Steven Erdman signed Klockner Metals Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Klockner Metals Corporation's EIN is 38-2046626.
Download the official 2024 Form 5500 (PDF) for Klockner Metals Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Klockner Metals Corporation's plan includes profit-sharing, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $240K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT FUND MANAGEMENT LLC | 58-2223362 | — | INVESTMENT ADVISOR | $68K | — |
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 | |||||
|---|---|---|---|---|---|---|
| * FID 500 INDEX | Common Collective Trusts | — | $27.1M | $34.4M | 11.9% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | $25.7M | $25.7M | 8.9% | |
| JPM US RSH ENH EQ R6 | Other securities | — | $20.5M | $24.1M | 8.4% | |
| AF TRGT DATE 2030 R6 | Other securities | — | $24.0M | $23.9M | 8.3% | |
| CB LG CAP GROWTH IS | Other securities | — | $22.2M | $23.6M | 8.2% | |
| AF TRGT DATE 2025 R6 | Other securities | — | $18.5M | $17.7M | 6.1% | |
| AF TRGT DATE 2040 R6 | Other securities | — | $17.0M | $17.7M | 6.1% | |
| AF TRGT DATE 2035 R6 | Other securities | — | $16.5M | $16.7M | 5.8% | |
| * FID TOTAL BOND K6 | Mutual Funds | — | $11.8M | $10.8M | 3.8% | |
| AF TRGT DATE 2045 R6 | Other securities | — | $10.0M | $10.5M | 3.6% | |
| AF TRGT DATE 2020 R6 | Other securities | — | $9.5M | $8.9M | 3.1% | |
| AF EUROPAC GROWTH R6 | Other securities | — | $10.3M | $8.5M | 2.9% | |
| AF TRGT DATE 2050 R6 | Other securities | — | $7.9M | $8.4M | 2.9% | |
| * FID SM CAP IDX | Common Collective Trusts | — | $8.5M | $8.3M | 2.9% | |
| JPM EQUITY INCOME R6 | Other securities | — | $5.1M | $5.2M | 1.8% | |
| AF TRGT DATE 2055 R6 | Other securities | — | $4.7M | $5.0M | 1.7% | |
| AS SPL MID CP VAL R6 | Other securities | — | $4.6M | $4.5M | 1.5% | |
| AM CENT SM CAP GR R6 | Other securities | — | $3.9M | $4.4M | 1.5% | |
| * FID US BOND IDX | Common Collective Trusts | — | $3.5M | $3.2M | 1.1% | |
| AF TRGT DATE 2060 R6 | Other securities | — | $2.7M | $3.0M | 1.0% | |
| * FID INTL INDEX | Mutual Funds | — | $3.2M | $2.9M | 1.0% | |
| VANGUARD INTL VALUE | Mutual Funds | — | $2.6M | $2.4M | 0.8% | |
| AF TRGT DATE 2015 R6 | Other securities | — | $2.3M | $2.2M | 0.8% | |
| MFS NEW DISC VAL R6 | Mutual Funds | — | $1.8M | $1.6M | 0.6% | |
| M&N R INTL DISCV Z | Other securities | — | $1.7M | $1.5M | 0.5% | |
| C&S REAL ESTATE Z | Other securities | — | $1.3M | $1.2M | 0.4% | |
| AF TRGT DATE 2010 R6 | Other securities | — | $1.1M | $1.0M | 0.4% | |
| AF TRGT DATE 2065 R6 | Other securities | — | $916K | $993K | 0.3% | |
| BNYM GLB FX INC Y | Common Stocks | — | $305K | $306K | 0.1% | |
| EXTERNAL FUND | Other securities | — | $251K | $245K | <0.1% | |
| * FIDELITY FUND | Mutual Funds | — | $101K | $100K | <0.1% | |
| * CASH | Cash / Money Market | — | $24K | $24K | <0.1% | |
| COMMON STOCK | Common Stocks | — | $4K | $4K | <0.1% | |
| * FID GOVT MMKT | Mutual Funds | — | $112 | $112 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $58K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WINDHAM BRANNON | 58-1763439 | — | ACCOUNTANT | $20K | — |
