Andrea Kokott signed Steinhafels Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Steinhafels Inc.'s EIN is 39-0975161.
Download the official 2023 Form 5500 (PDF) for Steinhafels Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Steinhafels 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $101K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| JP Morgan Large Cap Growth Mutual funds a | Other securities | — | — | $6.4M | 13.3% | |
| PRIN/BR S&P MID INDEX CIT N SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | — | — | $5.2M | 10.7% | |
| PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $5.1M | 10.6% | |
| PRIN/BR INTL EQ INDX CIT N SEI TRUST COMPANY · EIN 52-2265229 / PN 001 | Common Collective Trust | — | — | $4.6M | 9.5% | |
| Principal/Blackrock Intl Eq Index CIT TR Common / Collective Trust a | Common Collective Trusts | — | — | $4.0M | 8.3% | |
| Principal/Blackrock S&P Mid Cap Index CIT N Common / Collective Trust a | Common Collective Trusts | — | — | $3.6M | 7.5% | |
| T. Rowe Price Dividend Growth Mutual funds a | Other securities | — | — | $3.3M | 6.9% | |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $3.3M | 6.9% | |
| American Washington Mutual Investors Mutual funds a | Other securities | — | — | $3.2M | 6.7% | |
| Principal/Blackrock S&P 500 Index CIT TR Common / Collective Trust a | Common Collective Trusts | — | — | $3.1M | 6.4% | |
| American Funds American Balanced Fund Mutual funds a | Mutual Funds | — | — | $2.8M | 5.8% | |
| PRIN/BR AGG BD INDEX CIT N SEI TRUST COMPANY · EIN 20-5699010 / PN 001 | Common Collective Trust | — | — | $2.7M | 5.7% | |
| American Funds Europacific Growth Fund Mutual funds a | Mutual Funds | — | — | $2.7M | 5.6% | |
| Principal/Blackrock S&P 500 Index CIT N Common / Collective Trust a | Common Collective Trusts | — | — | $2.0M | 4.2% | |
| PRIN/MULTI SM CAP CIT N SEI TRUST COMPANY · EIN 45-6648658 / PN 001 | Common Collective Trust | — | — | $1.7M | 3.6% | |
| Principal/Blackrock US Aggressive Bond CIT TR Common / Collective Trust a | Common Collective Trusts | — | — | $1.7M | 3.5% | |
| Principal/Blackrock S&P Mid Cap Index CIT TR Common / Collective Trust a | Common Collective Trusts | — | — | $1.6M | 3.3% | |
| Vanguard Small Cap Index Mutual funds a | Mutual Funds | — | — | $1.5M | 3.2% | |
| PRIN/BR LG CAP VALUE CIT TR SEI TRUST COMPANY · EIN 52-2265227 / PN 001 | Common Collective Trust | — | — | $1.3M | 2.8% | |
| SHORT-TERM INV FUND A TR SEI TRUST COMPANY · EIN 41-6292499 / PN 001 | Common Collective Trust | — | — | $1.2M | 2.5% | |
| Principal/Blackrock US Aggressive Bond CIT N Common / Collective Trust a | Common Collective Trusts | — | — | $1.1M | 2.2% | |
| Principal/Blackrock Russell 2000 Index Common / Collective Trust a | Common Collective Trusts | — | — | $1.0M | 2.1% | |
| PRIN/BR RUSS 2000 I CIT TR SEI TRUST COMPANY · EIN 52-2265233 / PN 001 | Common Collective Trust | — | — | $1.0M | 2.1% | |
| PRIN/BR LG CAP GROWTH CIT TR SEI TRUST COMPANY · EIN 52-2265232 / PN 001 | Common Collective Trust | — | — | $859K | 1.8% | |
| PIMCO Total Return Instl Mutual funds a | Mutual Funds | — | — | $744K | 1.5% | |
| Principal/Blackrock Intl Eq Index CIT N Common / Collective Trust a | Common Collective Trusts | — | — | $581K | 1.2% | |
| through June 2043 - | Other securities | — | — | $177K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
