Mike Trueblood signed Karsten Manufacturing Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Karsten Manufacturing Corporation's EIN is 86-0210248.
Download the official 2024 Form 5500 (PDF) for Karsten Manufacturing Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Karsten Manufacturing Corporation'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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $83K | — |
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 Balanced Fund R5 Mutual Fund N/A | Other securities | — | — | $56.4M | 19.3% | |
| SCHWAB S&P 500 INDEX FUND Registered Investment Company | Common Collective Trusts | — | — | $34.4M | 11.8% | |
| T ROWE PRICE LARGE CAP GRWTH I Registered Investment Company | Mutual Funds | — | — | $21.2M | 7.3% | |
| Dodge & Cox Stock Mutual Fund N/A | Mutual Funds | — | — | $14.0M | 4.8% | |
| Metropolitan West Ttl Rtn Bd Mutual Fund N/A | Other securities | — | — | $13.5M | 4.6% | |
| Standard Stable Asset Fund 1 Stable Asset Fund N/A | Other securities | — | — | $12.7M | 4.3% | |
| Europacific Growth R5 Mutual Fund N/A | Other securities | — | — | $10.9M | 3.7% | |
| Vanguard Total Bd Mkt Index Inst Mutual Fund N/A | Mutual Funds | — | — | $10.4M | 3.6% | |
| SCHWAB INDEXED RET TR FUND 2030 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 015 | Common Collective Trust | — | — | $8.9M | 3.1% | |
| Vanguard Ftse Social Inst Mutual Fund N/A | Mutual Funds | — | — | $8.1M | 2.8% | |
| T Rowe Price Mid Cap Value Mutual Fund N/A | Mutual Funds | — | — | $7.6M | 2.6% | |
| Vanguard Infl Protected Secsin Mutual Fund N/A | Mutual Funds | — | — | $7.1M | 2.4% | |
| Mfs Mid Cap Growth Fund R5 Mutual Fund N/A | Mutual Funds | — | — | $6.9M | 2.4% | |
| SCHWAB INDEXED RET TR FUND 2035 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 016 | Common Collective Trust | — | — | $6.6M | 2.3% | |
| Pgim Short Term Corp Bond Z Mutual Fund N/A | Common Stocks | — | — | $6.5M | 2.2% | |
| Royce Opportunity Insl Mutual Fund N/A | Other securities | — | — | $6.3M | 2.2% | |
| Vanguard Extended Market Index Inst Mutual Fund N/A | Mutual Funds | — | — | $6.1M | 2.1% | |
| SCHWAB INDEXED RET TR FUND 2050 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 019 | Common Collective Trust | — | — | $6.0M | 2.1% | |
| SCHWAB INDEXED RET TR FUND 2040 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 017 | Common Collective Trust | — | — | $5.6M | 1.9% | |
| Vanguard Small Cap Growth Index Inst Mutual Fund N/A | Mutual Funds | — | — | $5.5M | 1.9% | |
| SCHWAB INDEXED RET TR FUND 2055 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 021 | Common Collective Trust | — | — | $5.5M | 1.9% | |
| SCHWAB INDEXED RET TR FUND 2060 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 023 | Common Collective Trust | — | — | $3.8M | 1.3% | |
| SCHWAB INDEXED RET TR FUND 2025 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 014 | Common Collective Trust | — | — | $3.5M | 1.2% | |
| SCHWAB INDEXED RET TR FUND 2020 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 013 | Common Collective Trust | — | — | $3.0M | 1.0% | |
| SCHWAB INDEXED RET TR FUND 2045 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 018 | Common Collective Trust | — | — | $3.0M | 1.0% | |
| SCHWAB INDEXED RET TR FUND 2065 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 025 | Common Collective Trust | — | — | $1.1M | 0.4% | |
| SCHWAB INDEXED RET TR FUND 2015 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 012 | Common Collective Trust | — | — | $588K | 0.2% | |
| Vanguard Target Ret Income Mutual Fund N/A | Mutual Funds | — | — | $540K | 0.2% | |
| SCHWAB INDEXED RET TR FUND 2010 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 011 | Common Collective Trust | — | — | $441K | 0.2% | |
| Notes receivable from participants Maturing 2025-2026 at interest rate of 4.25% - | Bonds / Notes | — | — | $60K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
