Brannon Belair signed The Alloy Engineering Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Alloy Engineering Company's EIN is 34-0759537.
Download the official 2024 Form 5500 (PDF) for The Alloy Engineering Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Alloy Engineering Company's plan includes ERISA 404(c) participant direction, an ESOP, an S-corporation ESOP.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREATBANC TRUST COMPANY | 36-3681493 | — | TRUSTEE | $31K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Alloy Engineering Company Voting * The Alloy Engineering Company Stock $23.46 per share, 375,411 shares | Common Stocks | — | $145K | $8.8M | 79.7% | |
| Vanguard Index Tr 500 Mutual Fund N/A | Mutual Funds | — | — | $347K | 3.1% | |
| Vanguard Interm-Term Bond Fund Mutual Fund N/A | Mutual Funds | — | — | $98K | 0.9% | |
| Goldman Sachs Financial Square Government Fund Money Market Fund | Cash / Money Market | — | $65K | $96K | 0.9% | |
| Vanguard Small Cap Index Fund Mutual Fund N/A | Common Collective Trusts | — | — | $77K | 0.7% | |
| Federated Total Return Fund Mutual Fund N/A | Other securities | — | — | $75K | 0.7% | |
| Vanguard Growth Index Fund Mutual Fund N/A | Common Collective Trusts | — | — | $69K | 0.6% | |
| Federated MTD Stock Trust Mutual Fund N/A | Other securities | — | — | $35K | 0.3% | |
| Calamos Growth Fund Mutual Fund N/A | Other securities | — | — | $30K | 0.3% | |
| Vanguard Short Term Bond Index Fund Mutual Fund N/A | Common Collective Trusts | — | — | $30K | 0.3% | |
| Vanguard S&P 500 EFT Mutual Fund | Common Collective Trusts | — | $22K | $27K | 0.2% | |
| Templeton Foreign Fund Mutual Fund N/A | Mutual Funds | — | — | $26K | 0.2% | |
| Vanguard Equity Income Fund Mutual Fund N/A | Mutual Funds | — | — | $24K | 0.2% | |
| Vanguard Mid Cap Index Fund Mutual Fund N/A | Common Collective Trusts | — | — | $15K | 0.1% | |
| Vanguard Short Term Grd Bond Fund Mutual Fund N/A | Mutual Funds | — | — | $14K | 0.1% | |
| Pimco Investment Grade Corporate Bond Fund Mutual Fund N/A | Mutual Funds | — | — | $7K | <0.1% | |
| Baird Ultra Short Bond Fund Mutual Fund | U.S. Treasuries | — | $6K | $6K | <0.1% | |
| Baird Short-Term Bond Fund Mutual Fund | Other securities | — | $6K | $6K | <0.1% | |
| Goldman Sachs Financial Square Treasury Obligations Money Market Fund N/A | Cash / Money Market | — | — | $4K | <0.1% | |
| iShares MSCI EAFE Index Fund Mutual Fund | Common Collective Trusts | — | $4K | $4K | <0.1% | |
| Vaneck Vectors Gold Miners ETF Mutual Fund | Other securities | — | $2K | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.