Gregory Cowan signed Toyotetsu America, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Toyotetsu America, Inc.'s EIN is 61-1290853.
Download the official 2024 Form 5500 (PDF) for Toyotetsu America, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Toyotetsu America, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KENTUCKY PLANNING PARTNERS, LLC | — | LOUISVILLE, KY | INVESTMENT ADVISORY | $94K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN TRUST COMPANY | 62-0951563 | — | CONTRACT ADMIN | $189K | — |
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 TRUST COMPANY STABLE VALUE AMERICAN TRUST COMPANY · EIN 37-1992955 / PN 008 | Common Collective Trust | — | — | $16.4M | 18.3% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $13.5M | 15.1% | |
| Fidelity 500 Index Institutional Prem | Common Collective Trusts | — | — | $11.5M | 12.8% | |
| Vanguard Value Index-Adm | Mutual Funds | — | — | $10.7M | 11.9% | |
| VG Growth Index Admiral | Other securities | — | — | $10.0M | 11.2% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $7.9M | 8.7% | |
| Vanguard Small Cap Value Index Adm | Mutual Funds | — | — | $4.4M | 4.9% | |
| American Funds International Core Equity 2 Portfolio I | Mutual Funds | — | — | $3.4M | 3.8% | |
| DFA US Small Cap | Mutual Funds | — | — | $3.2M | 3.6% | |
| Vanguard Mid Cap Value Index Adm | Mutual Funds | — | — | $2.7M | 3.0% | |
| Vanguard Mid Cap Growth Index Adm | Mutual Funds | — | — | $1.8M | 2.0% | |
| Schwab Fdmtl Intl Lg Co Idx | Common Collective Trusts | — | — | $1.4M | 1.5% | |
| DFA Inflation Protected Securities I | Mutual Funds | — | — | $982K | 1.1% | |
| American Funds New World | Mutual Funds | — | — | $779K | 0.9% | |
| Vanguard Wellington Fund | Mutual Funds | — | — | $720K | 0.8% | |
| DFA Real Estate Securities I | Mutual Funds | — | — | $281K | 0.3% | |
| Vanguard Small Cap Growth Index Adm | Mutual Funds | — | — | $128K | 0.1% | |
| Vanguard Commodity Strategy Fund A | Mutual Funds | — | — | $107K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.