Ashleigh Kellogg signed Grindmaster Corporation's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Grindmaster Corporation's EIN is 61-1098200.
Download the official 2023 Form 5500 (PDF) for Grindmaster Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Grindmaster Corporation's 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $194 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MGMT CO | 39-2018056 | — | ADVISOR | $16K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Fund Target Date 2030 R4 | Other securities | — | — | $2.1M | 22.9% | |
| American Fund Target Date 2035 R4 | Other securities | — | — | $1000K | 10.9% | |
| American Fund Target Date 2040 R4 | Other securities | — | — | $879K | 9.6% | |
| American Fund Target Date 2025 R4 | Other securities | — | — | $824K | 9.0% | |
| Fidelity Blue Chip Growth | Mutual Funds | — | — | $782K | 8.5% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $583K | 6.4% | |
| American Fund Target Date 2050 R4 | Other securities | — | — | $449K | 4.9% | |
| American Fund Target Date 2045 R4 | Other securities | — | — | $436K | 4.8% | |
| American Fund Target Date 2055 R4 | Other securities | — | — | $341K | 3.7% | |
| American Fund Target Date 2015 R4 | Other securities | — | — | $241K | 2.6% | |
| American Fund Target Date 2020 R4 | Other securities | — | — | $211K | 2.3% | |
| Fidelity Government Money Market | Mutual Funds | — | — | $194K | 2.1% | |
| Fidelity Total Bond | Mutual Funds | — | — | $171K | 1.9% | |
| Vanguard Mid Cap Value Index Admiral | Mutual Funds | — | — | $142K | 1.6% | |
| Vanguard Small Cap Value Index Fund | Common Collective Trusts | — | — | $130K | 1.4% | |
| Invesco Main Street | Mutual Funds | — | — | $112K | 1.2% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $81K | 0.9% | |
| PIMCO Income Installment Fund | Mutual Funds | — | — | $64K | 0.7% | |
| Vanguard Real Estate Index Fund | Common Collective Trusts | — | — | $63K | 0.7% | |
| Invesco Diversified Dividend Fund | Mutual Funds | — | — | $54K | 0.6% | |
| American Fund Small Cap World Fund | Other securities | — | — | $48K | 0.5% | |
| Black Rock Large Cap Focus Value Fund | Other securities | — | — | $46K | 0.5% | |
| Fidelity Contra Fund | Mutual Funds | — | — | $44K | 0.5% | |
| DFA US Small Cap | Mutual Funds | — | — | $35K | 0.4% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $28K | 0.3% | |
| Alliance Bernstein Discovery Growth Fund | Other securities | — | — | $21K | 0.2% | |
| Franklin Small Cap Growth Fund | Mutual Funds | — | — | $19K | 0.2% | |
| Dodge & Cox International Stock Fund | Mutual Funds | — | — | $17K | 0.2% | |
| DFA Emerging Markets | Mutual Funds | — | — | $15K | 0.2% | |
| Fidelity Inflation Protected Bond Index Fund | Common Collective Trusts | — | — | $12K | 0.1% | |
| TRP Balanced Fund | Other securities | — | — | $8K | <0.1% | |
| Fidelity Diversified International Fund | Mutual Funds | — | — | $6K | <0.1% | |
| American Fund Target Date 2010 R4 | Other securities | — | — | $2K | <0.1% | |
| Notes receivable from participants interest rate of 5.75% - | Bonds / Notes | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
