MARC Julian signed KWS, Inc. DBA Staab Management Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
KWS, Inc. DBA Staab Management Company's EIN is 47-0637048.
Download the official 2024 Form 5500 (PDF) for KWS, Inc. DBA Staab Management Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)KWS, Inc. DBA Staab Management Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $466 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH | 42-1445429 | — | ADVISOR | $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.
| % of plan | |||
|---|---|---|---|
| GALLIARD STBLE RTN N WELLS FARGO BANK, N.A. · EIN 76-0727727 / PN 001 | Common Collective Trust | $0 | — |