Edward R. Vogel signed Vogel Holding, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Vogel Holding, Inc.'s EIN is 25-1657389.
Download the official 2023 Form 5500 (PDF) for Vogel Holding, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Vogel Holding, 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 |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST COMPANY | 42-1558009 | SAN FRANSISCO, CA | PLAN CUSTODIAN/TRUSTEE | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHNEIDER DOWNS RET. SOLUTIONS | 47-3764076 | PITTSBURGH, PA | RECORDKEEPER | $39K | — |
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 | |||||
|---|---|---|---|---|---|---|
| BLACKROCK EQUITY INDEX FUND GREAT GRAY TRUST COMPANY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $6.7M | 21.0% | |
| PGIM TOTAL RETURN BOND FUND GREAT GRAY TRUST COMPANY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $2.8M | 8.7% | |
| Metlife GAC Series 25053 CL 0 | Other securities | — | — | $2.0M | 6.3% | |
| RELIANCE TRUST CO STABLE VALUE FUND RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $2.0M | 6.3% | |
| Registered Investment Companies PIMCO Income Fund Instl | Mutual Funds | — | — | $1.9M | 6.0% | |
| T Rowe Price Cap Appr Fund I | Mutual Funds | — | — | $1.9M | 5.8% | |
| Baird Aggregate Bond Fund Class Institutional | Other securities | — | — | $1.8M | 5.6% | |
| BLACKROCK MID CAP EQUITY INDEX FUND GREAT GRAY TRUST COMPANY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $1.4M | 4.5% | |
| BLACKROCK MSCI ACWI EX-U.S. INDEX GREAT GRAY TRUST COMPANY · EIN 81-1950980 / PN 013 | Common Collective Trust | — | — | $1.4M | 4.5% | |
| Vanguard Target Retirement 2035 Fund I | Mutual Funds | — | — | $1.1M | 3.4% | |
| Oakmark International Fund Inst | Other securities | — | — | $962K | 3.0% | |
| EMERGING MARKETS FUND GREAT GRAY TRUST COMPANY · EIN 86-1819869 / PN 672 | Common Collective Trust | — | — | $857K | 2.7% | |
| American Funds Washington Mutual R6 | Mutual Funds | — | — | $767K | 2.4% | |
| Vanguard Target Retirement 2050 Fund I | Mutual Funds | — | — | $740K | 2.3% | |
| CLEARBRIDGE LARGE CAP GROWTH FUND C GREAT GRAY TRUST COMPANY · EIN 82-3106705 / PN 345 | Common Collective Trust | — | — | $721K | 2.3% | |
| Undiscovered Mgrs Behavioral Value R6 | Other securities | — | — | $628K | 2.0% | |
| Brown Capital Management Small Company Fund Inst | Common Stocks | — | — | $593K | 1.9% | |
| Vanguard Real Estate Index Fund Admiral | Common Collective Trusts | — | — | $532K | 1.7% | |
| Vanguard Target Retirement 2055 Fund I | Mutual Funds | — | — | $500K | 1.6% | |
| American Funds New Perspective R6 | Mutual Funds | — | — | $499K | 1.6% | |
| Vanguard Target Retirement 2040 Fund I | Mutual Funds | — | — | $441K | 1.4% | |
| with maturity dates ranging from July 2024 through June 2029 | Other securities | — | — | $434K | 1.4% | |
| Vanguard Target Retirement 2030 Fund I | Mutual Funds | — | — | $430K | 1.4% | |
| Brown Capital Management International Small Company Fund Inst | Common Stocks | — | — | $411K | 1.3% | |
| Vanguard Target Retirement 2060 Fund I | Mutual Funds | — | — | $362K | 1.1% | |
| Vanguard Target Retirement 2025 Fund I | Mutual Funds | — | — | $335K | 1.1% | |
| Vanguard Target Retirement 2065 Fund I | Mutual Funds | — | — | $307K | 1.0% | |
| Vanguard Total Stock Market Index Fd Adm | Common Collective Trusts | — | — | $235K | 0.7% | |
| Vanguard Target Retirement 2045 Fund I | Mutual Funds | — | — | $215K | 0.7% | |
| American Funds Smallcap World Fund R6 | Mutual Funds | — | — | $197K | 0.6% | |
| AQR Large Cap Defensive Style R6 | Other securities | — | — | $166K | 0.5% | |
| BLACKROCK U.S. DEBT INDEX FUND GREAT GRAY TRUST COMPANY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $104K | 0.3% | |
| Vanguard Target Retirement 2020 Fund I | Mutual Funds | — | — | $82K | 0.3% | |
| BLACKROCK RUSSELL 2000 INDEX FUND GREAT GRAY TRUST COMPANY · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $68K | 0.2% | |
| Dodge & Cox Stock Fund | Mutual Funds | — | — | $62K | 0.2% | |
| PIMCO Commodity Real Return Institutional | Mutual Funds | — | — | $32K | 0.1% | |
| PRIMECAP Odyssey Aggressive Growth Fund | Mutual Funds | — | — | $31K | <0.1% | |
| American Funds Europacific Growth R6 | Mutual Funds | — | — | $17K | <0.1% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $12K | <0.1% | |
| PIMCO Real Return Fd Instl | Mutual Funds | — | — | $4K | <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 |
|---|---|---|---|---|---|
| SCHNEIDER DOWNS WEALTH MGMT ADV. | 25-1857157 | PITTSBURGH, PA | INVESTMENT ADVISOR | $114K | — |
