Brenda Sowerby signed Mahle Industries, Incorporated's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Mahle Industries, Incorporated's EIN is 58-2431334.
Download the official 2024 Form 5500 (PDF) for Mahle Industries, Incorporated from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mahle Industries, Incorporated's plan includes a self-directed brokerage window, a 401(k) feature, automatic enrollment, profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $482K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $78K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| WINSLOW LARGE CAP C SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $74.5M | 11.4% | |
| MASS MUTUAL STABLE VALUE DIVERSIFIE MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 90-0779283 / PN 448 | Pooled Separate Account | — | — | $71.8M | 11.0% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $68.8M | 10.5% | |
| SP 500 INDEX PL CL C GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 001 | Common Collective Trust | — | — | $66.1M | 10.1% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $51.5M | 7.9% | |
| Fidelity SPARTAN EXTENDED MARKET INDEX POOL CLASS C | Mutual Funds | — | — | $35.7M | 5.5% | |
| SP EXT MKT IDX CL C GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 010 | Common Collective Trust | — | — | $35.7M | 5.5% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $32.5M | 5.0% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $27.5M | 4.2% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $26.9M | 4.1% | |
| Fidelity DODGE & COX STOCK FUND CLASS X | Mutual Funds | — | — | $25.9M | 4.0% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $19.7M | 3.0% | |
| TRP NEW HORIZONS A T. ROWE PRICE TRUST COMPANY · EIN 52-6559833 / PN 014 | Common Collective Trust | — | — | $19.3M | 3.0% | |
| Fidelity Self-directed brokerage account investments | Self-Directed Brokerage | — | — | $17.9M | 2.7% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $17.6M | 2.7% | |
| RT GQG INTL EQ CIT C RELIANCE TRUST COMPANY · EIN 82-6253445 / PN 011 | Common Collective Trust | — | — | $16.9M | 2.6% | |
| BTC TOTAL RETURN BLACKROCK INST. TRUST COMPANY, N.A. · EIN 47-1246942 / PN 001 | Common Collective Trust | — | — | $13.7M | 2.1% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $13.4M | 2.0% | |
| percent - | Other securities | — | — | $10.7M | 1.6% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $10.0M | 1.5% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $7.7M | 1.2% | |
| Fidelity FIDELITY® U.S. BOND INDEX FUND | Common Collective Trusts | — | — | $7.4M | 1.1% | |
| Fidelity SPARTAN GLOBAL EX US INDEX CLASS C | Mutual Funds | — | — | $6.7M | 1.0% | |
| SP GLB EXUS IDX CL C GEODE CAPITAL MANAGEMENT, LLC · EIN 82-6293122 / PN 005 | Common Collective Trust | — | — | $6.7M | 1.0% | |
| CT SM CAP VAL II 2 AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 167 | Common Collective Trust | — | — | $4.7M | 0.7% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $3.4M | 0.5% | |
| Fidelity VANGUARD REIT INDEX FUND ADMIRAL SHARES | Common Collective Trusts | — | — | $1.4M | 0.2% | |
| Fidelity VANGUARD GLOBAL ESG SELECT STOCK FUND ADMIRAL | Mutual Funds | — | — | $757K | 0.1% | |
| VANG INCOME & GROWTH VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-6420194 / PN 001 | Common Collective Trust | — | — | $554K | <0.1% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001 | Common Collective Trust | — | — | $512K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TOWERS WATSON INVESTMENT SERVICES, | 52-1868818 | — | OTHER SERVICES | $84K | — |
| PLANT MORAN PLLC | 33-1498605 | — | CONSULTING | $36K | — |
