ERIK HASH signed Behlen Mfg. Co.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Behlen Mfg. Co.'s EIN is 47-0670369.
Download the official 2024 Form 5500 (PDF) for Behlen Mfg. Co. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Behlen Mfg. Co.'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 |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY EMPLOYER | $125K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| D. A. DAVIDSON & CO. | 81-0139474 | — | RETAINED BY EMPLOYER | $30K | — |
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 | |||||
|---|---|---|---|---|---|---|
| New York Life Insurance Winslow Lrg Cap Growth R6 Mutual Funds | Other securities | — | — | $9.1M | 11.4% | |
| MFS Value Fund (R6) Mutual Funds | Mutual Funds | — | — | $8.3M | 10.5% | |
| NEW YORK LIFE ANCHOR ACCOUNT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $7.4M | 9.3% | |
| American Funds Target 2030 Fund R6 Mutual Funds | Mutual Funds | — | — | $6.9M | 8.7% | |
| American Funds Target 2040 Fund R6 Mutual Funds | Mutual Funds | — | — | $6.8M | 8.6% | |
| Fidelity 500 Index Fd Mutual Funds | Common Collective Trusts | — | — | $6.6M | 8.3% | |
| American Funds Target 2050 Fund R6 Mutual Funds | Mutual Funds | — | — | $5.6M | 7.1% | |
| American Funds Target 2060 Fund R6 Mutual Funds | Mutual Funds | — | — | $3.5M | 4.5% | |
| TCW MetWest Total Return Bd P Mutual Funds | Other securities | — | — | $3.4M | 4.3% | |
| American Funds EuroPacific Growth R6 Mutual Funds | Mutual Funds | — | — | $3.4M | 4.3% | |
| American Cent. Sm Cap Val R6 Mutual Funds | Other securities | — | — | $2.9M | 3.7% | |
| Fidelity Mid Cap Index Fund Mutual Funds | Common Collective Trusts | — | — | $2.8M | 3.5% | |
| American Funds Balanced Fund R6 Mutual Funds | Mutual Funds | — | — | $2.2M | 2.8% | |
| Invesco Discovery R6 Mutual Funds | Mutual Funds | — | — | $2.0M | 2.5% | |
| American Funds Target 2025 Fund R6 Mutual Funds | Mutual Funds | — | — | $1.6M | 2.0% | |
| American Funds Target 2035 Fund R6 Mutual Funds | Mutual Funds | — | — | $1.4M | 1.7% | |
| American Funds Target 2020 Fund R6 Mutual Funds | Mutual Funds | — | — | $1.3M | 1.6% | |
| Fidelity Sm Cap Index Fund Mutual Funds | Common Collective Trusts | — | — | $644K | 0.8% | |
| American Funds Target 2055 Fund R6 Mutual Funds | Mutual Funds | — | — | $573K | 0.7% | |
| American Funds Target 2045 Fund R6 Mutual Funds | Mutual Funds | — | — | $506K | 0.6% | |
| American Funds Target 2010 Fund R6 Mutual Funds | Mutual Funds | — | — | $199K | 0.3% | |
| Invesco Developing Mkts R6 Mutual Funds | Mutual Funds | — | — | $149K | 0.2% | |
| American Funds Target 2015 Fund R6 Mutual Funds | Mutual Funds | — | — | $75K | <0.1% | |
| JPMorgan US Govt MMkt Cap Cl Mutual Funds | Other securities | — | — | $12K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
