Shannan Stafford signed Missouri Walnut, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Missouri Walnut, LLC's EIN is 20-0080422.
Download the official 2024 Form 5500 (PDF) for Missouri Walnut, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Missouri Walnut, LLC'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 | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ARVEST WEALTH MANAGEMENT | 71-0794602 | — | INVESTMENT ADVISORY | $20K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN LGCAP S&P 500 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $1.9M | 30.2% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $1.9M | 30.2% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $771K | 12.4% | |
| PRIN LIFETIME 2035 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | — | $771K | 12.4% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $744K | 12.0% | |
| PRIN LIFETIME 2045 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | — | $744K | 12.0% | |
| PRIN LARGECAP GROWTH I SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $508K | 8.2% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $508K | 8.2% | |
| PRIN LIFETIME 2050 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $384K | 6.2% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $384K | 6.2% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $360K | 5.8% | |
| PRIN LIFETIME 2040 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $360K | 5.8% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $268K | 4.3% | |
| PRIN LIFETIME 2030 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $268K | 4.3% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $247K | 4.0% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $217K | 3.5% | |
| PRIN LIFETIME 2060 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $217K | 3.5% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $203K | 3.3% | |
| PRIN MIDCAP SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $203K | 3.3% | |
| PRIN LIFETIME 2055 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | — | $109K | 1.8% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $109K | 1.8% | |
| PRIN SMCAP S&P 600 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $107K | 1.7% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $107K | 1.7% | |
| PRIN LIFETIME 2065 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | — | — | $68K | 1.1% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $68K | 1.1% | |
| PRIN CORE PLUS BD SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $57K | 0.9% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $57K | 0.9% | |
| PRIN REAL ESTATE SECS SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $53K | 0.9% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $53K | 0.9% | |
| PRIN GLBL EMERG MARKETS SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 013 | Pooled Separate Account | — | — | $51K | 0.8% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $51K | 0.8% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $47K | 0.8% | |
| PRIN DIVERSIFIED INTL SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $47K | 0.8% | |
| PRIN LIQUID ASSETS SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $40K | 0.6% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $40K | 0.6% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $29K | 0.5% | |
| PRIN EQUITY INCOME SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $29K | 0.5% | |
| PRIN LIFETIME 2025 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | — | $25K | 0.4% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $25K | 0.4% | |
| PRIN MIDCAP VALUE I SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $24K | 0.4% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $24K | 0.4% | |
| PRIN LIFETIME 2020 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $20K | 0.3% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $20K | 0.3% | |
| PRIN LIFETIME STRAT INC SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $7K | 0.1% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $7K | 0.1% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $4K | <0.1% | |
| PRIN HIGH YIELD SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 137 | Pooled Separate Account | — | — | $4K | <0.1% | |
| PRIN INFLATION PROTECT SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 099 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETM 2070 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | — | $0 | <0.1% |
