Paul Costanzo signed Medley Material Handling, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Medley Material Handling, Inc.'s EIN is 73-0614215.
Download the official 2024 Form 5500 (PDF) for Medley Material Handling, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Medley Material Handling, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | $20K | — |
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $5K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| STATE ST TARGET RETIRE 2030 K | Registered Investment Companies | — | — | $1.8M | 25.8% | |
| STATE ST TARGET RETIRE 2035 K | Registered Investment Companies | — | — | $1.3M | 18.9% | |
| STATE ST TARGET RETIRE 2040 K | Registered Investment Companies | — | — | $878K | 12.4% | |
| STATE ST TARGET RETIRE 2025 K | Registered Investment Companies | — | — | $703K | 9.9% | |
| STATE ST TARGET RETIRE 2045 K | Registered Investment Companies | — | — | $443K | 6.2% | |
| STATE ST TARGET RETIRE 2050 K | Registered Investment Companies | — | — | $427K | 6.0% | |
| FIRST EAGLE GLOBAL R6 | Registered Investment Companies | — | — | $139K | 2.0% | |
| FID INFL-P BD IDX | Registered Investment Companies | — | — | $134K | 1.9% | |
| BROKERAGE FUND OPTIONS SELF-DIRECTED BROKERAGE ACCT | Self-Directed Brokerage | — | — | $132K | 1.9% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $127K | 1.8% | |
| DFA SHORT DUR REAL RTN INST | Registered Investment Companies | — | — | $125K | 1.8% | |
| STATE ST TARGET RETIRE 2060 K | Registered Investment Companies | — | — | $114K | 1.6% | |
| FID 500 IND | Registered Investment Companies | — | — | $77K | 1.1% | |
| STATE ST TARGET RETIRE 2055 K | Registered Investment Companies | — | — | $71K | 1.0% | |
| FIRST EAGLE GOLD R6 | Registered Investment Companies | — | — | $56K | 0.8% | |
| STATE ST TARGET RETIRE 2020 K | Registered Investment Companies | — | — | $56K | 0.8% | |
| FIDELITY NASDAQ COMPOSITE IDX | Registered Investment Companies | — | — | $53K | 0.8% | |
| FIDELITY ADVISOR ENERGY Z | Registered Investment Companies | — | — | $47K | 0.7% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $22K | 0.3% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $20K | 0.3% | |
| FID EMERGING MARKETS INDEX | Registered Investment Companies | — | — | $9K | 0.1% | |
| DFA GLOBAL REAL ESTATE SEC I | Registered Investment Companies | — | — | $5K | <0.1% | |
| FID ST TREAS BOND INDX | Registered Investment Companies | — | — | $4K | <0.1% | |
| STATE ST CASH SERIES US GOVT L STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
