Jason Warner signed Metal Technologies of Indiana, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Metal Technologies of Indiana, LLC's EIN is 35-2068586.
Download the official 2024 Form 5500 (PDF) for Metal Technologies of Indiana, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Metal Technologies of Indiana, LLC'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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $98K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund 21,336 Shares | Common Collective Trusts | — | $21K | $10.2M | 14.8% | |
| Harbor Capital Appreciation Fund Retirement Class 82,934 Shares | Other securities | — | $83K | $9.5M | 13.7% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | $5.4M | $5.4M | 7.8% | |
| Dodge & Cox Stock Fund 18,957 Shares | Mutual Funds | — | $19K | $4.9M | 7.1% | |
| Vanguard Target Retirement 2025 Fund 196,868 Shares | Mutual Funds | — | $197K | $3.7M | 5.3% | |
| Vanguard Target Retirement 2050 Fund 72,295 Shares | Mutual Funds | — | $72K | $3.6M | 5.2% | |
| Vanguard Target Retirement 2040 Fund 82,963 Shares | Mutual Funds | — | $83K | $3.6M | 5.2% | |
| Euro Pacific Growth R6 63,524 Shares | Other securities | — | $64K | $3.4M | 4.9% | |
| Conestoga Small Cap Institutional 39,895 Shares | Other securities | — | $40K | $3.2M | 4.6% | |
| Vanguard Target Retirement 2045 Fund 106,303 Shares | Mutual Funds | — | $106K | $3.2M | 4.6% | |
| Vanguard Target Retirement 2035 Fund 121,716 Shares | Mutual Funds | — | $122K | $2.9M | 4.2% | |
| Federated Total Return Bond Fund Class R6 267,792 Shares | Other securities | — | $268K | $2.5M | 3.6% | |
| VANGUARD TARGET RETMT INCOME Registered Investment Company | Mutual Funds | — | — | $2.3M | 3.4% | |
| Vanguard Target Retirement 2030 Fund 60,101 Shares | Mutual Funds | — | $60K | $2.3M | 3.3% | |
| Vanguard Target Retirement 2055 Fund 39,462 Shares | Mutual Funds | — | $39K | $2.2M | 3.2% | |
| American Beacon Small Cap Value Fund Class R6 68,248 Shares | Mutual Funds | — | $68K | $1.7M | 2.4% | |
| maturing at various dates through June 2034 | Other securities | — | — | $982K | 1.4% | |
| Vanguard Target Retirement 2020 Fund 19,915 Shares | Mutual Funds | — | $20K | $527K | 0.8% | |
| Vanguard Target Retirement 2065 Fund 14,756 Shares | Mutual Funds | — | $15K | $496K | 0.7% | |
| Vanguard Target Retirement 2060 Fund 8,798 Shares | Mutual Funds | — | $9K | $451K | 0.7% | |
| Fidelity Mid Cap Index Fund 11,147 Shares | Common Collective Trusts | — | $11K | $376K | 0.5% | |
| Blackrock Inflation Protection Bond 22,724 Shares | Other securities | — | $23K | $215K | 0.3% | |
| Baillie Gifford Emerging Markets Equity Fund 3,840 Shares | Other securities | — | $4K | $74K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
