Concept Machine Tool Sales, LLC's EIN is 41-1241969.
Download the official 2024 Form 5500 (PDF) for Concept Machine Tool Sales, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Concept Machine Tool Sales, LLC'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 |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RECORDKEEPER | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS, INC. | 06-1397347 | — | RIA | $31K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $13.8M | 99.9% | |
| PUTNAM STABLE VALUE PSVF 25 JH TRUST COMPANY LLC · EIN 80-0709115 / PN 000 | Common Collective Trust | — | — | $443K | 3.2% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TAX SHELTERED COMPENSATION, INC. | 41-0955056 | — | THIRD PARTY ADMINISTRATO | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OLSON, THIELEN & CO., LTD. | 41-1360831 | — | AUDITOR | $15K | — |
