Marvin Campbell signed Master Magnetics, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Master Magnetics, Inc.'s EIN is 99-1492601.
Download the official 2023 Form 5500 (PDF) for Master Magnetics, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Master Magnetics, Inc.'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CASTLE ROCK INVESTMENT CO | 26-2027186 | — | INVESTMENT ADVISORY | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Investors Fund 47,304 shares | Mutual Funds | — | $47K | $1.8M | 41.8% | |
| Vanguard Target Retirement 2035 Investors Fund 27,610 shares | Mutual Funds | — | $28K | $653K | 15.3% | |
| Vanguard Target Retirement 2020 Investors Fund 11,542 shares | Mutual Funds | — | $12K | $322K | 7.6% | |
| Vanguard Target Retirement 2025 Investors Fund 12,533 shares | Mutual Funds | — | $13K | $242K | 5.7% | |
| Vanguard Target Retirement 2045 Investors Fund 7,571 shares | Mutual Funds | — | $8K | $219K | 5.1% | |
| Vanguard Target Retirement Income Investors Fund 16,205 shares | Mutual Funds | — | $16K | $215K | 5.0% | |
| Baird Short Term Bond Institutional Fund 17 shares 163 Vanguard Federal Money Market Investor Fund 165,234 shares | Mutual Funds | — | $165K | $165K | 3.9% | |
| Vanguard Target Retirement 2040 Investors Fund 3,477 shares | Mutual Funds | — | $3K | $147K | 3.5% | |
| Vanguard Target Retirement 2055 Investors Fund 1,948 shares | Mutual Funds | — | $2K | $105K | 2.5% | |
| Vanguard Target Retirement 2065 Investors Fund 2,409 shares | Mutual Funds | — | $2K | $79K | 1.8% | |
| Harbor Small Cp Value Institutional Fund 1,495 shares | Other securities | — | $1K | $60K | 1.4% | |
| DFA US Large Company I Fund 1,507 shares | Mutual Funds | — | $2K | $55K | 1.3% | |
| Vanguard Target Retirement 2050 Investors Fund 1,042 shares | Mutual Funds | — | $1K | $51K | 1.2% | |
| Cohen & Steers Real Estate Securities Z Fund 2,984 shares | Other securities | — | $3K | $49K | 1.2% | |
| Fidelity Advisor International Small Cap Opportunities Fund 1,688 shares | Mutual Funds | — | $2K | $34K | 0.8% | |
| Vanguard Target Retirement 2060 Investors Fund 622 shares | Mutual Funds | — | — | $31K | 0.7% | |
| Vanguard Developed Markets Index Admiral Fund 1,244 shares | Mutual Funds | — | $1K | $20K | 0.5% | |
| Vanguard Mid Cap Index Admiral Fund 43 shares | Mutual Funds | — | — | $13K | 0.3% | |
| Maturing September 2035 | Other securities | — | — | $10K | 0.2% | |
| Vanguard Target Retirement 2070 Investors Fund 250 shares | Mutual Funds | — | — | $6K | 0.2% | |
| BlackRock High Yield Bond Institutional Fund 419 shares | Other securities | — | — | $3K | <0.1% | |
| American Funds Bond Fund of America 119 shares | Mutual Funds | — | — | $1K | <0.1% | |
| JPMorgan Emerging Markets Equity Fund 54 shares | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
