Sheri Cook signed Altec Industries, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Altec Industries, Inc.'s EIN is 63-0362926.
Download the official 2024 Form 5500 (PDF) for Altec Industries, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Altec Industries, Inc.'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 |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $129K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index | Mutual Funds | — | — | $147.1M | 14.9% | |
| VANGUARD TARGET RETIREMENT 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $96.1M | 9.7% | |
| VANGUARD TARGET RETIREMENT 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $74.3M | 7.5% | |
| Loomis Sayles Growth Fund | Other securities | — | — | $73.9M | 7.5% | |
| S American Fundamental | Mutual Funds | — | — | $72.7M | 7.4% | |
| VANGUARD TARGET RETIREMENT 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $72.2M | 7.3% | |
| VANGUARD TARGET RETIREMENT 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $67.4M | 6.8% | |
| VANGUARD TARGET RETIREMENT 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $65.1M | 6.6% | |
| Delaware Small Cap Core | Other securities | — | — | $55.0M | 5.6% | |
| STABLE VALUE FUND Wells Fargo Stable Return Fund | Stable Value | — | — | $43.1M | 4.4% | |
| GALLIARD STABLE RETURN FUND CLASS Q SEI TRUST COMPANY · EIN 52-2250959 / PN 001 | Common Collective Trust | — | $39.9M | $43.1M | 4.4% | |
| VANGUARD TARGET RETIREMENT 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $42.1M | 4.3% | |
| VANGUARD TARGET RETIREMENT 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $40.0M | 4.1% | |
| Vanguard Total Bond Market Index | Mutual Funds | — | $24.8M | $23.0M | 2.3% | |
| VANGUARD TOTAL INTL CL INSTL MUTUAL FUNDS | Mutual Funds | — | $21.7M | $22.4M | 2.3% | |
| American Europacific Growth | Other securities | — | — | $18.8M | 1.9% | |
| SSGA RUSSELL SMALL CAP INDEX SECS C STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 106 | Common Collective Trust | — | — | $17.1M | 1.7% | |
| VANGUARD TARGET RETIREMENT 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $13.8M | 1.4% | |
| VANGUARD TARGET RETIREMENT 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $13.5M | 1.4% | |
| VANGUARD TARGET RETIREMENT 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $12.8M | 1.3% | |
| PIMCO Total Return Port Instl | Mutual Funds | — | — | $8.7M | 0.9% | |
| VANGUARD TARGET RETIREMENT INCOME T VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $3.0M | 0.3% | |
| VANGUARD TARGET RETIREMENT 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7030296 / PN 001 | Common Collective Trust | — | — | $2.2M | 0.2% | |
| VANGUARD TGT RTMNT INC & GRWTH COMMON / COLLECTIVE TRUSTS | Common Collective Trusts | — | $615K | $648K | <0.1% | |
| VANGUARD TARGET RETIREMENT INCOME VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-6420194 / PN 001 | Common Collective Trust | — | — | $648K | <0.1% | |
| CASH AND CASH EQUIVALENTS BLF Fedfund Money Market | Cash / Money Market | — | — | $279K | <0.1% | |
| BLF FEDFUND MONEY MARKET | Cash / Money Market | — | $275K | $275K | <0.1% | |
| Accrued Income Interest and non-interest bearing cash | Cash / Money Market | — | — | $7K | <0.1% | |
| PENDING SETTLEMENT FUND PENDING SETTLEMENT FUNDS | Other securities | — | $4K | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
