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 | $7K | — |
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 TARGET RETIREMNT 2030 Registered Investment Company | Mutual Funds | — | — | $1.0M | 21.9% | |
| Vanguard Target Retirement 2040 Fund 13,540 Shares | Mutual Funds | — | $14K | $585K | 12.5% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | $474K | $474K | 10.2% | |
| Vanguard Target Retirement 2045 Fund 14,075 Shares | Mutual Funds | — | $14K | $418K | 9.0% | |
| Vanguard Target Retirement 2035 Fund 15,767 Shares | Mutual Funds | — | $16K | $378K | 8.1% | |
| Vanguard Target Retirement 2050 Fund 5,788 Shares | Mutual Funds | — | $6K | $288K | 6.2% | |
| Vanguard Target Retirement 2025 Fund 14,507 Shares | Mutual Funds | — | $15K | $271K | 5.8% | |
| Vanguard Target Retirement 2020 Fund 9,812 Shares | Mutual Funds | — | $10K | $260K | 5.6% | |
| Vanguard Target Retirement 2055 Fund 4,654 Shares | Mutual Funds | — | $5K | $259K | 5.5% | |
| Vanguard Institutional Index Fund 432 Shares | Common Collective Trusts | — | — | $207K | 4.4% | |
| Harbor Capital Appreciation Fund Retirement Class 871 Shares | Other securities | — | — | $99K | 2.1% | |
| maturing at various dates through November 2029 | Other securities | — | — | $82K | 1.8% | |
| Conestoga Small Cap Institutional 812 Shares | Other securities | — | — | $65K | 1.4% | |
| Dodge & Cox Stock Fund 215 Shares | Mutual Funds | — | — | $55K | 1.2% | |
| American EuroPacific Growth Fund Class R6 738 Shares | Other securities | — | — | $40K | 0.8% | |
| Federated Total Return Bond Fund Class R6 3,940 Shares | Other securities | — | $4K | $37K | 0.8% | |
| American Beacon Small Cap Value Fund Class R6 1,377 Shares | Mutual Funds | — | $1K | $34K | 0.7% | |
| Vanguard Target Retirement 2060 Fund 623 Shares | Mutual Funds | — | — | $32K | 0.7% | |
| Fidelity Mid Cap Index Fund 728 Shares | Common Collective Trusts | — | — | $25K | 0.5% | |
| Blackrock Inflation Protection Bond 1,369 Shares | Other securities | — | $1K | $13K | 0.3% | |
| Vanguard Target Retirement 2065 Fund 246 Shares | Mutual Funds | — | — | $8K | 0.2% | |
| Vanguard Target Ret Income Fund 497 Shares | Mutual Funds | — | — | $7K | 0.1% | |
| Baillie Gifford Emerging Markets Equity Fund 159 Shares | Common Stocks | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
