Valerie Mitchell signed Katayama American Company, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Katayama American Company, Inc.'s EIN is 61-1151139.
Download the official 2024 Form 5500 (PDF) for Katayama American Company, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Katayama American Company, Inc.'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $12K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SANDERS AND SCHUTTE FINANCIAL PARTN |
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 | |||||
|---|---|---|---|---|---|---|
| T.ROWE PRICE RETIREMENT 2035-R | Registered Investment Companies | — | — | $3.0M | 25.1% | |
| T.ROWE PRICE RETIREMENT 2030-R | Registered Investment Companies | — | — | $2.1M | 17.4% | |
| T.ROWE PRICE RETIREMENT 2040-R | Registered Investment Companies | — | — | $1.3M | 10.4% | |
| T.ROWE PRICE RETIREMENT 2045-R | Registered Investment Companies | — | — | $996K | 8.2% | |
| T.ROWE PRICE RETIREMENT 2055-R | Registered Investment Companies | — | — | $645K | 5.3% | |
| T.ROWE PRICE RETIREMENT 2025-R | Registered Investment Companies | — | — | $634K | 5.2% | |
| BNYM S&P 500 INDEX FUND | Registered Investment Companies | — | — | $417K | 3.4% | |
| PUTNAM STABLE VALUE FUND -50 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $390K | 3.2% | |
| FRANKLIN DYNATECH FUND - A | Registered Investment Companies | — | — | $305K | 2.5% | |
| T.ROWE PRICE RETIREMENT 2050-R | Registered Investment Companies | — | — | $285K | 2.4% | |
| HARTFORD CORE EQUITY R4 | Registered Investment Companies | — | — | $216K | 1.8% | |
| T.ROWE PRICE RETIREMENT 2020-R | Registered Investment Companies | — | — | $194K | 1.6% | |
| INVESCO OPP INTL GROWTH - A | Registered Investment Companies | — | — | $162K | 1.3% | |
| INVESCO SMALL CAP VALUE A | Registered Investment Companies | — | — | $153K | 1.3% | |
| FID ADV MC II A | Registered Investment Companies | — | — | $143K | 1.2% | |
| JPMORGAN SMALL CAP GROWTH R3 | Registered Investment Companies | — | — | $138K | 1.1% | |
| FIDELITY ADV STRAT INC A | Registered Investment Companies | — | — | $131K | 1.1% | |
| INV DEVELOP MARKETS-A | Registered Investment Companies | — | — | $90K | 0.7% | |
| TEMPLETON GLOBAL BOND FUND - A | Registered Investment Companies | — | — | $52K | 0.4% | |
| T.ROWE PRICE RETIREMENT 2060-R | Registered Investment Companies | — | — | $45K | 0.4% | |
| AMERICAN CENTURY EQTY INC-A | Registered Investment Companies | — | — | $29K | 0.2% | |
| EAT HIGH INCOME OPPS - A | Registered Investment Companies | — | — | $24K | 0.2% | |
| JANUSHEND MID CAP VALUE FD - S | Registered Investment Companies | — | — | $17K | 0.1% | |
| T. ROWE PRICE RETIRE BALANCE R | Registered Investment Companies | — | — | $15K | 0.1% | |
| PIMCO TOTAL RETURN FUND - A | Registered Investment Companies | — | — | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| PEWEE VALLEY, KY |
| ADVISOR |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHERRY BEKAERT, LLP | 56-0574444 | — | ACCOUNTANT | $14K | — |
