Todd FRY signed Karsten Interior Services, L.P.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Karsten Interior Services, L.P.'s EIN is 76-0511708.
Download the official 2024 Form 5500 (PDF) for Karsten Interior Services, L.P. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Karsten Interior Services, L.P.'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD JONES | 43-0345811 | — | INVESTMENT ADVISORY | $0 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| WILSHIRE ADVISORS LLC |
| 95-2755361 |
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADVISORY, PARTICIPANT | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NOVA 401(K) ASSOCIATES | 06-2287400 | — | CONTRACT ADMIN | $6K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LARGECAP GROWTH I SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $1.5M | 17.6% | |
| PRIN LIFETIME HY 2035 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $982K | 11.2% | |
| PRIN LIFETIME HY 2045 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $981K | 11.2% | |
| PRIN LIFETIME HY 2030 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $841K | 9.6% | |
| PRIN LGCAP S&P 500 INDEX SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $607K | 6.9% | |
| Participant Loans | Participant loans | — | — | $478K | 5.5% | |
| PRIN LIFETIME HY 2040 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $467K | 5.3% | |
| PRIN MIDCAP S&P 400 IDX SA-R4 PRINCIPAL INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $300K | 3.4% | |
| American Funds Service Company American Funds New Persp R3 Fd | Mutual Funds | — | — | $288K | 3.3% | |
| PRIN LIFETIME HY 2055 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $263K | 3.0% | |
| PGIM Investments PGIM Jennison Md Cap Gth R Fd | Other securities | — | — | $261K | 3.0% | |
| PRIN LIFETIME HY 2025 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $231K | 2.6% | |
| The American Funds American Funds Bnd Fnd of AM R3 | Mutual Funds | — | — | $201K | 2.3% | |
| PRIN LIFETIME HY 2060 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $200K | 2.3% | |
| Principal Life Insurance Company Fixed Income Guaranteed Option | Common Stocks | — | — | $166K | 1.9% | |
| PRIN LIFETIME HY 2050 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $162K | 1.9% | |
| The American Funds American Funds Fdmntl Inv R3 | Mutual Funds | — | — | $154K | 1.8% | |
| PRIN SMALLCAP GROWTH I SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $151K | 1.7% | |
| Franklin Mutual Advisers Franklin Small Cap Value R FD | Mutual Funds | — | — | $117K | 1.3% | |
| PRIN LIFETIME HY 2015 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $104K | 1.2% | |
| The American Funds American Funds Cap Wrld GR R3 | Mutual Funds | — | — | $64K | 0.7% | |
| American Funds Service Company American Funds New World R3 Fd | Mutual Funds | — | — | $56K | 0.6% | |
| The American Funds American Funds AM Balance R3 | Mutual Funds | — | — | $48K | 0.5% | |
| Janus International Holding, LLC Janus Henderson Enter R Fund | Mutual Funds | — | — | $33K | 0.4% | |
| MFS Investment Management MFS Value R2 Fund | Mutual Funds | — | — | $25K | 0.3% | |
| PRIN LIFETIME HY 2020 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $12K | 0.1% | |
| PRIN LIFE TIME HY 2065 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $11K | 0.1% | |
| PGIM Investments PGIM Total Ret Bond R FD | U.S. Treasuries | — | — | $6K | <0.1% | |
| PRIN INFLATION PROTECT SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 099 | Pooled Separate Account | — | — | $5K | <0.1% | |
| The American Funds American Funds Europacific GRTH R3 FD | Mutual Funds | — | — | $5K | <0.1% | |
| American Funds Service Company American Funds Cap World Bd | Mutual Funds | — | — | $5K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $2K | <0.1% | |
| PRIN REAL ESTATE SECS SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $1K | <0.1% |
