Larry Phillips signed Tool FLO Manufacturing, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Tool FLO Manufacturing, Inc.'s EIN is 74-1990355.
Download the official 2024 Form 5500 (PDF) for Tool FLO Manufacturing, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Tool FLO Manufacturing, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $2K | — |
| 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 | |||||
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $1.9M | 21.5% | |
| NUVEEN LC INDEX 2030 PREM | Registered Investment Companies | — | — | $1.4M | 15.5% | |
| GOLDMAN SACHS SV COL TR IS 2 GOLDMAN SACHS TRUST COMPANY · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $1.2M | 12.9% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $509K | 5.7% | |
| CALAMOS INTERNATIONAL GR R6 | Registered Investment Companies | — | — | $493K | 5.5% | |
| HARTFORD CORE EQUITY FUND R5 | Registered Investment Companies | — | — | $472K | 5.3% | |
| GOLDMAN SMALL CAP VALUE INSTL | Registered Investment Companies | — | — | $439K | 4.9% | |
| JPM GROWTH ADVANTAGE FUND - R6 | Registered Investment Companies | — | — | $320K | 3.6% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $312K | 3.5% | |
| NUVEEN LC INDEX 2040 PREM | Registered Investment Companies | — | — | $303K | 3.4% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $237K | 2.6% | |
| NUVEEN LC INDEX 2020 PREM | Registered Investment Companies | — | — | $188K | 2.1% | |
| NUVEEN LC INDEX 2050 PREM | Registered Investment Companies | — | — | $141K | 1.6% | |
| CARILLON SCOUT MID CAP R6 | Registered Investment Companies | — | — | $124K | 1.4% | |
| FID INTTRS BOND INDEX | Registered Investment Companies | — | — | $114K | 1.3% | |
| NUV LIFECYCLE INDX 2055 CL | Registered Investment Companies | — | — | $112K | 1.2% | |
| TROWE PRICE VALUE INV | Registered Investment Companies | — | — | $103K | 1.1% | |
| CARILLON EAGLE MID CAP GRTH R6 | Registered Investment Companies | — | — | $76K | 0.8% | |
| NUVEEN LC INDX 2035 PREMIER | Registered Investment Companies | — | — | $70K | 0.8% | |
| DIMENSIONAL GLOBAL EQTY - INST | Registered Investment Companies | — | — | $65K | 0.7% | |
| BLACKROCK ADV SCC K | Registered Investment Companies | — | — | $64K | 0.7% | |
| DFA INTERNATIONAL SM CO INST | Registered Investment Companies | — | — | $59K | 0.7% | |
| NUVEEN LC INDEX 2045 PREM | Registered Investment Companies | — | — | $59K | 0.7% | |
| NUVEEN LCINDX 2025 PREMIER | Registered Investment Companies | — | — | $49K | 0.5% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $21K | 0.2% | |
| VANGUARD TOTAL INTL BD IDX ADM | Registered Investment Companies | — | — | $15K | 0.2% | |
| FIDELITY SMALL CAP GROWTH K6 | Registered Investment Companies | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
