Douglas Krzywicki signed A.J. Rose Manufacturing Co.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
A.J. Rose Manufacturing Co.'s EIN is 34-0843927.
Download the official 2024 Form 5500 (PDF) for A.J. Rose Manufacturing Co. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)A.J. Rose Manufacturing Co.'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 | $75K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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.
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 |
|---|---|---|---|---|---|
| NEWEDGE ADVISORS | 46-0854203 | — | INVESTMENT ADVISORY | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Centur Mid-Cap Val R6 | Other securities | — | — | $3.5M | 18.2% | |
| Am Fds 2065 Trgt Dte Rtm R6 Fd | Other securities | — | — | $2.6M | 13.6% | |
| Participant Loans | Participant loans | — | — | $2.5M | 13.3% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $2.5M | 13.3% | |
| American Funds NewPrsp R6 Fnd | Mutual Funds | — | — | $2.3M | 12.0% | |
| Am Fds 2060 Trgt Dte Rtm R6 Fd | Other securities | — | — | $1.3M | 6.6% | |
| American Funds NewWorld R6 | Mutual Funds | — | — | $1.2M | 6.5% | |
| Am Fds 2030 Trgt Dte Rtm R6 Fd | Other securities | — | — | $883K | 4.6% | |
| MFS Intl Growth R6 Fund | Mutual Funds | — | — | $505K | 2.6% | |
| Am Fds 2040 Trgt Dte Rtm R6 Fd | Other securities | — | — | $486K | 2.5% | |
| Am Fds 2035 Trgt Dte Rtm R6 Fd | Other securities | — | — | $441K | 2.3% | |
| Am Fds 2045 Trgt Dte Rtm R6 Fd | Other securities | — | — | $419K | 2.2% | |
| Prin SmCap Value II Sep Acct-Z | Pooled Separate Accounts | — | — | $392K | 2.0% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $392K | 2.0% | |
| Prin LgCp S&P 500 Index SA-Z | Common Collective Trusts | — | — | $383K | 2.0% | |
| PIMCO StocksPLUS Intl I Fund | Mutual Funds | — | — | $376K | 2.0% | |
| Am Fds 2020 Trgt Dte Rtm R6 Fd | Other securities | — | — | $346K | 1.8% | |
| Prin Real Estate Secs SA-Z | Common Stocks | — | — | $344K | 1.8% | |
| Am Fds 2050 Trgt Dte Rtm R6 Fd | Other securities | — | — | $196K | 1.0% | |
| Am Fds 2025 Trgt Dte Rtm R6 Fd | Other securities | — | — | $180K | 0.9% | |
| Prin SmCap S&P 600 Index SA-Z | Common Stocks | — | — | $141K | 0.7% | |
| Am Fds 2055 Trgt Dte Rtm R6 Fd | Other securities | — | — | $130K | 0.7% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $115K | 0.6% | |
| Principal Stable Value Z Fund | Stable Value | — | — | $115K | 0.6% | |
| DFA US Sm Cap Growth Instl Fd | Mutual Funds | — | — | $75K | 0.4% | |
| Columbia Div Income I3 Fund | Other securities | — | — | $67K | 0.3% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $47K | 0.2% | |
| Fidelity Mid Cap Stock K Fund | Mutual Funds | — | — | $47K | 0.2% | |
| JP Morgan Mid Cap Growth R6 Fd | Other securities | — | — | $45K | 0.2% | |
| AMERICAN FUNDS 2070 TDR R6 FD | Mutual Funds | — | — | $43K | 0.2% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $19K | <0.1% | |
| JP Morgan Core Bond R6 Fund | Other securities | — | — | $19K | <0.1% | |
| Am Fds 2010 Trgt Dte Rtm R6 Fd | Other securities | — | — | $5K | <0.1% | |
| AB Large Cap Growth Z Fund | Other securities | — | — | $1K | <0.1% | |
| Am Fds 2015 Trgt Dte Rtm R6 Fd | Other securities | — | — | $339 | <0.1% |
