Shannon Myers signed KSA Industries, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
KSA Industries, Inc.'s EIN is 74-1056256.
Download the official 2024 Form 5500 (PDF) for KSA Industries, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)KSA Industries, Inc.'s plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS LLC | 36-4291971 | — | ADVISOR | $55K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| TRP RETIRE 2035 I 390,804 shares N/A | Other securities | — | — | $8.2M | 20.6% | |
| TRP RETIRE 2040 I 146,228 shares N/A | Other securities | — | — | $4.5M | 11.2% | |
| TRP RETIRE 2030 I 170,420 shares N/A | Other securities | — | — | $4.4M | 10.9% | |
| TRP RETIRE 2045 I 178,639 shares N/A | Other securities | — | — | $4.0M | 10.0% | |
| FID 500 INDEX 17,677 shares N/A | Common Collective Trusts | — | — | $3.6M | 9.0% | |
| TRP RETIRE 2050 I 184,698 shares N/A | Other securities | — | — | $3.5M | 8.8% | |
| TRP RETIRE 2055 I 118,290 shares N/A | Other securities | — | — | $2.4M | 5.9% | |
| AB LG CAP GRTH Z 16,396 shares N/A | Other securities | — | — | $1.8M | 4.5% | |
| TRP RETIRE 2020 I 87,328 shares N/A | Other securities | — | — | $1.6M | 4.1% | |
| TRP RETIRE 2025 I 82,380 shares N/A | Other securities | — | — | $1.4M | 3.4% | |
| TRP RETIRE 2060 I 77,672 shares N/A | Other securities | — | — | $1.3M | 3.2% | |
| VANG MIDCAP IDX ADM 1,831 shares N/A | Common Collective Trusts | — | — | $598K | 1.5% | |
| FID SM CAP IDX 18,882 shares N/A | Common Collective Trusts | — | — | $523K | 1.3% | |
| DODGE & COX STOCK X 1,767 shares N/A | Mutual Funds | — | — | $455K | 1.1% | |
| FID INTL GROWTH 16,488 shares N/A | Mutual Funds | — | — | $329K | 0.8% | |
| TRP RETIRE 2005 I 19 shares N/A 232 TRP RETIRE 2010 I 17,801 shares N/A | Other securities | — | — | $270K | 0.7% | |
| FID TOTAL BOND K6 23,806 shares N/A | Mutual Funds | — | — | $207K | 0.5% | |
| VANG EXPLORER ADM 1,911 shares N/A | Other securities | — | — | $204K | 0.5% | |
| TRP RETIRE 2065 I 14,297 shares N/A | Other securities | — | — | $184K | 0.5% | |
| VANG TOT INTL STK AD 5,307 shares N/A | Other securities | — | — | $168K | 0.4% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $164K | 0.4% | |
| VANG TOT BD MKT ADM 11,658 shares N/A | Other securities | — | — | $111K | 0.3% | |
| DFA US TARGET VAL I 2,758 shares N/A | Mutual Funds | — | — | $95K | 0.2% | |
| TRP RETIRE 2015 I 4,443 shares N/A | Other securities | — | — | $56K | 0.1% | |
| FID GOVT MMKT K6 6,389 shares N/A | Mutual Funds | — | — | $6K | <0.1% | |
| DFA INF PRT SEC PORT 222 shares N/A | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EEPB | 76-0222094 | — | ACCOUNTANT/AUDITOR | $15K | — |
