Nicholas J Guerrieri signed Krueger International, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Krueger International, Inc.'s EIN is 39-1375589.
Download the official 2024 Form 5500 (PDF) for Krueger International, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Krueger International, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| MERIT FINANCIAL ADVISORS | 45-3686413 | — | NONE | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH | 20-1665305 | — | NONE | $7K | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Growth Fund of America NR | Mutual Funds | — | — | $44.8M | 15.0% | |
| ASSOCIATED BALANCED LIFESTAGE FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6771933 / PN 001 | Common Collective Trust | — | — | $28.7M | 9.6% | |
| ASSOC MONEY MARKET COLLECTIVE FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 52-7241044 / PN 001 | Common Collective Trust | — | — | $26.9M | 9.0% | |
| T Rowe Price Mid Cap Growth Fund NR | Mutual Funds | — | — | $21.2M | 7.1% | |
| Dodge and Cox Stock Fund NR | Mutual Funds | — | — | $18.9M | 6.3% | |
| Vanguard Institutional Index Fund NR | Common Collective Trusts | — | — | $16.5M | 5.5% | |
| Self-Directed Accounts Other investments Personal Choice Accounts NR | Self-Directed Brokerage | — | — | $11.4M | 3.8% | |
| Vanguard Target Retirement 2030 NR | Mutual Funds | — | — | $11.4M | 3.8% | |
| Vanguard Target Retirement 2025 NR | Mutual Funds | — | — | $11.2M | 3.8% | |
| Wasatch Small Cap Growth Fund NR | Other securities | — | — | $10.3M | 3.5% | |
| Vanguard Target Retirement 2050 NR | Mutual Funds | — | — | $8.4M | 2.8% | |
| ASSOCIATED GROWTH LIFESTAGE FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6771936 / PN 001 | Common Collective Trust | — | — | $8.1M | 2.7% | |
| Vanguard Target Retirement 2035 NR | Mutual Funds | — | — | $8.0M | 2.7% | |
| ASSOCIATED CORE BOND FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 90-0186734 / PN 001 | Common Collective Trust | — | — | $7.8M | 2.6% | |
| Vanguard Target Retirement 2045 NR | Mutual Funds | — | — | $7.4M | 2.5% | |
| Vanguard Target Retirement 2055 NR | Mutual Funds | — | — | $7.3M | 2.4% | |
| Vanguard Target Retirement 2040 NR | Mutual Funds | — | — | $7.2M | 2.4% | |
| American Europacific Growth Fund NR | Other securities | — | — | $7.1M | 2.4% | |
| ASSOCIATED SHORT TERM BOND FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6204063 / PN 001 | Common Collective Trust | — | — | $6.2M | 2.1% | |
| Virtus Ceredex Mid-Cap Value Equity Fund NR | Other securities | — | — | $5.7M | 1.9% | |
| Janus Henderson Small Cap Value Fund NR | Mutual Funds | — | — | $5.6M | 1.9% | |
| Vanguard Target Retirement 2060 NR | Mutual Funds | — | — | $4.8M | 1.6% | |
| Vanguard Target Retirement Inc. NR | Mutual Funds | — | — | $2.6M | 0.9% | |
| American New World Fund NR | Other securities | — | — | $2.4M | 0.8% | |
| Vanguard Target Retirement 2065 NR | Mutual Funds | — | — | $1.8M | 0.6% | |
| Vanguard Extended Market Index Fund NR | Common Collective Trusts | — | — | $1.6M | 0.5% | |
| Vanguard Target Retirement 2020 NR | Mutual Funds | — | — | $1.3M | 0.4% | |
| Participant Loans Interest rates: 5.25% to 10.50% $0 | Bonds / Notes | — | — | $960K | 0.3% | |
| Vanguard International Value Fund NR | Mutual Funds | — | — | $871K | 0.3% | |
| Vanguard International Stock Index Fund NR | Common Collective Trusts | — | — | $579K | 0.2% | |
| Vanguard Target Retirement 2070 NR | Mutual Funds | — | — | $224K | <0.1% | |
| Life Insurance Policies Penn Mutual Life Insurance Policies NR | Other securities | — | — | $150K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASSOCIATED TRUST COMPANY, N.A. | 30-0219031 | — | NONE | $728K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $13K | — |
| CREATIVE PLANNING LLC | 43-1270780 | — | NONE | $5K | — |
