Andrew Berding signed Perfetti Van Melle USA Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Perfetti Van Melle USA Inc.'s EIN is 04-2493964.
Download the official 2024 Form 5500 (PDF) for Perfetti Van Melle USA Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Perfetti Van Melle USA Inc.'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $231K | — |
| 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 |
|---|---|---|---|---|---|
| HORAN SECURITIES INC | 31-1448612 | — | OTHER SERVICES | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| KeyBank EB Mgd Guar Inv Cntrct | Other securities | — | — | $8.9M | 9.8% | |
| PRIN LGCAP S&P 500 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $8.9M | 9.8% | |
| PRIN LIFETIME 2030 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $8.0M | 8.7% | |
| PRIN LIFETIME 2045 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | — | $7.7M | 8.4% | |
| PRIN LIFETIME 2050 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $7.6M | 8.3% | |
| PRIN LIFETIME 2040 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $7.6M | 8.3% | |
| PRIN LIFETIME 2035 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | — | $6.3M | 6.9% | |
| PRIN LIFETIME 2055 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | — | $5.5M | 6.0% | |
| AB Large Cap Growth A Fund | Other securities | — | — | $5.4M | 5.9% | |
| PRIN LIFETIME 2025 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | — | $4.0M | 4.4% | |
| JP Morgan Equity Income R4 Fd | Other securities | — | — | $3.8M | 4.1% | |
| KEYBANK EB MGD GUAR INV CNTRCT KEYBANK NATIONAL ASSOCIATION · EIN 34-6903863 / PN 002 | Common Collective Trust | — | — | $3.8M | 4.1% | |
| Prin LifeTime 2065 Sep Acct-R6 | Pooled Separate Accounts | — | — | $2.8M | 3.0% | |
| PRIN MIDCAP S&P 400 IDX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $2.8M | 3.0% | |
| Fidelity Sm Cap Index Fund | Common Collective Trusts | — | — | $2.6M | 2.9% | |
| Am Fds New Persp R4 Fund | Other securities | — | — | $2.5M | 2.7% | |
| PRIN LIFETIME 2060 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $2.3M | 2.6% | |
| BLACKROCK EMERG MARKETS K FUND | Other securities | — | — | $2.0M | 2.2% | |
| Goldman Sch Sm Cp Val Ins A Fd | Other securities | — | — | $2.0M | 2.1% | |
| JP Morgan Intl Equity R6 Fund | Other securities | — | — | $1.9M | 2.0% | |
| PRIN CORE FIX INC SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $1.9M | 2.0% | |
| Prin MidCap S&P 400 Idx SA-R6 | Common Collective Trusts | — | — | $1.6M | 1.8% | |
| JanusHenderson Entrprs S | Other securities | — | — | $1.5M | 1.7% | |
| Prin LifeTm 2070 Sep Acct-R6 | Pooled Separate Accounts | — | — | $1.2M | 1.4% | |
| PRIN SMALLCAP GROWTH I SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $1.2M | 1.4% | |
| PRIN LIFETIME 2065 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | — | — | $1.2M | 1.3% | |
| FIDELITY ADV BALANCED A FUND | Mutual Funds | — | — | $1.0M | 1.1% | |
| Prin LifeTime Strat Inc SA-R6 | Common Stocks | — | — | $803K | 0.9% | |
| Prin LgCap S&P 500 Index SA-R6 | Common Collective Trusts | — | — | $737K | 0.8% | |
| Prin Core Fix Inc Sep Acct-R6 | Pooled Separate Accounts | — | — | $653K | 0.7% | |
| PRIN FIXED INC GUAR OPTION | Common Stocks | — | — | $423K | 0.5% | |
| PRIN LIFETM 2070 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | — | $423K | 0.5% | |
| Prin SmallCap Growth I SA-R6 | Common Stocks | — | — | $343K | 0.4% | |
| PRIN LIFETIME 2020 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $343K | 0.4% | |
| Participant Loans | Participant loans | — | — | $326K | 0.4% | |
| PRIN LIFETIME 2015 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 110 | Pooled Separate Account | — | — | $113K | 0.1% | |
| MFS MID CAP VALUE R6 FUND | Mutual Funds | — | — | $34K | <0.1% | |
| PRIN LIFETIME STRAT INC SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $34K | <0.1% |
