Matthew Jachym signed Vanderheyden Hall, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Vanderheyden Hall, Inc.'s EIN is 14-1338575.
Download the official 2024 Form 5500 (PDF) for Vanderheyden Hall, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Vanderheyden Hall, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, 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 | $39K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC - RPCP | 04-3046611 | — | INVESTMENT ADVISORY | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal Lifetime 2030 R6 Fund Registered Investment Company | Common Stocks | — | — | $1.1M | 19.8% | |
| Principal Lifetime 2040 R6 Fund Registered Investment Company | Common Stocks | — | — | $710K | 12.9% | |
| Principal Lifetime 2025 R6 Fund Registered Investment Company | Common Stocks | — | — | $570K | 10.3% | |
| Principal Lifetime 2045 R6 Fund Registered Investment Company | Common Stocks | — | — | $413K | 7.5% | |
| Principal Lifetime 2035 R6 Fund Registered Investment Company | Common Stocks | — | — | $346K | 6.3% | |
| Principal Lifetime 2050 R6 Fund Registered Investment Company | Common Stocks | — | — | $328K | 5.9% | |
| Principal Lifetime 2055 R6 Fund Registered Investment Company | Common Stocks | — | — | $265K | 4.8% | |
| Principal LargeCap Growth I R3 Fund Registered Investment Company | Common Stocks | — | — | $217K | 3.9% | |
| Principal Lifetime 2020 R6 Fund Registered Investment Company | Common Stocks | — | — | $200K | 3.6% | |
| Lord Abbett Income R3 Fund Registered Investment Company ** American Funds American Balanced R6 Fund Registered Investment Company | Mutual Funds | — | — | $196K | 3.5% | |
| Franklin Income R Fund Registered Investment Company ** MFS Growth Allocation R2 Fund Registered Investment Company ** * Principal Fixed Income Guaranteed Option Fixed Account | Mutual Funds | — | — | $154K | 2.8% | |
| Principal Cap App Inst Fund Registered Investment Company | Common Stocks | — | — | $144K | 2.6% | |
| Principal LargeCap S&P 500 Index R6 Fund Registered Investment Company | Common Collective Trusts | — | — | $137K | 2.5% | |
| through June 2030 | Other securities | — | — | $134K | 2.4% | |
| Principal Lifetime 2060 R6 Fund Registered Investment Company | Common Stocks | — | — | $110K | 2.0% | |
| Delaware Ivy Mid Cap Growth R Fund Registered Investment Company | Common Stocks | — | — | $95K | 1.7% | |
| Principal Core Fixed Registered Investment Company | Common Stocks | — | — | $51K | 0.9% | |
| Principal Lifetime 2070 R6 Fund Registered Investment Company | Common Stocks | — | — | $47K | 0.8% | |
| Fidelity Advisor High Income Advant Z Fund Registered Investment Company ** 471 Fidelity Advisors Small Cap Z Fund Registered Investment Company | Mutual Funds | — | — | $45K | 0.8% | |
| Principal Lifetime 2065 R6 Fund Registered Investment Company | Common Stocks | — | — | $42K | 0.8% | |
| Principal Equity Income R3 Fund Registered Investment Company | Common Stocks | — | — | $36K | 0.6% | |
| Principal Real Estate Securities R6 Fund Registered Investment Company | Common Stocks | — | — | $31K | 0.6% | |
| JanusHenderson Triton R Fund Registered Investment Company | Common Stocks | — | — | $26K | 0.5% | |
| Invesco International Equity R Fund Registered Investment Company | Mutual Funds | — | — | $25K | 0.5% | |
| Principal International Equity Index R3 Fund Registered Investment Company | Common Collective Trusts | — | — | $23K | 0.4% | |
| Principal Small Cap S&P 600 Index R6 Fund Registered Investment Company | Common Stocks | — | — | $15K | 0.3% | |
| Principal MidCap S&P 400 Index R6 Fund Registered Investment Company | Common Stocks | — | — | $9K | 0.2% | |
| Principal MidCap Value I R6 Fund Registered Investment Company | Common Stocks | — | — | $9K | 0.2% | |
| JP Morgan Small Cap Value R2 Fund Registered Investment Company | Common Stocks | — | — | $7K | 0.1% | |
| Principal Lifetime 2015 R6 Fund Registered Investment Company | Common Stocks | — | — | $6K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 95-2755361 |
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 95-2834236 | — | OTHER SERVICES | $0 | — |
