Halaine Lussier signed Monofrax, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Monofrax, LLC's EIN is 20-8250290.
Download the official 2024 Form 5500 (PDF) for Monofrax, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Monofrax, LLC's plan includes a frozen benefit (no new accruals).
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 | $74K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LUMSDEN MCCORMICK | 16-0765486 | — | ACCOUNTANT | $24K | — |
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 LDI Intermediate Duration Separate Account-Z | Pooled Separate Accounts | — | $822K | $832K | 14.1% | |
| PRIN LDI INTRM DUR SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 128 | Pooled Separate Account | — | — | $832K | 14.1% | |
| PRIN LDI LONG DURATION SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 104 | Pooled Separate Account | — | $834K | $825K | 14.0% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | $478K | $654K | 11.1% | |
| PRIN LDI SHORT DUR SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 127 | Pooled Separate Account | — | $517K | $555K | 9.4% | |
| iShares Russell 2000 Small-Cap Index Fund | Common Collective Trusts | — | $292K | $314K | 5.3% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | $260K | $308K | 5.2% | |
| New Perspective Fund | Other securities | — | $283K | $305K | 5.2% | |
| Vanguard Equity Income Fund | Mutual Funds | — | $294K | $302K | 5.1% | |
| Vanguard Mid-Cap Value Index Fund/Open-End Fund | Common Collective Trusts | — | $260K | $301K | 5.1% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | $256K | $296K | 5.0% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | $199K | $296K | 5.0% | |
| PRIN LIQUID ASSETS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | $273K | $282K | 4.8% | |
| Vanguard Developed Markets Index Fund | Common Collective Trusts | — | $270K | $277K | 4.7% | |
| Principal LDI Extended Duration Separate Account-Z | Pooled Separate Accounts | — | $311K | $261K | 4.4% | |
| PRIN LDI EXT DUR SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 129 | Pooled Separate Account | — | — | $261K | 4.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
