Kevin Reiman signed Elkay Interior Systems International, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Elkay Interior Systems International, Inc.'s EIN is 37-1843158.
Download the official 2024 Form 5500 (PDF) for Elkay Interior Systems International, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Elkay Interior Systems International, Inc.'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 |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $66K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANNEX WEALTH MANAGEMENT LLC |
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 | |||||
|---|---|---|---|---|---|---|
| State Street Equity 500 Index K Mutual Fund | Common Collective Trusts | — | — | $4.2M | 17.1% | |
| iShares U.S. Aggregate Bond Index K Mutual Fund | Other securities | — | — | $3.9M | 16.0% | |
| iShares MSCI EAFE International Index K Mutual Fund | Other securities | — | — | $2.5M | 10.0% | |
| American Funds New World R6 Mutual Fund | Mutual Funds | — | — | $1.7M | 6.8% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.4M | 5.6% | |
| STATE ST SANDP MIDCAP INDX SL CL XI STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $1.3M | 5.5% | |
| American Funds 2035 Trgt Date Retire R6 Mutual Fund | Mutual Funds | — | — | $1.1M | 4.5% | |
| American Funds 2045 Trgt Date Retire R6 Mutual Fund | Mutual Funds | — | — | $1.1M | 4.4% | |
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $742K | 3.0% | |
| SSGA RUSSELL SMALL CAP INDEX FD CLA STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $712K | 2.9% | |
| American Funds 2030 Trgt Date Retire R6 Mutual Fund | Mutual Funds | — | — | $710K | 2.9% | |
| American Funds 2025 Trgt Date Retire R6 Mutual Fund | Mutual Funds | — | — | $678K | 2.8% | |
| American Funds 2055 Trgt Date Retire R6 Mutual Fund | Mutual Funds | — | — | $607K | 2.5% | |
| PUTNAM LARGE CAP VALUE TRUST I PUTNAM INVESTMENTS CIT · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $548K | 2.2% | |
| American Funds 2040 Trgt Date Retire R6 Mutual Fund | Mutual Funds | — | — | $534K | 2.2% | |
| PIMCO StocksPLUS Intl (USD-Hedged) Inst Mutual Fund | Mutual Funds | — | — | $485K | 2.0% | |
| Allspring Core Plus Bond R6 Mutual Fund | Other securities | — | — | $378K | 1.5% | |
| AB Small Cap Growth Z Mutual Fund | Other securities | — | — | $375K | 1.5% | |
| PIMCO Income Instl Mutual Fund | Mutual Funds | — | — | $286K | 1.2% | |
| Cohen & Steers Real Estate Securities Z Mutual Fund | Other securities | — | — | $249K | 1.0% | |
| American Funds American Balanced R6 Mutual Fund | Mutual Funds | — | — | $182K | 0.7% | |
| American Funds 2065 Trgt Date Retire R6 Mutual Fund | Mutual Funds | — | — | $173K | 0.7% | |
| American Funds 2060 Trgt Date Retire R6 Mutual Fund | Mutual Funds | — | — | $157K | 0.6% | |
| American Funds 2050 Trgt Date Retire R6 Mutual Fund | Mutual Funds | — | — | $155K | 0.6% | |
| PGIM High-Yield R6 Mutual Fund | Other securities | — | — | $137K | 0.6% | |
| American Funds 2015 Trgt Date Retire R6 Mutual Fund | Mutual Funds | — | — | $73K | 0.3% | |
| SANDP 500 INDEX STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| LARGE CAP GROWTH / JPMORGAN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ELM GROVE, WI |
| INVESTMENT ADVISOR |
| $24K |
| — |
