslow Large Cap Growth Class R6 Fund " | Other securities | — | — | $2.3M | 15.6% | |
| MORLEY STABLE VALUE FUND CI 25-1 MORLEY STABLE VALUE FUND CI 25-1 · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $1.5M | 10.4% | |
| JPMorgan SmartRetirement 2030 Class R6 Fund " | Other securities | — | — | $1.3M | 9.1% | |
| T. Rowe Price Spectrum Mod Growth Allocation Class I Fund " | Other securities | — | — | $1.0M | 7.1% | |
| JPMorgan U.S Government Money Market Capital Class Fund Mutual fund ** 872 Dodge & Cox Income Class X Fund " | Mutual Funds | — | — | $736K | 5.1% | |
| John Hancock Funds Disciplined Value Mid Cap Class R6 Fund " | Other securities | — | — | $639K | 4.4% | |
| American Funds EuroPacific Growth Class R6 Fund " | Mutual Funds | — | — | $445K | 3.1% | |
| JPMorgan SmartRetirement 2020 Class R6 Fund " | Other securities | — | — | $435K | 3.0% | |
| American Balanced Class R6 Fund " | Other securities | — | — | $389K | 2.7% | |
| Dodge & Cox Stock Class X Fund " | Mutual Funds | — | — | $389K | 2.7% | |
| JPMorgan SmartRetirement 2040 Class R6 Fund " | Other securities | — | — | $383K | 2.6% | |
| ClearBridge Small Cap Growth Class IS Fund " | Other securities | — | — | $364K | 2.5% | |
| JPMorgan SmartRetirement 2035 Class R6 Fund " | Other securities | — | — | $338K | 2.3% | |
| JPMorgan SmartRetirement 2025 Class R6 Fund " | Other securities | — | — | $324K | 2.2% | |
| Goldman Emerging Markets Equity Insights R6 Fund " | Other securities | — | — | $264K | 1.8% | |
| T. Rowe Price Mid-Cap Growth Class I Fund " | Other securities | — | — | $256K | 1.8% | |
| JPMorgan SmartRetirement 2050 Class R6 Fund " | Other securities | — | — | $213K | 1.5% | |
| JPMorgan SmartRetirement Income Class R6 Fund " | Other securities | — | — | $195K | 1.3% | |
| JPMorgan SmartRetirement 2055 Class R6 Fund " | Other securities | — | — | $156K | 1.1% | |
| JPMorgan SmartRetirement 2045 Class R6 Fund " | Other securities | — | — | $103K | 0.7% | |
| JPMorgan SmartRetirement 2060 Class R6 Fund " | Other securities | — | — | $71K | 0.5% | |
| American Funds New Perspective Class R6 Fund " | Mutual Funds | — | — | $43K | 0.3% | |
| JPMorgan SmartRetirement 2065 Class R6 Fund " | Other securities | — | — | $34K | 0.2% | |
| Columbia Small Cap Index Institutional Class Fund " | Other securities | — | — | $22K | 0.2% | |
| Thornburg Limited Term Income Fund " | Other securities | — | — | $14K | <0.1% | |
| Vanguard Small Cap Value Index Admiral Class Fund " | Mutual Funds | — | — | $13K | <0.1% | |
| Northern Mid Cap Index Fund " | Common Collective Trusts | — | — | $3K | <0.1% | |
| Participant Loans (10.25%) - | Bonds / Notes | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
