LISA Kross signed US Farathane, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
US Farathane, LLC's EIN is 46-3221181.
Download the official 2024 Form 5500 (PDF) for US Farathane, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)US Farathane, LLC'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $211K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC | 94-1737782 | — | BROKERAGE SERVICES | $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 | |||||
|---|---|---|---|---|---|---|
| JHANCOCK CORE PLUS FIXED INCOME TRU JOHN HANCOCK FUNDS · EIN 45-2395022 / PN 001 | Common Collective Trust | — | — | $12.9M | 15.0% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $11.8M | 13.7% | |
| PIONEER LARGE CAP GROWTH PORT CL R1 GREAT GRAY · EIN 81-4278868 / PN 000 | Common Collective Trust | — | — | $8.6M | 9.9% | |
| PUTNAM LARGE CAP VALUE TRUST IA PUTNAM INVESTMENTS CIT · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $7.9M | 9.2% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $5.6M | 6.5% | |
| Fidelity Inflation Protected Bond Index | Mutual Funds | — | — | $4.0M | 4.6% | |
| Empower Trust Company, LLC American Funds Europacific Growth R6 | Mutual Funds | — | — | $3.5M | 4.1% | |
| Fidelity Total International Index | Mutual Funds | — | — | $3.1M | 3.6% | |
| BlackRock Lifepath Dynamic 2035 K | Other securities | — | — | $2.4M | 2.8% | |
| Participants Participant notes receivable with interest rates ranging from 4.25 percent to 9.50 percent - | Other securities | — | — | $2.2M | 2.6% | |
| BlackRock Lifepath Dynamic 2030 K | Other securities | — | — | $2.1M | 2.4% | |
| Fidelity Emerging Markets K | Mutual Funds | — | — | $2.0M | 2.3% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $1.9M | 2.2% | |
| BlackRock Lifepath Dynamic Retirement K | Other securities | — | — | $1.9M | 2.2% | |
| John Hancock Disciplined Value Mid Cap R6 | Other securities | — | — | $1.8M | 2.1% | |
| Janus Henderson Triton N | Mutual Funds | — | — | $1.8M | 2.1% | |
| FRANKLIN SMALL CAP VALUE GG TRUST C GREAT GRAY · EIN 38-4126289 / PN 594 | Common Collective Trust | — | — | $1.8M | 2.0% | |
| BLACKROCK MIDCAP GROWTH EQUITY FD C GREAT GRAY · EIN 38-4139851 / PN 629 | Common Collective Trust | — | — | $1.7M | 2.0% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $1.7M | 2.0% | |
| BlackRock Lifepath Dynamic 2040 K | Other securities | — | — | $1.6M | 1.8% | |
| COHEN AND STEERS U.S. REALTY CIT RS COHEN AND STEERS REALTY SHARES · EIN 47-1211722 / PN 003 | Common Collective Trust | — | — | $1.1M | 1.3% | |
| BlackRock Lifepath Dynamic 2055 K | Other securities | — | — | $963K | 1.1% | |
| BlackRock Lifepath Dynamic 2050 K | Other securities | — | — | $850K | 1.0% | |
| BlackRock Lifepath Dynamic 2045 K | Other securities | — | — | $805K | 0.9% | |
| BlackRock Lifepath Dynamic 2060 K | Other securities | — | — | $773K | 0.9% | |
| BlackRock Lifepath Dynamic 2065 K | Other securities | — | — | $698K | 0.8% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $431K | 0.5% | |
| Charles Schwab Self-directed brokerage account | Self-Directed Brokerage | — | — | $286K | 0.3% |
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 |
|---|---|---|---|---|---|
| PLANTE MORAN PLLC | — | DETROIT, MI | AUDITOR | $19K | — |
