LORI Lucas signed New Castle Stainless Plate, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
New Castle Stainless Plate, LLC's EIN is 35-1580158.
Download the official 2024 Form 5500 (PDF) for New Castle Stainless Plate, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | BROKERAGE | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BANK OF AMERICA | 94-1687665 | — | TRUSTEE | $6K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| John Hancock Bond Fund | Mutual Funds | — | $4.2M | $3.4M | 23.3% | |
| PIMCO Long Duration Total Return Fund | Mutual Funds | — | $4.4M | $3.3M | 22.5% | |
| PIMCO Long Term U.S. Government | Mutual Funds | — | $5.0M | $3.1M | 21.1% | |
| Lord Abbett Short Duration Income Fund | Mutual Funds | — | $1.1M | $999K | 6.9% | |
| Goldman Sachs Large Cap Growth Insights Fund | Other securities | — | $854K | $975K | 6.7% | |
| American Washington Mutual Investors Fund | Other securities | — | $700K | $851K | 5.9% | |
| AMG Yacktman Fund | Other securities | — | $787K | $784K | 5.4% | |
| Hartford Balanced Income Fund | Other securities | — | $728K | $755K | 5.2% | |
| Principal Midcap High Yield Fund | Other securities | — | $81K | $166K | 1.1% | |
| MFS International Intrinsic Value Fund | Mutual Funds | — | $158K | $160K | 1.1% | |
| Cash, non-interest bearing Cash | Cash / Money Market | — | $42K | $42K | 0.3% | |
| Money market fund Blackrock Fed Fund Cash Reserve | Cash / Money Market | — | $32K | $32K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
