Luke McCotter signed EBW Electronics, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
EBW Electronics, Inc.'s EIN is 38-3071750.
Download the official 2024 Form 5500 (PDF) for EBW Electronics, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)EBW Electronics, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
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 | — | RECORDKEEPER | $55K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROCKEFELLER FINANCIAL LLC | 83-1143379 | — | INVESTMENT ADVISORY- PLAN | $10K | — |
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 | |||||
|---|---|---|---|---|---|---|
| iShares S&P 500 Index Instl Mutual Funds | Common Collective Trusts | — | — | $1.1M | 13.3% | |
| ClearBridge Large Cap Growth A Mutual Funds | Other securities | — | — | $894K | 10.6% | |
| MFS Value A Mutual Funds | Mutual Funds | — | — | $805K | 9.5% | |
| iShares MSCI EAFE International Index K Mutual Funds | Other securities | — | — | $713K | 8.4% | |
| Macquarie Diversified Income A Mutual Funds | Other securities | — | — | $527K | 6.2% | |
| MFS International Growth A Mutual Funds | Mutual Funds | — | — | $517K | 6.1% | |
| Baird Aggregate Bond Institutional Mutual Funds | Other securities | — | — | $458K | 5.4% | |
| Columbia Contrarian Core A Mutual Funds | Other securities | — | — | $455K | 5.4% | |
| BlackRock Inflation Protected Bond A Mutual Funds | Other securities | — | — | $366K | 4.3% | |
| Columbia Mid Cap Index Mutual Funds | Other securities | — | — | $326K | 3.9% | |
| Macquarie Emerging Markets A Mutual Funds | Other securities | — | — | $304K | 3.6% | |
| Janus Henderson Enterprise A Mutual Funds | Mutual Funds | — | — | $235K | 2.8% | |
| Victory Sycamore Small Comp Opp A Mutual Funds | Other securities | — | — | $233K | 2.8% | |
| Janus Henderson Triton A Mutual Funds | Mutual Funds | — | — | $228K | 2.7% | |
| Victory Sycamore Established Value A Mutual Funds | Other securities | — | — | $217K | 2.6% | |
| BlackRock High Yield Bond A Mutual Funds | Other securities | — | — | $208K | 2.5% | |
| GALLIARD STABLE RETURN L GALLIARD · EIN 80-6183992 / PN 001 | Common Collective Trust | — | — | $208K | 2.5% | |
| iShares Russell 2000 Small Cap Index K Mutual Funds | Common Collective Trusts | — | — | $202K | 2.4% | |
| Neuberger Berman Real Estate Mutual Funds | Other securities | — | — | $172K | 2.0% | |
| BlackRock Strategic Global Bond A Mutual Funds | Other securities | — | — | $125K | 1.5% | |
| Transamerica Stable Value Fund Stable Value Fund ** 13 Participant Loans 4.25% to 9.50% Interest | Stable Value | — | — | $110K | 1.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
