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 a 401(k) feature, profit-sharing, ERISA 404(c) participant direction, 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 | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS, LLC | 47-1411118 | — | INVESTMENT ADVISOR | $8K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Adm | Common Collective Trusts | — | — | $3.7M | 16.2% | |
| Alliance Bernstein AB Large Cap Growth Z | Other securities | — | — | $2.1M | 9.5% | |
| Vanguard Total International Stock Index Adm | Mutual Funds | — | — | $2.1M | 9.2% | |
| Neuberger Berman Neuberger Berman Large Cap Value R6 | Other securities | — | — | $1.9M | 8.4% | |
| MassMutual S A Guaranteed Interest Account | Other securities | — | — | $1.8M | 8.1% | |
| Dodge & Cox Dodge & Cox International | Mutual Funds | — | — | $1.5M | 6.8% | |
| Dodge & Cox Dodge & Cox Income | Mutual Funds | — | — | $1.4M | 6.0% | |
| Vanguard Selected Value | Mutual Funds | — | — | $968K | 4.3% | |
| Invesco Discovery Mid Cap Growth R6 | Mutual Funds | — | — | $941K | 4.2% | |
| T. Rowe Price T. Rowe Price Spectrum Mod Gr Alloc | Other securities | — | — | $879K | 3.9% | |
| American Century Investments American Century Small Cap Growth R6 | Other securities | — | — | $805K | 3.6% | |
| Victory Integrity Small-Cap Value Y | Other securities | — | — | $751K | 3.3% | |
| American Century Investments American Funds New World R6 | Mutual Funds | — | — | $680K | 3.0% | |
| PIMCO Income Instl | Mutual Funds | — | — | $573K | 2.5% | |
| Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $494K | 2.2% | |
| T. Rowe Price T Rowe Price Prsnl Spctrm Mod Allc | Mutual Funds | — | — | $398K | 1.8% | |
| Participants Participant notes receivable bearing interest at rates between 5.25 and 10.50 percent - | Bonds / Notes | — | — | $368K | 1.6% | |
| Principal Real Estate Securities Inst | Other securities | — | — | $322K | 1.4% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $305K | 1.4% | |
| Oakmark Eq & Inc Investor | Common Stocks | — | — | $285K | 1.3% | |
| Vanguard Intermed-Term Bond Index Adm | Mutual Funds | — | — | $273K | 1.2% | |
| State Street Bank & Trust Co. Cash Reserve Account | Cash / Money Market | — | — | $14K | <0.1% | |
| T. Rowe Price T. Rowe Price Spectrum Consv Alloc | Other securities | — | — | $7K | <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 | — |
