Christina Ellis signed A. M. Castle & Co.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
A. M. Castle & Co.'s EIN is 36-0879160.
Download the official 2024 Form 5500 (PDF) for A. M. Castle & Co. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)A. M. Castle & Co.'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $106K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH, INC. | 93-0987232 | — | INVESTMENT ADVISORY | $10K | — |
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 |
|---|---|---|---|---|---|
| BAKER TILLY US,LLP | 30-1413443 | — | ACCOUNTANT | $21K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $18.6M | 18.3% | |
| MFS Growth R6 Fund Mutual fund | Mutual Funds | — | — | $12.5M | 12.3% | |
| Principal Life Insurance Company Fixed Income Guarantee Option | Common Stocks | — | — | $9.8M | 9.6% | |
| JP Morgan Equity Income R6 Fund Mutual fund | Other securities | — | — | $7.2M | 7.1% | |
| T. ROWE PRICE RTM 2030 TR CL A T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $6.9M | 6.8% | |
| T. ROWE PRICE RTM 2040 TR CL A T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $5.2M | 5.1% | |
| Vanguard 500 Index Admiral Fund Mutual fund | Common Collective Trusts | — | — | $5.0M | 5.0% | |
| T. ROWE PRICE RTM 2035 TR CL A T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $4.5M | 4.4% | |
| T. ROWE PRICE RTM 2050 TR CL A T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $4.1M | 4.0% | |
| T. ROWE PRICE RTM 2025 TR CL A T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $4.0M | 3.9% | |
| MFS Mid-Cap Growth R6 Fund Mutual fund | Mutual Funds | — | — | $4.0M | 3.9% | |
| T. ROWE PRICE RTM 2045 TR CL A T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $3.7M | 3.7% | |
| Vanaguard Wellesley Income Admiral Fund Mutual fund | Other securities | — | — | $3.0M | 3.0% | |
| T. ROWE PRICE RTM 2055 TR CL A T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $2.1M | 2.1% | |
| John Hancock Disc Val MC R6 Fund Mutual fund | Other securities | — | — | $1.9M | 1.9% | |
| INTERNATIONAL EQUITY R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $1.7M | 1.7% | |
| T. ROWE PRICE RTM 2020 TR CL A T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $1.7M | 1.7% | |
| maturing at various dates, secured by participant's account balance | Other securities | — | — | $1.4M | 1.3% | |
| Self Directed Fund Mutual fund | Self-Directed Brokerage | — | — | $983K | 1.0% | |
| Vanguard Total Bond Market Index Admiral Fund Mutual fund | Mutual Funds | — | — | $492K | 0.5% | |
| Vanguard Small Cap Index Admiral Fund Mutual fund | Mutual Funds | — | — | $484K | 0.5% | |
| Vanguard Mid Cap Index Admiral Fund Mutual fund | Mutual Funds | — | — | $386K | 0.4% | |
| T ROWE PRICE RTM 2060 TR CL A T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $382K | 0.4% | |
| JanusHenderson Triton N Mutual fund | Other securities | — | — | $288K | 0.3% | |
| Vangaurd Total International Stock Index Adm Fund Mutual fund | Other securities | — | — | $261K | 0.3% | |
| DFA US Targeted Value I Fund Mutual fund | Mutual Funds | — | — | $258K | 0.3% | |
| T. ROWE PRICE RTM 2015 TR CL A T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $245K | 0.2% | |
| T ROWE PRICE RTM 2065 TR CL A T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $185K | 0.2% | |
| T. ROWE PRICE RTMT BAL TR CL A T. ROWE PRICE TRUST COMPANY · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $47K | <0.1% | |
| (E) | Other securities | — | — | $47K | <0.1% | |
| T. ROWE PRICE RTM 2010 TR CL A T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $35K | <0.1% | |
| SMALL CAP GROWTH R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4097324 / PN 487 | Common Collective Trust | — | — | $35K | <0.1% | |
| (E) | Other securities | — | — | $35K | <0.1% | |
| T. ROWE PRICE RTM 2005 TR CL A T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $33K | <0.1% |
