Michele Carroll signed Patco Products, LLC.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Patco Products, LLC.'s EIN is 93-1360313.
Download the official 2024 Form 5500 (PDF) for Patco Products, LLC. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Patco Products, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $49K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC. | 33-0785439 | — | INVESTMENT ADVISORY | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRINCIPAL GUARANTEED OPTION | Other securities | — | — | $2.1M | 13.5% | |
| PRIN REAL ESTATE SECS INST FD | Other securities | — | — | $2.0M | 12.9% | |
| NUVEEN MID CAP VALUE 1R6 FUND | Mutual Funds | — | — | $1.8M | 11.5% | |
| VANGUARD TGT RMT 2070 INV FUND | Mutual Funds | — | — | $1.3M | 8.4% | |
| T. ROWE PRICE DIV GRWTH I FD | Other securities | — | — | $1.2M | 7.9% | |
| Participant Loans | Participant loans | — | — | $1.0M | 6.6% | |
| VANGUARD TGT RMT 2045 INV FUND | Mutual Funds | — | — | $618K | 4.1% | |
| VANGUARD TGT RMT 2040 INV FUND | Mutual Funds | — | — | $614K | 4.0% | |
| FIDELITY US BOND INDEX FUND | Common Collective Trusts | — | — | $576K | 3.8% | |
| JOHN HANCOCK BOND R6 FUND | Other securities | — | — | $464K | 3.0% | |
| VANGUARD TGT RMT 2030 INV FUND | Mutual Funds | — | — | $419K | 2.7% | |
| VANGUARD TGT RMT 2035 INV FUND | Mutual Funds | — | — | $385K | 2.5% | |
| MNG & NPR RAIN INTL DS Z FD | Other securities | — | — | $360K | 2.4% | |
| VANGUARD TGT RMT 2060 INV FUND | Mutual Funds | — | — | $324K | 2.1% | |
| VANGUARD TGT RMT 2055 INV FUND | Mutual Funds | — | — | $289K | 1.9% | |
| VANGUARD TGT RMT 2020 INV FUND | Mutual Funds | — | — | $289K | 1.9% | |
| FIDELITY INTERNATIONAL IDX FD | Common Collective Trusts | — | — | $286K | 1.9% | |
| VANGUARD TGT RMT 2025 INV FUND | Mutual Funds | — | — | $267K | 1.7% | |
| BLACKROCK MD-CP GR EQ K FD | Other securities | — | — | $228K | 1.5% | |
| VANGUARD TGT RMT 2050 INV FUND | Mutual Funds | — | — | $176K | 1.2% | |
| FIDELITY SM CAP INDEX FUND | Common Collective Trusts | — | — | $169K | 1.1% | |
| FIDELITY 500 INDEX FUND | Common Collective Trusts | — | — | $144K | 0.9% | |
| AMERICAN FUNDS AMERMUT R6 FD | Mutual Funds | — | — | $114K | 0.7% | |
| JP MORGAN GRW ADVANTAGE R6 FD | Other securities | — | — | $103K | 0.7% | |
| AMER CENTURY SML CAP VAL R6 FD | Other securities | — | — | $77K | 0.5% | |
| AB SMALL CAP GRWTH PORT Z FD | Other securities | — | — | $44K | 0.3% | |
| VANGUARD INTL GROWTH ADM FD | Mutual Funds | — | — | $16K | 0.1% | |
| VANGUARD TGT RMT INC INV FUND | 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.
