Tamera Edwards signed M.B. Haynes Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
M.B. Haynes Corporation's EIN is 56-0506077.
Download the official 2024 Form 5500 (PDF) for M.B. Haynes Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)M.B. Haynes Corporation'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $115K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COLTON GROOME FINANCIAL ADVISORS, L | 36-4540515 | — | 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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| LARGE CAP GROWTH FUND II R1 FD GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $4.7M | 12.4% | |
| Washington Mutual Investers Fund Washington Mutual Investors | Other securities | — | — | $3.1M | 8.3% | |
| American Funds Target Date Retirement 2025 | Mutual Funds | — | — | $2.8M | 7.5% | |
| American Funds Target Date Retirement 2070 639 American Funds American Balanced | Mutual Funds | — | — | $2.5M | 6.6% | |
| Fidelity Investments 500 Index | Common Collective Trusts | — | — | $2.4M | 6.3% | |
| American Funds Target Date Retirement 2035 | Mutual Funds | — | — | $2.3M | 6.2% | |
| American Funds Target Date Retirement 2045 | Mutual Funds | — | — | $2.1M | 5.5% | |
| American Funds Target Date Retirement 2030 | Mutual Funds | — | — | $1.9M | 5.2% | |
| American Funds Target Date Retirement 2050 | Mutual Funds | — | — | $1.9M | 5.1% | |
| American Funds Target Date Retirement 2020 | Mutual Funds | — | — | $1.7M | 4.5% | |
| Franklin Templeton Investments Utilities | Mutual Funds | — | — | $1.7M | 4.5% | |
| American Funds Target Date Retirement 2040 | Mutual Funds | — | — | $1.6M | 4.3% | |
| American Funds Target Date Retirement 2055 | Mutual Funds | — | — | $1.3M | 3.6% | |
| American Funds Target Date Retirement 2015 | Mutual Funds | — | — | $1.3M | 3.3% | |
| Group Annuity Contract * Principal Life Insurance Company Fixed Income Guaranteed Option | Common Stocks | — | — | $1.0M | 2.7% | |
| Fidelity Investments Mid Cap Index | Mutual Funds | — | — | $882K | 2.3% | |
| maturing through February 2029 | Other securities | — | — | $801K | 2.1% | |
| Macquarie Fund Small Cap Value | Other securities | — | — | $593K | 1.6% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $517K | 1.4% | |
| Collective Investment Trusts Great Grey Trust Company EuroPacific Growth Trust Class R1 | Common Collective Trusts | — | — | $500K | 1.3% | |
| GREATGRAY EURO GROWTH R1 GREAT GRAY TRUST COMPANY · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $500K | 1.3% | |
| Fidelity Investments International Index | Mutual Funds | — | — | $379K | 1.0% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $323K | 0.9% | |
| American Funds Target Date Retirement 2060 | Mutual Funds | — | — | $227K | 0.6% | |
| MFS Investment Management International New Discovery | Mutual Funds | — | — | $197K | 0.5% | |
| American Funds Target Date Retirement 2065 | Mutual Funds | — | — | $168K | 0.4% | |
| PRIN LIQUID ASSETS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $149K | 0.4% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $131K | 0.3% | |
| American Funds Growth and Income Portfolio | Mutual Funds | — | — | $113K | 0.3% | |
| American Funds Target Date Retirement 2010 | Mutual Funds | — | — | $100K | 0.3% | |
| JP Morgan Funds Equity Income | Other securities | — | — | $99K | 0.3% | |
| (E) | Other securities | — | $90K | $99K | 0.3% | |
| Fidelity Investments US Bond Index | Mutual Funds | — | — | $90K | 0.2% | |
| Fidelity Investments Emerging Market Index | Mutual Funds | — | — | $35K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
