Jeremy Boyum signed Trussbilt, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Trussbilt, LLC's EIN is 20-1525403.
Download the official 2024 Form 5500 (PDF) for Trussbilt, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Trussbilt, LLC'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 | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RIA ADVISORY GROUP, LLC | 20-3199545 | — | INVESTMENT ADVISORY | $18K | — |
| WILSHIRE ADVISORS LLC |
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 | |||||
|---|---|---|---|---|---|---|
| Principal Trust Company Common/Collective Trust Principal Trust Target 2040 Fd ‐ R3 | Common Collective Trusts | — | — | $1.4M | 18.4% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.4M | 18.4% | |
| Principal Trust Company Common/Collective Trust Principal Trust Target 2030 Fd ‐ R3 | Common Collective Trusts | — | — | $1.4M | 18.0% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.4M | 18.0% | |
| Principal Trust Company Common/Collective Trust Principal Trust Target 2035 Fd ‐ R3 | Common Collective Trusts | — | — | $1.2M | 15.7% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.2M | 15.7% | |
| Principal Trust Company Common/Collective Trust Principal Trust Target 2025 Fd ‐ R3 | Common Collective Trusts | — | — | $924K | 12.0% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $924K | 12.0% | |
| Principal Trust Company Common/Collective Trust Principal Trust Target 2050 Fd ‐ R3 | Common Collective Trusts | — | — | $562K | 7.3% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $562K | 7.3% | |
| Principal Trust Company Common/Collective Trust Principal Trust Target 2045 Fd ‐ R3 | Common Collective Trusts | — | — | $300K | 3.9% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $300K | 3.9% | |
| Principal Trust Company Common/Collective Trust Principal Trust Target 2020 Fd ‐ R3 | Common Collective Trusts | — | — | $244K | 3.2% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $244K | 3.2% | |
| Interest (b) Identity of Issue (c) Description of Investment Value American Funds Service Company Registered Investment Company American Funds Europacific Growth | Mutual Funds | — | — | $218K | 2.8% | |
| Principal Trust Company Common/Collective Trust Principal Trust Target 2060 Fd ‐ R3 | Common Collective Trusts | — | — | $210K | 2.7% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $210K | 2.7% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $128K | 1.7% | |
| Principal Life Insurance Company Pooled Separate Accounts Principal Income Separate Account ‐ R3 | Pooled Separate Accounts | — | — | $109K | 1.4% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $109K | 1.4% | |
| New World Fund Inc Registered Investment Company American Funds NewWorld R6 846 Alliance Bernstein Registered Investment Company AB Large CAP Growth Z Fund | Mutual Funds | — | — | $109K | 1.4% | |
| American Century Investments Registered Investment Company American Century MID‐CAP VAL R6 | Common Stocks | — | — | $76K | 1.0% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $57K | 0.7% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $45K | 0.6% | |
| Principal Trust Company Common/Collective Trust Principal Trust Target 2055 Fd ‐ R3 | Common Collective Trusts | — | — | $41K | 0.5% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $41K | 0.5% | |
| Eaton Vance Registered Investment Company Atlanta Capital SMID‐Cap Fund Class R6 | Common Stocks | — | — | $37K | 0.5% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $30K | 0.4% | |
| Principal Trust Company Common/Collective Trust Principal Trust Target 2065 Fd ‐ R3 | Common Collective Trusts | — | — | $16K | 0.2% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $16K | 0.2% | |
| American Funds Service Company Registered Investment Company American Funds Fundamental Inv R6 Fd | Mutual Funds | — | — | $16K | 0.2% | |
| Principal Trust Company Common/Collective Trust Principal Trust Target 2015 Fd ‐ R3 | Common Collective Trusts | — | — | $10K | 0.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $10K | 0.1% | |
| Principal Trust Company Common/Collective Trust Principal Trust Target 2070 Fd ‐ R3 | Common Collective Trusts | — | — | $6K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $6K | <0.1% | |
| Undiscovered Managers Registered Investment Company Behavioral Value Fund Class R6 | Common Stocks | — | — | $3K | <0.1% | |
| PRIN INTL EQUITY INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $3K | <0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $0 | <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 |
|---|---|---|---|---|---|
| DEFINITI, LLC | 85-0833363 | — | CONTRACT ADMINISTRATOR | $5K | — |
