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 | 73-0780382 | TULSA, OK | TRUSTEE | $800 | — |
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 | |||||
|---|---|---|---|---|---|---|
| MAP POOLED INVESTMENT TRUST BOKF, NA · EIN 73-0780382 / PN 005 | Common Collective Trust | — | — | $1.8M | 53.4% | |
| BOKF, N.A. BOK Financial Retirement 2050 - 14,361.550 shares | Other securities | — | $14K | $622K | 18.1% | |
| BOKF, N.A. BOK Financial Retirement 2040 - 10,748.608 shares | Other securities | — | $11K | $428K | 12.5% | |
| T. Rowe Price T Rowe Grwth Stk-I - 3,361.299 shares | Other securities | — | $3K | $356K | 10.4% | |
| Fidelity 500 Indx-Inst Prem - 1,632.069 shares | Mutual Funds | — | $2K | $333K | 9.7% | |
| BOKF, N.A. BOK Financial Retirement 2060 - 7,421.237 shares | Other securities | — | $7K | $314K | 9.1% | |
| BOKF, N.A. BOK Financial Retirement 2030 - 7,638.283 shares | Other securities | — | $8K | $267K | 7.8% | |
| Vanguard S/T Bd Indx-Adm - 20,348.057 shares | Mutual Funds | — | $20K | $206K | 6.0% | |
| Vanguard M/C Indx-Adm - 447.710 shares | Mutual Funds | — | — | $146K | 4.3% | |
| BOKF, N.A. BOK Financial Retirement 2070 - 7,454.773 shares | Other securities | — | $7K | $113K | 3.3% | |
| Vanguard S/C Grwth Indx-Adm - 984.555 shares | Mutual Funds | — | — | $97K | 2.8% | |
| Money Market Mutual Funds * Cavanal Hill Funds Cavanal Hill Govt Sec Mmkt-Sel | Cash / Money Market | — | — | $90K | 2.6% | |
| Vanguard Infl Prot Sec-Adm - 3,464.793 shares | Mutual Funds | — | $3K | $78K | 2.3% | |
| BOKF, N.A. BOK Financial Retirement 2020 - 2,571.441 shares | Other securities | — | $3K | $77K | 2.2% | |
| American Beacon Amer Beacon S/C Val-R6 - 2,572.257 shares | Mutual Funds | — | $3K | $63K | 1.8% | |
| MFS Val-R6 - 1,301.990 shares | Mutual Funds | — | $1K | $63K | 1.8% | |
| Metropolitan West Met West Tot Ret Bd-P - 6,272.221 shares | Other securities | — | $6K | $52K | 1.5% | |
| BOKF, N.A. BOK Financial Retirement Income - 3,500.338 shares | Other securities | — | $4K | $35K | 1.0% | |
| American Beacon Amer Beacon Intl Eq-R6 - 2,015.956 shares | Other securities | — | $2K | $30K | 0.9% | |
| Collective Trust Funds * BOKF, N.A. BOK Financial Retirement Conservative - 550.815 shares | Common Collective Trusts | — | — | $13K | 0.4% | |
| American Funds Amer Funds Europacific Grwth-R6 - 229.982 shares | Mutual Funds | — | — | $12K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
