Anthony M. Ward ESQ. signed Thaler Machine Company LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Thaler Machine Company LLC's EIN is 84-4259995.
Download the official 2024 Form 5500 (PDF) for Thaler Machine Company LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Thaler Machine Company LLC'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 |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EVERHART ADVISORS | 31-1440043 | DUBLIN, OH | ADVISOR | $17K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2040 Target Date Retirement Fund Target fund # | Mutual Funds | — | — | $952K | 13.8% | |
| American Funds 2030 Target Date Retirement Fund Target fund # | Mutual Funds | — | — | $846K | 12.2% | |
| American Funds 2035 Target Date Retirement Fund Target fund # | Mutual Funds | — | — | $663K | 9.6% | |
| THE STANDARD STABLE ASSET II STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 690 | Common Collective Trust | — | — | $614K | 8.9% | |
| American Funds The Bond Fund of America Bond fund # | Mutual Funds | — | — | $446K | 6.5% | |
| Registered investment companies Fidelity 500 Index Fund Growth fund # | Common Collective Trusts | — | — | $443K | 6.4% | |
| American Funds 2050 Target Date Retirement Fund Target fund # | Mutual Funds | — | — | $428K | 6.2% | |
| participants' vested account balance, maturing through May 2033 # | Other securities | — | — | $361K | 5.2% | |
| American Funds 2045 Target Date Retirement Fund Target fund # | Mutual Funds | — | — | $273K | 3.9% | |
| American Funds 2055 Target Date Retirement Fund Target fund # | Mutual Funds | — | — | $272K | 3.9% | |
| American Funds 2025 Target Date Retirement Fund Target fund # | Mutual Funds | — | — | $259K | 3.7% | |
| American Funds American Balanced Fund Balanced fund # | Mutual Funds | — | — | $193K | 2.8% | |
| American Funds 2060 Target Date Retirement Fund Target fund # | Mutual Funds | — | — | $124K | 1.8% | |
| MFS International Equity Fund International fund # | Mutual Funds | — | — | $117K | 1.7% | |
| Registered investment companies - continued American Funds 2020 Target Date Retirement Fund Target fund # | Mutual Funds | — | — | $95K | 1.4% | |
| Vanguard Value Index Fund Growth fund # | Common Collective Trusts | — | — | $80K | 1.2% | |
| T. Rowe Price Mid-Cap Value Fund Growth fund # | Other securities | — | — | $61K | 0.9% | |
| Fidelity Mid Cap Index Fund Growth fund # | Common Collective Trusts | — | — | $59K | 0.9% | |
| PIMCO Income Fund Bond fund # | Mutual Funds | — | — | $50K | 0.7% | |
| Fidelity Mid Cap Growth Index Fund Growth fund # | Common Collective Trusts | — | — | $47K | 0.7% | |
| Fidelity International Index Fund International fund # | Common Collective Trusts | — | — | $43K | 0.6% | |
| Vanguard Small Cap Value Index Fund Growth fund # | Common Collective Trusts | — | — | $42K | 0.6% | |
| Vanguard Small Cap Growth Index Fund Growth fund # | Common Collective Trusts | — | — | $27K | 0.4% | |
| American Funds 2065 Target Date Retirement Fund Target fund # | Mutual Funds | — | — | $24K | 0.3% | |
| American Funds 2015 Target Date Retirement Fund Target fund # | Mutual Funds | — | — | $20K | 0.3% | |
| Cash # | Cash / Money Market | — | — | $12K | 0.2% | |
| Harbor Capital Appreciation Fund Growth fund # | Other securities | — | — | $6K | <0.1% | |
| American Funds 2010 Target Date Retirement Fund Target fund # | Mutual Funds | — | — | $1K | <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 |
|---|---|---|---|---|---|
| ERISA FIDUCIARY SERVICES, INC. | 47-1637791 | HAUPPAUGE, NY | CONTRACT ADMINISTRATOR | $6K | — |
