DRU Wagner signed Knowles Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Knowles Corporation's EIN is 90-1002689.
Download the official 2024 Form 5500 (PDF) for Knowles Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Knowles 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | — | NONE | $139K | — |
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | — | NONE | $21K | — |
| EMPOWER FINANCIAL SERVICES | 84-0965407 | — | NONE | $145 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund | Common Collective Trusts | — | — | $43.4M | 21.2% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $19.7M | 9.6% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $17.7M | 8.6% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $14.4M | 7.1% | |
| COLUMBIA TRUST STABLE INCOME ADMIN COLUMBIA CT OR SVF · EIN 41-0007957 / PN 060 | Common Collective Trust | — | — | $14.0M | 6.9% | |
| Fidelity Blue Chip Growth K6 Fund | Mutual Funds | — | — | $12.0M | 5.8% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $8.5M | 4.2% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $6.8M | 3.3% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $6.7M | 3.3% | |
| Vanguard Total Bond Market Index Fund Institutional Shares | Common Collective Trusts | — | — | $6.6M | 3.2% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $6.5M | 3.2% | |
| Fidelity Small Cap Growth K6 Fund | Mutual Funds | — | — | $4.9M | 2.4% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $4.8M | 2.3% | |
| Vanguard Extended Market Index Fund Admiral Shares | Common Collective Trusts | — | — | $4.6M | 2.2% | |
| Vanguard Target Retirement 2070 Fund 107 Vanguard International Growth Fund Admiral Shares | Mutual Funds | — | — | $4.5M | 2.2% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $4.0M | 2.0% | |
| Vanguard Total International Stock Index Fund Admiral Shares | Common Collective Trusts | — | — | $3.8M | 1.9% | |
| T. Rowe Price International Discovery Fund I Class 594 Vanguard Equity Income Fund Admiral Shares | Mutual Funds | — | — | $3.7M | 1.8% | |
| Pear Tree Funds Polaris Foreign Value Fund - Class R6 208 PIMCO Commodity Real Return Strategy Fund Institutional Class 687 PIMCO Total Return Fund Institutional Class | Mutual Funds | — | — | $3.5M | 1.7% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $2.9M | 1.4% | |
| Dimensional Fund Advisors Global Real Estate Securities Portfolio 793 Dimensional Fund Advisors U.S. Targeted Value Portfolio Institutional Class | Mutual Funds | — | — | $2.2M | 1.1% | |
| Fidelity Emerging Markets K 577 Hartford Mutual Funds Strategic Income Fund - Class R6 | Mutual Funds | — | — | $2.1M | 1.0% | |
| Notes Receivable from Participants * Participant loans Interest rates from 3.25% - 8.50% | Bonds / Notes | — | — | $1.7M | 0.8% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $1.5M | 0.7% |
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 |
|---|
| CAPITAL STRATEGIES INVESTMENT GROUP | — | OAKBROOK TERRACE, IL | NONE | $60K | — |
| BDO USA LLP | — | GRAND RAPIDS, MI | NONE | $45K | — |
