Mark Lawton signed Norkol, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Norkol, Inc.'s EIN is 36-2648905.
Download the official 2023 Form 5500 (PDF) for Norkol, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Norkol, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISERS LLC | 36-3258176 | — | 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 |
|---|---|---|---|---|---|
| FORVIS MAZARS | 44-0160260 | — | ACCOUNTANT | $18K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRINCIPAL STABLE VAL PREF FD PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $2.7M | 16.2% | |
| Legg Mason Clearbridge Large Cap Growth I Fund | Other securities | — | — | $1.3M | 7.9% | |
| PRIN LGCAP S&P 500 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $1.3M | 7.7% | |
| Shares of registered investment companies The American Funds American Balanced R4 Fund | Mutual Funds | — | — | $1.2M | 7.3% | |
| MFS Investment Management MFS International Value R4 Fund | Mutual Funds | — | — | $908K | 5.4% | |
| PRIN LIFETIME HYB 2030 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $886K | 5.3% | |
| Fidelity Investments Strategic Dividend and Income Fund Class A | Mutual Funds | — | — | $826K | 4.9% | |
| Shares of self-directed brokerage accounts Federated Investors, Inc. Capital Reserves Account | Self-Directed Brokerage | — | — | $765K | 4.6% | |
| Dreyfus Funds BNYM Dynamic Value I Fund | Mutual Funds | — | — | $761K | 4.6% | |
| PRIN MIDCAP SEP ACCT-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $648K | 3.9% | |
| Blackrock Infl Pro Bd Inv A Fund | Other securities | — | — | $556K | 3.3% | |
| Principal Life Insurance Company Small Cap Stock Index Separate Account | Pooled Separate Accounts | — | — | $538K | 3.2% | |
| PRIN SMCAP S&P 600 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $538K | 3.2% | |
| Hartford Funds Balanced Income R5 Fund | Other securities | — | — | $434K | 2.6% | |
| PRIN LIFETIME HYB 2035 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $399K | 2.4% | |
| Victory Integrity Sycamore Value Fund | Other securities | — | — | $301K | 1.8% | |
| Participant loans 5.25% – 10.50% interest -0- | Bonds / Notes | — | — | $259K | 1.5% | |
| PRIN LIFETIME HYB 2060 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $250K | 1.5% | |
| PRIN LIFETIME HYB 2020 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $239K | 1.4% | |
| PRIN LIFETIME HYB 2050 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $239K | 1.4% | |
| T. Rowe Price Real Estate Fund Advisor Class | Other securities | — | — | $232K | 1.4% | |
| Invesco Corporate Bond A Fund | Mutual Funds | — | — | $228K | 1.4% | |
| Federated Investment Management Fed Hermes MDT Small Cap Core A Fund | Other securities | — | — | $219K | 1.3% | |
| PRIN INTL EQUITY INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $217K | 1.3% | |
| PRIN LIFETIME HYB 2055 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $199K | 1.2% | |
| Wells Fargo Allspring Spec Small Cap Value Adm | Other securities | — | — | $197K | 1.2% | |
| PRIN LIFETIME HYB 2025 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $190K | 1.1% | |
| PRIN LIFETIME HYB 2040 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $186K | 1.1% | |
| Principal Global Investors Trust Company Lifetime Hybrid Account | Common Stocks | — | — | $174K | 1.0% | |
| PRIN LIFETIME HYB INC CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $174K | 1.0% | |
| Principal Life Insurance Company Mid Cap S&P 400 Index Separate Account | Pooled Separate Accounts | — | — | $143K | 0.9% | |
| PRIN MIDCAP S&P 400 IDX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $143K | 0.9% | |
| PRIN LIFETIME HYB 2045 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $114K | 0.7% | |
| (E) | Other securities | — | — | $37K | 0.2% | |
| PRIN LIFETIME HYB 2065 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $37K | 0.2% | |
| (E) | Other securities | — | — | $11K | <0.1% | |
| Legg Mason ClearBridge Large Cap Growth A Fund | Other securities | — | — | $11K | <0.1% | |
| PRIN LIFETIME HYB 2015 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $89 | <0.1% |
