Vanessa Cowan signed North American Hoganas Holdings' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
North American Hoganas Holdings' EIN is 51-0389733.
Download the official 2024 Form 5500 (PDF) for North American Hoganas Holdings from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)North American Hoganas Holdings' 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $4K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| D.B. ROOT & COMPANY, LLC | 82-1414976 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $6.2M | 12.1% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $6.1M | 12.0% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $4.0M | 7.8% | |
| MFS INTL INTRINSIC VALUE R6 | Registered Investment Companies | — | — | $3.4M | 6.7% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $3.2M | 6.4% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $2.7M | 5.4% | |
| TOUCHSTONE MID CAP FUND R6 | Registered Investment Companies | — | — | $2.4M | 4.8% | |
| JPMORGAN CORE PLUS BOND R6 | Registered Investment Companies | — | — | $2.4M | 4.7% | |
| JPM SMARTRETIREMENT 2040 R6 | Registered Investment Companies | — | — | $2.2M | 4.3% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $2.1M | 4.0% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $1.7M | 3.3% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $1.6M | 3.1% | |
| AMG RIVER RD SM-MID CAP VAL I | Registered Investment Companies | — | — | $1.5M | 3.0% | |
| JPM SMARTRETIREMENT INCOME R6 | Registered Investment Companies | — | — | $1.5M | 2.9% | |
| FID ADV FOCUSED EMERGING MKT Z | Registered Investment Companies | — | — | $1.2M | 2.4% | |
| VANGUARD SH TERM BD INDEX ADM | Registered Investment Companies | — | — | $1.1M | 2.2% | |
| JPM SMARTRETIREMENT 2050 R6 | Registered Investment Companies | — | — | $1.1M | 2.2% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $1.1M | 2.2% | |
| JPM SMARTRETIREMENT 2045 R6 | Registered Investment Companies | — | — | $991K | 1.9% | |
| JPM SMARTRETIREMENT 2035 R6 | Registered Investment Companies | — | — | $774K | 1.5% | |
| JPM SMARTRETIREMENT 2055 R6 | Registered Investment Companies | — | — | $670K | 1.3% | |
| JPM SMARTRETIREMENT 2025 R6 | Registered Investment Companies | — | — | $601K | 1.2% | |
| JPM SMARTRETIREMENT 2030 R6 | Registered Investment Companies | — | — | $572K | 1.1% | |
| JPM SMARTRRT 2060 - R6 | Registered Investment Companies | — | — | $563K | 1.1% | |
| PIMCO INTL BOND USD HDGD I | Registered Investment Companies | — | — | $446K | 0.9% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $409K | 0.8% | |
| JPM SMARTRETIREMENT 2020 R6 | Registered Investment Companies | — | — | $28K | <0.1% | |
| JPM SMARTRETIREMENT 2065 R6 | Registered Investment Companies | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $40K |
| — |
