Leon NETT signed Velux America LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Velux America LLC's EIN is 04-2559488.
Download the official 2024 Form 5500 (PDF) for Velux America LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Velux America LLC's plan includes profit-sharing, 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 | $163K | — |
| 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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Management & Research Fidelity 500 Index Funds | Common Collective Trusts | — | — | $18.9M | 13.9% | |
| Fidelity Management & Research Fidelity Large Cap Growth Index Fund | Common Collective Trusts | — | — | $17.0M | 12.5% | |
| LARGE CAP VALUE I1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $12.2M | 9.0% | |
| STABLE VALUE I1 FUND GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $11.0M | 8.1% | |
| GRTGRAY T.ROWE RET 2025 I1 GREAT GRAY TRUST COMPANY · EIN 38-7289833 / PN 001 | Common Collective Trust | — | — | $6.9M | 5.0% | |
| Putnam Investment Mgmt Co. Putnam Small Cap Growth R6 Fund | Mutual Funds | — | — | $6.8M | 5.0% | |
| Capital Research and Mgmt Co Amer Funds Amer Bal R6 fd | Common Stocks | — | — | $6.6M | 4.8% | |
| INTERNATIONAL GROWTH II I1 FD GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $6.3M | 4.7% | |
| GRTGRAY T.ROWE RET 2030 I1 GREAT GRAY TRUST COMPANY · EIN 38-7289834 / PN 001 | Common Collective Trust | — | — | $6.1M | 4.5% | |
| GRTGRAY T.ROWE RET 2035 I1 GREAT GRAY TRUST COMPANY · EIN 38-7289835 / PN 001 | Common Collective Trust | — | — | $5.3M | 3.9% | |
| GRTGRAY T.ROWE RET 2040 I1 GREAT GRAY TRUST COMPANY · EIN 38-7289836 / PN 001 | Common Collective Trust | — | — | $5.3M | 3.9% | |
| CORE PL BD FD FEE CLASS I1 GREAT GRAY TRUST COMPANY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $4.1M | 3.0% | |
| GRTGRAY T.ROWE RET 2045 I1 GREAT GRAY TRUST COMPANY · EIN 38-7289837 / PN 001 | Common Collective Trust | — | — | $3.5M | 2.6% | |
| GRTGRAY T.ROWE RET 2055 I1 GREAT GRAY TRUST COMPANY · EIN 38-7289839 / PN 001 | Common Collective Trust | — | — | $3.3M | 2.5% | |
| Fidelity Management & Research Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $2.9M | 2.1% | |
| GRTGRAY T.ROWE RET 2050 I1 GREAT GRAY TRUST COMPANY · EIN 38-7289838 / PN 001 | Common Collective Trust | — | — | $2.7M | 2.0% | |
| Fidelity Management & Research Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $2.7M | 2.0% | |
| GRTGRAY T.ROWE RET 2060 I1 GREAT GRAY TRUST COMPANY · EIN 38-7289840 / PN 001 | Common Collective Trust | — | — | $2.6M | 1.9% | |
| GRTGRAY T.ROWE RET 2020 I1 GREAT GRAY TRUST COMPANY · EIN 38-7289832 / PN 001 | Common Collective Trust | — | — | $2.4M | 1.8% | |
| Participant loans Interest rates range from 4.25% to 9.50% - | Bonds / Notes | — | — | $2.3M | 1.7% | |
| GRTGRAY T.ROWE RET 2065 I1 GREAT GRAY TRUST COMPANY · EIN 38-7289841 / PN 001 | Common Collective Trust | — | — | $1.5M | 1.1% | |
| MID CAP GROWTH II CLASS I1 FD GREAT GRAY TRUST COMPANY · EIN 38-7304118 / PN 001 | Common Collective Trust | — | — | $1.4M | 1.0% | |
| Fidelity Management & Research Fidelity Total International Index Fund | Common Collective Trusts | — | — | $1.3M | 1.0% | |
| Allspring Global Investments Allspring Spec M Cap Value R6 | Other securities | — | — | $925K | 0.7% | |
| GRTGRAY T.ROWE RET 2005 I1 GREAT GRAY TRUST COMPANY · EIN 38-7289829 / PN 001 | Common Collective Trust | — | — | $809K | 0.6% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $595K | 0.4% | |
| Allspring Global Investments Allspring Sm Cp Value R6 | Other securities | — | — | $259K | 0.2% | |
| GRTGRAY T.ROWE RET 2010 I1 GREAT GRAY TRUST COMPANY · EIN 38-7289830 / PN 001 | Common Collective Trust | — | — | $122K | <0.1% | |
| (E) | Other securities | — | — | $20K | <0.1% | |
| GRTGRAY T.ROWE RET 2015 I1 GREAT GRAY TRUST COMPANY · EIN 38-7289831 / PN 001 | Common Collective Trust | — | — | $20K | <0.1% |
