Michael Fagan signed Parker Trutec Incorporated's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Parker Trutec Incorporated's EIN is 95-3508812.
Download the official 2024 Form 5500 (PDF) for Parker Trutec Incorporated from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Parker Trutec Incorporated's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE TRUST COMPANY OF TENNESSEE INC | 62-1291257 | — | NONE | $77K | — |
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 | |||||
|---|---|---|---|---|---|---|
| BlackRock | Other securities | — | — | $3.4M | 22.0% | |
| BlackRock | Other securities | — | — | $1.7M | 11.0% | |
| BlackRock | Other securities | — | — | $1.5M | 9.5% | |
| BlackRock | Other securities | — | — | $1.4M | 8.9% | |
| Vanguard | Mutual Funds | — | — | $1.3M | 8.8% | |
| BlackRock | Other securities | — | — | $1.1M | 7.3% | |
| BlackRock | Other securities | — | — | $676K | 4.4% | |
| Vanguard | Mutual Funds | — | — | $580K | 3.8% | |
| Vanguard | Mutual Funds | — | — | $526K | 3.4% | |
| BlackRock | Other securities | — | — | $516K | 3.4% | |
| BlackRock | Other securities | — | — | $357K | 2.3% | |
| Goldman Sachs | Other securities | — | — | $301K | 2.0% | |
| Participant Notes Receivable | Other securities | — | $0 | $245K | 1.6% | |
| Causeway | Other securities | — | — | $239K | 1.6% | |
| JP Morgan | Other securities | — | — | $221K | 1.4% | |
| JP Morgan | Other securities | — | — | $200K | 1.3% | |
| Metropolitan West | Other securities | — | — | $197K | 1.3% | |
| Blackrock | Other securities | — | — | $188K | 1.2% | |
| Nationwide | Other securities | — | — | $179K | 1.2% | |
| Conestoga | Other securities | — | — | $156K | 1.0% | |
| Fidelity | Mutual Funds | — | — | $120K | 0.8% | |
| INVESCO STABLE VALUE TRUST CLASS A1 INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $116K | 0.8% | |
| BlackRock | Other securities | — | — | $106K | 0.7% | |
| Vanguard | Mutual Funds | — | — | $36K | 0.2% | |
| FEDERATED CAPITAL PRESERVATION FUND FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
