Paul Van Walleghem signed Partner Industrial, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Partner Industrial, LLC's EIN is 36-4844556.
Download the official 2024 Form 5500 (PDF) for Partner Industrial, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Partner Industrial, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $479 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES INC DBA |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| State Street Target Retirement 2035 K 82,333 shares | Mutual Funds | — | $82K | $1.1M | 18.5% | |
| State Street Target Retirement 2030 K 79,809 shares | Other securities | — | $80K | $1.0M | 16.8% | |
| Ishares S&P 500 Index K 843 shares | Common Collective Trusts | — | — | $580K | 9.4% | |
| State Street Target Retirement 2050 K 35,102 shares | Other securities | — | $35K | $527K | 8.6% | |
| State Street Target Retirement 2025 K 34,086 shares | Other securities | — | $34K | $408K | 6.6% | |
| MFS Growth R6 1,815 shares | Mutual Funds | — | $2K | $370K | 6.0% | |
| T. Rowe Price Diversified Mid Cap Gr I 7,940 shares | Other securities | — | $8K | $365K | 5.9% | |
| Fidelity Advisor Total Bond Z 34,048 shares | Mutual Funds | — | $34K | $320K | 5.2% | |
| State Street Target Retirement 2045 K 18,912 shares | Other securities | — | $19K | $281K | 4.6% | |
| * Key Guaranteed Portfolio Fund | Guaranteed Income / GIC | — | — | $229K | 3.7% | |
| Ishares MSCI Total International Index K 15,204 shares | Other securities | — | $15K | $154K | 2.5% | |
| MFS International Diversification R6 5,570 shares | Mutual Funds | — | $6K | $127K | 2.1% | |
| varying maturity dates through 2029 | Other securities | — | — | $90K | 1.5% | |
| State Street Target Retirement 2040 K 6,290 shares | Other securities | — | $6K | $90K | 1.5% | |
| JP Morgan Equity Income R6 3,728 shares | Other securities | — | $4K | $89K | 1.5% | |
| Ishares Russell Mid-Cap Index K 5,640 shares | Other securities | — | $6K | $84K | 1.4% | |
| State Street Target Retirement 2060 K 5,175 shares | Other securities | — | $5K | $81K | 1.3% | |
| State Street Target Retirement 2065 K 2,915 shares | Other securities | — | $3K | $45K | 0.7% | |
| Clearbridge Small Cap Growth IS 1,117 shares | Other securities | — | $1K | $44K | 0.7% | |
| Ishares Russell 2000 Small-Cap Index K 1,274 shares | Common Collective Trusts | — | $1K | $31K | 0.5% | |
| Allspring Special Small Cap Value R6 459 shares | Other securities | — | — | $18K | 0.3% | |
| JP Morgan Core Bond R6 1,407 shares | Other securities | — | $1K | $14K | 0.2% | |
| Allspring Special Mid Cap Value R6 245 shares | Other securities | — | — | $12K | 0.2% | |
| State Street Target Retirement 2055 K 709 shares | Other securities | — | — | $11K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NEW YORK, NY |
| INVESTMENT ADVISOR |
| $27K |
| — |
