Robert Baxter signed Pennsylvania Tool Sales & Services' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pennsylvania Tool Sales & Services' EIN is 25-1356417.
Download the official 2024 Form 5500 (PDF) for Pennsylvania Tool Sales & Services from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pennsylvania Tool Sales & Services' plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS. | 82-4555287 | — | RECORDKEEPER | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STONEX SECURITIES INC | — | BIRMINGHAM, AL | INVESTMENT ADVISOR | $82K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $58.5M | 100.0% | |
| INVESCO STABLE VALUE TRUST CLASS I INVESCO FUNDS · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $6.1M | 10.4% |
