Mark Mandrick signed Melling Tool Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Melling Tool Company's EIN is 38-1527270.
Download the official 2024 Form 5500 (PDF) for Melling Tool Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Melling Tool Company'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $59K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | 34-1542819 | — | INVESTMENT ADVISORY | $20K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Am Fds 2050 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $3.5M | 9.7% | |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | $0 | $3.2M | 8.9% | |
| Am Fds 2040 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $3.0M | 8.5% | |
| Am Fds 2020 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $3.0M | 8.5% | |
| Am Fds 2010 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $2.8M | 7.7% | |
| ALLSPRING ENH STK MKT CIT N SEI TRUST COMPANY · EIN 56-6288528 / PN 001 | Common Collective Trust | — | — | $2.8M | 7.7% | |
| Am Fds 2030 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $2.5M | 6.9% | |
| Am Fds 2025 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $1.8M | 5.2% | |
| Am Fds 2045 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $1.8M | 5.0% | |
| Am Fds 2015 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $1.8M | 5.0% | |
| Am Fds 2035 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $1.5M | 4.2% | |
| Am Fds 2055 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $1.4M | 3.9% | |
| Am Fds 2060 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $1.1M | 3.2% | |
| Invesco Real Estate Y Fund | Mutual Funds | — | $0 | $995K | 2.8% | |
| JanusHenderson MdCp Val T | Other securities | — | $0 | $882K | 2.5% | |
| Am Fds Grth Fd of Am R6 Fund | Other securities | — | $0 | $876K | 2.5% | |
| American Funds SMCAP Wld R6 Fd | Mutual Funds | — | $0 | $751K | 2.1% | |
| American Funds NewPrsp R6 Fnd | Mutual Funds | — | $0 | $658K | 1.8% | |
| Am Fds Am Hi-Inc Trs R6 Fund | Common Stocks | — | $0 | $618K | 1.7% | |
| PIMCO Total Return Instl Fund | Mutual Funds | — | $0 | $583K | 1.6% | |
| Am Fds 2065 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $467K | 1.3% | |
| American Fds US Govt Sec R6 Fd | Other securities | — | $0 | $411K | 1.2% | |
| Am FdCap Wld Gth and In R6 Fnd | Other securities | — | $0 | $401K | 1.1% | |
| Am Fds Bd Fd of Am R6 Fd | Other securities | — | $0 | $296K | 0.8% | |
| Am Fds EuroPacific Grth R6 Fd | Other securities | — | $0 | $266K | 0.7% | |
| Am Fnd Inter Bd Fd of Am R6 Fd | Other securities | — | $0 | $254K | 0.7% | |
| American Funds NewWorld R6 | Mutual Funds | — | $0 | $250K | 0.7% | |
| Am Fds Fndmtl Inv R6 Fund | Other securities | — | $0 | $114K | 0.3% | |
| Am Fnds Cap Inc Builder R6 Fd | Common Stocks | — | $0 | $106K | 0.3% | |
| Amer Fds Inc Fd of Amer R6 Fd | Common Stocks | — | $0 | $101K | 0.3% | |
| BNYM Intl Stock Index Inv Fund | Other securities | — | $0 | $69K | 0.2% | |
| Participant Loans | Participant loans | — | $0 | $69K | 0.2% | |
| Allspring Enh Stk Mkt CIT N | Common Collective Trusts | — | $0 | $61K | 0.2% | |
| AM FDS 2070 TRGT DTE RTM R6 FD | Other securities | — | $0 | $39K | 0.1% | |
| Allspring Emerg Grrowth Instl | Other securities | — | $0 | $15K | <0.1% | |
| BNYM Midcap Index Inv Fund | Other securities | — | $0 | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
