Kelsey Webb signed Cardinal Financial Company, Limited Partnership's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cardinal Financial Company, Limited Partnership's EIN is 23-2470039.
Download the official 2024 Form 5500 (PDF) for Cardinal Financial Company, Limited Partnership from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cardinal Financial Company, Limited Partnership'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 | $315K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING | 43-1270780 | — | OTHER SERVICES | $160K | — |
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 LIFETIME HB 2040 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $12.3M | 14.5% | |
| PRIN LIFETIME HB 2045 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $10.6M | 12.5% | |
| PRIN LIFETIME HY 2055 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $10.0M | 11.8% | |
| PRIN LIFETIME HY 2050 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $9.0M | 10.6% | |
| PRIN LIFETIME HB 2035 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $8.2M | 9.7% | |
| Fidelity Investments 500 Index Mutual Fund | Common Collective Trusts | — | — | $7.0M | 8.3% | |
| PRIN LIFETIME HYB 2030 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $5.9M | 6.9% | |
| Alliance Bernstein AB Large Cap Growth Mutual Fund | Other securities | — | — | $4.0M | 4.7% | |
| PRIN LIFETIME HY 2060 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $3.8M | 4.5% | |
| PRIN LIFETIME HYB 2025 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $2.2M | 2.6% | |
| Notes receivable from participants Participant loans secured by the balances in the - | Participant loans | — | — | $1.8M | 2.1% | |
| Vanguard Federal Money Market Mutual Fund | Mutual Funds | — | — | $1.8M | 2.1% | |
| Fidelity Investments Extended Market Index Mutual Fund | Mutual Funds | — | — | $1.4M | 1.7% | |
| T. Rowe Price Value Mutual Fund | Other securities | — | — | $983K | 1.2% | |
| PRIN LIFETIME HY 2065 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $892K | 1.1% | |
| Janus Henderson Triton Mutual Fund | Mutual Funds | — | — | $863K | 1.0% | |
| Fidelity Investments Total International Index Mutual Fund | Mutual Funds | — | — | $853K | 1.0% | |
| Franklin Templeton Investments Small Cap Value Mutual Fund | Mutual Funds | — | — | $640K | 0.8% | |
| American Funds EuroPacific Growth Mutual Fund | Mutual Funds | — | — | $625K | 0.7% | |
| PRIN LIFETIME HYB 2020 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $516K | 0.6% | |
| PGIM Investments Total Return Bond Mutual Fund | Other securities | — | — | $449K | 0.5% | |
| Fidelity Investments US Bond Index Mutual Fund | Mutual Funds | — | — | $391K | 0.5% | |
| Principal Global Investors Trust Company LifeTime Hybrid Income Collective Fund | Common Collective Trusts | — | — | $253K | 0.3% | |
| PRIN LIFETIME HY INC CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $253K | 0.3% | |
| PRIN LIFETIME HYB 2015 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $86K | 0.1% | |
| (E) | Other securities | — | — | $86K | 0.1% | |
| (E) | Other securities | — | — | $49K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $49K | <0.1% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / 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.
