Andrew Herkert signed Madison Electric Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Madison Electric Company's EIN is 38-0783210.
Download the official 2024 Form 5500 (PDF) for Madison Electric Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Madison Electric Company'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$55K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO CLEARING SERVICES LLC | 23-2384840 | — | ADVISOR | $35K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $44.8M | 96.5% | |
| GG G RETIRE INC F35 GREAT GRAY TRUST COMPANY · EIN 20-5886387 / PN 082 | Common Collective Trust | — | — | $2.2M | 4.8% |
| 26-4311657 |
| — |
| INVESTMENT ADVISOR |
| $17K |
| — |
| CAPFINANCIAL PARTNERS, LLC. | 26-0058143 | — | INVESTMENT ADVISOR | $8K | — |
