Ideal Industries, Inc.'s EIN is 36-2048768.
Download the official 2024 Form 5500 (PDF) for Ideal Industries, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ideal Industries, Inc.'s plan includes a defined-benefit pension formula, a cash-balance formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | NONE KNOWN | $616K | — |
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | NONE KNOWN | $61K | — |
| U.S. BANK NATIONAL ASSOCIATION | 31-0841368 | — | NONE KNOWN | $24K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index I | Common Collective Trusts | — | $7.5M | $18.1M | 40.1% | |
| The Vanguard Group, Inc. Vanguard FTSE All World | Mutual Funds | — | $5.6M | $6.8M | 15.0% | |
| PIMCO Funds PIMCO Short Term Fund Institutional Class | Mutual Funds | — | $6.2M | $6.2M | 13.8% | |
| Long Duration US Government/Credit Fund, LLC | Other securities | — | $4.8M | $4.7M | 10.4% | |
| Legal & General Investment Management America Long Duration US Credit Fund, LLC | Other securities | — | $4.2M | $4.6M | 10.2% | |
| First American Funds Money market fund - First American Government Obligations Fund | Mutual Funds | — | $1.6M | $1.6M | 3.5% | |
| GQG Partners GQG Partners Emerging Markets Equity | Other securities | — | $1.2M | $1.2M | 2.7% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
