Julie Senko signed Steuben Foods, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Steuben Foods, Inc.'s EIN is 22-2407431.
Download the official 2023 Form 5500 (PDF) for Steuben Foods, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Steuben Foods, 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 | $185K | — |
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/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $16.6M | 23.1% | |
| Principal Financial Group Prin/BR S&P 500 Index CIT N | Common Collective Trusts | — | — | $10.7M | 14.9% | |
| Principal Financial Group Galliard Stable Return PN | Common Stocks | — | — | $9.6M | 13.3% | |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $9.1M | 12.7% | |
| Principal Financial Group Prin/BR S&P 500 Index CIT TR | Common Collective Trusts | — | — | $5.8M | 8.1% | |
| PRIN/BR S&P MID INDEX CIT N SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | — | — | $5.7M | 8.0% | |
| PRIN/BR INTL EQ INDX CIT TR SEI TRUST COMPANY · EIN 52-2265229 / PN 001 | Common Collective Trust | — | — | $4.3M | 5.9% | |
| MainStay Investments MainStay Large Cap Growth R1 | Other securities | — | — | $4.1M | 5.7% | |
| Principal Financial Group Prin/BR S&P Mid Index CIT N | Common Collective Trusts | — | — | $4.0M | 5.5% | |
| MFS International Divarication Fund Class R3 | Mutual Funds | — | — | $3.5M | 4.9% | |
| PRIN/BR AGG BD INDEX CIT N SEI TRUST COMPANY · EIN 20-5699010 / PN 001 | Common Collective Trust | — | — | $2.6M | 3.6% | |
| Oakmark Equity & Income II | Other securities | — | — | $2.5M | 3.4% | |
| T. Rowe T. Rowe Price Small Cap Stock - Adv | Other securities | — | — | $2.4M | 3.3% | |
| Steuben Foods, Inc. * Savings Plan Participant Loans (interest rates ranging from 3.25% - 9.50%) | Bonds / Notes | — | — | $2.3M | 3.3% | |
| ALLSPRING CORE BD CIT TR SEI TRUST COMPANY · EIN 94-3222878 / PN 001 | Common Collective Trust | — | — | $2.3M | 3.2% | |
| AIM Invesco Real Estate Fund- R5 | Mutual Funds | — | — | $2.1M | 2.9% | |
| Principal Financial Group Prin/BR Agg Bd Index CIT TR | Common Collective Trusts | — | — | $2.0M | 2.8% | |
| MFS Value R3 | Mutual Funds | — | — | $2.0M | 2.8% | |
| Principal Financial Group Prin/BR S&P Mid Index CIT TR | Common Collective Trusts | — | — | $1.8M | 2.5% | |
| Pimco Real Return/Institutional - AT | Mutual Funds | — | — | $1.7M | 2.3% | |
| Northern Funds Northern Global Real Estate Index - TR | Other securities | — | — | $1.6M | 2.2% | |
| Acadian Funds Acadian Emerging Markets - AT | Other securities | — | — | $1.4M | 2.0% | |
| American Funds American Funds Europacific GR R6 TR | Mutual Funds | — | — | $1.3M | 1.9% | |
| PRIN/BR RUSS 2000 I CIT TR SEI TRUST COMPANY · EIN 52-2265233 / PN 001 | Common Collective Trust | — | — | $1.2M | 1.7% | |
| PRIN/MFS VALUE CIT TR SEI TRUST COMPANY · EIN 45-6648640 / PN 001 | Common Collective Trust | — | — | $1.1M | 1.6% | |
| PRIN/T.ROWE I LGC GR CIT TR SEI TRUST COMPANY · EIN 45-6648614 / PN 001 | Common Collective Trust | — | — | $1.1M | 1.5% | |
| American Funds American Funds US Govt Sec R6 Fd | Mutual Funds | — | — | $1.0M | 1.4% | |
| PRIN/MULTI SM CAP CIT TR SEI TRUST COMPANY · EIN 45-6648658 / PN 001 | Common Collective Trust | — | — | $858K | 1.2% | |
| Principal Financial Group Prin/BR Agg Bd Index CIT N | Common Collective Trusts | — | — | $592K | 0.8% | |
| Pimco Total Return A | Mutual Funds | — | — | $563K | 0.8% | |
| Pimco High Yield I - AT | Mutual Funds | — | — | $451K | 0.6% | |
| Principal Financial Group Galliard Stable Return PNTR | Common Stocks | — | — | $38K | <0.1% | |
| GALLIARD STABLE RETURN PNTR SEI TRUST COMPANY · EIN 46-6208187 / PN 001 | Common Collective Trust | — | — | $36K | <0.1% | |
| PRIN/CAUS INTL VALUE CIT TR SEI TRUST COMPANY · EIN 47-6375784 / PN 001 | 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.
