Caryn Hasseltine signed Bedoukian Research, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bedoukian Research, Inc.'s EIN is 06-0892478.
Download the official 2024 Form 5500 (PDF) for Bedoukian Research, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bedoukian Research, 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 | $116K | — |
| 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 |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | 04-2675571 | — | INVESTMENT ADVISORY | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Prin LifeTime Hybr 2025 CIT Z | Common Collective Trusts | — | $0 | $5.8M | 16.7% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $5.8M | 16.7% | |
| Prin SmCap S&P 600 Index SA-Z | Common Stocks | — | $0 | $2.6M | 7.6% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $2.6M | 7.6% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $2.2M | 6.4% | |
| Prin MidCap Value I SA-Z | Common Stocks | — | $0 | $2.2M | 6.4% | |
| PIMCO Real Return Instl Fund | Mutual Funds | — | $0 | $2.2M | 6.4% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $2.2M | 6.4% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $2.0M | 5.9% | |
| Principal U.S. Property SA-Z | Common Stocks | — | $0 | $2.0M | 5.9% | |
| Prin MidCap S&P 400 Idx SA-Z | Common Collective Trusts | — | $0 | $1.7M | 4.8% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.7M | 4.8% | |
| Participant Loans | Participant loans | — | $0 | $1.4M | 4.2% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $1.3M | 3.6% | |
| Principal Stable Value Z Fund | Stable Value | — | $0 | $1.3M | 3.6% | |
| Vanguard Health Care Inv Fund | Mutual Funds | — | $0 | $1.1M | 3.3% | |
| PRIN INTL SMALLCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 014 | Pooled Separate Account | — | — | $1.0M | 2.9% | |
| Prin LifeTime Hybr 2020 CIT Z | Common Collective Trusts | — | $0 | $1.0M | 2.9% | |
| Prin MidCap Growth III SA-Z | Common Stocks | — | $0 | $977K | 2.8% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $977K | 2.8% | |
| Prin Intl SmallCap Sep Acct-Z | Pooled Separate Accounts | — | $0 | $868K | 2.5% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $868K | 2.5% | |
| Amer Century Sml Cap Val R6 Fd | Other securities | — | $0 | $856K | 2.5% | |
| T Rowe Price Sci & Tech I Fd | Mutual Funds | — | $0 | $842K | 2.4% | |
| Prin LifeTime Hybr 2055 CIT Z | Common Collective Trusts | — | $0 | $818K | 2.4% | |
| PRIN MIDCAP GROWTH III SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 026 | Pooled Separate Account | — | — | $818K | 2.4% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $817K | 2.4% | |
| Fid Adv High Inc Advant Z Fund | Mutual Funds | — | $0 | $817K | 2.4% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | $0 | $799K | 2.3% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | $0 | $689K | 2.0% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $662K | 1.9% | |
| Prin LifeTime Hybr 2065 CIT Z | Common Collective Trusts | — | $0 | $662K | 1.9% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $647K | 1.9% | |
| Prin Equity Income SA-Z | Common Stocks | — | $0 | $647K | 1.9% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | $0 | $629K | 1.8% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | $0 | $570K | 1.6% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | $0 | $545K | 1.6% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | $0 | $542K | 1.6% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | $0 | $513K | 1.5% | |
| Prin Govt & HQ Bond SA-Z | Common Stocks | — | $0 | $507K | 1.5% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $507K | 1.5% | |
| Prin Core Plus Bond Sep Acct-Z | Pooled Separate Accounts | — | $0 | $474K | 1.4% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $203K | 0.6% | |
| Prin LgCp S&P 500 Index SA-Z | Common Collective Trusts | — | $0 | $203K | 0.6% | |
| Vanguard Explorer Inv Fund | Mutual Funds | — | $0 | $153K | 0.4% | |
| Prin Diversified Intl SA-Z | Common Stocks | — | $0 | $119K | 0.3% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $89K | 0.3% | |
| Am Fds Grth Fd of Am R6 Fund | Other securities | — | $0 | $89K | 0.3% | |
| Prin LifeTime Hybr 2030 CIT Z | Common Collective Trusts | — | $0 | $53K | 0.2% | |
| Am Fds EuroPacific Grth R6 Fd | Other securities | — | $0 | $44K | 0.1% |
