Jessica Wolf signed Kocsis Brothers Machine Co.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Kocsis Brothers Machine Co.'s EIN is 36-2643939.
Download the official 2024 Form 5500 (PDF) for Kocsis Brothers Machine Co. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Kocsis Brothers Machine Co.'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 20-8764829 | — | INVESTMENT/FINANCIAL ADVI | $22K | — |
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 | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $1.8M | 22.8% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $946K | 12.1% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $912K | 11.7% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $600K | 7.7% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $591K | 7.6% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $476K | 6.1% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $358K | 4.6% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $328K | 4.2% | |
| FID 500 IND | Registered Investment Companies | — | — | $268K | 3.4% | |
| FID ADV EQUITY GROWTH - Z | Registered Investment Companies | — | — | $190K | 2.4% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $175K | 2.2% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $160K | 2.0% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $136K | 1.7% | |
| ALLSPRING CORE PLUS BOND R6 | Registered Investment Companies | — | — | $119K | 1.5% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $90K | 1.1% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $90K | 1.1% | |
| COLUMBIA DIVIDEND INCOME I3 | Registered Investment Companies | — | — | $75K | 1.0% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $64K | 0.8% | |
| MACQUARIE SMALL CAP VALUE R6 | Registered Investment Companies | — | — | $61K | 0.8% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $57K | 0.7% | |
| PRI SMALL CAP R6 | Registered Investment Companies | — | — | $52K | 0.7% | |
| TRP INTEGRATED US SC GR EQ I | Registered Investment Companies | — | — | $51K | 0.7% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $39K | 0.5% | |
| AMF INFL LINKED BOND R6 | Registered Investment Companies | — | — | $35K | 0.5% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $30K | 0.4% | |
| PRI REAL ESTATE SECURITIES R6 | Registered Investment Companies | — | — | $20K | 0.3% | |
| PIMCO COMM RL RET STR - INSTL | Registered Investment Companies | — | — | $7K | <0.1% | |
| AMERICAN CENTURY MID CP VAL R6 | Registered Investment Companies | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
