Devon Jones signed Precision Tool, Die and Machine's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Precision Tool, Die and Machine's EIN is 61-0417457.
Download the official 2022 Form 5500 (PDF) for Precision Tool, Die and Machine from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Precision Tool, Die and Machine'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $4K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | 04-3046611 | — | INVESTMENT/FINANCIAL ADVI |
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 | |||||
|---|---|---|---|---|---|---|
| T.ROWE PRICE RETIRE 2040 - ADV | Registered Investment Companies | — | — | $516K | 13.7% | |
| VANGUARD WELLINGTON ADMIN | Registered Investment Companies | — | — | $393K | 10.4% | |
| T.ROWE PRICE RETIRE 2030 - ADV | Registered Investment Companies | — | — | $379K | 10.0% | |
| T.ROWE PRICE RETIRE 2020 - ADV | Registered Investment Companies | — | — | $377K | 10.0% | |
| EB MAGIC FUND KEYBANK EB MAGIC FUND · EIN 34-6903863 / PN 002 | Common Collective Trust | — | — | $234K | 6.2% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $224K | 5.9% | |
| AC FOCUSED DYNAMIC GROWTH R6 | Registered Investment Companies | — | — | $205K | 5.4% | |
| WESTERN ASSET CORE BD I | Registered Investment Companies | — | — | $161K | 4.3% | |
| T. ROWE PRICE RET 2045 - ADV | Registered Investment Companies | — | — | $153K | 4.1% | |
| T. ROWE PRICE RET 2035 - ADV | Registered Investment Companies | — | — | $125K | 3.3% | |
| AMERICAN FUNDS EUROPAC GRO- R5 | Registered Investment Companies | — | — | $121K | 3.2% | |
| T. ROWE PRICE RET 2025 - ADV | Registered Investment Companies | — | — | $107K | 2.8% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $106K | 2.8% | |
| JANUS HENDERSON ENTERPRISE N | Registered Investment Companies | — | — | $103K | 2.7% | |
| T. ROWE PRICE RET 2055 - ADV | Registered Investment Companies | — | — | $89K | 2.4% | |
| LORD ABBETT BOND DEBENTURE - I | Registered Investment Companies | — | — | $88K | 2.3% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $59K | 1.6% | |
| AB SMALL CAP GROWTH I | Registered Investment Companies | — | — | $54K | 1.4% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $37K | 1.0% | |
| GOLDMAN SACHS GROWTH STR INST | Registered Investment Companies | — | — | $34K | 0.9% | |
| VIRTUS MID CAP VALUE EQ R6 | Registered Investment Companies | — | — | $30K | 0.8% | |
| T. ROWE PRICE RETIRE 2050-ADV | Registered Investment Companies | — | — | $28K | 0.7% | |
| DELAWARE SMALL CAP VALUE - I | Registered Investment Companies | — | — | $26K | 0.7% | |
| T. ROWE PRICE RETIRE 2060-ADV | Registered Investment Companies | — | — | $14K | 0.4% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $10K | 0.3% | |
| T. ROWE PRICE RETIRE BAL ADV | Registered Investment Companies | — | — | $9K | 0.2% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $5K | 0.1% | |
| BLK STRATEGIC INC OPP PRT INST | Registered Investment Companies | — | — | $4K | 0.1% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $4K | <0.1% | |
| BLK HIGH YIELD BOND INST | Registered Investment Companies | — | — | $4K | <0.1% | |
| T. ROWE PRICE RET 2015 - ADV | Registered Investment Companies | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $20K |
| — |
