Julie Joseph signed Material Sciences Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Material Sciences Corporation's EIN is 95-2673173.
Download the official 2024 Form 5500 (PDF) for Material Sciences Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Material Sciences Corporation'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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $39K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WAVERLY ADVISORS | 63-1229657 | — | INVESTMENT ADVISOR | $33K | — |
| STRATEGIC FINANCIAL GROUP |
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 | |||||
|---|---|---|---|---|---|---|
| PUTNAM STABLE VAL (25) PUTNAM · EIN 04-3159710 / PN 732 | Common Collective Trust | — | — | $6.5M | 11.9% | |
| Vanguard Growth Index Adm | Mutual Funds | — | — | $6.5M | 11.8% | |
| Dimensional DFA US Lg Cap Val I | Mutual Funds | — | — | $5.8M | 10.4% | |
| Fidelity 500 Index Instl Prem | Common Collective Trusts | — | — | $5.2M | 9.5% | |
| Registered Investment Companies American Funds Moderate Growth & Income Port R6 | Mutual Funds | — | — | $4.8M | 8.7% | |
| American Funds Growth & Inc Port R6 | Mutual Funds | — | — | $4.6M | 8.3% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $2.8M | 5.1% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $2.3M | 4.2% | |
| Dimensional US Small-Cap Value I | Mutual Funds | — | — | $2.2M | 4.0% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $2.0M | 3.5% | |
| Vanguard Developed Markets Index Adm | Mutual Funds | — | — | $1.6M | 2.9% | |
| Vanguard Target Retirement 2070 ** 9 Vanguard Target Retirement 2030 | Mutual Funds | — | — | $1.2M | 2.2% | |
| Vanguard Explorer Adm | Mutual Funds | — | — | $1.2M | 2.2% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $1.1M | 2.0% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $982K | 1.8% | |
| Dimensional DFA Intl Val I | Mutual Funds | — | — | $793K | 1.4% | |
| Dimensional International Value I | Mutual Funds | — | — | $793K | 1.4% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $704K | 1.3% | |
| Participant Loans Interest rates ranging from 4.25% to 9.50% -0- | Bonds / Notes | — | — | $571K | 1.0% | |
| Vanguard Total Bond Market Index Adm | Mutual Funds | — | — | $569K | 1.0% | |
| Vanguard Mid-Cap Index Adm | Mutual Funds | — | — | $473K | 0.9% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $469K | 0.9% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $454K | 0.8% | |
| Vanguard Inflation-Protected Secs Adm | Mutual Funds | — | — | $414K | 0.8% | |
| American Funds Retire Inc Port Conserv R6 | Mutual Funds | — | — | $390K | 0.7% | |
| Vanguard Small-Cap Index Adm | Mutual Funds | — | — | $378K | 0.7% | |
| Dimensional Global Allocation 25/75 I | Mutual Funds | — | — | $353K | 0.6% | |
| Dimensional DFA Glbl Alloc 25/75 I | Mutual Funds | — | — | $353K | 0.6% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $338K | 0.6% | |
| Vanguard Emerging Markets Stock Index Adm | Mutual Funds | — | — | $270K | 0.5% | |
| Vanguard High-Yield Corporate Adm | Mutual Funds | — | — | $199K | 0.4% | |
| Vanguard Target Retrmnt 2065 Inv | Mutual Funds | — | — | $36K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 35-1984039 |
| — |
| INVESTMENT ADVISOR |
| $10K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
