Mark Miller signed Eakes, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Eakes, Inc.'s EIN is 47-0824734.
Download the official 2023 Form 5500 (PDF) for Eakes, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Eakes, 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 |
|---|---|---|---|---|---|
| UNION BANK & TRUST COMPANY | 47-0321480 | — | NONE | $77K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard VanguVanguard Target Retirement 2035Target Retirement 2035 | Mutual Funds | — | — | $2.6M | 11.7% | |
| Vanguard VanguVanguard Target Retirement 2030Target Retirement 2030 | Mutual Funds | — | — | $2.3M | 10.4% | |
| Vanguard VanguVanguard 500 Index Admiral500 Index Admiral | Common Collective Trusts | — | — | $1.8M | 8.2% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $1.5M | 6.8% | |
| Capital Group American Funds Growth Fund of America R6 | Mutual Funds | — | — | $1.3M | 5.8% | |
| Vanguard Target Retirement 2040Vangu Target Retirement 2040 | Mutual Funds | — | — | $1.2M | 5.4% | |
| Vanguard VanguVanguard Target Retirement 2045Target Retirement 204 | Mutual Funds | — | — | $1.1M | 5.1% | |
| Vanguard VanguVanguard Target Retirement 2025Target Retirement 2025 | Mutual Funds | — | — | $1.1M | 4.7% | |
| MFS VMFS Value R6ue R6 | Mutual Funds | — | — | $859K | 3.9% | |
| Natixis Loomis Sayles Small Cap Growth Instl | Other securities | — | — | $797K | 3.6% | |
| JPMorgan Mid Cap Growth R6 | Other securities | — | — | $754K | 3.4% | |
| STABLE VALUE FUND - METLIFE 25053 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 002 | Common Collective Trust | — | — | $743K | 3.3% | |
| Vanguard Small Cap Index Admiral | Mutual Funds | — | — | $611K | 2.7% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $605K | 2.7% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $571K | 2.6% | |
| Vanguard Mid Cap Index Admiral | Mutual Funds | — | — | $528K | 2.4% | |
| Capital Group American Funds EuroPacific Growth R6 | Mutual Funds | — | — | $467K | 2.1% | |
| Goldman Sachs Goldman Sachs Small Cap Value Fund R6 | Other securities | — | — | $429K | 1.9% | |
| MFS Mid Cap Value Fund | Mutual Funds | — | — | $427K | 1.9% | |
| Vanguard Total Bond Market Index Admiral | Mutual Funds | — | — | $401K | 1.8% | |
| Vanguard Short Term Investment Grade | Mutual Funds | — | — | $268K | 1.2% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $267K | 1.2% | |
| DFA International Value | Mutual Funds | — | — | $236K | 1.1% | |
| T. Rowe T. RowT. Rowe Price Overseas StockPrice Overseas Stock | Other securities | — | — | $211K | 0.9% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $131K | 0.6% | |
| Vanguard Target Retirement 2070 | Mutual Funds | — | — | $15K | <0.1% | |
| U.S Treasury FederaFederated Hermes U.S. Treasury Cash ReservesHermes U.S. Treasury C Reserves | Cash / Money Market | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
