MAI NHU THI Nguyen signed Cortec Precision Sheetmetal's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cortec Precision Sheetmetal's EIN is 77-0315369.
Download the official 2024 Form 5500 (PDF) for Cortec Precision Sheetmetal from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cortec Precision Sheetmetal'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $10K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | — | CUPERTINO, CA |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| INVESCO S&P 500 INDEX A | Registered Investment Companies | — | — | $1.4M | 16.2% | |
| MORGAN STANLEY US GOVT MONEY R | Registered Investment Companies | — | — | $1.1M | 12.3% | |
| TRANSAMAA-CONSPORT-A | Registered Investment Companies | — | — | $732K | 8.5% | |
| AMERICAN CENT GOVT BOND - A | Registered Investment Companies | — | — | $628K | 7.3% | |
| CLEARBRIDGE APPRECIATION A | Registered Investment Companies | — | — | $590K | 6.9% | |
| BLACKROCK EQUITY DIVIDEND - A | Registered Investment Companies | — | — | $481K | 5.6% | |
| JPMORGAN SMARTRET 2030 -A | Registered Investment Companies | — | — | $366K | 4.3% | |
| BLACKROCK GLOBAL ALLOCATION A | Registered Investment Companies | — | — | $347K | 4.0% | |
| JPMORGAN SMARTRETIRE 2025 - A | Registered Investment Companies | — | — | $313K | 3.6% | |
| JPMORGAN SMARTRET 2040 -A | Registered Investment Companies | — | — | $310K | 3.6% | |
| TRANSAMERICA AA-MODPORT-A | Registered Investment Companies | — | — | $269K | 3.1% | |
| JPMORGAN SMARTRETIRE 2045 - A | Registered Investment Companies | — | — | $269K | 3.1% | |
| JPMORGAN SMARTRETIRE 2050 - A | Registered Investment Companies | — | — | $226K | 2.6% | |
| VIRTUS SGA INTERNATIONAL GR A | Registered Investment Companies | — | — | $222K | 2.6% | |
| INVESCO GLOBAL A | Registered Investment Companies | — | — | $164K | 1.9% | |
| JPMORGAN SMARTRET INC -A | Registered Investment Companies | — | — | $162K | 1.9% | |
| TRANSAMERICA AA-MODGRTHPORT-A | Registered Investment Companies | — | — | $155K | 1.8% | |
| JPMORGAN SMARTRETIRE 2035 - A | Registered Investment Companies | — | — | $155K | 1.8% | |
| JPMORGAN MID CAP VALUE - A | Registered Investment Companies | — | — | $123K | 1.4% | |
| VICTORY FUND FOR INCOME A | Registered Investment Companies | — | — | $103K | 1.2% | |
| JPMORGAN SMARTRET 2020 -A | Registered Investment Companies | — | — | $88K | 1.0% | |
| ALLSPRING CORE BOND A | Registered Investment Companies | — | — | $74K | 0.9% | |
| AB GLOBAL BOND A | Registered Investment Companies | — | — | $68K | 0.8% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| ADVISOR |
| $0 |
| — |
