Leann Hewlett signed KREG Enterprises, Inc., DBA KREG Tool Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
KREG Enterprises, Inc., DBA KREG Tool Company's EIN is 42-1367720.
Download the official 2024 Form 5500 (PDF) for KREG Enterprises, Inc., DBA KREG Tool Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)KREG Enterprises, Inc., DBA KREG Tool Company'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 | $82K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $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 | |||||
|---|---|---|---|---|---|---|
| Principal Life Insurance Company Retire Pilot Moderate 2045 Fund R1 | Common Stocks | — | — | $3.6M | 24.7% | |
| RETIREPILOT MOD 2045 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304108 / PN 001 | Common Collective Trust | — | — | $3.6M | 24.7% | |
| Principal Life Insurance Company Retire Pilot Moderate 2035 Fund R1 | Common Stocks | — | — | $1.9M | 13.0% | |
| RETIREPILOT MOD 2035 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304107 / PN 001 | Common Collective Trust | — | — | $1.9M | 13.0% | |
| Vanguard Growth Index Fund | Common Collective Trusts | — | — | $1.3M | 8.9% | |
| Principal Life Insurance Company Retire Pilot Moderate 2055 Fund R1 | Common Stocks | — | — | $937K | 6.4% | |
| RETIREPILOT MOD 2055 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304109 / PN 001 | Common Collective Trust | — | — | $937K | 6.4% | |
| Principal Life Insurance Company Retire Pilot Moderate Retirement Fund R1 | Common Stocks | — | — | $893K | 6.1% | |
| RETIREPILOT MOD RET FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304105 / PN 001 | Common Collective Trust | — | — | $893K | 6.1% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $803K | 5.5% | |
| Dimensional US Large Cap Value Portfolio III | Mutual Funds | — | — | $619K | 4.2% | |
| EuroPacific Growth Fund | Other securities | — | — | $589K | 4.0% | |
| Vanguard Small-Cap Value Index Fund | Common Collective Trusts | — | — | $561K | 3.8% | |
| SEI Trust Company Allspring Core Bond Institutional Fund | Mutual Funds | — | — | $540K | 3.7% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $482K | 3.3% | |
| Vanguard Small-Cap Growth Index Fund | Common Collective Trusts | — | — | $322K | 2.2% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $309K | 2.1% | |
| PRIN INTL EQUITY INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $290K | 2.0% | |
| Common Collective Trust *Principal Life Insurance Company Retire Pilot Aggressive 2035 Fund R1 | Common Collective Trusts | — | — | $194K | 1.3% | |
| RETIREPILOT AGG 2035 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304113 / PN 001 | Common Collective Trust | — | — | $194K | 1.3% | |
| Vanguard Real Estate Index Fund | Common Collective Trusts | — | — | $170K | 1.2% | |
| DFA International Small Company Portfolio | Mutual Funds | — | — | $150K | 1.0% | |
| mature in 2025 through 2029 | Other securities | — | — | $144K | 1.0% | |
| Fidelity Emerging Markets Index Fund | Common Collective Trusts | — | — | $137K | 0.9% | |
| Principal Life Insurance Company Retire Pilot Aggressive Retirement Fund R1 | Common Stocks | — | — | $84K | 0.6% | |
| RETIREPILOT AGG RET FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304111 / PN 001 | Common Collective Trust | — | — | $84K | 0.6% | |
| Principal Life Insurance Company Retire Pilot Moderate 2065 Fund R1 | Common Stocks | — | — | $78K | 0.5% | |
| RETIREPILOT MOD 2065 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304110 / PN 001 | Common Collective Trust | — | — | $78K | 0.5% | |
| (E) | Other securities | — | $78K | $59K | 0.4% | |
| Vanguard Inflation Protected Securities Fund | Mutual Funds | — | — | $59K | 0.4% | |
| PIMCO International Bond US Dollar-Hedged I Fund | Mutual Funds | — | — | $59K | 0.4% | |
| Principal Life Insurance Company Retire Pilot Aggressive 2065 Fund R1 | Common Stocks | — | — | $15K | 0.1% | |
| RETIREPILOT AGG 2065 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304116 / PN 001 | Common Collective Trust | — | — | $15K | 0.1% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $0 | <0.1% | |
| RETIREPILOT MOD 2025 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304106 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $0 | <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 |
|---|---|---|---|---|---|
| MCGLADREY WEALTH MANAGEMENT LLC | 41-1944416 | — | INVESTMENT ADVISORY | $0 | — |
