Marshalltown Company's EIN is 42-0397040.
Download the official 2024 Form 5500 (PDF) for Marshalltown Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Marshalltown Company's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS. CO OF AMERICA | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $36K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LION STREET ADVISORS LLC | 80-0946231 | AUSTIN, TX | INVESTMENT ADVISOR | $64K | — |
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 | |||||
|---|---|---|---|---|---|---|
| INDEXSELECT MODERATE 2035 CL R6 GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $10.2M | 27.4% | |
| INDEX SELECT MODERATE 2045 CL R6 GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $6.1M | 16.4% | |
| INDEX SELECT MODERATE 2055 CL R6 GREAT GARY · EIN 81-4374798 / PN 300 | Common Collective Trust | — | — | $5.5M | 14.7% | |
| INDEX SELECT MODERATE RETIRE CL R6 GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $5.1M | 13.6% | |
| Fidelity Total Market Index | Common Collective Trusts | — | — | $1.7M | 4.5% | |
| INDEXSELECT AGGRESSIVE 2035 CL R6 GREAT GRAY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $1.0M | 2.8% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $852K | 2.3% | |
| Fully Benefit Responsive Investment Contract * Empower EI Fixed Account - Series Class IV | Other securities | — | — | $811K | 2.2% | |
| INDEXSELECT MODERATE 2045 CL R6 GREAT GRAY · EIN 81-4403657 / PN 303 | Common Collective Trust | — | — | $768K | 2.1% | |
| INDEXSELECT CONSERVATIVE 2045 CL R6 GREAT GRAY · EIN 81-4374798 / PN 300 | Common Collective Trust | — | — | $768K | 2.1% | |
| American Century Focused Dynamic GR R6 | Other securities | — | — | $755K | 2.0% | |
| INDEXSELECT CONSERVATIVE 2055 CL R6 GREAT GRAY · EIN 81-4515825 / PN 312 | Common Collective Trust | — | — | $640K | 1.7% | |
| INDEXSELECT CONSERVATIVE RET CL R6 GREAT GRAY · EIN 81-4499160 / PN 310 | Common Collective Trust | — | — | $489K | 1.3% | |
| T. Rowe Price Inflation Protected Bond I | Other securities | — | — | $396K | 1.1% | |
| American Funds New Perspective R6 | Mutual Funds | — | — | $394K | 1.1% | |
| LARGE CAP VALUE CL R1 GREAT GRAY · EIN 81-4374798 / PN 312 | Common Collective Trust | — | — | $255K | 0.7% | |
| PGIM High-Yield R6 | Other securities | — | — | $232K | 0.6% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $215K | 0.6% | |
| SSGA S&P MIDCAP INDEX CL C STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 176 | Common Collective Trust | — | — | $211K | 0.6% | |
| INDEXSELECT AGGRESSIVE 2055 CL R6 GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $208K | 0.6% | |
| iShares MSCI EAFE International Index K | Other securities | — | — | $191K | 0.5% | |
| Franklin Gold and Precious Metals R6 | Mutual Funds | — | — | $181K | 0.5% | |
| INDEXSELECT AGGRESSIVE RETIRE CL R6 GREAT GRAY · EIN 81-4374798 / PN 300 | Common Collective Trust | — | — | $171K | 0.5% | |
| MID CAP VALUE CLASS R1 GREAT GRAY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $132K | 0.4% | |
| STATE STREET US BOND INDEX STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 462 | Common Collective Trust | — | — | $121K | 0.3% | |
| Fidelity Advisor Small Cap Value Z | Mutual Funds | — | — | $99K | 0.3% | |
| PGIM QMA International Equity R6 | Other securities | — | — | $88K | 0.2% | |
| INDEXSELECT CONSERVATIVE 2045 CL R6 GREAT GRAY · EIN 81-4532033 / PN 313 | Common Collective Trust | — | — | $79K | 0.2% | |
| American Funds New World R6 | Mutual Funds | — | — | $68K | 0.2% | |
| MID CAP GROWTH FUND II CLASS RI GREAT GRAY · EIN 38-7304118 / PN 183 | Common Collective Trust | — | — | $68K | 0.2% | |
| Lord Abbett Developing Growth R6 | Mutual Funds | — | — | $58K | 0.2% | |
| Fidelity Advisor Balanced Z | Mutual Funds | — | — | $53K | 0.1% | |
| Fidelity Real Estate Index | Mutual Funds | — | — | $47K | 0.1% | |
| Brandywineglobal Flexible Bond IS | Other securities | — | — | $40K | 0.1% | |
| Loomis Sayles Investment Grade Bond N | Other securities | — | — | $33K | <0.1% | |
| INDEXSELECT CONSERVATIVE 2055 CL R6 GREAT GRAY · EIN 81-4543855 / PN 314 | Common Collective Trust | — | — | $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 |
|---|---|---|---|---|---|
| THE FINWAY GROUP | — | WEST DES MOINE, IA | CONTRACT ADMINISTRATOR | $50K | — |
