Richard Kaiser signed New Process Steel, L.P.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
New Process Steel, L.P.'s EIN is 76-0621168.
Download the official 2024 Form 5500 (PDF) for New Process Steel, L.P. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)New Process Steel, L.P.'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$100K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES, INC | 59-1237041 | — | INVESTMENT ADVISOR | $95K | — |
| 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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BlackRock Funds III iShares S&P 500 Index Fund Investor A Shares | Common Collective Trusts | — | — | $4.1M | 10.0% | |
| Alger Spectra Fund Class A | Mutual Funds | — | — | $3.8M | 9.3% | |
| FA STABLE VALUE II FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $3.5M | 8.6% | |
| JPMorgan Trust II Equity Income Fund Class R3 | Other securities | — | — | $2.8M | 6.8% | |
| Janus Henderson Balanced Fund | Mutual Funds | — | — | $2.5M | 6.0% | |
| Fidelity Investments Freedom 2035 Fund | Mutual Funds | — | — | $2.4M | 6.0% | |
| John Hancock Disciplined Value Mid Cap Fund | Other securities | — | — | $2.3M | 5.7% | |
| American Century Investments Small Cap Value Fund | Other securities | — | — | $1.7M | 4.3% | |
| AMG Funds Yacktman Fund Class I | Other securities | — | — | $1.7M | 4.3% | |
| Fidelity Investments Freedom 2050 Fund | Mutual Funds | — | — | $1.5M | 3.7% | |
| Fidelity Investments Freedom 2040 Fund | Mutual Funds | — | — | $1.4M | 3.5% | |
| PIMCO Investment Grade Corporate Bond Fund | Mutual Funds | — | — | $1.3M | 3.2% | |
| Fidelity Investments Freedom 2045 Fund | Mutual Funds | — | — | $1.3M | 3.2% | |
| Fidelity Investments Strategic Dividend & Income Fund | Mutual Funds | — | — | $1.2M | 2.9% | |
| Fidelity Investments Freedom 2055 Fund | Mutual Funds | — | — | $1.1M | 2.6% | |
| Fidelity Investments Freedom 2030 Fund | Mutual Funds | — | — | $944K | 2.3% | |
| Alliancebernstein Cap Fund, Inc AB Small Cap Growth A | Common Stocks | — | — | $863K | 2.1% | |
| First Eagle Fund Global Fund Class A | Other securities | — | — | $757K | 1.9% | |
| Loomis Sayles Investment Grade Bond Fund | Other securities | — | — | $739K | 1.8% | |
| Participant loans 5.25% to 10.50% - | Bonds / Notes | — | — | $709K | 1.7% | |
| Lord Abbott Short Duration Income Fund | Other securities | — | — | $709K | 1.7% | |
| Fidelity Investments Freedom 2025 Fund | Mutual Funds | — | — | $503K | 1.2% | |
| Oppenheimer Global Opportunities Fund | Mutual Funds | — | — | $497K | 1.2% | |
| Lazard Funds International Strategic Eq Open | Other securities | — | — | $486K | 1.2% | |
| Fidelity Investments Freedom 2060 Fund | Mutual Funds | — | — | $448K | 1.1% | |
| Fidelity Investments Freedom 2020 Fund | Mutual Funds | — | — | $393K | 1.0% | |
| Fidelity Investments Freedom 2065 Fund | Mutual Funds | — | — | $164K | 0.4% | |
| Fidelity Investments Freedom 2015 Fund | Mutual Funds | — | — | $146K | 0.4% | |
| Franklin Income Fund Income Fund | Mutual Funds | — | — | $129K | 0.3% | |
| PIMCO GNMA Fund Class A | Agency / Mortgage-Backed | — | — | $96K | 0.2% | |
| Fidelity Investments Advisor Capital & Income Fund | Mutual Funds | — | — | $75K | 0.2% | |
| Fidelity Investments Freedom 2070 Fund ** 765 * Fidelity Investments Freedom INC Fund | Mutual Funds | — | — | $67K | 0.2% | |
| Loomis Sayles Strategic Income Fund | Other securities | — | — | $35K | <0.1% | |
| PIMCO Real Return Fund Class A | Mutual Funds | — | — | $12K | <0.1% | |
| Fidelity Investments Freedom 2010 Fund | Mutual Funds | — | — | $3K | <0.1% |
