Jason Kinander signed Electri-Flex Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Electri-Flex Company's EIN is 36-6491610.
Download the official 2024 Form 5500 (PDF) for Electri-Flex Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Electri-Flex Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SHERIDAN ROAD ADVISORS LLC | — | NORTHBROOK, IL | INVESTMENT ADVISOR | $26K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Empower Annuity Insurance Company Guaranteed Income Fund | Common Stocks | — | — | $3.3M | 24.3% | |
| American Funds American Funds Europacific Growth | Mutual Funds | — | — | $2.8M | 20.2% | |
| Metropolitan West Asset Management Metropolitan West Total Return Bond | Other securities | — | — | $1.9M | 14.0% | |
| American Funds American Funds Washington Mutual | Mutual Funds | — | — | $1.6M | 11.6% | |
| Massachusetts Financial Services Company MFS Growth Fund Class R3 | Mutual Funds | — | — | $1.5M | 10.9% | |
| Invesco Advisers Invesco Small Cap Value | Mutual Funds | — | — | $1.2M | 8.6% | |
| PGIM Investments PGIM Jennison Small Company | Common Stocks | — | — | $879K | 6.4% | |
| Participant loans Interest rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $294K | 2.2% | |
| American Funds American Funds American Balanced | Mutual Funds | — | — | $145K | 1.1% | |
| Principal Mid Cap S&P 400 Index | Other securities | — | — | $45K | 0.3% | |
| PGIM Investments PGIM QMA Stock Index | Other securities | — | — | $32K | 0.2% | |
| PIMCO Investments PIMCO Real Return A | Mutual Funds | — | — | $11K | <0.1% | |
| Principal Small Cap S&P 600 Index | Other securities | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
