Joel Ohrmundt signed Sub-ZERO Group, Inc.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sub-ZERO Group, Inc.'s EIN is 39-0742970.
Download the official 2022 Form 5500 (PDF) for Sub-ZERO Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Sub-ZERO Group, 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 |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SRVS | 01-0233346 | — | RETAINED BY CLIENT | $61K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund, Institutional Shares N/R | Common Collective Trusts | — | — | $9.1M | 11.2% | |
| MainStay Winslow Large Cap Growth Fund, Class R6 N/R | Other securities | — | — | $8.1M | 10.0% | |
| VANGUARD TR 2035 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $6.6M | 8.1% | |
| VANGUARD TR 2030 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $6.0M | 7.4% | |
| New York Life Guaranteed Investment Contract N/R | Stable Value | — | — | $6.0M | 7.3% | |
| VANGUARD TR 2025 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $5.6M | 6.8% | |
| VANGUARD TR 2040 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $4.2M | 5.1% | |
| VANGUARD TR 2055 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $4.1M | 5.0% | |
| VANGUARD TR 2045 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $4.0M | 4.9% | |
| VANGUARD TR 2050 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $3.6M | 4.4% | |
| Fidelity Small Cap Growth, K6 Fund N/R | Mutual Funds | — | — | $2.8M | 3.5% | |
| PIMCO Total Return Fund, Institutional Class N/R | Mutual Funds | — | — | $2.8M | 3.4% | |
| Participant Loans * Participant loans Interest rates: 4.25% - 8.00% $0 | Bonds / Notes | — | — | $2.7M | 3.3% | |
| VANGUARD TR 2020 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $2.3M | 2.9% | |
| American Funds EuroPacific Growth Fund, Class R6 N/R | Mutual Funds | — | — | $2.3M | 2.8% | |
| Dimensional Fund Advisors LP US Targeted Value Portfolio, Institutional Class N/R | Mutual Funds | — | — | $2.1M | 2.5% | |
| Columbia Funds Small Cap Growth Fund, Class R6 N/R | Other securities | — | — | $2.0M | 2.4% | |
| VANGUARD TR 2060 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $1.8M | 2.2% | |
| Invesco Developing Markets Fund, Class R6 N/R | Mutual Funds | — | — | $1.4M | 1.7% | |
| Vanguard Total International Stock Index Fund, Institutional Shares N/R | Common Collective Trusts | — | — | $1.1M | 1.4% | |
| Vanguard Total Bond Market Index Fund, Institutional Shares N/R | Common Collective Trusts | — | — | $753K | 0.9% | |
| VANGUARD TR 2065 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $628K | 0.8% | |
| Vanguard International Value Fund, Investor Shares N/R | Mutual Funds | — | — | $489K | 0.6% | |
| Dimensional Fund Advisors LP Global Real Estate Securities Portfolio, Institutional Class N/R | Mutual Funds | — | — | $381K | 0.5% | |
| VANGUARD TR INCOME TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 024 | Common Collective Trust | — | — | $309K | 0.4% | |
| T. Rowe Price International Discovery Fund, Class I N/R | Other securities | — | — | $236K | 0.3% | |
| Fidelity Strategic Income Fund N/R | Mutual Funds | — | — | $155K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
