Peggy Taylor signed General Tool Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
General Tool Company's EIN is 31-0533100.
Download the official 2024 Form 5500 (PDF) for General Tool Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)General Tool Company'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $41K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AB LARGE CAP GROWTH FUND Z | Registered Investment Companies | — | — | $2.7M | 11.4% | |
| BLACKROCK T-FUND - PREMIER | Registered Investment Companies | — | — | $2.7M | 11.3% | |
| ISHARES S&P 500 INDEX I | Registered Investment Companies | — | — | $2.4M | 10.0% | |
| PUTNAM LARGE CAP VALUE A | Registered Investment Companies | — | — | $2.3M | 9.8% | |
| EAV ATL CAPITAL SMID CP A | Registered Investment Companies | — | — | $1.9M | 7.9% | |
| PIMCO STKSPL ABS RET A | Registered Investment Companies | — | — | $1.8M | 7.5% | |
| AMERFDS 2055 TARG DATE RET-R4 | Registered Investment Companies | — | — | $1.4M | 5.9% | |
| FRANKLIN SMALL CAP VALUE FD-A | Registered Investment Companies | — | — | $1.3M | 5.3% | |
| BLACKROCK GLOBAL ALLOCATION A | Registered Investment Companies | — | — | $1.2M | 5.0% | |
| VICTORY ESTABLISHED VALUE A | Registered Investment Companies | — | — | $1.2M | 5.0% | |
| AMERFDS 2030 TARG DATE RET-R4 | Registered Investment Companies | — | — | $808K | 3.4% | |
| PIMCO DIV INC A | Registered Investment Companies | — | — | $657K | 2.7% | |
| AMERFDS 2040 TARG DATE RET-R4 | Registered Investment Companies | — | — | $477K | 2.0% | |
| AMERFDS 2050 TARG DATE RET-R4 | Registered Investment Companies | — | — | $387K | 1.6% | |
| MFS INTERNATIONAL GROWTH - A | Registered Investment Companies | — | — | $383K | 1.6% | |
| JANUS HENDERSONBALANCED FUND I | Registered Investment Companies | — | — | $353K | 1.5% | |
| AMERFDS 2035 TARG DATE RET-R4 | Registered Investment Companies | — | — | $304K | 1.3% | |
| COHEN & STEERS REAL EST SEC I | Registered Investment Companies | — | — | $299K | 1.2% | |
| AMERFDS 2045 TARG DATE RET-R4 | Registered Investment Companies | — | — | $244K | 1.0% | |
| AMERFDS 2025 TARG DATE RET-R4 | Registered Investment Companies | — | — | $204K | 0.9% | |
| AMERFDS 2020 TARG DATE RET-R4 | Registered Investment Companies | — | — | $180K | 0.8% | |
| BLK IMPACT MORTGAGE FD INSTL | Registered Investment Companies | — | — | $165K | 0.7% | |
| BLK LP INDEX RET FUND - INST | Registered Investment Companies | — | — | $94K | 0.4% | |
| T ROWE PRICE OVERSEAS STOCK | Registered Investment Companies | — | — | $40K | 0.2% | |
| ISHARES RUSSELL 2000 SM CAP I | Registered Investment Companies | — | — | $20K | <0.1% | |
| GUGGENHEIM TOTAL RETURN BD INS | Registered Investment Companies | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISOR |
| $127 |
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