Susan Watras signed Pennsylvania Machine Works, LLC.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pennsylvania Machine Works, LLC.'s EIN is 23-1988630.
Download the official 2024 Form 5500 (PDF) for Pennsylvania Machine Works, LLC. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pennsylvania Machine Works, LLC.'s plan includes a self-directed brokerage window, profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $3K | — |
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 | |||||
|---|---|---|---|---|---|---|
| LARGE CAP GRTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | $935K | $14.5M | 38.2% | |
| S SHARES / UNITS Fidelity 500 Index | Mutual Funds | — | $18K | $3.6M | 9.6% | |
| Fidelity Freedom 2035 K6 | Mutual Funds | — | $142K | $2.2M | 5.8% | |
| Fidelity Freedom 2030 K6 | Mutual Funds | — | $111K | $1.9M | 5.1% | |
| VICT SM MID CAP VAL GLOBAL TRUST COMPANY · EIN 80-6249702 / PN 007 | Common Collective Trust | — | $97K | $1.7M | 4.6% | |
| Fidelity Freedom Income K6 | Mutual Funds | — | $147K | $1.5M | 4.1% | |
| Fidelity Freedom 2040 K6 | Mutual Funds | — | $124K | $1.4M | 3.8% | |
| Managed Income Portfolio I | Other securities | — | $1.5M | $1.4M | 3.7% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $1.4M | 3.7% | |
| Fidelity Freedom 2025 K6 | Mutual Funds | — | $82K | $1.1M | 2.9% | |
| Fidelity Freedom 2020 K6 | Mutual Funds | — | $70K | $1.0M | 2.6% | |
| CORE PLUS BOND III GREAT GRAY TRUST COMPANY, LLC · EIN 92-1941236 / PN 001 | Common Collective Trust | — | $96K | $931K | 2.5% | |
| MONEY MARKET FUND Gabelli US MM I | Cash / Money Market | — | $820K | $820K | 2.2% | |
| Fidelity Freedom 2050 K6 | Mutual Funds | — | $53K | $723K | 1.9% | |
| Fidelity Equity Income K6 | Mutual Funds | — | $45K | $714K | 1.9% | |
| Fidelity Freedom 2045 K6 | Mutual Funds | — | $47K | $632K | 1.7% | |
| iShares Russell Small-Mid Cap Index K | Other securities | — | $35K | $589K | 1.6% | |
| MFS International Equity R6 | Mutual Funds | — | $16K | $532K | 1.4% | |
| with maturities through 2034 | Other securities | — | — | $463K | 1.2% | |
| Fidelity Freedom 2055 K6 | Mutual Funds | — | $29K | $460K | 1.2% | |
| Vanguard Explorer Adm | Mutual Funds | — | $2K | $255K | 0.7% | |
| Fidelity Freedom 2060 K6 | Mutual Funds | — | $15K | $216K | 0.6% | |
| S Johnson & Johnson Co. | Common Stocks | — | $1K | $213K | 0.6% | |
| Merck & Co. Inc. | Common Stocks | — | $2K | $152K | 0.4% | |
| Fidelity Select Medical Equipment & System | Mutual Funds | — | $2K | $150K | 0.4% | |
| Amazon.com 400 | Common Stocks | — | — | $88K | 0.2% | |
| Bristol Myers Squibb | Other securities | — | $2K | $86K | 0.2% | |
| Fidelity Cash Reserves | Mutual Funds | — | $54K | $54K | 0.1% | |
| Fidelity Freedom 2065 K6 | Mutual Funds | — | $3K | $44K | 0.1% | |
| Alphabet Inc. 201 | Common Stocks | — | — | $38K | 0.1% | |
| Fidelity Freedom 2015 K6 | Mutual Funds | — | $3K | $33K | <0.1% | |
| Fidelity Freedom 2010 K6 | Mutual Funds | — | $2K | $28K | <0.1% | |
| Arista Networks Inc. 200 | Common Stocks | — | — | $22K | <0.1% | |
| AT&T Inc. 924 | Common Stocks | — | — | $21K | <0.1% | |
| Mercadolibre Inc. 10 | Common Stocks | — | — | $17K | <0.1% | |
| Salesforce Com Inc. 50 | Common Stocks | — | — | $17K | <0.1% | |
| McDonalds Corp. 53 | Common Stocks | — | — | $15K | <0.1% | |
| Costco Wholesale Corp. 15 | Common Stocks | — | — | $14K | <0.1% | |
| Tidal ETF Trust Fundstrat Granny 500 | Common Collective Trusts | — | — | $10K | <0.1% | |
| Taiwan Semiconductor Manufacturing Co. Ltd. 50 | Common Stocks | — | — | $10K | <0.1% | |
| Apple Computer Inc. 37 | Common Stocks | — | — | $9K | <0.1% | |
| Pelton Interactive Inc. 880 | Common Stocks | — | — | $8K | <0.1% | |
| General Electric Co. 34 | Common Stocks | — | — | $6K | <0.1% | |
| Blackberry Ltd. 1,000 | Common Stocks | — | — | $4K | <0.1% | |
| Walmart Stores Inc. 30 | Common Stocks | — | — | $3K | <0.1% | |
| GE Vernova Inc. 8 | Common Stocks | — | — | $3K | <0.1% | |
| Quantumscape Corp. 500 | Common Stocks | — | — | $3K | <0.1% | |
| Boeing Co. 14 | Common Stocks | — | — | $2K | <0.1% | |
| Organon & Co. 137 | Common Stocks | — | — | $2K | <0.1% | |
| Warner Bros. Discovery Inc. 187 | Common Stocks | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
