Tom Tovello signed Endotronix, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Endotronix, Inc.'s EIN is 26-0305050.
Download the official 2024 Form 5500 (PDF) for Endotronix, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Endotronix, 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 |
|---|---|---|---|---|---|
| VANGUARD | 23-1945930 | — | NONE | $0 | — |
| Name | EIN | Location | Relation |
|---|
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | — | $2.1M | 23.4% | |
| DFA Intl Sustainability Core 1 | Mutual Funds | — | — | $863K | 9.5% | |
| T. Rowe Price Retirement 2050 Inv | Other securities | — | — | $679K | 7.5% | |
| T. Rowe Price Retirement 2045 Inv | Other securities | — | — | $510K | 5.6% | |
| American Funds New World R6 | Mutual Funds | — | — | $395K | 4.4% | |
| T. Rowe Price Retirement 2035 Inv | Other securities | — | — | $391K | 4.3% | |
| T. Rowe Price Retirement 2040 Inv | Other securities | — | — | $380K | 4.2% | |
| Fidelity Advisor Investment Gr Bd Z | Mutual Funds | — | — | $368K | 4.1% | |
| T. Rowe Price Retirement 2060 Inv | Other securities | — | — | $328K | 3.6% | |
| T. Rowe Price Retirement 2025 Inv | Other securities | — | — | $318K | 3.5% | |
| Schwab Fundamental U.S. Large Company Index Fund | Common Collective Trusts | — | — | $305K | 3.4% | |
| T. Rowe Price Retirement 2055 Inv | Other securities | — | — | $287K | 3.2% | |
| T. Rowe Price Retirement 2065 Inv | Other securities | — | — | $278K | 3.1% | |
| DFA US Large Cap Growth Instl | Mutual Funds | — | — | $250K | 2.8% | |
| Cohen & Steers Realty Shares Z | Other securities | — | — | $231K | 2.5% | |
| T. Rowe Price Mid-Cap Value I | Other securities | — | — | $163K | 1.8% | |
| DFA US Small Cap Growth | Mutual Funds | — | — | $152K | 1.7% | |
| American Century Small Cap Value R6 | Other securities | — | — | $144K | 1.6% | |
| Federated Mdt Mid Cap Growth R6 | Other securities | — | — | $127K | 1.4% | |
| T. Rowe Price Retirement 2030 Inv | Other securities | — | — | $121K | 1.3% | |
| Fidelity Advisor Technology Z | Mutual Funds | — | — | $121K | 1.3% | |
| Putnam Global Health Care R | Mutual Funds | — | — | $116K | 1.3% | |
| Dreyfus/Standish Global Fixed Income I | Mutual Funds | — | — | $115K | 1.3% | |
| Thornburg Limited Term Income R6 | Other securities | — | — | $90K | 1.0% | |
| (b)(c) CURRENT (a) IDENTITY OF ISSUE AND DESCRIPTION OF INVESTMENT VALUE* ** Participant Loans (maturity dates ranging from June 2025 to November 2028, interest rates ranging from 8.75% to 9.50%) | Bonds / Notes | — | — | $74K | 0.8% | |
| T. Rowe Price Stable Value | Stable Value | — | — | $44K | 0.5% | |
| TRP ST VAL COMMON TRUST FUND T.ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $44K | 0.5% | |
| PGIM High-Yield R6 | Other securities | — | — | $34K | 0.4% | |
| Hartford Strategic Income R6 | Other securities | — | — | $29K | 0.3% | |
| T. Rowe Price Retirement 2020 Inv | Other securities | — | — | $17K | 0.2% | |
| Eaton Vance Emerging Markets Dbt Opps I | Other securities | — | — | $15K | 0.2% | |
| T. Rowe Price Government Money Inv | Other securities | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Direct comp |
|---|
| Indirect comp |
|---|
| FEDERATED INVESTORS | 25-1111467 | — | NONE | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE RPS, INC. | 52-1309931 | — | NONE | $25K | — |
| DFA | — | NORTH CAROLINA, NC | NONE | $0 | — |
| PRUDENTIAL FUND | — | NEW JERSEY, NJ | NONE | $0 | — |
| INVESCO | 26-4521338 | — | NONE | $0 | — |
| FIDELITY | 04-2647786 | — | NONE | $0 | — |
| BNYMELLON | 13-5673135 | — | NONE | $0 | — |
| SCHWAB | — | WESTLAKE, TX | NONE | $0 | — |
| THORNBURG LIMITED | 85-0301299 | — | NONE | $0 | — |
| HARTFORD FUNDS | 13-3317783 | — | NONE | $0 | — |
| AMERICAN FUNDS | 95-1411037 | — | NONE | $0 | — |
| JANUS HENDERSON | 43-1804048 | — | NONE | $0 | — |
| AMERICAN CENTURY | 20-0623152 | — | NONE | $0 | — |
| COHEN & STEERS | 14-1904657 | — | NONE | $0 | — |
| EATON VANCE | 04-2718215 | — | NONE | $0 | — |
| PUTNAM | 36-4488942 | — | NONE | $0 | — |
