Jenna Diamond signed MAC Valves, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
MAC Valves, Inc.'s EIN is 38-1292687.
Download the official 2024 Form 5500 (PDF) for MAC Valves, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)MAC Valves, 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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $44K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY GLOBAL BANKING OPERA | 36-3145972 | — | INVESTMENT ADVISORY | $57K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds New Persp | Mutual Funds | — | — | $4.7M | 11.8% | |
| T. Rowe RA 2035 | Other securities | — | — | $4.1M | 10.4% | |
| T. Rowe RA 2025 | Other securities | — | — | $3.7M | 9.4% | |
| T. Rowe RA 2030 | Other securities | — | — | $3.2M | 8.0% | |
| Pioneer Fundamental Growth | Other securities | — | — | $2.6M | 6.7% | |
| American Funds InvmtCo | Mutual Funds | — | — | $2.3M | 5.8% | |
| T. Rowe RA 2045 | Other securities | — | — | $1.8M | 4.5% | |
| T. Rowe RA 2020 | Other securities | — | — | $1.4M | 3.6% | |
| T. Rowe RA 2040 | Other securities | — | — | $1.4M | 3.5% | |
| MFS Value | Mutual Funds | — | — | $1.2M | 3.1% | |
| T. Rowe RA 2055 | Other securities | — | — | $1.2M | 3.1% | |
| State Street Bank and Trust Company American Funds American Balanced | Mutual Funds | — | — | $1.2M | 3.0% | |
| Vanguard Treasury Money Market Inv. | Mutual Funds | — | — | $1.1M | 2.7% | |
| Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $862K | 2.2% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $846K | 2.1% | |
| T. Rowe RA 2015 | Other securities | — | — | $767K | 1.9% | |
| American Funds EuroPacific | Mutual Funds | — | — | $663K | 1.7% | |
| Participants Participant notes receivable - Interest rates between 4.25 and 9.50 percent - | Other securities | — | — | $615K | 1.6% | |
| Lord Abbett Bond | U.S. Treasuries | — | — | $559K | 1.4% | |
| Invesco Core Plus Bond | Mutual Funds | — | — | $554K | 1.4% | |
| Hartford Mid Cap | Other securities | — | — | $553K | 1.4% | |
| Lord Abbett Short Duration Inc R5 | Mutual Funds | — | — | $456K | 1.2% | |
| Baron SmallCap | Other securities | — | — | $420K | 1.1% | |
| Delaware Small Cap | Other securities | — | — | $380K | 1.0% | |
| American Funds New World | Mutual Funds | — | — | $306K | 0.8% | |
| BlackRock Inflation Bond | Other securities | — | — | $302K | 0.8% | |
| T. Rowe RA 2060 | Other securities | — | — | $301K | 0.8% | |
| Brandes International Equity I | Other securities | — | — | $260K | 0.7% | |
| Harding Loevner International Equity | Other securities | — | — | $246K | 0.6% | |
| T. Rowe RA 2050 | Other securities | — | — | $238K | 0.6% | |
| Principal High Yield | Other securities | — | — | $235K | 0.6% | |
| Cohen & Steers Global Realty I | Other securities | — | — | $180K | 0.5% | |
| T. Rowe RA 2065 | Other securities | — | — | $171K | 0.4% | |
| Goldman Sachs MidCap Value | Other securities | — | — | $152K | 0.4% | |
| BlackRock Global l | Other securities | — | — | $98K | 0.2% | |
| MFS Emerging Markets | Mutual Funds | — | — | $57K | 0.1% | |
| T. Rowe RA Balanced | Other securities | — | — | $55K | 0.1% | |
| PIMCO International Bond | Mutual Funds | — | — | $47K | 0.1% | |
| T. Rowe RA 2010 | Other securities | — | — | $26K | <0.1% | |
| State Street Bank and Trust Company Interest-bearing cash | Cash / Money Market | — | — | $12K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANTE MORAN, PLLC | 33-1498605 | — | AUDITOR | $15K | — |
