Julie Urbaniak signed Prestolite Electric Incorporated's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Prestolite Electric Incorporated's EIN is 94-3142032.
Download the official 2024 Form 5500 (PDF) for Prestolite Electric Incorporated from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Prestolite Electric Incorporated's plan includes 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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS | 06-1297347 | — | CONSULTING | $39K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Putnam Large Cap Growth " | Mutual Funds | — | — | $8.3M | 36.9% | |
| Putnam Large Cap Value " | Mutual Funds | — | — | $2.3M | 10.1% | |
| Vanguard 500 Index Admiral " | Common Collective Trusts | — | — | $1.7M | 7.7% | |
| MORLEY STABLE VAL FUND CLASS 25 I MORLEY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $1.5M | 6.8% | |
| BlackRock LifePath Index 2035 " | Other securities | — | — | $1.3M | 5.8% | |
| BlackRock LifePath Index Retirement " | Other securities | — | — | $1.3M | 5.6% | |
| Putnam Small Cap Growth " | Mutual Funds | — | — | $1.2M | 5.2% | |
| Vanguard Extended Market Index Admiral " | Mutual Funds | — | — | $854K | 3.8% | |
| MFS International Diversification " | Mutual Funds | — | — | $731K | 3.2% | |
| PGIM Total Return Bond " | Other securities | — | — | $607K | 2.7% | |
| BlackRock LifePath Index 2030 Mutual fund | Other securities | — | — | $581K | 2.6% | |
| BlackRock LifePath Index 2045 " | Other securities | — | — | $563K | 2.5% | |
| BlackRock LifePath Index 2040 " | Other securities | — | — | $353K | 1.6% | |
| Vanguard Total Intl Stock Index Admiral " | Mutual Funds | — | — | $281K | 1.2% | |
| Participants Notes Receivable with interest rates of 5.25% | Bonds / Notes | — | — | $271K | 1.2% | |
| Participant Loans (5.25%) - | Bonds / Notes | — | — | $271K | 1.2% | |
| BlackRock LifePath Index 2050 " | Other securities | — | — | $231K | 1.0% | |
| BlackRock LifePath Index 2065 " | Other securities | — | — | $157K | 0.7% | |
| Macquarie Small Cap Value " | Other securities | — | — | $151K | 0.7% | |
| BlackRock LifePath Index 2055 " | Other securities | — | — | $103K | 0.5% | |
| BlackRock LifePath Index 2060 " | Other securities | — | — | $39K | 0.2% | |
| PIMCO Real Return Institutional " | Mutual Funds | — | — | $4K | <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 |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
