VU TRAN signed MB Precision Holdings, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
MB Precision Holdings, Inc.'s EIN is 46-4528601.
Download the official 2024 Form 5500 (PDF) for MB Precision Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)MB Precision Holdings, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $100K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AURORA PRIVATE WEALTH | 47-4814591 | — | INVESTMENT ADVISORY | $0 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| ALERA INVESTMENTADVISORS |
| 82-1301701 |
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ORENDA RETIREMENT, LLC | 36-4877979 | — | CONTRACT ADMINISTRATOR | $42K | — |
| SBSF | 27-3232902 | — | CONTRACT ADMINISTRATOR | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $3.9M | 21.3% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $3.4M | 18.4% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $2.4M | 13.0% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.5M | 8.2% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $1.3M | 7.3% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.3M | 6.9% | |
| Principal Life Insurance Company Insurance Company General Prin Fixed Inc Guar Option | Common Stocks | — | — | $1.0M | 5.6% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $647K | 3.5% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $568K | 3.1% | |
| PRIN LIFETIE HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $511K | 2.8% | |
| Participant Loans Maturing between 2025 - 2029, Interest from 4.25% to 9.50% | Bonds / Notes | — | — | $362K | 2.0% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $252K | 1.4% | |
| Calvert Funds Registered Investment Company Calvert Equity R6 Fund | Common Stocks | — | — | $212K | 1.2% | |
| Vanguard Group Registered Investment Company Vanguard Explorer Admiral Fund | Mutual Funds | — | — | $188K | 1.0% | |
| Dimensional Fund Advisors Registered Investment Company DFA US Targeted Value I Fund | Mutual Funds | — | — | $178K | 1.0% | |
| PRIN SMCAP S&P 600 INDEZ SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $154K | 0.8% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $87K | 0.5% | |
| ASSETS HELD AT END OF YEAR (E) | Other securities | — | — | $87K | 0.5% | |
| Vanguard Group Registered Investment Company Vgd Infl-Prot Sec Adm Fund | Mutual Funds | — | — | $74K | 0.4% | |
| Dimensional Fund Advisors Registered Investment Company DFA US Large Cap Value I Fd | Mutual Funds | — | — | $68K | 0.4% | |
| BlackRock Registered Investment Company iShares MSCI EAFE Int Idx K Fd - | Common Collective Trusts | — | — | $58K | 0.3% | |
| Vanguard Group Registered Investment Company Vanguard Intl Value Inv Fund | Mutual Funds | — | — | $32K | 0.2% | |
| Vanguard Group Registered Investment Company Vanguard Hi-Yld Corp Adm Fund | Mutual Funds | — | — | $27K | 0.1% | |
| Vanguard Group Registered Investment Company Vanguard Intl Growth Adm Fd | Mutual Funds | — | — | $25K | 0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $16K | <0.1% | |
| ASSETS HELD AT END OF YEAR (E) 57,641.812,912.8311,000.9367,550.2314,849.20 | Other securities | — | — | $16K | <0.1% | |
| Vanguard Group Registered Investment Company Vanguard Ttl Bd Mkt Idx Adm Fd | Common Collective Trusts | — | — | $15K | <0.1% | |
| Metropolitan Life Insurance Co Registered Investment Company Metropolitan Wt Tl Rtn Bd Plan | Common Stocks | — | — | $15K | <0.1% | |
| Vanguard Group Registered Investment Company Vanguard RE Index Adm Fund | Mutual Funds | — | — | $13K | <0.1% | |
| The American Funds Registered Investment Company American Funds NewWorld R6 | Mutual Funds | — | — | $11K | <0.1% | |
| The American Funds Registered Investment Company Amer Fund Cap Wld Bnd R6 Fund | Mutual Funds | — | — | $3K | <0.1% |
