Leistritz Advanced Technologies Corp.'s EIN is 59-3666147.
Download the official 2024 Form 5500 (PDF) for Leistritz Advanced Technologies Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Leistritz Advanced Technologies Corp.'s plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | — | NEW YORK, NC | NONE | $67K | — |
| THE ANGELL PENSION GROUP, INC. | 04-2530412 | — | NONE | $24K | — |
| RELIANCE TRUST COMPANY | 58-1428634 | — | NONE | $13K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Bond Market Index | Mutual Funds | — | $3.0M | $2.8M | 16.2% | |
| Ishares S&P 500 Growth ETF | Common Collective Trusts | — | $1.1M | $1.6M | 9.4% | |
| Ishares Edge MSCI USA Quality Factor ETF | Other securities | — | $1.1M | $1.5M | 8.8% | |
| Ishares S&P 500 Value ETF | Common Collective Trusts | — | $1.3M | $1.5M | 8.6% | |
| Ishares Core Dividend Growth | Other securities | — | $1.1M | $1.3M | 7.3% | |
| Ishares Core MSCI Emerging Market ETF | Other securities | — | $1.2M | $1.0M | 5.9% | |
| JPMorgan Ultra-Short Income | Other securities | — | $830K | $830K | 4.8% | |
| Ishares Inc MSCI Japan ETF | Common Stocks | — | $707K | $770K | 4.5% | |
| Global iMGP DBi Managed Futures Strategy ETF | Other securities | — | $787K | $749K | 4.4% | |
| Ishares Russell Midcap Growth ETF | Other securities | — | $664K | $749K | 4.3% | |
| Global X MLP & Energy Infrastructure ETF | Other securities | — | $415K | $520K | 3.0% | |
| Invesco Optimum Yield Diversified ETF | Mutual Funds | — | $613K | $508K | 3.0% | |
| Vanguard FTSE Europe Index ETF | Mutual Funds | — | $479K | $505K | 2.9% | |
| Vanguard Int Dividend Appreciation Index Fund | Common Collective Trusts | — | $465K | $503K | 2.9% | |
| Vanguard Real Estate ETF | Mutual Funds | — | $538K | $491K | 2.9% | |
| Ishares Core S&P 500 ETF | Common Collective Trusts | — | $272K | $376K | 2.2% | |
| Ishares Russell Midcap Value ETF | Other securities | — | $220K | $249K | 1.4% | |
| Ishares Inc MSCI PAC Ex-Japan ETF | Common Stocks | — | $256K | $245K | 1.4% | |
| Vanguard Short Term Bond Index | Mutual Funds | — | $226K | $217K | 1.3% | |
| Vanguard Short Term Corporate Bond Index | Mutual Funds | — | $227K | $216K | 1.3% | |
| Janus Henderson Mortgage Backed | Mutual Funds | — | $231K | $214K | 1.2% | |
| MSILF Government PTF Inst | Other securities | — | $183K | $183K | 1.1% | |
| Fidelity Instl MM Funds Government | Mutual Funds | — | $145K | $145K | 0.8% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
