Todd Steffen signed Owen-AMES-Kimball Co.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Owen-AMES-Kimball Co.'s EIN is 38-0900420.
Download the official 2024 Form 5500 (PDF) for Owen-AMES-Kimball Co. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Owen-AMES-Kimball Co.'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 |
|---|---|---|---|---|---|
| THE VANGUARD GROUP | 23-1945930 | — | RECORD KEEPER | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRAND WEALTH MANAGEMENT LLC | — | GRAND RAPIDS, MI | NONE | $37K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard | Mutual Funds | — | — | $5.7M | 14.0% | |
| Vanguard | Mutual Funds | — | — | $4.4M | 10.9% | |
| Vanguard | Mutual Funds | — | — | $3.6M | 8.8% | |
| Vanguard | Mutual Funds | — | — | $3.4M | 8.4% | |
| Vanguard | Mutual Funds | — | — | $3.3M | 8.0% | |
| Vanguard | Mutual Funds | — | — | $2.9M | 7.2% | |
| Vanguard | Mutual Funds | — | — | $2.5M | 6.2% | |
| Vanguard | Mutual Funds | — | — | $2.5M | 6.1% | |
| DFA | Mutual Funds | — | — | $1.7M | 4.1% | |
| Schwab | Mutual Funds | — | — | $1.2M | 3.0% | |
| MetLife | Other securities | — | — | $1.2M | 3.0% | |
| Vanguard | Mutual Funds | — | — | $1.1M | 2.8% | |
| Dodge & Cox | Mutual Funds | — | — | $959K | 2.4% | |
| Vanguard | Mutual Funds | — | — | $688K | 1.7% | |
| Vanguard | Mutual Funds | — | — | $674K | 1.7% | |
| DFA | Mutual Funds | — | — | $663K | 1.6% | |
| Fidelity | Mutual Funds | — | — | $637K | 1.6% | |
| Vanguard | Mutual Funds | — | — | $549K | 1.3% | |
| Vanguard | Mutual Funds | — | — | $335K | 0.8% | |
| DFA | Mutual Funds | — | — | $298K | 0.7% | |
| DFA | Mutual Funds | — | — | $256K | 0.6% | |
| Vanguard | Mutual Funds | — | — | $103K | 0.3% | |
| Schwab | Mutual Funds | — | — | $90K | 0.2% | |
| Vanguard | Mutual Funds | — | — | $34K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
