LOU ANN Foulks signed Mack Trucks, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Mack Trucks, Inc.'s EIN is 22-1582040.
Download the official 2024 Form 5500 (PDF) for Mack Trucks, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mack Trucks, Inc.'s 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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $188K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | — | NONE | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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.
| CURCIO WEBB |
| 36-4171366 |
| — |
| CONSULTANT |
| $4K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| QDRO CONSULTANTS COMPANY, LLC | 34-1820650 | — | NONE | $1K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in master trust] | Other | — | — | $113.7M | 51.6% | |
| TARGET RETIREMENT FUND TRUST VOLVO GROUP NORTH AMERICA, LLC · EIN 58-2431188 / PN 010 | Master Trust | — | — | $113.7M | 51.6% | |
| FIDELITY CONTRAFUND COMMINGLED POOL FIDELTIY MANGEMENT TRUST COMPANY · EIN 04-3022712 / PN 133 | Common Collective Trust | — | — | $28.7M | 13.1% | |
| VANGUARD INSTITUTIONAL 500 INDEX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001 | Common Collective Trust | — | — | $27.5M | 12.5% | |
| GALLIARD STABLE RETURN FUND E SEI · EIN 52-2250951 / PN 001 | Common Collective Trust | — | — | $10.4M | 4.7% | |
| Vanguard Windsor II Fund | Mutual Funds | — | — | $10.3M | 4.7% | |
| Gilliard Stable Value Return Fund | Stable Value | — | — | $9.9M | 4.5% | |
| Participants Participant Loans 4.25% - 9.50% - | Bonds / Notes | — | — | $8.0M | 3.6% | |
| Neuberger & Berman Neuberger & Berman Genesis Fund | Other securities | — | — | $6.4M | 2.9% | |
| VANGUARD INSTITUTIONAL EXTND MKT ID VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6324211 / PN 001 | Common Collective Trust | — | — | $4.5M | 2.0% | |
| Legg Mason Western Asset Core Plus Bond Fund | Other securities | — | — | $3.3M | 1.5% | |
| Vanguard International Growth Admin Fund | Mutual Funds | — | — | $3.2M | 1.4% | |
| Dodge & Cox Dodge & Cox International Stock Fund X | Mutual Funds | — | — | $1.7M | 0.8% | |
| Macquarie Small Cap Value Fund | Other securities | — | — | $903K | 0.4% | |
| VANGUARD INSTITUTIONAL TTL BD MKT I VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001 | Common Collective Trust | — | — | $746K | 0.3% | |
| PIMCO Income Institutional | Mutual Funds | — | — | $520K | 0.2% | |
| Gilliard Stable Value Return Fund - Unallocated | Stable Value | — | — | $508K | 0.2% | |
| Vanguard Institutional Total International Stock Market Index Trust | Common Collective Trusts | — | — | $331K | 0.2% | |
| VANGUARD INSTL TTL INTL STCK MKT ID VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6317280 / PN 001 | Common Collective Trust | — | — | $331K | 0.2% |
