BRAD Engelsma signed Kraus-Anderson, Incorporated's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Kraus-Anderson, Incorporated's EIN is 41-0358300.
Download the official 2024 Form 5500 (PDF) for Kraus-Anderson, Incorporated from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Kraus-Anderson, Incorporated'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 |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | — | $30.1M | 24.8% | |
| Vanguard Info Tech Index Adm | Mutual Funds | — | — | $10.1M | 8.3% | |
| Vanguard Total Bond Market Index Inst | Mutual Funds | — | — | $5.8M | 4.8% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $5.3M | 4.4% | |
| American Funds Europacific Growth R6 | Mutual Funds | — | — | $5.2M | 4.3% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $5.2M | 4.3% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $5.2M | 4.3% | |
| Vanguard Mid Cap Value Index Adm | Mutual Funds | — | — | $5.1M | 4.2% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $4.7M | 3.9% | |
| Carillon Eagle Mid Cap Growth R6 | Other securities | — | — | $4.5M | 3.7% | |
| Vanguard Explorer Admiral Shares | Mutual Funds | — | — | $4.2M | 3.5% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $4.2M | 3.5% | |
| AMCENT US SMCAP VAL EQ TRUST 1 Common Collective Trust Fund | Common Collective Trusts | — | — | $4.2M | 3.4% | |
| American Century American Century U.S. Small Cap Value Equity Trust I | Other securities | — | — | $4.2M | 3.4% | |
| AMER CENTURY U.S SMLCAP VAL EQ TR SEI TRUST COMPANY · EIN 27-0573048 / PN 019 | Common Collective Trust | — | — | $4.2M | 3.4% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $3.5M | 2.9% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $3.3M | 2.8% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $3.2M | 2.7% | |
| Vanguard Fed Money Market Fund | Mutual Funds | — | — | $2.8M | 2.3% | |
| T. Rowe Price T. Rowe Price International Discovery I | Other securities | — | — | $2.6M | 2.2% | |
| PCRA Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $2.6M | 2.2% | |
| Charles Schwab & Co., Inc. Personal Choice Retirement | Self-Directed Brokerage | — | — | $2.6M | 2.1% | |
| BlackRock Total Return K | Other securities | — | — | $1.6M | 1.3% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $1.4M | 1.2% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $1.4M | 1.1% | |
| VANGUARD TARGET RETMT INCOME Registered Investment Company | Mutual Funds | — | — | $797K | 0.7% | |
| Participants Participant Loans Rates from 4.25% to 9.5% - | Bonds / Notes | — | — | $693K | 0.6% | |
| PIMCO Global Bond Opps USD Hdgd I | Mutual Funds | — | — | $672K | 0.6% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $355K | 0.3% | |
| Charles Schwab & Co., Inc. Personal Choice Retirement 2 | Self-Directed Brokerage | — | — | $19K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
