Michelle Emick signed Global Tungsten & Powders LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Global Tungsten & Powders LLC's EIN is 77-0720929.
Download the official 2024 Form 5500 (PDF) for Global Tungsten & Powders LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Global Tungsten & Powders LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $217K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FREEDMAXICK CPAS | 45-4051133 | — | ACCOUNTANT | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAP FINANCIAL PARTNERS LLC | 26-0058143 | — | OTHER SERVICES | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Instl Index Instl Fd | Mutual Funds | — | — | $15.0M | 15.1% | |
| PRINCIPAL STABLE VALUE SELECT PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $12.0M | 12.1% | |
| JP Morgan Large Cap Gr R6 Fd | Other securities | — | — | $10.4M | 10.5% | |
| Principal LifeTime 2030 Institutional Fund | Other securities | — | — | $7.6M | 7.6% | |
| JP Morgan Equity Income R4 Fund | Other securities | — | — | $5.3M | 5.3% | |
| Self Directed Brokerage Account | Self-Directed Brokerage | — | — | $5.0M | 5.0% | |
| Principal LifeTime 2025 Institutional Fund | Other securities | — | — | $4.3M | 4.4% | |
| Principal LifeTime 2040 Institutional Fund | Other securities | — | — | $3.6M | 3.6% | |
| Fidelity Total Bond K6 Fund | Mutual Funds | — | — | $3.0M | 3.0% | |
| Principal LifeTime 2050 Institutional Fund | Other securities | — | — | $2.6M | 2.6% | |
| Principal LifeTime 2020 Institutional Fund | Other securities | — | — | $2.6M | 2.6% | |
| American Funds EuroPacific Growth R4 Fund | Mutual Funds | — | — | $2.4M | 2.5% | |
| MainStay Hgh Yld Crp Bd Inv Fd | Other securities | — | — | $2.4M | 2.5% | |
| Victory Syca Sm Co Opp R6 Fund | Common Stocks | — | — | $2.1M | 2.2% | |
| Driehaus Emg Mkg Gr Ins Fund | Other securities | — | — | $2.1M | 2.1% | |
| Principal LifeTime 2045 Institutional Fund | Other securities | — | — | $2.0M | 2.0% | |
| Loomis Sayles Sm Cp Gr I Fund | Other securities | — | — | $2.0M | 2.0% | |
| Principal LifeTime 2035 Institutional Fund | Other securities | — | — | $1.9M | 2.0% | |
| Vanguard Mid Cap Index Admiral Fund | Mutual Funds | — | — | $1.7M | 1.7% | |
| Principal LifeTime 2055 Institutional Fund | Other securities | — | — | $1.7M | 1.7% | |
| Participant loans (interest rates of 3.25% to 8.75%) | Bonds / Notes | — | — | $1.5M | 1.5% | |
| Vanguard Small Cap Index Admiral Fund | Mutual Funds | — | — | $1.5M | 1.5% | |
| John Hancock Disciplined Value Mid Cap Fund | Other securities | — | — | $1.4M | 1.4% | |
| MassMutual Sel Mid Cp Gr Svc Fd | Other securities | — | — | $1.1M | 1.2% | |
| Blackrock US Agg Bond Index K Fund | Other securities | — | — | $1.1M | 1.1% | |
| Vgd Ttl Intl Stk Idx Adm Fd | Common Collective Trusts | — | — | $982K | 1.0% | |
| Principal LifeTime Strategy Inc. Institutional Fund | Common Stocks | — | — | $455K | 0.5% | |
| Principal LifeTime 2060 Institutional Fund | Other securities | — | — | $381K | 0.4% | |
| Secs Inst Fund | Real Estate | — | — | $259K | 0.3% | |
| Principal LifeTime 2065 Institutional Fund | Other securities | — | — | $223K | 0.2% | |
| Principal LifeTime 2015 Institutional Fund | Other securities | — | — | $156K | 0.2% | |
| Principal LifeTime 2070 Institutional Fund | Other securities | — | — | $62K | <0.1% |
