Todd Vande Zande signed International Thermal Systems LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
International Thermal Systems LLC's EIN is 80-0603050.
Download the official 2024 Form 5500 (PDF) for International Thermal Systems LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)International Thermal Systems LLC'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 |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES | 13-2638165 | — | INVESTMENT ADVISOR | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASSOCIATED TRUST COMPANY, N.A. | 30-0219031 | — | NONE | $29K | — |
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 | |||||
|---|---|---|---|---|---|---|
| GREAT GRAY T ROWE PR RET DATE 2020 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289832 / PN 001 | Common Collective Trust | — | — | $3.5M | 31.3% | |
| GREAT GRAY T ROWE PR RET DATE 2025 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289833 / PN 001 | Common Collective Trust | — | — | $2.4M | 22.1% | |
| GREAT GRAY T ROWE PR RET DATE 2030 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289834 / PN 001 | Common Collective Trust | — | — | $954K | 8.6% | |
| Vanguard Index TR 500 Fund | Mutual Funds | — | — | $923K | 8.4% | |
| GREAT GRAY T ROWE PR RET DATE 2035 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289835 / PN 001 | Common Collective Trust | — | — | $644K | 5.8% | |
| GREAT GRAY T ROWE PR RET DATE 2040 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289836 / PN 001 | Common Collective Trust | — | — | $446K | 4.0% | |
| GREAT GRAY T ROWE PR RET DATE 2045 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289837 / PN 001 | Common Collective Trust | — | — | $407K | 3.7% | |
| GREAT GRAY T ROWE PR RET DATE 2055 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289839 / PN 001 | Common Collective Trust | — | — | $291K | 2.6% | |
| Vanguard Mid Cap Index Fund | Common Collective Trusts | — | — | $235K | 2.1% | |
| GREAT GRAY T ROWE PR RET DATE 2050 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289838 / PN 001 | Common Collective Trust | — | — | $225K | 2.0% | |
| LARGE CAP GROWTH FUND III GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $194K | 1.8% | |
| Vanguard Small Cap Index Fund | Common Collective Trusts | — | — | $158K | 1.4% | |
| MFS Mid Cap Value Fund | Mutual Funds | — | — | $126K | 1.1% | |
| American Funds New World Fund | Mutual Funds | — | — | $115K | 1.0% | |
| Virtus Small Cap Sustainable Growth Fund | Other securities | — | — | $104K | 0.9% | |
| MID CAP GROWTH FUND II GREAT GRAY TRUST COMPANY, LLC · EIN 38-7304118 / PN 001 | Common Collective Trust | — | — | $71K | 0.6% | |
| Blackrock Total Return Fund | Mutual Funds | — | — | $67K | 0.6% | |
| Dodge & Cox International Stock Fund | Mutual Funds | — | — | $51K | 0.5% | |
| Invesco Diversified Dividend Fund | Mutual Funds | — | — | $42K | 0.4% | |
| GREAT GRAY T ROWE PR RET DATE 2060 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289840 / PN 001 | Common Collective Trust | — | — | $25K | 0.2% | |
| American Beacon Small Cap Value Fund | Other securities | — | — | $22K | 0.2% | |
| STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $21K | 0.2% | |
| Participant Note receivable from participant, repayment schedule through May 2028 with an interest rate of 6.75% - | Bonds / Notes | — | — | $15K | 0.1% | |
| MONEY MARKET COMMON TR FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 52-7241044 / PN 001 | Common Collective Trust | — | — | $3K | <0.1% | |
| GREAT GRAY T ROWE PR RET DATE 2065 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289841 / PN 001 | Common Collective Trust | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
