Stephanie Fleming signed Exacto Spring Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Exacto Spring Corp.'s EIN is 36-2495545.
Download the official 2024 Form 5500 (PDF) for Exacto Spring Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Exacto Spring Corp.'s plan includes profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| R.W. BAIRD | 39-6003779 | — | NONE | $144K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Dreyfus Govt Sec Money Market Fund | Mutual Funds | — | $2.6M | $2.6M | 10.6% | |
| Vanguard S&P 500 Growth ETF Corporate Bond Fund / ETF | Common Collective Trusts | — | $1.3M | $2.0M | 8.1% | |
| Vanguard S&P 500 Value ETF Corporate Bond Fund / ETF | Common Collective Trusts | — | $949K | $1.2M | 4.9% | |
| Vanguard Mid Cap Value ETF Corporate Bond Fund / ETF | Mutual Funds | — | $495K | $825K | 3.3% | |
| iShares Russell 1000 Growth ETF Corporate Bond Fund / ETF | Common Collective Trusts | — | $499K | $723K | 2.9% | |
| Invesco S&P 500 Rev ETF Corporate Bond Fund / ETF | Common Collective Trusts | — | $500K | $534K | 2.1% | |
| First National Bank, 4.70%, due 4/23/27 Certificate of Deposit | Bonds / Notes | — | $499K | $509K | 2.0% | |
| UBS Bank USA, 4.60%, due 3/15/27 Certificate of Deposit | Bonds / Notes | — | $498K | $507K | 2.0% | |
| BMW Bank of North America, 4.90%, due 4/20/26 Certificate of Deposit | Bonds / Notes | — | $499K | $505K | 2.0% | |
| Flagstar Bank, 4.85%, due 3/27/26 Certificate of Deposit | Bonds / Notes | — | $499K | $504K | 2.0% | |
| Morgan Stanley Bank, 4.70%, due 3/29/27 Certificate of Deposit | Bonds / Notes | — | $495K | $503K | 2.0% | |
| Dollar Bank FSB, 5.10%, due 6/16/25 Certificate of Deposit | Bonds / Notes | — | $499K | $502K | 2.0% | |
| Wells Fargo Bank NA, 4.65%, due 4/14/25 Certificate of Deposit | Bonds / Notes | — | $495K | $500K | 2.0% | |
| U.S. Treasury Note, 4.125%, due 1/31/25 Government Bond | U.S. Treasuries | — | $493K | $500K | 2.0% | |
| American Express National Bank, 1.80%, due 3/3/25 Certificate of Deposit | Bonds / Notes | — | $500K | $498K | 2.0% | |
| Goldman Sachs Bank, 1.80%, due 3/9/26 Certificate of Deposit | Bonds / Notes | — | $500K | $487K | 1.9% | |
| iShares Russell Mid Cap Corporate Bond Fund / ETF | Other securities | — | $400K | $476K | 1.9% | |
| SPDR Mortgage Backed Bond ETF Corporate Bond Fund / ETF | Other securities | — | $212K | $218K | 0.9% | |
| Apple Inc. Common Stock | Common Stocks | — | $37K | $151K | 0.6% | |
| iShares iBonds December 2027 Term Treasury ETF Corporate Bond Fund / ETF | Other securities | — | $147K | $149K | 0.6% | |
| Exxon Mobile Corp. Common Stock | Common Stocks | — | $102K | $149K | 0.6% | |
| Chubb Ltd. Common Stock | Common Stocks | — | $70K | $136K | 0.5% | |
| Microsoft Corp. Common Stock | Common Stocks | — | $48K | $129K | 0.5% | |
| iShares MBS ETF Corporate Bond Fund / ETF | Other securities | — | $125K | $123K | 0.5% | |
| JPMorgan Chase and Co. Common Stock | Common Stocks | — | $41K | $109K | 0.4% | |
| Broadcom Inc. Common Stock | Common Stocks | — | $15K | $108K | 0.4% | |
| Caseys General Stores Inc. Common Stock | Common Stocks | — | $57K | $95K | 0.4% | |
| Mastercard Inc. Common Stock | Common Stocks | — | $31K | $94K | 0.4% | |
| General Dynamics Corp. Common Stock | Common Stocks | — | $51K | $93K | 0.4% | |
| Merck & Company Inc. Common Stock | Common Stocks | — | $59K | $92K | 0.4% | |
| Morgan Stanley Common Stock | Common Stocks | — | $28K | $91K | 0.4% | |
| Broadridge Financial Solutions Inc. Common Stock | Common Stocks | — | $39K | $90K | 0.4% | |
| Snap On Inc. Common Stock | Common Stocks | — | $46K | $90K | 0.4% | |
| Home Depot Inc. Common Stock | Common Stocks | — | $42K | $89K | 0.4% | |
| Chevron Corp. Common Stock | Common Stocks | — | $62K | $86K | 0.3% | |
| Fastenal Company Common Stock | Common Stocks | — | $43K | $86K | 0.3% | |
| Stryker Corp. Common Stock | Common Stocks | — | $37K | $85K | 0.3% | |
| WEC Energy Group Inc. Common Stock | Common Stocks | — | $75K | $82K | 0.3% | |
| Illinois Tool Works Inc. Common Stock | Common Stocks | — | $47K | $82K | 0.3% | |
| Johnson Controls Intl. PLC Common Stock | Common Stocks | — | $40K | $82K | 0.3% | |
| Bank of America Corp. Common Stock | Common Stocks | — | $50K | $81K | 0.3% | |
| S&P Global Inc. Common Stock | Common Stocks | — | $52K | $80K | 0.3% | |
| Medtronic PLC Common Stock | Common Stocks | — | $81K | $80K | 0.3% | |
| McDonalds Corp. Common Stock | Common Stocks | — | $46K | $78K | 0.3% | |
| Sherwin Williams Co. Common Stock | Common Stocks | — | $41K | $78K | 0.3% | |
| iShares iBonds December 2026 Term Corp ETF Corporate Bond Fund / ETF | Common Stocks | — | $77K | $75K | 0.3% | |
| Jack Henry & Associates Inc Common Stock | Common Stocks | — | $64K | $72K | 0.3% | |
| Duke Energy Corp Common Stock | Common Stocks | — | $55K | $71K | 0.3% | |
| EOG Resources Inc. Common Stock | Common Stocks | — | $62K | $70K | 0.3% | |
| NextEra Energy Inc. Common Stock | Common Stocks | — | $37K | $70K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
