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, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $179K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PKF O'CONNOR DAVIES LLP | — | DEPTFORD, NJ | AUDITOR | $22K | — |
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 * Guaranteed Income Fund Guaranteed Income Fund | Other securities | — | — | $41.9M | 28.3% | |
| S Vanguard Value Institutional Fund Mutual Funds | Mutual Funds | — | — | $19.4M | 13.1% | |
| Vanguard Value Index I Mutual Funds | Mutual Funds | — | — | $17.1M | 11.5% | |
| Vanguard Developed Markets Index Institutional Fund Mutual Funds | Mutual Funds | — | — | $15.1M | 10.2% | |
| Vanguard Small Cap Index Institutional Fund Mutual Funds | Mutual Funds | — | — | $10.3M | 6.9% | |
| DRYDEN S&P 500 INDEX FUND (IS PLATF EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 123 | Pooled Separate Account | — | — | $10.0M | 6.7% | |
| CORE PLUS BOND / PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $8.1M | 5.5% | |
| Vanguard Small Cap Growth Fund Index Institutional Mutual Funds | Mutual Funds | — | — | $7.9M | 5.4% | |
| Vanguard Balanced Index Fund Mutual Funds | Common Collective Trusts | — | — | $6.0M | 4.0% | |
| Vanguard Intermediate Term Bond Index Fund Mutual Funds | Common Collective Trusts | — | — | $3.8M | 2.6% | |
| Vanguard Mid Cap Index Fund Mutual Funds | Common Collective Trusts | — | — | $3.7M | 2.5% | |
| DAY ONE INCOMEFLEX TARGET BALANCED EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 697 | Pooled Separate Account | — | — | $2.4M | 1.7% | |
| Notes receivable from participants December 2029 - | Other securities | — | — | $1.6M | 1.1% | |
| INCOMEFLEX SELECT INCOME & EQUITY F EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 515 | Pooled Separate Account | — | — | $248K | 0.2% | |
| INCOMEFLEX SELECT BALANCED FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 513 | Pooled Separate Account | — | — | $170K | 0.1% | |
| INCOMEFLEX SELECT AGGRESSIVE GROWTH EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 511 | Pooled Separate Account | — | — | $137K | <0.1% | |
| INCOMEFLEX SELECT GROWTH FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 512 | Pooled Separate Account | — | — | $5K | <0.1% | |
| INCOMEFLEX SELECT CONSERVATIVE GROW EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 514 | Pooled Separate Account | — | — | $47 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADVISED ASSETS GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $950 | — |
