Karl Pinske signed Plato Woodwork, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Plato Woodwork, Inc.'s EIN is 41-1240351.
Download the official 2024 Form 5500 (PDF) for Plato Woodwork, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Plato Woodwork, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALERUS FINANCIAL, N.A. | 45-6062081 | — | NONE | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SECURITY BANCSHARES COMPANY | 41-0531690 | — | NONE | $4K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Schwab 1000 Index Fund | Common Collective Trusts | — | — | $5.9M | 23.7% | |
| JP Morgan Growth Advantage R6 | Other securities | — | — | $2.5M | 10.1% | |
| Dodge & Cox Income Fund | Mutual Funds | — | — | $2.0M | 8.1% | |
| American Funds New Perspective R6 | Mutual Funds | — | — | $1.8M | 7.3% | |
| Fidelity Small Cap Growth Fund | Mutual Funds | — | — | $1.7M | 6.6% | |
| PIMCO Government Money Market Fund | Mutual Funds | — | — | $1.5M | 6.0% | |
| T. Rowe Price Mid Cap Value Fund | Other securities | — | — | $1.5M | 5.9% | |
| Lord Abbett Global Equity | Mutual Funds | — | — | $1.4M | 5.5% | |
| BNY Mellon Midcap Index Fund Inc Inv | Common Collective Trusts | — | — | $1.3M | 5.2% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $1.3M | 5.1% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $1.1M | 4.5% | |
| DFA US Micro Cap | Mutual Funds | — | — | $838K | 3.3% | |
| Invesco Discovery Mid Cap Growth R5 | Mutual Funds | — | — | $506K | 2.0% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $363K | 1.4% | |
| Vanguard Value Index Admiral Fund #506 | Mutual Funds | — | — | $309K | 1.2% | |
| Fidelity Capital and Income | Mutual Funds | — | — | $276K | 1.1% | |
| Participants Participant Loans Interest Rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $204K | 0.8% | |
| Value Line Mid Cap Focused Institutional Fund | Other securities | — | — | $114K | 0.5% | |
| Vanguard GNMA Admiral | Agency / Mortgage-Backed | — | — | $104K | 0.4% | |
| DFA US Targeted Value I | Mutual Funds | — | — | $97K | 0.4% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $54K | 0.2% | |
| Hartford Climate Opportunities | Other securities | — | — | $5K | <0.1% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $5K | <0.1% | |
| GALLIARD STABLE VALUE RETURN FUND GALLIARD CAPITAL MANAGEMENT · EIN 94-6751924 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
