Roger Redfield signed Mestek, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Mestek, Inc.'s EIN is 25-0661650.
Download the official 2024 Form 5500 (PDF) for Mestek, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mestek, Inc.'s plan includes 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $16K | — |
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 | |||||
|---|---|---|---|---|---|---|
| GUARANTEED INCOME FUND SHARES/UNITS * Guaranteed Income Fund 118,938 | Other securities | — | — | $4.8M | 40.1% | |
| S SHARES/UNITS Vanguard Developed Markets Index Institutional Fund 72,944 | Mutual Funds | — | — | $1.1M | 9.4% | |
| Vanguard Value Index I Fund 16,868 | Mutual Funds | — | — | $1.1M | 9.4% | |
| Vanguard Small Cap Value Index Institutional Fund 21,177 | Mutual Funds | — | — | $1.0M | 8.5% | |
| Vanguard Growth Index Institutional Fund 4,614 | Mutual Funds | — | — | $975K | 8.2% | |
| DRYDEN S&P 500 INDEX FUND (IS PLATF EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 123 | Pooled Separate Account | — | — | $775K | 6.5% | |
| CORE PLUS BOND / PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $520K | 4.4% | |
| Vanguard Small Cap Growth Index Institutional Fund 6,562 | Mutual Funds | — | — | $517K | 4.3% | |
| Vanguard Balanced Index ADM Fund 7,583 | Mutual Funds | — | — | $368K | 3.1% | |
| November 2029 * Notes receivable from participants | Other securities | — | — | $268K | 2.3% | |
| DAY ONE INCOMEFLEX TARGET BALANCED EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 687 | Pooled Separate Account | — | — | $179K | 1.5% | |
| Vanguard Intermediate Term Bond Index I Fund 14,346 | Mutual Funds | — | — | $145K | 1.2% | |
| Vanguard Mid Cap Index ADM Fund 426 | Mutual Funds | — | — | $139K | 1.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
