Dana Mattiza signed Ipsco Tubulars Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ipsco Tubulars Inc.'s EIN is 84-1016860.
Download the official 2024 Form 5500 (PDF) for Ipsco Tubulars Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ipsco Tubulars Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
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 | -$11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENTS LLC | 30-0282430 | — | INVESTMENT ADVISOR | $38K | — |
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 | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2035 | Other securities | — | $283K | $6.0M | 17.4% | |
| T. Rowe Price Retirement 2025 | Other securities | — | $289K | $4.8M | 13.9% | |
| T. Rowe Price Retirement 2020 | Other securities | — | $208K | $3.9M | 11.3% | |
| T. Rowe Price Retirement 2030 | Other securities | — | $131K | $3.4M | 9.8% | |
| PRU STABLE VALUE PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 156 | Common Collective Trust | — | $78K | $2.5M | 7.2% | |
| T. Rowe Price Retirement 2045 | Other securities | — | $91K | $2.0M | 5.9% | |
| T. Rowe Price Blue Chip Growth Fund Class I | Other securities | — | $11K | $2.0M | 5.7% | |
| T. Rowe Price Retirement 2040 | Other securities | — | $59K | $1.8M | 5.2% | |
| T. Rowe Price Retirement 2015 | Other securities | — | $130K | $1.6M | 4.8% | |
| Vanguard Institutional Index Fund | Common Collective Trusts | — | $3K | $1.5M | 4.3% | |
| T. Rowe Price Retirement 2050 | Other securities | — | $38K | $717K | 2.1% | |
| T. Rowe Price Retirement 2010 | Other securities | — | $38K | $571K | 1.7% | |
| Notes Receivable from Participants, Various Maturity Dates through 2029; Interest Rates at 3.50% to 8.75% | Bonds / Notes | — | — | $539K | 1.6% | |
| Vanguard Equity - Income Fund | Mutual Funds | — | $5K | $415K | 1.2% | |
| T. Rowe Price Retirement 2055 | Other securities | — | $19K | $380K | 1.1% | |
| Hartford Mid Cap Class R-6 | Other securities | — | $10K | $361K | 1.1% | |
| Carillon Eagle Small Cap Growth Class I | Other securities | — | $14K | $357K | 1.0% | |
| American Funds Europacific Growth Class R-5 | Mutual Funds | — | $7K | $355K | 1.0% | |
| Vanguard Extended Market Index Fund | Common Collective Trusts | — | $2K | $297K | 0.9% | |
| PIMCO Total Return Fund Institutional Class | Mutual Funds | — | $29K | $249K | 0.7% | |
| Vanguard Total Bond Market Fund | Mutual Funds | — | $16K | $155K | 0.4% | |
| T. Rowe Price Retirement 2060 | Other securities | — | $8K | $134K | 0.4% | |
| T. Rowe Price International Discovery Fund | Other securities | — | $2K | $115K | 0.3% | |
| Vanguard Total International Stock Index Fund | Common Collective Trusts | — | $3K | $106K | 0.3% | |
| T. Rowe Price Retirement 2005 | Other securities | — | $8K | $101K | 0.3% | |
| Loomis Sayles Investment Grade Bond Class Y | Other securities | — | $8K | $74K | 0.2% | |
| Goldman Sachs Small Cap Growth Class I 418 | Other securities | — | — | $17K | <0.1% | |
| Dodge & Cox International Stock 295 | Mutual Funds | — | — | $15K | <0.1% | |
| T. Rowe Price Retirement Balanced Fund 839 | Other securities | — | — | $11K | <0.1% | |
| Invesco Oppenheimer Developing Markets 26 971 JP Morgan Mid Cap Value Class L 110 | Mutual Funds | — | — | $4K | <0.1% | |
| DFA Global Real Estate 221 | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BKD CPAS & ADVISORS | 44-0160260 | — | ACCOUNTANT/AUDITOR | $24K | — |
