Steven J. Barry signed Printron Engravers, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Printron Engravers, Inc.'s EIN is 39-1024947.
Download the official 2024 Form 5500 (PDF) for Printron Engravers, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Printron Engravers, Inc.'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 |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-0472300 | — | SERVICE PROVIDER | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH | 13-5674085 | — | ADVISORY | $42K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral Class | Common Collective Trusts | — | — | $1.6M | 11.5% | |
| American Funds Washington Mutual Investors Class R6 | Mutual Funds | — | — | $1.6M | 11.3% | |
| Vanguard Target Retirement 2040 Investor Shares | Mutual Funds | — | — | $1.5M | 10.5% | |
| Baird Aggregate Bond Class Institutional | Other securities | — | — | $1.2M | 8.6% | |
| Fidelity Advisor Growth Opportunities Class Z | Mutual Funds | — | — | $1.2M | 8.5% | |
| Lincoln Stable Value Account | Stable Value | — | $1.1M | $1.1M | 7.9% | |
| T Rowe Price Mid Cap Value | Mutual Funds | — | — | $874K | 6.3% | |
| Vanguard Developed Markets Index Admiral Shares | Mutual Funds | — | — | $716K | 5.2% | |
| American Funds New Perspective Class R6 | Mutual Funds | — | — | $529K | 3.8% | |
| Delaware Small Cap Value Institutional Class | Other securities | — | — | $506K | 3.7% | |
| Mfs International Growth Class R4 | Mutual Funds | — | — | $394K | 2.9% | |
| Blackrock Inflation Protected Bond Institutional Shares | Other securities | — | — | $389K | 2.8% | |
| Jpmorgan Emerging Markets Equity Class R5 | Other securities | — | — | $318K | 2.3% | |
| Vanguard Real Estate Index Admiral Shares | Mutual Funds | — | — | $273K | 2.0% | |
| Amercian Funds Inermediate Bond of America Class R6 | Other securities | — | — | $265K | 1.9% | |
| Vanguard Target Retirement 2035 Investor Shares | Mutual Funds | — | — | $257K | 1.9% | |
| Mfs Mid Cap Growth Class R6 | Mutual Funds | — | — | $247K | 1.8% | |
| T Rowe Price Dividend Growth | Mutual Funds | — | — | $233K | 1.7% | |
| Mfs New Discovery Class R4 | Mutual Funds | — | — | $226K | 1.6% | |
| Dws Enhanced Commodity Strategy Class Inst | Other securities | — | — | $195K | 1.4% | |
| Participant Loans | Participant loans | — | — | $113K | 0.8% | |
| Vanguard International Value Investor Shares | Mutual Funds | — | — | $109K | 0.8% | |
| Vanguard Target Retirement 2045 Investor Shares | Mutual Funds | — | — | $72K | 0.5% | |
| American Funds the Bond of America Class R6 | Mutual Funds | — | — | $24K | 0.2% | |
| John Hancock Income Class I | Other securities | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HAWKINS ASH CPA'S | 39-0912608 | — | AUDITOR | $7K | — |