Susan H. Perry signed Marshall Electronics, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Marshall Electronics, Inc.'s EIN is 95-3563611.
Download the official 2024 Form 5500 (PDF) for Marshall Electronics, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Marshall Electronics, Inc.'s plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS, | 13-3689044 | — | RECORDKEEPER | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL CORPORATION | 04-3046611 | — | INVESTMENT ADVISORY PLAN | $24K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| 16 MFS MASSACHUSETTS INVESTORS GR STK R3 | Mutual Funds | — | — | $2.0M | 16.6% | |
| 11 ISHARES S&P 500 INDEX SERVICE | Common Collective Trusts | — | — | $1.5M | 12.7% | |
| 9 HARTFORD MIDCAP R5 | Other securities | — | — | $867K | 7.1% | |
| 18 NEUBERGER BERMAN NEUBERGER BERMAN STRATEGIC INCOME I | Other securities | — | — | $837K | 6.8% | |
| 10 INVESCO DIVERSIFIED DIVIDEND R5 | Mutual Funds | — | — | $815K | 6.7% | |
| 13 JANUS HENDERSON JANUS HENDERSON TRITON T | Mutual Funds | — | — | $722K | 5.9% | |
| 21 VANGUARD SMALL CAP INDEX ADM | Mutual Funds | — | — | $609K | 5.0% | |
| 2 AMERICAN FUNDS AMERICAN FUNDS NEW PERSPECTIVE R5 | Mutual Funds | — | — | $587K | 4.8% | |
| 20 TRANSAMERICA* TRANSAMERICA STABLE VALUE CORE OPTION | Stable Value | — | — | $565K | 4.6% | |
| 12 ISHARES TOTAL U.S. STOCK MARKET INDEX K | Common Collective Trusts | — | — | $497K | 4.1% | |
| 4 DFA INFLATION-PROTECTED SECURITIES I | Mutual Funds | — | — | $495K | 4.0% | |
| 15 LORD ABBETT LORD ABBETT TOTAL RETURN R4 | Mutual Funds | — | — | $337K | 2.8% | |
| 1 AMERICAN FUNDS AMERICAN FUNDS EUROPACIFIC GR R5 | Mutual Funds | — | — | $312K | 2.6% | |
| 14 LORD ABBETT LORD ABBETT HIGH YIELD R4 | Mutual Funds | — | — | $303K | 2.5% | |
| 8 HARTFORD INTERNATIONAL OPPORTUNITIES R5 | Other securities | — | — | $283K | 2.3% | |
| 3 BLACKROCK TOTAL RETURN INSTL | Other securities | — | — | $277K | 2.3% | |
| 19 TIAA-CReF INTERNATIONAL EQ IDX INSTL | Common Collective Trusts | — | — | $259K | 2.1% | |
| 5 DFA US TARGETED VALUE I | Mutual Funds | — | — | $210K | 1.7% | |
| 6 DFA US VECTOR EQUITY I | Mutual Funds | — | — | $177K | 1.4% | |
| 7 FIDELITY MID CAP INDEX | Mutual Funds | — | — | $146K | 1.2% | |
| 17 NEUBERGER BERMAN NEUBERGER BERMAN REAL ESTATE R3 | Other securities | — | — | $146K | 1.2% | |
| Participant Loans Interest Rates Ranging from 5.25% to 10.50% | Bonds / Notes | — | — | $68K | 0.6% |
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 |
|---|---|---|---|---|---|
| FIDUCIARY OUTSOURCING, LLC | 47-2079321 | — | PLAN ADMINISTRATOR | $7K | — |
