VU TRAN signed Four Winds, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Four Winds, Inc.'s EIN is 13-2919257.
Download the official 2024 Form 5500 (PDF) for Four Winds, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Four Winds, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $147K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | 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.
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 |
|---|---|---|---|---|---|
| FOUR WINDS, INC. | 13-2919257 | — | TRUSTEE | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ORENDA RETIREMENT, LLC | 36-4877979 | — | CONTRACT ADMINISTRATOR | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PARK AVENUE SECURITIES | 13-4023176 | — | OTHER SERVICES | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYB 2025 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $8.2M | 19.5% | |
| PRIN LIFETIME HB 2035 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $5.8M | 13.7% | |
| PRIN LIFETIME HYB 2020 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $4.6M | 10.9% | |
| PRIN LIFETIME HYB 2030 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $4.4M | 10.4% | |
| Fidelity 500 INDEX FUND | Common Collective Trusts | — | — | $2.3M | 5.3% | |
| PRIN LIFETIME HB 2045 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $2.2M | 5.3% | |
| PRIN LIFETIME HYB 2015 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $2.0M | 4.8% | |
| PRIN LIFETIME HB 2040 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.8M | 4.4% | |
| PRIN LIFETIME HY 2050 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $1.7M | 4.1% | |
| Principal Life Insurance Company PRINCIPAL FIXED INCOME GUARANTEED OPTION | Common Stocks | — | — | $1.6M | 3.8% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $1.3M | 3.2% | |
| PRIN LIFETIME HY 2055 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $819K | 1.9% | |
| Fidelity US BOND INDEX FUND | Common Collective Trusts | — | — | $666K | 1.6% | |
| PRIN LIFETIME HY 2060 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $524K | 1.2% | |
| T. Rowe Price Funds T. ROWE PRICE INT US SC GR EQ I | Other securities | — | — | $501K | 1.2% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $453K | 1.1% | |
| Dimensional Fund Advisors DFA US LARGE CAP VALUE I FD | Mutual Funds | — | — | $416K | 1.0% | |
| Fidelity TOTAL INTERNATIONAL INDEX FUND | Common Collective Trusts | — | — | $379K | 0.9% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $377K | 0.9% | |
| Dimensional Fund Advisors DFA US TARGETED VALUE I FUND | Mutual Funds | — | — | $340K | 0.8% | |
| PRIN LIFETIME HY INC CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $327K | 0.8% | |
| PRIN LIFETIME HY 2065 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $311K | 0.7% | |
| The American Funds AMERICAN FUNDS EURO PACIFIC GROWTH R6 FUND | Mutual Funds | — | — | $209K | 0.5% | |
| Fidelity INFLATION-PROTECTION BOND INDEX FUND | Common Collective Trusts | — | — | $145K | 0.3% | |
| PGIM Investments PGIM HIGH YIELD R6 FUND | Other securities | — | — | $107K | 0.3% | |
| The American Funds AMERICAN FUNDS NEWWORLD R6 | Mutual Funds | — | — | $81K | 0.2% | |
| PGIM Investments PGIM TOTAL RET BOND R6 FD | U.S. Treasuries | — | — | $58K | 0.1% | |
| The American Funds AMERICAN FUNDS CAPITAL WORLD BOND R6 FUND | Mutual Funds | — | — | $30K | <0.1% | |
| PRINCIPAL OVERSEAS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 116 | Pooled Separate Account | — | — | $16K | <0.1% | |
| PRIN GL REAL EST SEC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 136 | Pooled Separate Account | — | — | $12K | <0.1% | |
| Principal Life Insurance Company PRINCIPAL GLOBAL REAL ESTATE SECURITIES SEP ACCT | Pooled Separate Accounts | — | — | $12K | <0.1% |
