Pamela HERM signed Whatever IT Takes Transmission's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Whatever IT Takes Transmission's EIN is 61-1356670.
Download the official 2024 Form 5500 (PDF) for Whatever IT Takes Transmission from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Whatever IT Takes Transmission'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 |
|---|---|---|---|---|---|
| PAYCHEX INC | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $32K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEVELIZED COMPENSATION ADVISOR | — | — | INVESTMENT ADVISORY | $25K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MFS Growth Fund Class R3 | Mutual Funds | — | — | $3.6M | 30.4% | |
| MFS Lifetime 2035 Fund Class R3 | Mutual Funds | — | — | $2.0M | 16.5% | |
| MFS Lifetime 2025 Fund Class R3 | Mutual Funds | — | — | $1.5M | 12.9% | |
| Principal SmallCap S&P 600 Index Fund R-3 Class | Common Collective Trusts | — | — | $764K | 6.4% | |
| MFS Blended Research Core Equity Fund Class R3 | Mutual Funds | — | — | $730K | 6.1% | |
| MFS Lifetime 2055 Fund Class R3 | Mutual Funds | — | — | $686K | 5.8% | |
| MFS Lifetime 2045 Fund Class R3 | Mutual Funds | — | — | $669K | 5.6% | |
| The Hartford International Opportunities Fund Class R4 | Other securities | — | — | $445K | 3.7% | |
| PGIM High-Yield Fund Class A | Other securities | — | — | $219K | 1.8% | |
| Participant Loans | Participant loans | — | — | $212K | 1.8% | |
| J.P. Morgan Total Return Fund Class A Shares | Other securities | — | — | $209K | 1.8% | |
| MFS Lifetime 2050 Fund Class R3 | Mutual Funds | — | — | $123K | 1.0% | |
| Federated Hermes U.S. Treasury Cash Reserves Fund - Institutional Shares | Cash / Money Market | — | — | $118K | 1.0% | |
| Fidelity Advisor Emerging Markets Fund Class A | Mutual Funds | — | — | $101K | 0.8% | |
| Victory Sycamore Established Value Fund Class A | Other securities | — | — | $93K | 0.8% | |
| J.P. Morgan Small Cap Value Fund Class A | Other securities | — | — | $85K | 0.7% | |
| Janus Henderson Triton Fund Class S | Mutual Funds | — | — | $79K | 0.7% | |
| Principal MidCap S&P 400 Index Fund R-3 Class | Common Collective Trusts | — | — | $62K | 0.5% | |
| American Century Disciplined Core Value Fund Class A | Other securities | — | — | $47K | 0.4% | |
| Pioneer Select Mid Cap Growth Fund Class A | Other securities | — | — | $36K | 0.3% | |
| MFS Lifetime 2040 Fund Class R3 | Mutual Funds | — | — | $35K | 0.3% | |
| MFS Lifetime 2030 Fund Class R3 | Mutual Funds | — | — | $35K | 0.3% | |
| MFS Lifetime Income Fund Class R3 | Mutual Funds | — | — | $29K | 0.2% | |
| Payden U.S. Government Fund Investor Class | Other securities | — | — | $5K | <0.1% | |
| MFS Total Return Fund Class R3 | Mutual Funds | — | — | $3K | <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 |
|---|---|---|---|---|---|
| ERISA FIDUCIARY SERVICES, INC | 47-1637791 | HAUPPAUGE, NY | CONTRACT ADMINISTRATOR | $9K | — |
