Ceramtec North America LLC's EIN is 52-1708698.
Download the official 2024 Form 5500 (PDF) for Ceramtec North America LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ceramtec North America LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.
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 | $67K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| American Funds 2035 Target Date Retirement R6 Fund | Mutual Funds | — | — | $4.1M | 12.7% | |
| LARGE CAP GROWTH/JP MORAN INVST MGM EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $3.5M | 11.1% | |
| STATE ST S&P 500 INDX SL CL II STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 04-0025081 / PN 000 | Common Collective Trust | — | — | $3.0M | 9.3% | |
| American Funds 2030 Target Date Retirement R6 Fund | Mutual Funds | — | — | $2.8M | 8.8% | |
| American Funds 2045 Target Date Retirement R6 Fund | Mutual Funds | — | — | $2.4M | 7.4% | |
| American Funds 2040 Target Date Retirement R6 Fund | Mutual Funds | — | — | $2.3M | 7.2% | |
| American Funds 2025 Target Date Retirement R6 Fund | Mutual Funds | — | — | $1.3M | 4.0% | |
| Notes receivable from participan 4.25% - 10.50% | Bonds / Notes | — | — | $1.1M | 3.6% | |
| Principal Fixed Income Guaranteed Option | Other securities | — | — | $1.0M | 3.3% | |
| SA/INVESCO SMALL CAP GROWTH STRATEG EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 293 | Pooled Separate Account | — | — | $1.0M | 3.2% | |
| American Funds 2050 Target Date Retirement R6 Fund | Mutual Funds | — | — | $945K | 3.0% | |
| American Funds 2055 Target Date Retirement R6 Fund | Mutual Funds | — | — | $936K | 2.9% | |
| American Funds 2060 Target Date Retirement R6 Fund | Mutual Funds | — | — | $777K | 2.4% | |
| Fidelity Mid Cap Growth Index Fund | Common Collective Trusts | — | — | $743K | 2.3% | |
| American Funds 2065 Target Date Retirement R6 Fund | Mutual Funds | — | — | $634K | 2.0% | |
| American Funds 2020 Target Date Retirement R6 Fund | Mutual Funds | — | — | $628K | 2.0% | |
| Fidelity Advisor Balanced Z Fund | Mutual Funds | — | — | $524K | 1.6% | |
| T. Rowe Price Mid-Cap Value I Fund | Other securities | — | — | $491K | 1.5% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $455K | 1.4% | |
| T. ROWE US MID CAP GRW EQTY EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 848 | Pooled Separate Account | — | — | $384K | 1.2% | |
| iShares U.S. Aggregate Bond Index K Fund | Other securities | — | — | $242K | 0.8% | |
| Fidelity Small Cap Value Index Fund | Common Collective Trusts | — | — | $193K | 0.6% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $191K | 0.6% | |
| American Funds Capital World Bond R6 Fund | Mutual Funds | — | — | $152K | 0.5% | |
| American Funds 2015 Target Date Retirement R6 Fund | Mutual Funds | — | — | $115K | 0.4% | |
| MFS INTL GROWTH EQUITY EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 839 | Pooled Separate Account | — | — | $109K | 0.3% | |
| American Funds New World R6 Fund | Mutual Funds | — | — | $78K | 0.2% | |
| American Funds 2010 Target Date Retirement R6 Fund | Mutual Funds | — | — | $66K | 0.2% | |
| Dimensional Fund Advisors Inflation Protected Securities I Fund | Mutual Funds | — | — | $66K | 0.2% | |
| Dimensional Fund Advisors Intermediate Governemnt Fixed Income I Fd | Mutual Funds | — | — | $36K | 0.1% | |
| Empower Fixed Account - Series Class I | Other securities | — | — | $2K | <0.1% | |
| LARGE CAP VALUE 1 EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 129 | Pooled Separate Account | — | — | $398 | <0.1% | |
| PRINCIPAL SMALLCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 029 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| MORNINGSTAR INVESTMENT MANAGEMENT |
| 36-4317381 |
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NOVA 401K ASSOCIATES | 20-1181458 | — | CONTRACT ADMINISTRATOR | $250 | — |
