Michael Tomsyck signed Kolbe & Kolbe Millwork Co., Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Kolbe & Kolbe Millwork Co., Inc.'s EIN is 39-1193314.
Download the official 2024 Form 5500 (PDF) for Kolbe & Kolbe Millwork Co., Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Kolbe & Kolbe Millwork Co., Inc.'s plan includes profit-sharing, 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 | $140K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT | 36-4317381 | — | INVESTMENT ADVICE | $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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $71.8M | 72.3% | |
| PRIN/ T ROWE INSTIT LGCAP GR CIT NA SEI TRUST COMANY · EIN 45-6648614 / PN 001 | Common Collective Trust | — | — | $13.4M | 13.5% | |
| PRINCIPAL LT 2025 CIT TIER 1 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 009 | Common Collective Trust | — | — | $12.0M | 12.1% | |
| PRINCIPAL LT 2030 CIT TIER 1 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 003 | Common Collective Trust | — | — | $11.6M | 11.7% | |
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $7.0M | 7.1% | |
| PRINCIPAL LT 2035 CIT TIER 1 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 010 | Common Collective Trust | — | — | $6.4M | 6.4% | |
| [Assets held in employer securities] | Other | — | — | $6.3M | 6.3% | |
| PRIN/MULTI SMALL CAP CIT N SEI TRUST COMANY · EIN 45-6648658 / PN 001 | Common Collective Trust | — | — | $6.1M | 6.1% | |
| PRINCIPAL LT 2020 CIT TIER 1 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 002 | Common Collective Trust | — | — | $5.9M | 6.0% | |
| PRIN/B ROCK S&P 500 INDEX CIT N SEI TRUST COMANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $5.5M | 5.6% | |
| PRINCIPAL LT 2040 CIT TIER 1 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 004 | Common Collective Trust | — | — | $4.7M | 4.8% | |
| PRINCIPAL LT 2045 CIT TIER 1 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 011 | Common Collective Trust | — | — | $2.0M | 2.0% | |
| PRINCIPAL LT 2050 CIT TIER 1 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 005 | Common Collective Trust | — | — | $1.2M | 1.2% | |
| PRINCIPAL LT STR INCOME CIT TIER 1 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 006 | Common Collective Trust | — | — | $958K | 1.0% | |
| PRINCIPAL LT 2055 CIT TIER 1 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 012 | Common Collective Trust | — | — | $800K | 0.8% | |
| PRINCIPAL LT 2060 CIT TIER 1 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 007 | Common Collective Trust | — | — | $622K | 0.6% | |
| PRINCIPAL LT 2015 CIT TIER 1 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 008 | Common Collective Trust | — | — | $316K | 0.3% | |
| PRINCIPAL LT 2065 CIT TIER 1 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 013 | Common Collective Trust | — | — | $284K | 0.3% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
