Walter Yonkaitis signed Midtronics, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Midtronics, Inc.'s EIN is 36-3340412.
Download the official 2024 Form 5500 (PDF) for Midtronics, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Midtronics, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EPIC RETIREMENT PLAN SERVICES | 16-1450952 | — | NONE | $43K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NAVIGATE RETIREMENT SOLUTIONS | 55-0846628 | — | NONE | $36K | — |
| CHARLES SCHWAB & CO., INC. |
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 | |||||
|---|---|---|---|---|---|---|
| Charles Schwab S&P 500 INDEX FUND—SELECT S | Common Collective Trusts | — | — | $11.7M | 26.7% | |
| Pioneer Investments PIONEER FUNDAMENTAL GROWTH Y | Other securities | — | — | $6.2M | 14.1% | |
| American Funds AMERICAN MUTAL FUND R6 | Mutual Funds | — | — | $5.1M | 11.7% | |
| JP Morgan SMALL CAP EQTY R6 | Other securities | — | — | $4.6M | 10.5% | |
| STABLE VALUE FUND CIT, SERIES 25053 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $3.9M | 8.9% | |
| All Spring CORE BD FD R6 | Other securities | — | — | $3.3M | 7.5% | |
| Vanguard DEVELOPED MKTS INDEX ADM | Mutual Funds | — | — | $2.8M | 6.5% | |
| Charles Schwab Self-directed brokerage investments including noninterest bearing cash | Self-Directed Brokerage | — | — | $2.0M | 4.5% | |
| Vanguard MID-CAP GROWTH INDEX ADMIRA | Mutual Funds | — | — | $1.3M | 2.9% | |
| Massachusetts Financial Services MID CAP VALUE FD CL R6 | Other securities | — | — | $1.1M | 2.5% | |
| to 8.00% maturing through November 2048) | Bonds / Notes | — | — | $482K | 1.1% | |
| Charles Schwab 2050 INDEX FUND | Common Collective Trusts | — | — | $228K | 0.5% | |
| Charles Schwab 2045 INDEX FUND | Common Collective Trusts | — | — | $217K | 0.5% | |
| Charles Schwab 2055 INDEX FUND | Common Collective Trusts | — | — | $203K | 0.5% | |
| Charles Schwab 2060 INDEX FUND | Common Collective Trusts | — | — | $158K | 0.4% | |
| Charles Schwab 2040 INDEX FUND | Common Collective Trusts | — | — | $156K | 0.4% | |
| Charles Schwab 2035 INDEX FUND | Common Collective Trusts | — | — | $82K | 0.2% | |
| Charles Schwab 2030 INDEX FUND | Common Collective Trusts | — | — | $50K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 94-1737782 |
| — |
| NONE |
| $0 |
| — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $0 | — |
