A.K. Industries, Inc.'s EIN is 35-1515023.
Download the official 2024 Form 5500 (PDF) for A.K. Industries, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)A.K. Industries, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WISHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $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 |
|---|---|---|---|---|---|
| LATITUDE SERVICE COMPANY, INC. | 82-1371994 | — | CONTRACT ADMINISTRATOR | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAIRD INSURANCE SERVICES INC | 39-1236032 | — | OTHER SERVICES | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFE TIME HY 2025 CIT Z105 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $970K | 17.7% | |
| Principal Trust Company Principal LifeTime Hybrid Income CIT N/A | Common Collective Trusts | — | — | $612K | 11.2% | |
| PRIN LIFE TIME HY INC CIT Z105 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $612K | 11.2% | |
| PRIN LIFE TIME HY 2040 CIT Z105 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $548K | 10.0% | |
| Principal Trust Company Principal Fixed Income Guaranteed Option N/A | Common Stocks | — | — | $502K | 9.2% | |
| PRIN LIFE TIME HY 2045 CIT Z105 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $453K | 8.3% | |
| PRIN LIFE TIME HY 2035 CIT Z105 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $443K | 8.1% | |
| PRIN LIFE TIME HY 2030 CIT Z105 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $417K | 7.6% | |
| PRIN LGCAP S&P 500 INDEX SA-R2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $251K | 4.6% | |
| PRIN LIFETIME HY 2020 CIT Z105 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $248K | 4.5% | |
| PRIN LIFE TIME HY 2055 CIT Z105 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $226K | 4.1% | |
| PRIN LIFE TIME HY 2050 CIT Z105 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $197K | 3.6% | |
| Participants Notes receivable from participants (interest rates range from 4.25% to 9.50%, maturing through October 2029) N/A | Bonds / Notes | — | — | $159K | 2.9% | |
| PRIN LIFE TIME HY 2015 CIT Z105 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $137K | 2.5% | |
| Principal Trust Company Principal Large Cap Growth I Separate Account N/A | Pooled Separate Accounts | — | — | $89K | 1.6% | |
| PRIN LARGECAP GROWTH I SA-R2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $89K | 1.6% | |
| PRIN LIFE TIME HY 2060 CIT Z105 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $56K | 1.0% | |
| Principal Trust Company Principal Small Cap Growth I Separate Account N/A | Pooled Separate Accounts | — | — | $51K | 0.9% | |
| PRIN SMALLCAP GROWTH I SA-R2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $51K | 0.9% | |
| PRIN INTI EQUITY INDEX SA-R2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $45K | 0.8% | |
| Principal Trust Company Principal Small Cap Value II Separate Account N/A | Pooled Separate Accounts | — | — | $27K | 0.5% | |
| PRIN SMALLCAP VALUE II SA-R2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $27K | 0.5% | |
| Capital Group American Funds EuroPacific Growth R2 Fund N/A | Mutual Funds | — | — | $12K | 0.2% | |
| PRIN HIGH INCOME SEP ACCT-R2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 101 | Pooled Separate Account | — | — | $10K | 0.2% | |
| Principal Trust Company Principal Mid Cap S&P 400 Index Separate Account N/A | Pooled Separate Accounts | — | — | $8K | 0.1% | |
| PRIN MIDCAP S&P 400 IDX SA-R2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $8K | 0.1% | |
| Principal Trust Company Principal Global Real Estate Securities Separate Account N/A | Pooled Separate Accounts | — | — | $6K | 0.1% | |
| PRIN GI REAL EST SEC SA-R2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 136 | Pooled Separate Account | — | — | $6K | 0.1% | |
| Capital Group American Funds New World R2 Fund N/A | Mutual Funds | — | — | $5K | <0.1% | |
| Capital Group American Funds Bond Fund of America R2 Fund N/A | Mutual Funds | — | — | $4K | <0.1% | |
| PRIN EQUITY INCOME SA-R2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $3K | <0.1% | |
| PRIN SMCAP S&P 600 INDEX SA-R2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $2K | <0.1% | |
| PRIN LIFETIME HY 2065 CIT Z105 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $0 | <0.1% |