Anthony M. Ward ESQ. signed Pelton Shepherd Industries' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pelton Shepherd Industries' EIN is 94-1551414.
Download the official 2024 Form 5500 (PDF) for Pelton Shepherd Industries from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pelton Shepherd Industries' 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 |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE CO | 01-0233346 | — | RECORDKEEPER | $14K | — |
| PAYCHEX, INC | — | ROCHESTER, NY | RECORDKEEPER | $7K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Mid Atlantic Trust Company - American Funds 2045 Target Mutual Fund N/A | Mutual Funds | — | — | $866K | 27.8% | |
| Mid Atlantic Trust Company - American Funds 2035 Target Mutual Fund N/A | Mutual Funds | — | — | $404K | 13.0% | |
| Mid Atlantic Trust Company - American Funds 2040 Target Mutual Fund N/A | Mutual Funds | — | — | $303K | 9.7% | |
| Mid Atlantic Trust Company - American Funds 2050 Target Mutual Fund N/A | Mutual Funds | — | — | $230K | 7.4% | |
| Mid Atlantic Trust Company - Reliance Trust Stable Value Common Collective Trust N/A 214 Mid Atlantic Trust Company - Notes receivable from participants Interest rates at 6.25% to 10.50% N/A | Stable Value | — | — | $186K | 6.0% | |
| Mid Atlantic Trust Company - American Funds 2030 Target Mutual Fund N/A | Mutual Funds | — | — | $149K | 4.8% | |
| Mid Atlantic Trust Company - American Funds 2025 Target Mutual Fund N/A | Mutual Funds | — | — | $140K | 4.5% | |
| Mid Atlantic Trust Company - Fidelity 500 Index Mutual Fund N/A | Common Collective Trusts | — | — | $104K | 3.3% | |
| Mid Atlantic Trust Company - American Funds 2060 Target Mutual Fund N/A | Mutual Funds | — | — | $102K | 3.3% | |
| Mid Atlantic Trust Company - John Hancock Funds Lifestyle Growth Mutual Fund N/A | Common Stocks | — | — | $97K | 3.1% | |
| Mid Atlantic Trust Company - American Funds 2055 Target Mutual Fund N/A | Mutual Funds | — | — | $75K | 2.4% | |
| Mid Atlantic Trust Company - American Funds 2065 Target Mutual Fund N/A | Mutual Funds | — | — | $74K | 2.4% | |
| Mid Atlantic Trust Company - DFA U.S. Small Cap Mutual Fund N/A | Mutual Funds | — | — | $70K | 2.2% | |
| Mid Atlantic Trust Company - Vanguard Developed Markets Mutual Fund N/A | Mutual Funds | — | — | $59K | 1.9% | |
| Mid Atlantic Trust Company - John Hancock Funds Lifestyle Moderate Mutual Fund N/A | Common Stocks | — | — | $53K | 1.7% | |
| Mid Atlantic Trust Company - John Hancock Funds Lifestyle Conservative Mutual Fund N/A | Common Stocks | — | — | $43K | 1.4% | |
| Mid Atlantic Trust Company - DFA Inflation Protected Mutual Fund N/A 69 * Mid Atlantic Trust Company - Vanguard Cored Bond Fund Mutual Fund N/A | Mutual Funds | — | — | $41K | 1.3% | |
| Mid Atlantic Trust Company - American Century Heritage Mutual Fund N/A | Common Stocks | — | — | $35K | 1.1% | |
| Mid Atlantic Trust Company - American Funds New Perspective Mutual Fund N/A | Mutual Funds | — | — | $34K | 1.1% | |
| Mid Atlantic Trust Company - John Hancock Funds Lifestyle Aggressive Mutual Fund N/A 327 * Mid Atlantic Trust Company - Vanguard Wellington Mutual Fund N/A | Mutual Funds | — | — | $18K | 0.6% | |
| Mid Atlantic Trust Company - American Funds Capital World Growth Mutual Fund N/A 748 * Mid Atlantic Trust Company - DFA International Small Cap Value Mutual Fund N/A | Mutual Funds | — | — | $16K | 0.5% | |
| Mid Atlantic Trust Company - Fidelity Large Cap Growth Mutual Fund N/A | Mutual Funds | — | — | $15K | 0.5% | |
| Mid Atlantic Trust Company - American Funds 2010 Target Mutual Fund N/A 4 * Mid Atlantic Trust Company - American Funds 2020 Target Mutual Fund N/A | Mutual Funds | — | — | $3K | 0.1% | |
| Mid Atlantic Trust Company - Parnassus Core Equity Mutual Fund N/A | Common Stocks | — | — | $2K | <0.1% | |
| METLIFE GAC SERIES 25053 0 RELIANCE TRUST · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $213 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
