Alexandra McMillen signed H & M Metal Processing's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
H & M Metal Processing's EIN is 34-0666486.
Download the official 2024 Form 5500 (PDF) for H & M Metal Processing from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)H & M Metal Processing's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | RECORDKEEPER | $15K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement Income 470 Vanguard Total Stock Market Index | Common Collective Trusts | — | — | $945K | 14.4% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $594K | 9.1% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $573K | 8.8% | |
| Vanguard Developed Mkts Index | Mutual Funds | — | — | $475K | 7.3% | |
| ClearBridge Investments ClearBridge Large Cap Growth Fund | Other securities | — | — | $390K | 6.0% | |
| American Beacon American Beacon Man Large Cap Value | Other securities | — | — | $370K | 5.7% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $294K | 4.5% | |
| Brandes Intl Small Cap Equity | Other securities | — | — | $266K | 4.1% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $243K | 3.7% | |
| BNY Mellon BNY Mellon Natural Resources Fund | Other securities | — | — | $232K | 3.5% | |
| DWS Rreef Global Infrastructure | Other securities | — | — | $220K | 3.4% | |
| J.P. Morgan JPMorgan Small Cap Value 151 Nuveen Small Cap Blend Index | Mutual Funds | — | — | $202K | 3.1% | |
| Goldman Sachs Goldman Sachs Em Mkts Eq Insights | Other securities | — | — | $192K | 2.9% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $160K | 2.5% | |
| Goldman Sachs Goldman Sachs Sm Cap Gr Insights 12 Invesco Oppy Intl Growth | Mutual Funds | — | — | $159K | 2.4% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $140K | 2.1% | |
| Transamerica International Equity | Other securities | — | — | $129K | 2.0% | |
| PIMCO Income | Mutual Funds | — | — | $120K | 1.8% | |
| Cohen & Steers Cohen & Steers Real Estate 129 Dimensional Fund Advisors DFA Global Real Estate Securities | Mutual Funds | — | — | $120K | 1.8% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $119K | 1.8% | |
| Tweedy, Browne Tweedy, Browne International Value | Other securities | — | — | $115K | 1.8% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $101K | 1.5% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $55K | 0.8% | |
| Reliance MetLife Stable Value Series 25053 | Stable Value | — | — | $52K | 0.8% | |
| TCW MetWest Total Return Bond Plan | Other securities | — | — | $34K | 0.5% | |
| Vanguard Interm-Term Bond Index | Mutual Funds | — | — | $33K | 0.5% | |
| Vanguard LifeStrategy Moderate Growth Fund | Mutual Funds | — | — | $10K | 0.2% | |
| Allspring Global Investments Allspring Special Mid Cap Value | Other securities | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
