CHAD Bachmann signed Ermco, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ermco, Inc.'s EIN is 35-1071084.
Download the official 2024 Form 5500 (PDF) for Ermco, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ermco, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $50K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SHEPHERD FINANCIAL INVESTMENT ADVIS | 82-0759826 | — | INVESTMENT ADVISORY | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Principal Fixed Income Account | Other securities | — | — | $2.7M | 13.6% | |
| AB Large Cap Growth Advisor | Other securities | — | — | $2.2M | 11.1% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $2.0M | 10.2% | |
| JP Morgan US Value Fund | Other securities | — | — | $1.7M | 8.8% | |
| Fidelity ADV Total Bond Z | Mutual Funds | — | — | $962K | 4.9% | |
| Fidelity ADV Intl Cap App M | Mutual Funds | — | — | $926K | 4.7% | |
| Fidelity Intl Index | Mutual Funds | — | — | $899K | 4.5% | |
| Schwab Fndmtl Intl Large Co Index | Mutual Funds | — | — | $849K | 4.3% | |
| Parnassus Core Equity Inst | Other securities | — | — | $742K | 3.7% | |
| PGM High Yield R6 | Other securities | — | — | $678K | 3.4% | |
| Amerfds Bond Fund of America R6 | Other securities | — | — | $664K | 3.3% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $611K | 3.1% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $602K | 3.0% | |
| PIMCO Intl Bond I | Mutual Funds | — | — | $525K | 2.6% | |
| Amerfds 2025 trgt date ret R4 | Other securities | — | — | $407K | 2.1% | |
| MFS MID CAP VAL FD CL 2W GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $396K | 2.0% | |
| DFA US Trgt Value I Fund | Mutual Funds | — | — | $373K | 1.9% | |
| PUTNAM SM CAP GRWTH TRST CL R GREAT GRAY TRUST COMPANY · EIN 86-1846156 / PN 677 | Common Collective Trust | — | — | $370K | 1.9% | |
| MFS MID CAP GROWTH FUND CL 2W GREAT GRAY TRUST COMPANY · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $366K | 1.8% | |
| Amerfds 2030 trgt date ret R4 | Other securities | — | — | $270K | 1.4% | |
| Amerfds 2040 trgt date ret R4 | Other securities | — | — | $248K | 1.3% | |
| Notes receivable from participants | Other securities | — | — | $233K | 1.2% | |
| Amerfds 2020 trgt date ret R4 | Other securities | — | — | $186K | 0.9% | |
| Amerfds 2050 trgt date ret R4 | Other securities | — | — | $183K | 0.9% | |
| Amerfds 2045 trgt date ret R4 | Other securities | — | — | $153K | 0.8% | |
| Amerfds 2055 trgt date ret R4 | Other securities | — | — | $38K | 0.2% | |
| Amerfds 2065 trgt date ret R4 | Other securities | — | — | $32K | 0.2% | |
| Amerfds 2060 trgt date ret R4 | Other securities | — | — | $17K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
