Theresa Bordelon signed General Die Casters, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
General Die Casters, Inc.'s EIN is 34-1045730.
Download the official 2023 Form 5500 (PDF) for General Die Casters, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)General Die Casters, 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 ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $21K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | — | $1.5M | 21.3% | |
| T. Rowe Price Retirement 2040 | Other securities | — | — | $828K | 11.6% | |
| Baird Aggregate Bond Inst | Other securities | — | — | $492K | 6.9% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $442K | 6.2% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $439K | 6.1% | |
| T. Rowe Price Retirement 2065 ** 34 American Funds New World Fund | Mutual Funds | — | — | $431K | 6.0% | |
| Fidelity International Index | Mutual Funds | — | — | $421K | 5.9% | |
| Harbor Capital Appreciation Retirement | Other securities | — | — | $392K | 5.5% | |
| Massachusetts Financial Services International Diversification | Other securities | — | — | $321K | 4.5% | |
| BlackRock Inflation Prted Bd BlackRock K | Other securities | — | — | $275K | 3.9% | |
| JP Morgan Equity Income R6 | Other securities | — | — | $236K | 3.3% | |
| T. Rowe Price Balanced ** 47 T. Rowe Price Retirement 2030 | Mutual Funds | — | — | $231K | 3.2% | |
| Federated Hermes Govt Obligation Fd Prm | Other securities | — | — | $230K | 3.2% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $196K | 2.7% | |
| Lord Abbett Bond Debenture R6 | U.S. Treasuries | — | — | $161K | 2.3% | |
| Cohen & Steers Realty Shares I | Other securities | — | — | $131K | 1.8% | |
| VanEck Commodity Index Y | Other securities | — | — | $82K | 1.1% | |
| AllianceBernstein Small Cap Growth ** 895 Undiscovered Managers Behavioral Value | Other securities | — | — | $81K | 1.1% | |
| Victory Sycamore Established Value R6 | Other securities | — | — | $78K | 1.1% | |
| Notes receivable from participants Bearing interest at 5.25%-10.50% - | Bonds / Notes | — | — | $66K | 0.9% | |
| Champlain Mid Cap Institutional | Other securities | — | — | $55K | 0.8% | |
| T. Rowe Price Retirement 2050 | Other securities | — | — | $12K | 0.2% | |
| T. Rowe Price Retirement 2035 | Other securities | — | — | $12K | 0.2% | |
| T. Rowe Price Retirement 2060 | Other securities | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| FIFTH THIRD BANK |
| — |
| CINCINNATI, OH |
| INVESTMENT ADVISOR |
| $8K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLER COOPER &CO, LTD | — | DEERFEILD, IL | AUDITOR | $12K | — |
