Mitchell Feller signed Engineering Industries, Inc. Employee Stock Ownership Plan's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Engineering Industries, Inc. Employee Stock Ownership Plan's EIN is 39-1098063.
Download the official 2024 Form 5500 (PDF) for Engineering Industries, Inc. Employee Stock Ownership Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Engineering Industries, Inc. 926 shares of common stock | Common Stocks | — | $1.4M | $16.3M | 87.4% | |
| First Business Bank 4.12% CD, 5-5-25 maturity | Bonds / Notes | — | $400K | $400K | 2.2% | |
| BOM Bank 5.305% CD, 5-6-25 maturity | Bonds / Notes | — | $248K | $248K | 1.3% | |
| Vanguard US Treasury 1–3 Year Bonds | U.S. Treasuries | — | $172K | $165K | 0.9% | |
| First Financial NW Bank 5.0% CD, 5-6-25 maturity | Bonds / Notes | — | $155K | $155K | 0.8% | |
| Charles Schwab Money market | Mutual Funds | — | $92K | $92K | 0.5% | |
| Berkshire Hathaway 3.5% bond, 2-1-25 maturity | Bonds / Notes | — | $33K | $30K | 0.2% | |
| United States Treasury 4.0% T-Bill, 6-30-28 maturity | U.S. Treasuries | — | $29K | $30K | 0.2% | |
| United States Treasury 4.5% T-Bill, 5-31-29 maturity | U.S. Treasuries | — | $25K | $25K | 0.1% | |
| United States Treasury 2.875% T-Bill, 11-30-25 maturity | U.S. Treasuries | — | $25K | $25K | 0.1% | |
| Applied Materials 3.3% bond, 4-1-27 maturity | Bonds / Notes | — | $24K | $24K | 0.1% | |
| Southwestern Electric Power 1.65% bond, 3-15-26 maturity | Bonds / Notes | — | $25K | $24K | 0.1% | |
| Unilever PLC 7.25% bond, 12-15-26 maturity | Bonds / Notes | — | $22K | $21K | 0.1% | |
| Marsh & McLennan 3.75% bond, 3-14-26 maturity | Bonds / Notes | — | $22K | $20K | 0.1% | |
| United States Treasury 0.25% T-Bill, 8-31-25 maturity | U.S. Treasuries | — | $18K | $20K | 0.1% | |
| Taiwan Semiconductor Mfg. Equity shares | Other securities | — | $5K | $17K | <0.1% | |
| Microsoft Corporation Equity shares | Common Stocks | — | $5K | $15K | <0.1% | |
| Quanta Services, Inc. Equity shares | Common Stocks | — | $12K | $14K | <0.1% | |
| The Goldman Sachs Group Equity shares | Common Stocks | — | $13K | $14K | <0.1% | |
| The Home Depot, Inc. Equity shares | Common Stocks | — | $7K | $13K | <0.1% | |
| Costco Wholesale Corp Equity shares | Common Stocks | — | $6K | $12K | <0.1% | |
| National Rural Utilities 5.05% bond, 5-15-27 maturity | Bonds / Notes | — | $14K | $12K | <0.1% | |
| Berkshire Hathaway Equity shares | Other securities | — | $10K | $12K | <0.1% | |
| Hermès International Société Equity shares | Other securities | — | $7K | $11K | <0.1% | |
| Marsh & McLennan Co Equity shares | Common Stocks | — | $4K | $11K | <0.1% | |
| Meta Platforms, Inc. Equity shares | Common Stocks | — | $7K | $11K | <0.1% | |
| PepsiCo, Inc. Equity shares | Common Stocks | — | $8K | $10K | <0.1% | |
| Raytheon Co 7.2% bond, 8-15-27 maturity | Bonds / Notes | — | $13K | $10K | <0.1% | |
| Alphabet Inc. Equity shares | Common Stocks | — | $6K | $10K | <0.1% | |
| McDonald's Corporation Equity shares | Common Stocks | — | $9K | $10K | <0.1% | |
| Eli Lilly and Company Equity shares | Common Stocks | — | $2K | $10K | <0.1% | |
| Apple Inc. Equity shares | Common Stocks | — | $2K | $10K | <0.1% | |
| Aon Global Limited 3.875% bond, 12-15-25 maturity | Bonds / Notes | — | $10K | $10K | <0.1% | |
| Analog Devices, Inc. Equity shares | Common Stocks | — | $8K | $10K | <0.1% | |
| Carrier Global Corporation Equity shares | Common Stocks | — | $6K | $10K | <0.1% | |
| Garmin Ltd. Equity shares | Common Stocks | — | $10K | $10K | <0.1% | |
| Oracle Corp 1.65% bond, 3-25-26 maturity | Bonds / Notes | — | $10K | $10K | <0.1% | |
| First Business Investments Money market | Cash / Money Market | — | $9K | $9K | <0.1% | |
| McCormick & Company Equity shares | Common Stocks | — | $7K | $9K | <0.1% | |
| Visa Inc. Equity shares | Common Stocks | — | $5K | $9K | <0.1% | |
| Parker-Hannifin Corporation Equity shares | Common Stocks | — | $8K | $8K | <0.1% | |
| Mastercard Incorporated Equity shares | Other securities | — | $5K | $8K | <0.1% | |
| Caterpillar Inc. Equity shares | Common Stocks | — | $5K | $8K | <0.1% | |
| NVR, Inc. Equity shares | Common Stocks | — | $9K | $8K | <0.1% | |
| Badger Meter, Inc. Equity shares | Common Stocks | — | $5K | $7K | <0.1% | |
| Saab AB Equity shares | Other securities | — | $5K | $6K | <0.1% | |
| Collins Aerospace 3.5% bond, 3-15-27 maturity | Bonds / Notes | — | $6K | $5K | <0.1% | |
| AerCap Holdings N.V. Equity shares | Common Stocks | — | $5K | $5K | <0.1% | |
| Canon Inc. Equity shares | Common Stocks | — | $3K | $4K | <0.1% | |
| First Business Bank Money market | Cash / Money Market | — | $3K | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
Engineering Industries, Inc. Employee Stock Ownership Plan's plan includes a leveraged ESOP, an S-corporation ESOP.
