William Lingenfelser signed C.B. Management Co., Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
C.B. Management Co., Inc.'s EIN is 43-1139874.
Download the official 2024 Form 5500 (PDF) for C.B. Management Co., Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)C.B. Management Co., Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a 403(b) annuity, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $2K | — |
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 | |||||
|---|---|---|---|---|---|---|
| MFS VAL FD CL A GM MUTUAL FUNDS | Mutual Funds | — | $2.9M | $2.6M | 13.0% | |
| VOYA INTERMEDIATE BOND FD A GM MUTUAL FUNDS | Other securities | — | $2.0M | $2.0M | 10.1% | |
| PIONEER BOND FUND GM MUTUAL FUNDS | Other securities | — | $1.9M | $1.9M | 9.4% | |
| MFS RESEARCH INTL FD CL A-GM MUTUAL FUNDS | Mutual Funds | — | $1.7M | $1.8M | 8.9% | |
| FIRST EAGLE OVERSEAS CL A GM MUTUAL FUNDS | Common Stocks | — | $1.9M | $1.7M | 8.6% | |
| ALLSPRING SPECIAL MID CAP VL A MUTUAL FUNDS | Other securities | — | $1.4M | $1.4M | 7.1% | |
| VANGUARD EMRG MRKTS INDEX GM MUTUAL FUNDS | Mutual Funds | — | $1.3M | $1.3M | 6.7% | |
| AB LARGE CAP GROWTH FD A GM MUTUAL FUNDS | Other securities | — | $919K | $1.1M | 5.5% | |
| PIONEER FUNDAMENTAL GM MUTUAL FUNDS | Other securities | — | $971K | $1.1M | 5.4% | |
| T ROWE PRICE MID CAP GRTH I GM MUTUAL FUNDS | Mutual Funds | — | $1.0M | $1.0M | 5.2% | |
| MACQUARIE SMALL CAP VALUE FD A MUTUAL FUNDS | Other securities | — | $819K | $790K | 3.9% | |
| FIDELITY INFLATION PROT BD GM MUTUAL FUNDS | Mutual Funds | — | $663K | $649K | 3.2% | |
| COHEN & STEERS REAL EST Z GM MUTUAL FUNDS | Other securities | — | $506K | $550K | 2.7% | |
| PIMCO COMMODITY REAL RTRN GM MUTUAL FUNDS | Mutual Funds | — | $531K | $517K | 2.6% | |
| JANUS HENDERSON TRITON FD N GM MUTUAL FUNDS | Mutual Funds | — | $471K | $472K | 2.4% | |
| BLACKROCK HIGH YIELD PORTFOL K MUTUAL FUNDS | Other securities | — | $361K | $373K | 1.9% | |
| FEDERATED HERMES CAPITAL PRESERVATI FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $274K | 1.4% | |
| ACCRUED INCOME ACCRUED INCOME 208 FEDERATED HERMES CP PRSV SP GM COMMON / COLLECTIVE TRUSTS | Common Collective Trusts | — | $247K | $247K | 1.2% | |
| FEDERATED HERMES CPTL PRSV SP COMMON / COLLECTIVE TRUSTS | Common Collective Trusts | — | $27K | $27K | 0.1% | |
| BLF FEDFUND MONEY MARKET | Cash / Money Market | — | $6K | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
