Wade Hartman signed Keystone Folding Box Co.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Keystone Folding Box Co.'s EIN is 22-1037050.
Download the official 2024 Form 5500 (PDF) for Keystone Folding Box Co. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Keystone Folding Box Co.'s plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| R. TUZZO | 22-1037050 | EDISON, NJ | INVESTMENT ADVISOR | — | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENN MUTUAL LIFE INSURANCE CO. | 22-0952300 | PHILADELPHIA, PA | ASSET HOLDER | — | — |
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 | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Cap Appreciation Fund Mutual Funds | Other securities | — | — | $1.1M | 14.7% | |
| Vanguard Malvern FDS Short-Term Inflation Proctected Common Stock | Mutual Funds | — | — | $938K | 12.5% | |
| T. Rowe Price Ultra Short-Term Bond Fund Mutual Funds | Other securities | — | — | $709K | 9.4% | |
| FIXED FUND PENN MUTUAL LIFE INSURANCE COMPANY · EIN 22-1307050 / PN 001 | Pooled Separate Account | — | — | $595K | 7.9% | |
| Vanguard Cash Reserves Federal Money Market Fund Mutual Funds | Mutual Funds | — | — | $538K | 7.1% | |
| Vanguard High Yield Corporate Bond Fund Mutual Funds | Mutual Funds | — | — | $518K | 6.9% | |
| Vanguard Utilities Index Fund Admiral Mutual Funds | Common Collective Trusts | — | — | $413K | 5.5% | |
| Vanguard Information Technology Index Fund Admiral Mutual Funds | Common Collective Trusts | — | — | $400K | 5.3% | |
| Vanguard Dividend Growth Income Fund Mutual Funds | Mutual Funds | — | — | $376K | 5.0% | |
| SPDR Gold TR Gold Shares Common Stock | Common Stocks | — | — | $363K | 4.8% | |
| Vanguard Balanced Index Fund Admiral Mutual Funds | Common Collective Trusts | — | — | $341K | 4.5% | |
| T. Rowe Price Growth Stock Fund Advisor Mutual Funds | Other securities | — | — | $251K | 3.3% | |
| T. Rowe Price Health Sciences Fund Mutual Funds | Other securities | — | — | $237K | 3.1% | |
| Parnassus Core Equity Fund Mutual Funds | Other securities | — | — | $211K | 2.8% | |
| Catalyst Millburn Hedge Strategy Fund Class I Mutual Funds | Other securities | — | — | $148K | 2.0% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
