David Trathen signed WIN-SUM SKI Corp.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
WIN-SUM SKI Corp.'s EIN is 16-0816446.
Download the official 2023 Form 5500 (PDF) for WIN-SUM SKI Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)WIN-SUM SKI 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 | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | 13-2638166 | — | 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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in pooled separate account] | Other | — | — | $14.0M | 56.7% | |
| PRIN LGCAP S&P 500 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $9.0M | 36.6% | |
| [Assets held in common collective trust] | Other | — | — | $8.5M | 34.6% | |
| PRIN LIFETIME HY 2030 CIT Z45 PRINCIPAL GLOBAL INVESTORS CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.8M | 7.2% | |
| PRIN MIDCAP S&P 400 IDX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $1.8M | 7.2% | |
| PRINCIPAL STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $1.4M | 5.8% | |
| PRIN LIFETIME HY 2035 CIT Z45 PRINCIPAL GLOBAL INVESTORS CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.1M | 4.4% | |
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $1.0M | 4.1% | |
| PRIN DIVERSIFIED INTL SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $854K | 3.5% | |
| PRIN LIFETIME HY 2045 CIT Z45 PRINCIPAL GLOBAL INVESTORS CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $742K | 3.0% | |
| PRIN LIFETIME HY 2055 CIT Z45 PRINCIPAL GLOBAL INVESTORS CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $717K | 2.9% | |
| PRIN LIFETIME HY 2040 CIT Z45 PRINCIPAL GLOBAL INVESTORS CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $716K | 2.9% | |
| PRIN LIFETIME HY 2025 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $656K | 2.7% | |
| PRIN LIFETIME HY 2050 CIT Z45 PRINCIPAL GLOBAL INVESTORS CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $525K | 2.1% | |
| PRIN SMCAP S&P 600 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $440K | 1.8% | |
| [Assets held in participant loans] | Other | — | — | $331K | 1.3% | |
| PRIN LIFETIME HY 2060 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $330K | 1.3% | |
| PRIN LARGECAP GROWTH I SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $271K | 1.1% | |
| PRIN CORE PLUS BD SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $269K | 1.1% | |
| PRIN SMALLCAP GROWTH I SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $251K | 1.0% | |
| PRIN INTL EQUITY INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $226K | 0.9% | |
| PRIN MIDCAP VALUE I SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $224K | 0.9% | |
| PRIN LIFETIME HY INC CIT Z45 PRINCIPAL GLOBAL INVESTORS CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $208K | 0.8% | |
| PRIN MIDCAP GRWTH SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | — | — | $165K | 0.7% | |
| PRIN LIFETIME HY 2020 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $157K | 0.6% | |
| PRIN FIN GRP, INC STOCK SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 086 | Pooled Separate Account | — | — | $142K | 0.6% | |
| PRIN U.S. PROPERTY SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $129K | 0.5% | |
| PRIN EQUITY INCOME SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $124K | 0.5% | |
| PRIN LIFETIME HY 2015 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $108K | 0.4% | |
| PRIN LIFETIME HY 2065 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $80K | 0.3% | |
| PRIN BOND MARKET INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122 | Pooled Separate Account | — | — | $46K | 0.2% | |
| PRIN INTL SMCAP SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 014 | Pooled Separate Account | — | — | $30K | 0.1% | |
| PRIN LIFETIME HB 2070 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $36 | <0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACTUARIAL CONSULTING SERVICES, INC. | 16-1186135 | — | THIRD PARTY ADMINISTRATO | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BUFFAMANTE WHIPPLE BUTTAFARO | 16-1117932 | — | ACCOUNTANT | $0 | — |
