Ellwood City Forge's EIN is 25-0461810.
Download the official 2024 Form 5500 (PDF) for Ellwood City Forge from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ellwood City Forge's plan includes profit-sharing, a 401(k) feature, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE RPS, INC. | — | BALTIMORE, MD | NONE | $150K | — |
| CAPFINANCIAL PARTNERS LLC | — | RALEIGH, NC | NONE | $17K | — |
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 | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2040 Fund A N/R | Mutual Funds | — | — | $55.5M | 17.9% | |
| T. Rowe Price Retirement 2030 Fund A N/R | Mutual Funds | — | — | $50.6M | 16.3% | |
| T. Rowe Price Retirement 2050 Fund A N/R | Mutual Funds | — | — | $32.2M | 10.4% | |
| T. ROWE PRICE STABLE VALUE COMMON T T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $21.7M | 7.0% | |
| Vanguard Institutional Index Fund N/R | Mutual Funds | — | — | $19.7M | 6.4% | |
| T. Rowe Price Retirement 2060 Fund A N/R | Mutual Funds | — | — | $13.3M | 4.3% | |
| T. Rowe Price Retirement 2020 Fund A N/R | Mutual Funds | — | — | $9.8M | 3.2% | |
| T. Rowe Price Mid-Cap Growth Fund N/R | Mutual Funds | — | — | $7.6M | 2.5% | |
| T. Rowe Price New Horizons Fund N/R | Mutual Funds | — | — | $7.0M | 2.3% | |
| American Funds EuroPacific Growth N/R | Mutual Funds | — | — | $6.4M | 2.0% | |
| Fund * Mutual Fund T. Rowe Price Mid-Cap Value Fund N/R | Other securities | — | — | $6.1M | 2.0% | |
| T. Rowe Price Equity Income Fund N/R | Mutual Funds | — | — | $5.9M | 1.9% | |
| T. Rowe Price Capital Appreciation Fund N/R | Mutual Funds | — | — | $5.8M | 1.9% | |
| T. Rowe Price Balance Fund N/R | Mutual Funds | — | — | $5.5M | 1.8% | |
| Trust Fund N * Participant Loans Maturing from January 2025 to $0 | Common Collective Trusts | — | — | $5.3M | 1.7% | |
| Victory Integrity Small-Cap Value Fund N/R | Mutual Funds | — | — | $3.8M | 1.2% | |
| T. Rowe Price U.S. Treasury Money N/R | Mutual Funds | — | — | $3.5M | 1.1% | |
| Fund * Mutual Fund T. Rowe Price Retirement 2010 Fund A N/R | Other securities | — | — | $2.9M | 0.9% | |
| JP Morgan Government Bond Fund N/R | Mutual Funds | — | — | $2.8M | 0.9% | |
| PIMCO Diversified Income Institutional N/R | Mutual Funds | — | — | $2.3M | 0.7% | |
| Fund * Mutual Fund T. Rowe Price International Discovery N/R | Other securities | — | — | $2.2M | 0.7% | |
| Fund Mutual Fund Vanguard Small-Cap Index Signal Fund N/R | Mutual Funds | — | — | $1.9M | 0.6% | |
| Vanguard Total Bond Index ADM N/R | Mutual Funds | — | — | $1.8M | 0.6% | |
| T. Rowe Price Retirement Balanced A N/R | Mutual Funds | — | — | $1.5M | 0.5% | |
| Vanguard Mid-Cap Index Signal Fund N/R | Mutual Funds | — | — | $1.4M | 0.5% | |
| Vanguard Total International Stock Index N/R | Mutual Funds | — | — | $671K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
