Katie Meyer signed Kewaunee Fabrications LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Kewaunee Fabrications LLC's EIN is 39-1975610.
Download the official 2024 Form 5500 (PDF) for Kewaunee Fabrications LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Kewaunee Fabrications LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 O | — | GREENWOOD VILLAGE, CO | NONE | $7K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | NONE | $6K | — |
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 GROWTH CO POOL FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 135 | Common Collective Trust | — | — | $3.0M | 15.8% | |
| Vanguard Federal Money Market ** 29 Vanguard Institutional Index Fund Institutional Shares | Common Collective Trusts | — | — | $2.3M | 12.3% | |
| FIDELITY FREEDOM 2040 CMGLD POOL F FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 203 | Common Collective Trust | — | — | $2.2M | 11.8% | |
| American Funds® Capital World Growth & Income Fund – Class R6 ** $ | Mutual Funds | — | — | $1.4M | 7.4% | |
| T. Rowe Price Dividend Growth Fund – Class I | Other securities | — | — | $1.4M | 7.2% | |
| FIDELITY FREEDOM 2030 CMGLD POOL F FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 201 | Common Collective Trust | — | — | $1.0M | 5.3% | |
| FIDELITY FREEDOM 2050 CMGLD POOL F FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 205 | Common Collective Trust | — | — | $979K | 5.2% | |
| Fidelity Total Bond Fund – Class K6 | Mutual Funds | — | — | $942K | 5.0% | |
| Fidelity Balanced Fund – Class K6 | Mutual Funds | — | — | $888K | 4.7% | |
| JP Morgan U.S. Value Fund – Class R6 | Other securities | — | — | $762K | 4.0% | |
| Hartford International Opportunities Fund – Class Y | Other securities | — | — | $657K | 3.5% | |
| FID LOW PR STK POOL FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 132 | Common Collective Trust | — | — | $613K | 3.2% | |
| STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $610K | 3.2% | |
| CLEARBRIDGE SMALL CAP GROWTH CIT CL CLEARBRIDGE INVESTMENTS · EIN 38-4065336 / PN 434 | Common Collective Trust | — | — | $522K | 2.8% | |
| Participant Loans Interest rates varying from 3.25% to 8.50% $0 | Bonds / Notes | — | — | $378K | 2.0% | |
| Janus Henderson Enterprise Fund – Class N | Mutual Funds | — | — | $232K | 1.2% | |
| Vanguard Extended Market Index Fund Admiral Shares | Common Collective Trusts | — | — | $192K | 1.0% | |
| Columbia Trust Small Cap Value II – Class 1 | Other securities | — | — | $167K | 0.9% | |
| FIDELITY FREEDOM 2020 CMGLD POOL F FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 199 | Common Collective Trust | — | — | $144K | 0.8% | |
| T. Rowe Price International Value Equity Fund – Class I | Other securities | — | — | $130K | 0.7% | |
| FIDELITY FREEDOM 2055 CMGLD POOL F FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 206 | Common Collective Trust | — | — | $101K | 0.5% | |
| FIDELITY FREEDOM 2010 CMGLD POOL F FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 197 | Common Collective Trust | — | — | $93K | 0.5% | |
| FIDELITY FREEDOM 2045 CMGLD POOL F FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 204 | Common Collective Trust | — | — | $72K | 0.4% | |
| FIDELITY FREEDOM 2060 CMGLD POOL F FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 207 | Common Collective Trust | — | — | $70K | 0.4% | |
| FIDELITY FREEDOM 2035 CMGLD POOL F FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 202 | Common Collective Trust | — | — | $57K | 0.3% | |
| FIDELITY FREEDOM 2065 CMGLD POOL F FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 208 | Common Collective Trust | — | — | $15K | <0.1% | |
| FIDELITY FREEDOM INC CMGLD POOL F FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 195 | Common Collective Trust | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
