Kelly L. Thompson signed Edwards Business Machines, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Edwards Business Machines, Inc.'s EIN is 23-1672672.
Download the official 2024 Form 5500 (PDF) for Edwards Business Machines, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Edwards Business Machines, Inc.'s plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH RETIREMENT & BENEFIT | 13-5674085 | — | NONE | $45K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds Growth Fund of Amer R6 American Funds 0 | Mutual Funds | — | — | $918K | 6.7% | |
| BlackRock Global Allocation K BlackRock 0 | Other securities | — | — | $913K | 6.7% | |
| GM American Funds Growth Fund of America Mutual Fund | Mutual Funds | — | — | $745K | 5.5% | |
| GM Invesco Com Stock Mutual Fund | Mutual Funds | — | — | $731K | 5.4% | |
| iShares Russell Mid-Cap Index Mutual Fund | Other securities | — | — | $717K | 5.3% | |
| GM BlackRock Equity Dividend Mutual Fund | Other securities | — | — | $711K | 5.2% | |
| GM Pioneer Fundamental Growth Mutual Fund | Other securities | — | — | $709K | 5.2% | |
| BlackRock Equity Dividend Mutual Fund | Other securities | — | — | $628K | 4.6% | |
| American Funds Investment Company of America Mutual Fund | Mutual Funds | — | — | $584K | 4.3% | |
| GM iShares S&P 500 Index Mutual Fund | Common Collective Trusts | — | — | $550K | 4.0% | |
| iShares S&P 500 Index Mutual Fund | Common Collective Trusts | — | — | $543K | 4.0% | |
| GM iShares MSCI EAFE International Index Mutual Fund | Other securities | — | — | $449K | 3.3% | |
| GM PGIM Total Return Bond Mutual Fund | Other securities | — | — | $429K | 3.2% | |
| GM BlackRock Total Return Mutual Fund | Other securities | — | — | $427K | 3.1% | |
| GM iShares Russell Mid-Cap Index Mutual Fund | Other securities | — | — | $412K | 3.0% | |
| BlackRock Liquidity Funds Mutual Fund | Cash / Money Market | — | — | $350K | 2.6% | |
| GM iShares Russell 2000 Small-Cap Index Mutual Fund | Common Collective Trusts | — | — | $345K | 2.5% | |
| iShares MSCI EAFE International Index Mutual Fund | Other securities | — | — | $312K | 2.3% | |
| GM BlackRock Global Allocation Mutual Fund | Other securities | — | — | $258K | 1.9% | |
| American Funds Capital World Growth & Income Mutual Fund ** $ | Mutual Funds | — | — | $224K | 1.6% | |
| PGIM High Yield Mutual Fund | Other securities | — | — | $210K | 1.5% | |
| GM PIMCO Income Mutual Fund | Mutual Funds | — | — | $207K | 1.5% | |
| GM American Funds Investment Company of America Mutual Fund | Mutual Funds | — | — | $204K | 1.5% | |
| GM Invesco Core Bond Mutual Fund | Mutual Funds | — | — | $201K | 1.5% | |
| GM American Funds Capital World Growth & Income Mutual Fund | Mutual Funds | — | — | $191K | 1.4% | |
| GM Lord Abbett Short Duration Income Mutual Fund | Mutual Funds | — | — | $186K | 1.4% | |
| GM BlackRock Liquidity Funds Mutual Fund | Cash / Money Market | — | — | $163K | 1.2% | |
| PGIM Total Return Bond Mutual Fund | Other securities | — | — | $150K | 1.1% | |
| American Funds U.S. Government Securities Mutual Fund | Mutual Funds | — | — | $135K | 1.0% | |
| Participant Loans Bearing interest at 3.25%-8.50% - | Bonds / Notes | — | — | $123K | 0.9% | |
| Pioneer Fundamental Growth Mutual Fund | Other securities | — | — | $110K | 0.8% | |
| BlackRock Lifepath Index 2060 Mutual Fund | Other securities | — | — | $61K | 0.4% | |
| Invesco Core Bond Mutual Fund | Mutual Funds | — | — | $20K | 0.1% | |
| BlackRock Total Return Mutual Fund | Other securities | — | — | $20K | 0.1% | |
| PIMCO Income Mutual Fund | Mutual Funds | — | — | $3K | <0.1% | |
| BlackRock Lifepath Index 2035 Mutual Fund ** 212 BlackRock Lifepath Index 2045 Mutual Fund | Other securities | — | — | $3K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | Other securities | — | $3K | $3K | <0.1% | |
| Yes No Amount a | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
