Janine FONG signed Dovedale Sales Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Dovedale Sales Corp.'s EIN is 11-2106551.
Download the official 2024 Form 5500 (PDF) for Dovedale Sales Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Dovedale Sales Corp.'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 | $51K | — |
| 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 |
|---|---|---|---|---|---|
| FEDERATED SECURITIES, INC. | 22-1901152 | — | OTHER SERVICES | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Participant Loans | Participant loans | — | — | $3.6M | 22.1% | |
| Fidelity Mid Cap Val Idx Fd | Common Collective Trusts | — | — | $1.7M | 10.4% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.4M | 8.8% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $1.4M | 8.7% | |
| Prin Core Plus Bond Sep Acct-Z | Pooled Separate Accounts | — | — | $1.4M | 8.5% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $1.4M | 8.5% | |
| JP Morgan Lrg Cap Value R6 Fd | Other securities | — | — | $1.2M | 7.5% | |
| Prin Blue Chip SA-Z | Common Stocks | — | — | $1.1M | 7.1% | |
| DFA US Targeted Value I Fund | Mutual Funds | — | — | $739K | 4.6% | |
| PRIN LIFETIME 2035 SEP ACT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | — | $739K | 4.6% | |
| PRIN LIFETM 2070 SEP ACCT-Z | Pooled Separate Accounts | — | — | $652K | 4.1% | |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $572K | 3.6% | |
| DFA Infl Protected Sec I Fund | Mutual Funds | — | — | $548K | 3.4% | |
| PRIN LIFETIME 2055 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | — | $399K | 2.5% | |
| Principal Guaranteed Option | Other securities | — | — | $318K | 2.0% | |
| Prin Real Estate Secs SA-Z | Common Stocks | — | — | $302K | 1.9% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $302K | 1.9% | |
| PRIN MIDCAP GROWTH SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | — | — | $200K | 1.2% | |
| BlackRock Emerg Markets K Fund | Other securities | — | — | $171K | 1.1% | |
| Am Fds Am Hi-Inc Trs R6 Fund | Common Stocks | — | — | $93K | 0.6% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $92K | 0.6% | |
| BlackRock Adv Sm Cp Gr K Fd | Other securities | — | — | $72K | 0.4% | |
| iShs US Agg Bond Index K Fund | Other securities | — | — | $35K | 0.2% | |
| iShares MSCI EAFE Int Idx K Fd | Common Collective Trusts | — | — | $29K | 0.2% | |
| American Funds NewPrsp R6 Fnd | Mutual Funds | — | — | $28K | 0.2% | |
| Am Fds EuroPacific Grth R6 Fd | Other securities | — | — | $27K | 0.2% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $20K | 0.1% | |
| Prin LifeTime 2060 Sep Acct-Z | Pooled Separate Accounts | — | — | $20K | 0.1% | |
| PRIN LIFETIME 2065 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | — | — | $2K | <0.1% | |
| Schwab Small Cap Index Fund | Common Collective Trusts | — | — | $314 | <0.1% | |
| PRIN LIFETM 2070 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | — | $314 | <0.1% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $0 | <0.1% |
