Mark Dundon signed Carlson Tool & Manufacturing Corp.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Carlson Tool & Manufacturing Corp.'s EIN is 39-0973406.
Download the official 2023 Form 5500 (PDF) for Carlson Tool & Manufacturing Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Carlson Tool & Manufacturing Corp.'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 | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | 36-4019175 | — | INVESTMENT ADVISORY | $42K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund | Common Collective Trusts | — | — | $3.7M | 14.6% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $3.5M | 13.6% | |
| American Funds American Balanced Fund | Mutual Funds | — | — | $2.8M | 11.0% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $1.9M | 7.4% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $1.9M | 7.3% | |
| JP Morgan JP Morgan Research Enhanced Equity Fund | Other securities | — | — | $1.9M | 7.3% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $1.6M | 6.2% | |
| Vanguard Mid Cap Index Fund | Common Collective Trusts | — | — | $1.5M | 5.9% | |
| Vanguard Small Cap Index Fund | Common Collective Trusts | — | — | $1.1M | 4.4% | |
| Vanguard Total International Stock Index Fund | Common Collective Trusts | — | — | $1.1M | 4.2% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $1.0M | 4.0% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $801K | 3.1% | |
| Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $542K | 2.1% | |
| Touchstone Mid Cap I Fund | Other securities | — | — | $421K | 1.6% | |
| and Money Market Funds Allspring Government Money Market Fund | Mutual Funds | — | — | $331K | 1.3% | |
| Franklin International Growth Fund | Mutual Funds | — | — | $301K | 1.2% | |
| DFA US Small Cap Portfolio Fund | Mutual Funds | — | — | $281K | 1.1% | |
| JP Morgan JP Morgan Government Bond Fund | U.S. Treasuries | — | — | $238K | 0.9% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $219K | 0.8% | |
| Participant Loans Interest rates from 4.25% to 9.50% -0- | Bonds / Notes | — | — | $183K | 0.7% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $133K | 0.5% | |
| (E) | Other securities | — | $8K | $90K | 0.3% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $90K | 0.3% | |
| Vanguard Target Retirement Income Fund ** 24 William Blair William Blair Emerging Markets Growth Fund | Mutual Funds | — | — | $85K | 0.3% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $23K | <0.1% | |
| Vanguard Target Retirement 2070 Fund | Mutual Funds | — | — | $23K | <0.1% | |
| Invesco International Small-Mid Company Fund | Mutual Funds | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
