Dympna Purtill signed Marubeni-Itochu Steel America's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Marubeni-Itochu Steel America's EIN is 13-4185896.
Download the official 2024 Form 5500 (PDF) for Marubeni-Itochu Steel America from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Marubeni-Itochu Steel America's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $348K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO, INC. |
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 | |||||
|---|---|---|---|---|---|---|
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $28.7M | 10.3% | |
| NUVTIAA LC 2040 R SEI TRUST COMPANY · EIN 27-2402927 / PN 043 | Common Collective Trust | — | — | $24.0M | 8.6% | |
| NUVTIAA LC 2030 R SEI TRUST COMPANY · EIN 27-2402927 / PN 043 | Common Collective Trust | — | — | $19.3M | 6.9% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $18.9M | 6.8% | |
| ISHARES S&P 500 INDEX I 0 REGISTERED INVESTMENT COMPANY JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $15.9M | 5.7% | |
| JPMORGAN US RSCH ENHANCED EQ R | Registered Investment Companies | — | — | $15.4M | 5.5% | |
| NUVTIAA LC 2035 R SEI TRUST COMPANY · EIN 27-2402927 / PN 043 | Common Collective Trust | — | — | $14.7M | 5.3% | |
| NUVTIAA LC 2020 R SEI TRUST COMPANY · EIN 27-2402927 / PN 043 | Common Collective Trust | — | — | $11.4M | 4.1% | |
| NUVTIAA LC 2045 R SEI TRUST COMPANY · EIN 27-2402927 / PN 043 | Common Collective Trust | — | — | $10.9M | 3.9% | |
| NUVTIAA LC 2055 R SEI TRUST COMPANY · EIN 27-2402927 / PN 043 | Common Collective Trust | — | — | $9.0M | 3.2% | |
| NUVTIAA LC 2050 R SEI TRUST COMPANY · EIN 27-2402927 / PN 043 | Common Collective Trust | — | — | $8.7M | 3.1% | |
| TRP US EQ RESEARCH I | Registered Investment Companies | — | — | $8.5M | 3.0% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $8.3M | 3.0% | |
| ISHARES US AGGREGATE BD IDX K | Registered Investment Companies | — | — | $8.1M | 2.9% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $8.1M | 2.9% | |
| NUVTIAA LC 2025 R SEI TRUST COMPANY · EIN 27-2402927 / PN 043 | Common Collective Trust | — | — | $7.5M | 2.7% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $6.9M | 2.5% | |
| FID ADV INVEST GRADE BOND Z | Registered Investment Companies | — | — | $6.7M | 2.4% | |
| ISHARES RUSSELL MIDCAP INDEX K | Registered Investment Companies | — | — | $6.7M | 2.4% | |
| FID ADV SM CAP GROWTH Z | Registered Investment Companies | — | — | $5.0M | 1.8% | |
| JPMORGAN SMALL CAP EQUITY R6 | Registered Investment Companies | — | — | $4.8M | 1.7% | |
| ISHARES RUSSELL 2000 SM CAP K | Registered Investment Companies | — | — | $4.2M | 1.5% | |
| NUVTIAA LC 2060 R SEI TRUST COMPANY · EIN 27-2402927 / PN 043 | Common Collective Trust | — | — | $4.0M | 1.4% | |
| TRP DIVERSIFIED MCG I | Registered Investment Companies | — | — | $3.7M | 1.3% | |
| ALS SPECIAL SMALL CAP VALUE R6 | Registered Investment Companies | — | — | $2.8M | 1.0% | |
| NUVTIAA LC 2015 R SEI TRUST COMPANY · EIN 27-2402927 / PN 043 | Common Collective Trust | — | — | $2.5M | 0.9% | |
| NUVTIAA LC 2010 R SEI TRUST COMPANY · EIN 27-2402927 / PN 043 | Common Collective Trust | — | — | $1.9M | 0.7% | |
| DFA INFLATION PROT SEC INST | Registered Investment Companies | — | — | $1.7M | 0.6% | |
| NUVTIAA LC 2065 R SEI TRUST COMPANY · EIN 27-2402927 / PN 043 | Common Collective Trust | — | — | $1.4M | 0.5% | |
| BROKERAGE FUND OPTIONS SELF-DIRECTED BROKERAGE ACCT | Self-Directed Brokerage | — | — | $1.1M | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 94-1737782 |
| — |
| INVESTMENT MANAGER |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MGMT INC. | 94-3106735 | — | BROKER | $337 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COHNREZNICK LLP | 22-1478099 | — | ACCOUNTANT | $25K | — |
