Robert Morris signed Townsend Industries, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Townsend Industries, Inc.'s EIN is 43-1600470.
Download the official 2024 Form 5500 (PDF) for Townsend Industries, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Townsend Industries, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $31K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MONARCH CORPORATE ADVISORS, INC. | 46-3919960 | — | INVESTMENT/FINANCIAL ADVI | $14K | — |
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 | |||||
|---|---|---|---|---|---|---|
| GOLDMAN SACHS SV COL TR IS 1 GOLDMAN SACHS TRUST COMPANY · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $882K | 13.5% | |
| FID 500 IND | Registered Investment Companies | — | — | $849K | 13.0% | |
| PGIM TOTAL RETURN BOND R6 | Registered Investment Companies | — | — | $593K | 9.1% | |
| CLEARBRIDGE INTERN GWTH IS | Registered Investment Companies | — | — | $540K | 8.2% | |
| FID ADV GRWTH OPPS - Z | Registered Investment Companies | — | — | $467K | 7.1% | |
| JPMORGAN US VALUE R6 | Registered Investment Companies | — | — | $416K | 6.3% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $320K | 4.9% | |
| BLACKROCK MID-CAP VALUE K | Registered Investment Companies | — | — | $258K | 3.9% | |
| VANGUARD LIFESTRATEGY GROWTH | Registered Investment Companies | — | — | $234K | 3.6% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $221K | 3.4% | |
| VANGUARD LIFESTRATEGY MOD GROW | Registered Investment Companies | — | — | $200K | 3.0% | |
| FID FREE INDX 2055 IP | Registered Investment Companies | — | — | $147K | 2.2% | |
| FID FREE INDX 2050 IP | Registered Investment Companies | — | — | $135K | 2.1% | |
| VAN CASH RES FED MON MKT ADMRL | Registered Investment Companies | — | — | $128K | 2.0% | |
| AMC SMALL CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $127K | 1.9% | |
| MACQUARIE MID CAP GROWTH R6 | Registered Investment Companies | — | — | $120K | 1.8% | |
| FID FREE INDX 2060 IP | Registered Investment Companies | — | — | $111K | 1.7% | |
| FID FREE INDX 2035 IP | Registered Investment Companies | — | — | $110K | 1.7% | |
| AB SMALL CAP GROWTH PORT Z | Registered Investment Companies | — | — | $97K | 1.5% | |
| VAN LS INCOME - INV | Registered Investment Companies | — | — | $95K | 1.5% | |
| FID FREE INDX 2045 IP | Registered Investment Companies | — | — | $54K | 0.8% | |
| COHEN & STEERS REAL EST SEC Z | Registered Investment Companies | — | — | $41K | 0.6% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $41K | 0.6% | |
| FID FREE INDX 2030 IP | Registered Investment Companies | — | — | $31K | 0.5% | |
| VAN LIFESTRAT CONSERV GR - INV | Registered Investment Companies | — | — | $30K | 0.5% | |
| FID FREE INDX 2040 IP | Registered Investment Companies | — | — | $30K | 0.5% | |
| BLACKROCK EMERGING MARKETS K | Registered Investment Companies | — | — | $26K | 0.4% | |
| FID FREE INDX 2025 IP | Registered Investment Companies | — | — | $20K | 0.3% | |
| FID FREE INDEX 2065 IP | Registered Investment Companies | — | — | $17K | 0.3% | |
| FID FREE INDX INCOME IP | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
