Mark Henseler for TRPC signed Enstrom Candies, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Enstrom Candies, Inc.'s EIN is 84-0630661.
Download the official 2024 Form 5500 (PDF) for Enstrom Candies, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Enstrom Candies, 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 |
|---|---|---|---|---|---|
| IBI ADVISORS | — | GRAND JUNCTION, CO | INVESTMENT ADVISOR | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE RETIREMENT PLAN COMPANY | 38-3712991 | — | NONE | $16K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JP Morgan Funds JP Morgan Large Cap Growth R6 | Other securities | — | — | $1.0M | 14.7% | |
| Fidelity Investments Fidelity Puritan FD | Mutual Funds | — | — | $1.0M | 14.6% | |
| Vanguard Group Vanguard Total Stock MKT Index FD ADM | Mutual Funds | — | — | $825K | 11.7% | |
| Nuveen Securities Nuveen Lifecycle Index 2030 Inst | Mutual Funds | — | — | $786K | 11.2% | |
| Charles Schwab Trust Bank Schwab Bank Savings | Mutual Funds | — | — | $522K | 7.4% | |
| Nuveen Securities Nuveen Lifecycle Index 2050 Inst | Mutual Funds | — | — | $326K | 4.6% | |
| Nuveen Securities Nuveen Lifecycle Index 2020 Inst | Mutual Funds | — | — | $315K | 4.5% | |
| Federated Hermes Federated Mid Cap Index FD Inst | Other securities | — | — | $288K | 4.1% | |
| Janus Henderson Janus Henderson Enterprise FD I | Mutual Funds | — | — | $281K | 4.0% | |
| The Bank of New York Mellon BNY Mellon Equity Income Fund - CL 1 | Other securities | — | — | $259K | 3.7% | |
| Nuveen Securities Nuveen Lifecycle Index 2040 Inst | Mutual Funds | — | — | $205K | 2.9% | |
| Nuveen Securities Nuveen Lifecycle Index 2025 Inst | Mutual Funds | — | — | $202K | 2.9% | |
| Federated Hermes Federated MDT Small Cap Growth Instl | Other securities | — | — | $165K | 2.3% | |
| Nuveen Securities Nuveen Core Plus Bond Inst | Mutual Funds | — | — | $153K | 2.2% | |
| Federated Hermes Federated MDT Small CP CR FD Inst CL | Other securities | — | — | $127K | 1.8% | |
| Pacific Investment Management Company Pimco Investment Grade CR BD INST | Mutual Funds | — | — | $113K | 1.6% | |
| Victory Funds Victory Sycamore Established Value I | Other securities | — | — | $109K | 1.5% | |
| Non-Interest Bearing Cash Non-Interest Bearing Cash 1 Loans, ranging from 1-30 years maturity with * Participant Loans interest rates ranging from 4.25% to 9.5% | Cash / Money Market | — | — | $106K | 1.5% | |
| Spectrum Funds Spectrum Consrv Allocation | Other securities | — | — | $63K | 0.9% | |
| Spectrum Funds Spectrum Mod Growth Allocation I | Other securities | — | — | $29K | 0.4% | |
| Lord Abbett & Company Lord Abbett Short Duration INCM I | Mutual Funds | — | — | $28K | 0.4% | |
| Pacific Investment Management Company Pimco Incm FD Inst CL | Mutual Funds | — | — | $25K | 0.4% | |
| Nuveen Securities Nuveen Lifecycle Index 2035 Inst | Mutual Funds | — | — | $17K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
