Engelberth Construction, Inc.'s EIN is 03-0228437.
Download the official 2024 Form 5500 (PDF) for Engelberth Construction, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Engelberth Construction, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $199K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES, INC | 59-1237041 | — | 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.
| % of plan | |||
|---|---|---|---|
| PRIN LARGE CAP GROWTH SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | $3.5M | 10.8% |
| PRINCIPAL SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | $1.5M | 4.8% |
| PRIN LIFETIME HYYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | $277K | 0.9% |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | $200K | 0.6% |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL IMVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | $143K | 0.4% |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | $100K | 0.3% |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 26-6447574 / PN 004 | Common Collective Trust | $93K | 0.3% |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | $43K | 0.1% |
| PRIN GL REAL EST SEC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 136 | Pooled Separate Account | $15K | <0.1% |
| PRIN LIFETIME HYBR 2055 CIT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 26-6447574 / PN 010 | Common Collective Trust | $645 | <0.1% |
| PRINCIPAL OVERSEAS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 116 | Pooled Separate Account | $0 | <0.1% |
| WILSHIRE ASSOCIATES INCORPORATED |
| 95-2755361 |
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FUTURE PLANNING ASSOCIATES, INC | 03-0271340 | — | OTHER SERVICES | $0 | — |