Brian Sorensen signed Marshall Industries, Inc.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Marshall Industries, Inc.'s EIN is 87-0310328.
Download the official 2022 Form 5500 (PDF) for Marshall Industries, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Marshall Industries, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $3K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS, INC. | 43-1451524 | — |
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 | |||||
|---|---|---|---|---|---|---|
| AMC RET DATE 2045 TRUST IX GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $1.5M | 31.4% | |
| AMC RET DATE 2035 TRUST IX GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $870K | 18.6% | |
| AMC RET DATE 2030 TRUST IX GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $512K | 10.9% | |
| AMC RET DATE 2025 TRUST IX GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $447K | 9.6% | |
| AMC IN RETIRMENT TRUST IX GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $237K | 5.1% | |
| AMC RET DATE 2055 TRUST IX GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $230K | 4.9% | |
| JOHN HANCOCK BOND FUND - R6 | Registered Investment Companies | — | — | $162K | 3.5% | |
| AMC RET DATE 2040 TRUST IX GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $127K | 2.7% | |
| AMC RET DATE 2050 TRUST IX GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $124K | 2.7% | |
| FID 500 IND | Registered Investment Companies | — | — | $107K | 2.3% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $84K | 1.8% | |
| LORD ABBETT HIGH YIELD FUNDI 328 REGISTERED INVESTMENT COMPANY PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $81K | 1.7% | |
| FID EXT MRKT INDEX | Registered Investment Companies | — | — | $53K | 1.1% | |
| HTFD SCHRODERS INTL STOCK SDR | Registered Investment Companies | — | — | $46K | 1.0% | |
| MFS INTL NEW DISCCOVERY R6 | Registered Investment Companies | — | — | $36K | 0.8% | |
| T ROWE PRICE BLUE CHIP GR I | Registered Investment Companies | — | — | $35K | 0.8% | |
| UNDISC MGRS BEHAVIORAL VAL R6 | Registered Investment Companies | — | — | $23K | 0.5% | |
| ALGER SMALL CAP FOCUS Z | Registered Investment Companies | — | — | $16K | 0.3% | |
| COHEN & STEERS INST REALTY | Registered Investment Companies | — | — | $14K | 0.3% | |
| METLIFE REL ST VAL 25053 -15 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $2K | <0.1% | |
| AMC RET DATE 2060 TRUST IX GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $165 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| CONSULTANT |
| $21K |
| — |
