ALEX Boosalis signed Cadillac Casting, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cadillac Casting, Inc.'s EIN is 38-0392940.
Download the official 2023 Form 5500 (PDF) for Cadillac Casting, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Cadillac Casting, Inc.'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 |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | RECORDKEEPER | $154K | — |
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $42K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Principal Life Insurance Company Guaranteed Option | Common Stocks | — | — | $5.5M | 24.5% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $4.5M | 19.8% | |
| Fidelity Investments Advisor Equity Growth Z Fund | Mutual Funds | — | — | $1.7M | 7.6% | |
| Notes Receivable from Participants Interest Rate 4.25% - 9.50% | Bonds / Notes | — | — | $1.1M | 4.7% | |
| JP Morgan Funds US Equity R6 Fund | Other securities | — | — | $975K | 4.3% | |
| Oakmark Institutional | Other securities | — | — | $964K | 4.3% | |
| Vanguard Group Value Index Adm Fund | Mutual Funds | — | — | $944K | 4.2% | |
| COLUMBIA TR STB HI QL IN ADM 0 AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 036 | Common Collective Trust | — | — | $913K | 4.0% | |
| First Eagle Global Fund Global R6 Fund ** 46 Hartford Mutual Funds International Multi-Cap Value SDR Fund | Other securities | — | — | $703K | 3.1% | |
| Dimensional Fund Advisors Emerging Markets Core Equity I Fund | Mutual Funds | — | — | $696K | 3.1% | |
| MFS Investment Management Intl Diversification R6 Fund | Mutual Funds | — | — | $694K | 3.1% | |
| PRINCIPAL OVERSEAS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 116 | Pooled Separate Account | — | — | $687K | 3.0% | |
| Virtus KAR Mid-Cap Core R6 Fund | Other securities | — | — | $542K | 2.4% | |
| Vanguard Group Mid Cap Index Adm Fund | Mutual Funds | — | — | $439K | 1.9% | |
| Fidelity Investments Advisor Stock Selector Sm Cp Z | Mutual Funds | — | — | $433K | 1.9% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $316K | 1.4% | |
| Janus International Holding LLC Janus Henderson Balanced N ** 46 John Hancock Disciplined Value Mid Cap R6 Fund | Mutual Funds | — | — | $314K | 1.4% | |
| MFS Investment Management Mid Cap Value R6 Fund | Mutual Funds | — | — | $307K | 1.4% | |
| TIAA Investments Lifecycle Index 2035 Inst | Mutual Funds | — | — | $296K | 1.3% | |
| TIAA Investments Lifecycle Index 2030 Inst | Mutual Funds | — | — | $247K | 1.1% | |
| TIAA Investments Lifecycle Index 2050 Inst | Mutual Funds | — | — | $76K | 0.3% | |
| TIAA Investments Lifecycle Index 2040 Inst | Mutual Funds | — | — | $56K | 0.2% | |
| The American Funds Bond Fund of America R6 Fund | Mutual Funds | — | — | $46K | 0.2% | |
| TIAA Investments Lifecycle Index 2060 Inst | Mutual Funds | — | — | $42K | 0.2% | |
| PIMCO Income Institutional Fund | Mutual Funds | — | — | $23K | 0.1% | |
| Cohen & Steers Instl Realty Shares Fund ** 55 Columbia Funds Total Return Bond I3 Fund | Other securities | — | — | $23K | 0.1% | |
| TIAA Investments Lifecycle Index 2045 Inst | Mutual Funds | — | — | $21K | <0.1% | |
| TIAA Investments Lifecycle Index 2020 Inst ** 9 TIAA Investments Lifecycle Index 2025 Inst | Mutual Funds | — | — | $5K | <0.1% | |
| PIMCO Commodities Plus Strategy Institutional Fund | Mutual Funds | — | — | $5K | <0.1% | |
| COLUMBIA TRUST STABLE GOV FUND AMERIPRISE TRUST CO · EIN 41-0007957 / PN 058 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
