Sonja Metzler signed Ohio Machinery Co.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ohio Machinery Co.'s EIN is 34-0672363.
Download the official 2024 Form 5500 (PDF) for Ohio Machinery Co. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ohio Machinery Co.'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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $45K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS, LLC | 47-1411118 | — | INVESTMENT ADVISOR | $37K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Adm | Common Collective Trusts | — | — | $25.4M | 18.3% | |
| AllianceBernstein AB Lg Cap Gr Z | Other securities | — | — | $15.1M | 10.9% | |
| Vanguard Total International Stock Index Adm | Mutual Funds | — | — | $12.3M | 8.9% | |
| MassMutual Mass Mutual S A Guaranteed Interest Account | Other securities | — | — | $12.1M | 8.7% | |
| Loomis Sayles Funds Neuberger Berman Large Cap Value R6 | Other securities | — | — | $11.1M | 8.0% | |
| Dodge & Cox Dodge & Cox Income | Mutual Funds | — | — | $10.5M | 7.6% | |
| Dodge & Cox Dodge & Cox International | Mutual Funds | — | — | $9.2M | 6.6% | |
| PIMCO Income Instl | Mutual Funds | — | — | $4.8M | 3.5% | |
| Vanguard Selected Value | Mutual Funds | — | — | $4.7M | 3.4% | |
| Invesco Discovery Mid Cap Growth R6 | Mutual Funds | — | — | $4.0M | 2.9% | |
| BlackRock American Funds New World R6 | Mutual Funds | — | — | $4.0M | 2.9% | |
| American Century American Century Small Cap Growth R6 | Other securities | — | — | $3.9M | 2.8% | |
| Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $3.6M | 2.6% | |
| Victory Integrity Small-Cap Value Y | Other securities | — | — | $3.2M | 2.3% | |
| Vanguard Intermed-Term Bond Index Adm | Mutual Funds | — | — | $2.7M | 1.9% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $2.5M | 1.8% | |
| T. Rowe Price T. Rowe Price Personal Strategy Balanced | Mutual Funds | — | — | $2.2M | 1.6% | |
| Oakmark Eq & Inc Investor | Common Stocks | — | — | $2.2M | 1.6% | |
| T. Rowe Price T. Rowe Price Personal Strategy Growth | Other securities | — | — | $1.9M | 1.4% | |
| Participants Participant notes receivable bearing interest rates between 5.25 percent and 10.50 percent - | Other securities | — | — | $1.9M | 1.4% | |
| Participants Notes Receivable with interest rates of 5.25% to 10.50% | Bonds / Notes | — | — | $1.9M | 1.3% | |
| Principal Real Estate Securities Inst | Other securities | — | — | $1.1M | 0.8% | |
| State Street Bank and Trust Company Cash - Interest bearing | Cash / Money Market | — | — | $222K | 0.2% | |
| T. Rowe Price T. Rowe Price Spectrum Consv Alloc | Other securities | — | — | $87K | <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 |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| MID ATLANTIC CAPITAL CORPORATION | 25-1409618 | — | SECURITIES BROKER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANTE & MORAN, PLLC | 38-1357951 | — | AUDITOR | $7K | — |
