Tom Montagnino signed Datacor, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Datacor, Inc.'s EIN is 22-2363717.
Download the official 2024 Form 5500 (PDF) for Datacor, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Datacor, Inc.'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 | $88K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $8.3M | 16.1% | |
| PRIN LIFETIME HB 2040 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $5.9M | 11.4% | |
| PRIN LIFETIME HYB 2025 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $4.8M | 9.3% | |
| T. Rowe Price Large Cap Growth Fund I | Other securities | — | — | $2.9M | 5.5% | |
| PRIN LIFETIME HB 2045 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $2.8M | 5.4% | |
| PRIN LIFETIME HY 2060 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $2.8M | 5.3% | |
| PRIN LIFETIME HB 2035 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $2.3M | 4.5% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $2.2M | 4.3% | |
| PRIN LIFETIME HY 2055 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $2.2M | 4.3% | |
| PRIN LIFETIME HY 2050 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $2.1M | 4.1% | |
| PRIN LIFETIME HYB 2030 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $2.1M | 4.0% | |
| Fidelity Investments Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $1.6M | 3.1% | |
| PRIN LIFETIME HYB 2020 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $1.4M | 2.7% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $1.1M | 2.2% | |
| Management Fund PGIM Investments PGIM High Yield Fund | Other securities | — | — | $793K | 1.5% | |
| Principal Funds Inc. Principal Real Estate Securities Fund | Common Stocks | — | — | $780K | 1.5% | |
| BlackRock Advisors BlackRock Equity Dividend Fund | Other securities | — | — | $658K | 1.3% | |
| The American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $610K | 1.2% | |
| The American Funds New World Fund Inc | Mutual Funds | — | — | $582K | 1.1% | |
| Fidelity Investments Fidelity Strategic Dividend & Income Fund | Mutual Funds | — | — | $534K | 1.0% | |
| American Funds Service Company Capital Income Builder | Mutual Funds | — | — | $528K | 1.0% | |
| Fidelity Investments Fidelity International Index Fund | Common Collective Trusts | — | — | $526K | 1.0% | |
| PIMCO Income Institutional Fund | Mutual Funds | — | — | $525K | 1.0% | |
| The American Funds American Balanced Fund | Mutual Funds | — | — | $474K | 0.9% | |
| Fidelity Investments Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $462K | 0.9% | |
| Invesco Global Opportunities Fund | Mutual Funds | — | — | $361K | 0.7% | |
| Notes receivable from Participants Participant loans – 4.25% to 10.50% interest 0 | Bonds / Notes | — | — | $222K | 0.4% | |
| PRIN LIFETIME HY 2065 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $150K | 0.3% | |
| (E) | Other securities | — | $80K | $87K | 0.2% | |
| PRIN LIFETIME HYB 2015 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $87K | 0.2% | |
| Principal Global Investors Principal Lifetime Hybrid Income | Other securities | — | — | $80K | 0.2% | |
| PRIN LIFETIME HY INC CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $80K | 0.2% | |
| Franklin Templeton Investments Franklin Income Fund | Mutual Funds | — | — | $46K | <0.1% | |
| (E) | Other securities | — | $45K | $46K | <0.1% | |
| Alliance Bernstein Allilance Bernstein Global Bond Fund | Other securities | — | — | $45K | <0.1% | |
| American Century Investment American Century Inflation Adjusted Bond | Other securities | — | — | $31K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | 13-4110995 | — | INVESTMENT ADVISORY | $53K | — |
