Shannon NIX signed C & a Tool Engineering, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
C & a Tool Engineering, Inc.'s EIN is 35-1413147.
Download the official 2024 Form 5500 (PDF) for C & a Tool Engineering, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)C & a Tool Engineering, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $76K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PHILLIPS FINANCIAL MANAGEMENT LLC | — | FORT WAYNE, IN | INVESTMENT ADVISOR | $31K | — |
| MORGAN STANLEY |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Empower Trust Company Lincoln Stable Value Account | Stable Value | — | — | $7.1M | 16.0% | |
| Empower Trust Company Fidelity Contrafund Fund | Mutual Funds | — | — | $4.4M | 9.8% | |
| Empower Trust Company Vanguard Life Strategy Growth Fund | Mutual Funds | — | — | $4.1M | 9.2% | |
| Empower Trust Company Vanguard 500 Index Fund | Common Collective Trusts | — | — | $4.0M | 9.0% | |
| Empower Trust Company Vanguard Institutional Target Retirement 2030 Fund | Mutual Funds | — | — | $3.5M | 7.9% | |
| Empower Trust Company Vanguard Institutional Target Retirement 2040 Fund | Mutual Funds | — | — | $2.3M | 5.1% | |
| Empower Trust Company Vanguard Life Strategy Moderate Growth Fund | Mutual Funds | — | — | $2.3M | 5.0% | |
| Empower Trust Company Vanguard Mid-Cap Index Fund | Common Collective Trusts | — | — | $2.2M | 5.0% | |
| Empower Trust Company BlackRock Mid-Cap Growth Equity Portfolio | Common Stocks | — | — | $2.2M | 4.9% | |
| Empower Trust Company Vanguard Value Index Fund | Common Collective Trusts | — | — | $2.0M | 4.6% | |
| Empower Trust Company Vanguard Small Cap Value Index Fund | Common Collective Trusts | — | — | $1.1M | 2.5% | |
| Empower Trust Company American Funds Washington Mutual Fund | Mutual Funds | — | — | $1.1M | 2.5% | |
| Empower Trust Company Vanguard Institutional Target Retirement 2050 Fund | Mutual Funds | — | — | $1.1M | 2.4% | |
| Empower Trust Company Vanguard Total International Stock Index Fund | Common Collective Trusts | — | — | $1.1M | 2.4% | |
| Empower Trust Company PIMCO Total Return Fund | Mutual Funds | — | — | $933K | 2.1% | |
| Empower Trust Company Vanguard Institutional Target Retirement 2025 Fund | Mutual Funds | — | — | $788K | 1.8% | |
| Empower Trust Company American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $598K | 1.3% | |
| Empower Trust Company Vanguard Institutional Target Retirement 2035 Fund | Mutual Funds | — | — | $593K | 1.3% | |
| Empower Trust Company Vanguard Total Bond Market Index Fund Admiral | Common Collective Trusts | — | — | $538K | 1.2% | |
| Empower Trust Company Vanguard Institutional Target Retirement 2045 Fund | Mutual Funds | — | — | $396K | 0.9% | |
| Empower Trust Company Vanguard Life Strategy Conservative Growth Fund | Mutual Funds | — | — | $376K | 0.8% | |
| Empower Trust Company Vanguard Real Estate Index Fund | Common Collective Trusts | — | — | $344K | 0.8% | |
| Empower Trust Company Vanguard Total International Bond Index Fund Admiral | Common Collective Trusts | — | — | $322K | 0.7% | |
| Empower Trust Company Vanguard Institutional Target Retirement 2055 Fund | Mutual Funds | — | — | $279K | 0.6% | |
| Empower Trust Company Vanguard Institutional Target Retirement 2065 Fund | Mutual Funds | — | — | $238K | 0.5% | |
| Empower Trust Company Vanguard Institutional Target Retirement 2020 Fund | Mutual Funds | — | — | $192K | 0.4% | |
| Empower Trust Company DFA U.S. Small Cap Portfolio | Mutual Funds | — | — | $187K | 0.4% | |
| Empower Trust Company Vanguard Institutional Target Retirement 2060 Fund | Mutual Funds | — | — | $165K | 0.4% | |
| Empower Trust Company Vanguard International Growth Fund Admiral | Mutual Funds | — | — | $62K | 0.1% | |
| Empower Trust Company Vanguard LifeStrategy Income Fund | Mutual Funds | — | — | $58K | 0.1% | |
| Empower Trust Company Vanguard Target Retirement Income Institutional Fund | Mutual Funds | — | — | $14K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NEW YORK, NY |
| INVESTMENT ADVISOR |
| $12K |
| — |
