Devon Andrew signed Twin DISC, Incorporated's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Twin DISC, Incorporated's EIN is 39-0667110.
Download the official 2024 Form 5500 (PDF) for Twin DISC, Incorporated from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Twin DISC, Incorporated's plan includes a cash-balance formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EAGLE ASSET MANAGEMENT | 59-2385219 | — | NONE | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INCOME RESEARCH AND MANAGEMENT | 04-2955404 |
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 | |||||
|---|---|---|---|---|---|---|
| IR&M LONG GOVERNMENT/CREDIT FUND LLC PARTNERSHIP | Other securities | — | — | $38.5M | 74.8% | |
| VANGUARD TOTAL STOCK MARKET INDEX FUND - ADM #585 MUTUAL FUND | Common Collective Trusts | — | $4.0M | $4.4M | 8.6% | |
| PRIN US PROPERTY SA-RL 41 PRINCIPAL LIFE INSUANCE · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $3.9M | 7.6% | |
| PRINCIPAL GROUP REAL ESTATE-T LEVEL POOLED SEPARATED ACCT | Common Stocks | — | $1.7M | $3.9M | 7.6% | |
| AMERICAN EUROPACIFIC GROWTH FUND CLASS R6 #2616 MUTUAL FUND | Other securities | — | $2.6M | $2.4M | 4.7% | |
| TWIN DISC INC COM COMMON STOCK | Common Stocks | — | $242K | $1.2M | 2.2% | |
| FEDERATED HERMES TREASURY OBLIGATIONS FUND (PRINCIPAL) MUTUAL FUND | Other securities | — | $619K | $619K | 1.2% | |
| ROCK CREEK GEORGETOWN FUND CLASS C, LTD - HOLDBACK PARTNERSHIP | Common Stocks | — | $397K | $397K | 0.8% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $100K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARQUETTE ASSOCIATES INVESTMENT | — | CHICAGO, IL | NONE | $49K | — |
| WILLIS TOWERS WATSON | 23-1159360 | — | NONE | $49K | — |
| MIDWEST INSTITUTIONAL TRUST COMPANY | 93-1799133 | — | NONE | $15K | — |
| WIPFLI LLP | 39-0758449 | — | NONE | $14K | — |
| FIDUCIARY TRUST INTERNATIONAL | 65-0080824 | — | NONE | $10K | — |
| LSV MANAGEMENT | 23-2772200 | — | NONE | $4K | — |
