Joseph Duncan signed Superior Industrial Solutions, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Superior Industrial Solutions, Inc.'s EIN is 35-0697390.
Download the official 2024 Form 5500 (PDF) for Superior Industrial Solutions, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Superior Industrial Solutions, Inc.'s plan includes an S-corporation ESOP, an ESOP.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PNC | 25-1211909 | — | INVESTMENT ADVISOR | $13K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| * Superior Industrial Solutions, Inc. Common Stock | Common Stocks | — | $27.2M | $122.5M | 83.0% | |
| Money Market Funds Federated Hermes Government Obligations Fund Money Market Funds | Cash / Money Market | — | $14.0M | $14.0M | 9.5% | |
| Party Involved of Asset Transactions Price (A) Transactions Price (A) of Asset (Loss) Single Transactions Federated Hermes Government Obligations Fund Money Market Funds 1 11,914,211 1 | Cash / Money Market | — | — | $9.6M | 6.5% | |
| Charles Schwab Corp. 5.88% due August 24, 2026 | Mutual Funds | — | $249K | $254K | 0.2% | |
| USA Treasury Note 4.00% due February 15, 2034 | U.S. Treasuries | — | $255K | $249K | 0.2% | |
| Continental Resources 4.38% due January 15, 2028 | Bonds / Notes | — | $224K | $224K | 0.2% | |
| AirCastle Ltd Sedol 4.25% due June 15, 2026 | Bonds / Notes | — | $218K | $223K | 0.2% | |
| Fifth Third BanCorp 2.38% due January 28, 2025 | Bonds / Notes | — | $204K | $210K | 0.1% | |
| AERCAP Ireland Cap/Globa Sedol BMBT2D6 6.50% due July 15, 2025 | Bonds / Notes | — | $198K | $201K | 0.1% | |
| Lloyds Banking Group PLC 4.45% due May 8, 2025 | Bonds / Notes | — | $204K | $200K | 0.1% | |
| Warner Media Holdings Inc. 3.79% due March 15, 2025 | Bonds / Notes | — | $189K | $199K | 0.1% | |
| Tencent Music Ent Grp 1.38% due September 3, 2025 | Bonds / Notes | — | $176K | $195K | 0.1% | |
| Nutrition & Biosciences Ser 1.23% due Octrober 1, 2025 | Bonds / Notes | — | $174K | $194K | 0.1% | |
| Corporate Obligations (Bonds) and U.S. Government Securities Activision Blizzard 295 3.40% due September 15, 2026 | Bonds / Notes | — | $193K | $194K | 0.1% | |
| USA Treasury Note 3.88% due August 15, 2034 | U.S. Treasuries | — | $195K | $189K | 0.1% | |
| Ares Capital Corp Unsc 3.88% due January 15, 2026 | Bonds / Notes | — | $169K | $178K | 0.1% | |
| Old National Bank 5.88% due September 29, 2026 | Bonds / Notes | — | $177K | $177K | 0.1% | |
| Simon Property Group LP 3.30% due January 15, 2026 | Bonds / Notes | — | $167K | $173K | 0.1% | |
| Occidental Petroleum Cor 3.00% due February 15, 2027 | Bonds / Notes | — | $170K | $169K | 0.1% | |
| Ebay Inc. 1.90% due March 11, 2025 | Bonds / Notes | — | $154K | $159K | 0.1% | |
| Alcoa Inc 5.90% due February 1, 2027 | Bonds / Notes | — | $157K | $158K | 0.1% | |
| Jeffries Group Inc 6.45% due June 8, 2027 | Bonds / Notes | — | $155K | $155K | 0.1% | |
| Truist Financial Corp Variable due June 8, 2026 | Common Stocks | — | $152K | $152K | 0.1% | |
| Hyatt Hotels Corp 5.75% due January 30, 2027 | Bonds / Notes | — | $154K | $152K | 0.1% | |
| Dollar General Corp 4.63% due November 1, 2027 | Bonds / Notes | — | $150K | $149K | 0.1% | |
| Ford Motor Credit Co LLC 5.65% due June 20, 2027 | Bonds / Notes | — | $149K | $148K | 0.1% | |
| Morgan Stanley Ser Mtn 3.13% due July 27, 2026 | Bonds / Notes | — | $140K | $147K | <0.1% | |
| Synchrony Financial 3.95% due December 1, 2027 | Bonds / Notes | — | $145K | $145K | <0.1% | |
| Huntington Bankshares 4.00% due May 15, 2025 | Bonds / Notes | — | $135K | $140K | <0.1% | |
| Boeing Co 2.70% due February 1, 2027 | Bonds / Notes | — | $184K | $138K | <0.1% | |
| Corporate Obligations (Bonds) and U.S. Government Securities (Continued) Goldman Sachs Group Inc 3.50% due April 1, 2025 | Bonds / Notes | — | $134K | $135K | <0.1% | |
| F & G Annuities & Life 7.40% due January 13, 2028 | Bonds / Notes | — | $131K | $130K | <0.1% | |
| Bank of America Corp variable due July 24, 2024 | Common Stocks | — | $126K | $125K | <0.1% | |
| CNO Financial Group Inc Call 5.25% due May 30, 2025 | Bonds / Notes | — | $123K | $125K | <0.1% | |
| Coach 4.25% due April 1, 2025 | Bonds / Notes | — | $123K | $125K | <0.1% | |
| Ally Financial Inc. Ser Notz 6.10% due May 15, 2027 | Bonds / Notes | — | $125K | $123K | <0.1% | |
| Delta Air Lines Inc 7.38% due January 15, 2026 | Bonds / Notes | — | $123K | $123K | <0.1% | |
| Santander Holdings USA 3.45% due October 5, 2026 | Bonds / Notes | — | $118K | $121K | <0.1% | |
| Federal Home Loan Mtg Corp Pool SD8290 6.00% due January 1, 2053 | Bonds / Notes | — | $120K | $120K | <0.1% | |
| Intel Corp 4.88% due February 10, 2028 | Bonds / Notes | — | $120K | $119K | <0.1% | |
| Kyndryl Holdings Inc 2.05% due October 15, 2026 | Bonds / Notes | — | $114K | $119K | <0.1% | |
| United Rentals North AM 3.88% due November 15, 2027 | Bonds / Notes | — | $115K | $115K | <0.1% | |
| Under Armour Inc 3.25% due June 15, 2026 | Bonds / Notes | — | $109K | $111K | <0.1% | |
| Oracle Corp. 2.95% due May 15, 2025 | Bonds / Notes | — | $107K | $109K | <0.1% | |
| Mylan Inc 3.95% due June 15, 2026 | Bonds / Notes | — | $105K | $107K | <0.1% | |
| Federal Natl Mtg Assn Pool MA5328 6.00% due April 1, 2054 | Agency / Mortgage-Backed | — | $106K | $106K | <0.1% | |
| Zimmer Holdings Inc 3.55% due April 1, 2025 | Bonds / Notes | — | $97K | $100K | <0.1% | |
| Athene Holdings LTD 4.13% due January 12, 2028 | Bonds / Notes | — | $97K | $98K | <0.1% | |
| USA Treasury Note 3.63% due September 30, 2031 | U.S. Treasuries | — | $96K | $95K | <0.1% | |
| FS KKR Capital Corp 2.63% due January 15, 2027 | Bonds / Notes | — | $91K | $95K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
