Tony Kasten signed The Monarch Cement Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Monarch Cement Company's EIN is 48-0340590.
Download the official 2024 Form 5500 (PDF) for The Monarch Cement Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Monarch Cement Company's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOKF, NA | — | TULSA, OK | TRUSTEE | $8K | — |
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 | |||||
|---|---|---|---|---|---|---|
| MANAGED ALLOC PORTFOLIO POOL TRUST BOKF, NA · EIN 73-0780382 / PN 005 | Common Collective Trust | — | — | $3.8M | 42.3% | |
| BOKF, N.A. BOK Financial Retirement 2030 - 47,618.904 shares | Other securities | — | $48K | $1.7M | 18.6% | |
| Vanguard M/C Indx-Adm - 3,343.985 shares | Mutual Funds | — | $3K | $1.1M | 12.3% | |
| T. Rowe Price T Rowe Grwth Stk-I - 9,709.025 shares | Other securities | — | $10K | $1.0M | 11.5% | |
| Fidelity 500 Indx-Inst Prem - 4,261.025 shares | Mutual Funds | — | $4K | $870K | 9.8% | |
| BOKF, N.A. BOK Financial Retirement 2040 - 21,695.219 shares | Other securities | — | $22K | $865K | 9.7% | |
| Money Market Mutual Funds * Cavanal Hill Funds Cavanal Hill Govt Sec Mmkt-Sel | Cash / Money Market | — | — | $745K | 8.4% | |
| BOKF, N.A. BOK Financial Retirement 2020 - 15,820.182 shares | Other securities | — | $16K | $475K | 5.3% | |
| BOKF, N.A. BOK Financial Retirement 2050 - 8,470.487 shares | Other securities | — | $8K | $367K | 4.1% | |
| Vanguard S/C Grwth Indx-Adm - 3,505.605 shares | Mutual Funds | — | $4K | $345K | 3.9% | |
| dates through December 2029 | Other securities | — | — | $330K | 3.7% | |
| American Beacon Amer Beacon S/C Val-R6 - 10,631.656 shares | Mutual Funds | — | $11K | $262K | 2.9% | |
| BOKF, N.A. BOK Financial Retirement 2060 - 4,817.690 shares | Other securities | — | $5K | $204K | 2.3% | |
| MFS Val-R6 - 3,920.984 shares | Mutual Funds | — | $4K | $190K | 2.1% | |
| BOKF, N.A. BOK Financial Retirement 2070 - 11,447.072 shares | Other securities | — | $11K | $174K | 2.0% | |
| Metropolitan West Met West Tot Ret Bd-P - 20,635.781 shares | Other securities | — | $21K | $172K | 1.9% | |
| Vanguard S/T Bd Indx-Adm - 3845.607 shares | Mutual Funds | — | $4K | $39K | 0.4% | |
| American Funds Amer EuroPacific Grwth-R6 - 549.578 shares | Mutual Funds | — | — | $30K | 0.3% | |
| Collective Trust Funds * BOKF, N.A. BOK Financial Retirement Conservative - 1,130.539 shares | Common Collective Trusts | — | $1K | $27K | 0.3% | |
| American Beacon Amer Beacon Intl Eq-R6 - 1,328.503 shares | Other securities | — | $1K | $20K | 0.2% | |
| Vanguard Infl Prot Sec-Adm - 301.207 shares | Mutual Funds | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
