LISA Smith signed Metal Craft Machine & Engineering, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Metal Craft Machine & Engineering, Inc.'s EIN is 41-1457386.
Download the official 2023 Form 5500 (PDF) for Metal Craft Machine & Engineering, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Metal Craft Machine & Engineering, 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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $87K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OAKWOOD CAPTIAL, INC. | 41-1449638 | — | INVESTMENT ADVISOR | $50K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FLEXPATH INDEX MODERATE 2035 R1 WILMINGTON TRUST · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $4.4M | 18.7% | |
| FLEXPATH INDEX MODERATE 2055 R1 WILMINGTON TRUST · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $3.4M | 14.3% | |
| FLEXPATH INDEX MODERATE 2045 R1 WILMINGTON TRUST · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $2.8M | 11.8% | |
| American Funds Growth Fund of America R6 N/A | Mutual Funds | — | — | $2.7M | 11.4% | |
| FLEXPATH INDEX MODERATE 2025 R1 WILMINGTON TRUST · EIN 47-2285799 / PN 214 | Common Collective Trust | — | — | $2.4M | 10.3% | |
| American Funds Fundamental Investors R6 N/A | Mutual Funds | — | — | $1.5M | 6.4% | |
| American Funds New Perspective R6 N/A | Mutual Funds | — | — | $1.4M | 5.7% | |
| * Transamerica Life Insurance Company Transamerica Stable Value Core Option N/A | Insurance Contracts | — | — | $1.1M | 4.7% | |
| Vanguard Mid Cap Index Admiral N/A | Mutual Funds | — | — | $896K | 3.8% | |
| Vanguard Mid-Cap Growth Index Admiral N/A | Mutual Funds | — | — | $640K | 2.7% | |
| FLEXPATH INDEX MODERATE RETMENT R1 WILMINGTON TRUST · EIN 47-2248665 / PN 211 | Common Collective Trust | — | — | $517K | 2.2% | |
| Vanguard Total Stock Market Index Admiral N/A | Common Collective Trusts | — | — | $357K | 1.5% | |
| Vanguard Mid-Cap Value Index Admiral N/A | Mutual Funds | — | — | $226K | 1.0% | |
| Notes receivable from Maturing 2025-2029 at interest participants rates of 4.25% - 9.50% - | Bonds / Notes | — | — | $222K | 0.9% | |
| Lord Abbett High Yield R6 N/A | Mutual Funds | — | — | $155K | 0.7% | |
| PGIM Total Return Bond R N/A | Other securities | — | — | $120K | 0.5% | |
| JP Morgan Small Cap Growth R6 N/A | Other securities | — | — | $95K | 0.4% | |
| Fidelity Small Cap Index N/A | Mutual Funds | — | — | $89K | 0.4% | |
| American Funds Europacific Growth R6 N/A | Mutual Funds | — | — | $85K | 0.4% | |
| Vanguard Real Estate Index Admiral N/A | Mutual Funds | — | — | $79K | 0.3% | |
| Vanguard Small Cap Value Index Admiral N/A | Mutual Funds | — | — | $77K | 0.3% | |
| FLEXPATH INDEX MODERATE 2065 R1 WILMINGTON TRUST · EIN 38-7271379 / PN 760 | Common Collective Trust | — | — | $71K | 0.3% | |
| DFA Intermediate Government Fixed Income I N/A | Mutual Funds | — | — | $69K | 0.3% | |
| American Century Emerging Markets R6 N/A | Other securities | — | — | $64K | 0.3% | |
| Columbia Global Equity Value Institutional 2 N/A | Other securities | — | — | $44K | 0.2% | |
| DFA US Large Cap Value I N/A | Mutual Funds | — | — | $18K | <0.1% | |
| Templeton Foreign R6 N/A | Mutual Funds | — | — | $9K | <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 |
|---|---|---|---|---|---|
| EIDE BAILLY LLP | 45-0250958 | — | AUDIT | $22K | — |
