Jordan Machala signed Kenwal Steel Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Kenwal Steel Corporation's EIN is 38-1292661.
Download the official 2024 Form 5500 (PDF) for Kenwal Steel Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Kenwal Steel Corporation'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $41K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY GLOBAL | 26-4310632 | — | INVESTMENT ADVISORY | $91K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Principal Unallocated contract - Principal Fixed Income Fund | Other securities | — | — | $6.0M | 15.4% | |
| Allspring global Investments Allspring Core Plus Bond R6 | Other securities | — | — | $5.8M | 14.8% | |
| New York Life Investment Management LLC NYLI Winslow Lg Cap Gr R6 | Other securities | — | — | $5.1M | 13.1% | |
| JPMorgan Equity Income Fund R6 | Other securities | — | — | $4.0M | 10.4% | |
| BlackRock iShares S&P 500 Index Fund | Common Collective Trusts | — | — | $3.2M | 8.2% | |
| Nationwide Fund Advisors Nationwide Geneva Small Cap Fund | Other securities | — | — | $1.7M | 4.3% | |
| Clearbridge International Growth | Other securities | — | — | $1.6M | 4.1% | |
| MFS Investment Management MFS International Value Fund A | Mutual Funds | — | — | $1.5M | 3.9% | |
| GQG Partners GQG Ptrs Emg Mkts Eqty Inst | Other securities | — | — | $1.5M | 3.8% | |
| Vanguard Developed Markets Admiral | Mutual Funds | — | — | $1.4M | 3.6% | |
| John Hancock John Hancock Disciplined | Other securities | — | — | $1.2M | 3.2% | |
| JPMorgan Undiscovered Managers Behavioral Val Fd | Other securities | — | — | $1.2M | 3.0% | |
| Participants Participant notes receivable with interest rates ranging from 4.25 percent to 8.50 percent - | Other securities | — | — | $1.2M | 3.0% | |
| Vanguard Small Cap Index Fund | Common Collective Trusts | — | — | $1.1M | 2.9% | |
| JPMorgan Mid Cap Growth R6 | Other securities | — | — | $1.1M | 2.8% | |
| Vanguard Mid Cap Index Fund | Common Collective Trusts | — | — | $873K | 2.2% | |
| PIMCO Funds PIMCO Real Return Bond Class A | Mutual Funds | — | — | $240K | 0.6% | |
| INVESCO STABLE VL RET FD CL 1 INVESCO TRUST COMPANY · EIN 27-3868124 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
