GREG Bokar signed Mack Industries, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Mack Industries, Inc.'s EIN is 34-0934842.
Download the official 2024 Form 5500 (PDF) for Mack Industries, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mack Industries, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $61K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | — | NEW YORK, NY | INVESTMENT ADVISOR | $86K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AB US LARGE CAP GROWTH W SERS CL MS GREAT GRAY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $5.5M | 14.9% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $4.3M | 11.8% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $3.1M | 8.6% | |
| American Funds American Funds American Balanced R6 | Mutual Funds | — | — | $2.3M | 6.1% | |
| COLUMBIA TRUST DIVIDEND INCOME MS RIVERSOURCE/COLUMBIA COLLECTIVE FUNDS · EIN 87-1854339 / PN 219 | Common Collective Trust | — | — | $2.1M | 5.7% | |
| BlackRock Mid-Cap Growth Equity Instl | Other securities | — | — | $1.7M | 4.8% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $1.6M | 4.4% | |
| Fidelity Advisor Technology I | Mutual Funds | — | — | $1.5M | 4.0% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $1.3M | 3.5% | |
| Participants Participant notes receivable with interest rates ranging from 4.25 to 9.50 percent - | Other securities | — | — | $1.1M | 2.9% | |
| PGIM Total Return Bond R6 | Other securities | — | — | $1.0M | 2.8% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS · EIN 26-1384344 / PN 263 | Common Collective Trust | — | — | $1.0M | 2.8% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $1.0M | 2.7% | |
| BlackRock Health Sciences Opps Inst | Other securities | — | — | $978K | 2.7% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS · EIN 27-3616920 / PN 273 | Common Collective Trust | — | — | $939K | 2.6% | |
| Undiscovered Managers Undiscovered Mgrs Behavioral Value R6 | Other securities | — | — | $916K | 2.5% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS · EIN 27-3616920 / PN 275 | Common Collective Trust | — | — | $840K | 2.3% | |
| American Century American Century Mid Cap Value R6 | Other securities | — | — | $803K | 2.2% | |
| BlackRock High Yield Instl | Other securities | — | — | $758K | 2.1% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $740K | 2.0% | |
| American Funds American Funds Capital World G/I R6 | Mutual Funds | — | — | $692K | 1.9% | |
| American Funds American Funds EuroPacific Gr R6 | Mutual Funds | — | — | $580K | 1.6% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $557K | 1.5% | |
| Columbia Seligman Columbia Seligman Tech & Information I2 | Other securities | — | — | $531K | 1.4% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $249K | 0.7% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $195K | 0.5% | |
| PIMCO Int Bond (Usd-Hedged) Inst | U.S. Treasuries | — | — | $144K | 0.4% | |
| DWS Reef Real Estate Securities Instl | Other securities | — | — | $121K | 0.3% | |
| Invesco Eqv Emerging Mrkts All Cap Fd Y | Mutual Funds | — | — | $109K | 0.3% | |
| William Blair William Blair Small Cap Growth I | Other securities | — | — | $82K | 0.2% | |
| PUTNAM RETIREMENT ADVANTAGE TRST MA PUTNAM INVESTMENTS · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $50K | 0.1% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS · EIN 85-3582370 / PN 277 | Common Collective Trust | — | — | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
