Todd Hershbine signed Minitab, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Minitab, LLC's EIN is 25-1441947.
Download the official 2024 Form 5500 (PDF) for Minitab, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Minitab, LLC'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 |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $35K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund N/R | Mutual Funds | — | — | $24.6M | 18.9% | |
| T. ROWE PRICE TARGET 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 84-3480634 / PN 001 | Common Collective Trust | — | — | $12.5M | 9.7% | |
| T. ROWE PRICE TARGET 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 84-3466131 / PN 001 | Common Collective Trust | — | — | $9.4M | 7.2% | |
| T. ROWE PRICE TARGET 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 84-3451389 / PN 001 | Common Collective Trust | — | — | $8.1M | 6.2% | |
| FullerThaler Behavioral Sm-Cp Gr N/R | Other securities | — | — | $8.0M | 6.2% | |
| T. ROWE PRICE TARGET 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 84-3493620 / PN 001 | Common Collective Trust | — | — | $6.7M | 5.2% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $6.3M | 4.9% | |
| R6 * T. Rowe Price TRP Mid Cap Growth Fund N/R | Other securities | — | — | $6.1M | 4.7% | |
| T. Rowe Price TRP Equity Income Fund N/R | Other securities | — | — | $5.8M | 4.4% | |
| T. Rowe Price TRP Balanced Fund N/R | Other securities | — | — | $4.9M | 3.7% | |
| T. ROWE PRICE TARGET 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 84-3404014 / PN 001 | Common Collective Trust | — | — | $4.5M | 3.5% | |
| T. ROWE PRICE TARGET 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 84-3510353 / PN 001 | Common Collective Trust | — | — | $3.9M | 3.0% | |
| T. ROWE PRICE TARGET 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 84-3529506 / PN 001 | Common Collective Trust | — | — | $3.8M | 2.9% | |
| PGI CIT BLUE CHIP EQUITY FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 81-2446596 / PN 001 | Common Collective Trust | — | — | $3.3M | 2.5% | |
| Vanguard Extended Market Index N/R | Mutual Funds | — | — | $3.1M | 2.4% | |
| T. ROWE PRICE TARGET 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 84-3434984 / PN 001 | Common Collective Trust | — | — | $3.0M | 2.3% | |
| Admiral Fund Vanguard Total Bond Market Index N/R | Mutual Funds | — | — | $3.0M | 2.3% | |
| Admiral Fund * T. Rowe Price TRP International Stock Fund N/R | Other securities | — | — | $1.5M | 1.2% | |
| T. Rowe Price TRP Mid Cap Value Fund N/R | Other securities | — | — | $1.5M | 1.2% | |
| Vanguard Total Institutional Stock N/R | Mutual Funds | — | — | $1.4M | 1.1% | |
| T. ROWE PRICE TARGET 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 84-3540754 / PN 001 | Common Collective Trust | — | — | $1.3M | 1.0% | |
| T. ROWE PRICE TARGET 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 84-3417562 / PN 001 | Common Collective Trust | — | — | $1.3M | 1.0% | |
| T. ROWE PRICE TARGET 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1819748 / PN 001 | Common Collective Trust | — | — | $1.1M | 0.8% | |
| Index Admiral Fund Loomis Sayles Loomis Sayles Core Plus Bond N/R | Other securities | — | — | $1.1M | 0.8% | |
| Fund Dimensional Fund Advisors DFA US Small Cap Value I N/R | Mutual Funds | — | — | $910K | 0.7% | |
| T. Rowe Price TRP Spectrum Income Fund N/R | Other securities | — | — | $765K | 0.6% | |
| T. ROWE PRICE TARGET 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 84-3388904 / PN 001 | Common Collective Trust | — | — | $576K | 0.4% | |
| Charles Schwab Treasury Inflation Protected N/R | U.S. Treasuries | — | — | $463K | 0.4% | |
| Securities Index Fund MFS Emerging Markets Equity R6 N/R | Common Collective Trusts | — | — | $222K | 0.2% | |
| T. ROWE PRICE TARGET 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 84-3381700 / PN 001 | Common Collective Trust | — | — | $134K | 0.1% | |
| Principal Real Estate Securities N/R | Other securities | — | — | $99K | <0.1% | |
| Money Market Fund * T. Rowe Price T. Rowe Price Government Money N/R | Cash / Money Market | — | — | $23K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
