Tim Conrad signed Claas of America Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Claas of America Inc.'s EIN is 38-2287245.
Download the official 2024 Form 5500 (PDF) for Claas of America Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Claas of America 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 ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $16K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS INC |
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.
| — |
| GLASTONBURY, CT |
| INVESTMENT ADVISOR |
| $62K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMERICAN CENTURY ONE CHOICE 2035 XX AMERICAN CENTURY CIT · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $5.9M | 11.2% | |
| AMERICAN CENTURY ONE CHOICE 2045 XX AMERICAN CENTURY CIT · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $5.2M | 9.8% | |
| Vanguard 500 Index Fund Mutual Fund N/A | Common Collective Trusts | — | — | $5.0M | 9.5% | |
| AMERICAN CENTURY ONE CHOICE 2040 XX AMERICAN CENTURY CIT · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $4.1M | 7.7% | |
| AMERICAN CENTURY ONE CHOICE 2050 XX AMERICAN CENTURY CIT · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $3.5M | 6.7% | |
| MassMutual Diversified SAGIC II Guaranteed Investment Contract N/A | Stable Value | — | — | $3.0M | 5.7% | |
| T. Rowe Price Blue Chip Growth Fund Mutual Fund N/A | Other securities | — | — | $2.9M | 5.5% | |
| AMERICAN CENTURY ONE CHOICE 2030 XX AMERICAN CENTURY CIT · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $2.7M | 5.2% | |
| AMERICAN CENTURY ONE CHOICE 2055 XX AMERICAN CENTURY CIT · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $2.4M | 4.6% | |
| PGIM total Return Bond R6 Mutual Fund N/A | Other securities | — | — | $1.7M | 3.2% | |
| Vanguard Windsor II Fund Mutual Fund N/A | Mutual Funds | — | — | $1.6M | 3.1% | |
| AMERICAN CENTURY ONE CHOICE IN RET AMERICAN CENTURY CIT · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $1.5M | 2.9% | |
| Cohen & Steers Real Estate Securities I Mutual Fund N/A | Other securities | — | — | $1.5M | 2.8% | |
| Vanguard Developed Markets Index Fund Mutual Fund N/A | Common Collective Trusts | — | — | $1.4M | 2.7% | |
| Vanguard Small Cap Index Fund Mutual Fund N/A | Common Collective Trusts | — | — | $1.2M | 2.3% | |
| American Funds New World Fund R6 Mutual Fund N/A | Mutual Funds | — | — | $1.2M | 2.2% | |
| Vanguard Mid Cap Index Fund Mutual Fund N/A | Common Collective Trusts | — | — | $1.1M | 2.2% | |
| American Funds Income Fund of America R6 Mutual Fund N/A | Mutual Funds | — | — | $943K | 1.8% | |
| AMERICAN CENTURY ONE CHOICE 2025 XX AMERICAN CENTURY CIT · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $936K | 1.8% | |
| AMERICAN CENTURY ONE CHOICE 2060 XX AMERICAN CENTURY CIT · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $926K | 1.8% | |
| Wells Fargo Allspring Special Mid Cap Value R6 Mutual Fund N/A | Other securities | — | — | $847K | 1.6% | |
| Notes receivable from participants Maturing 2025-2032 at interest rates of 4.25% - 9.5% - | Bonds / Notes | — | — | $498K | 0.9% | |
| MassMutual Mid Cap Growth Fund Mutual Fund N/A | Other securities | — | — | $470K | 0.9% | |
| MassMutual Premier High Yield Fund Mutual Fund N/A | Other securities | — | — | $440K | 0.8% | |
| AMERICAN CENTURY ONE CHOICE 2065 XX AMERICAN CENTURY CIT · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $394K | 0.7% | |
| Self-Directed Brokerage Accounts Various N/A | Self-Directed Brokerage | — | — | $293K | 0.6% | |
| BNY Mellon International Stock I Mutual Fund N/A | Other securities | — | — | $279K | 0.5% | |
| Federated Hermes MDT Small Cap Growth Fund Mutual Fund N/A | Other securities | — | — | $263K | 0.5% | |
| BNY Mellon International Core Equity Fd Mutual Fund N/A | Other securities | — | — | $245K | 0.5% | |
| Janus Small Cap Value N Mutual Fund N/A | Mutual Funds | — | — | $237K | 0.4% | |
| MassMutual US Government Money Market Mutual Fund N/A | Cash / Money Market | — | — | $10K | <0.1% |
