Ralph Hromisin signed Frank Martz Coach Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Frank Martz Coach Company's EIN is 24-0654440.
Download the official 2024 Form 5500 (PDF) for Frank Martz Coach Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Frank Martz Coach Company'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 | $39K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $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 | |||||
|---|---|---|---|---|---|---|
| Principal Life Insurance Company | Common Stocks | — | $0 | $990K | 15.7% | |
| PRIN LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $990K | 15.7% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $958K | 15.2% | |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $958K | 15.2% | |
| T. Rowe Price Funds | Other securities | — | $0 | $898K | 14.3% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $706K | 11.2% | |
| PRIN LIFETIME 2025 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | — | $706K | 11.2% | |
| PRIN LIFETIME 2045 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | — | $537K | 8.5% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $537K | 8.5% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $483K | 7.7% | |
| PRIN LIFETIME 2015 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 110 | Pooled Separate Account | — | — | $483K | 7.7% | |
| PRIN LIFETIME 2055 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | — | $426K | 6.8% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $426K | 6.8% | |
| PRIN LIFETIME 2035 SEP ACT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | — | $287K | 4.6% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $287K | 4.6% | |
| PRIN LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $145K | 2.3% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $145K | 2.3% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $132K | 2.1% | |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $132K | 2.1% | |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $118K | 1.9% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $118K | 1.9% | |
| Fidelity Investments | Mutual Funds | — | $0 | $111K | 1.8% | |
| Participant Loans | Participant loans | — | $0 | $103K | 1.6% | |
| PRIN LGCP S&P 500 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $76K | 1.2% | |
| Morgan Stanley | Other securities | — | $0 | $76K | 1.2% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $66K | 1.1% | |
| Fidelity Investments | Mutual Funds | — | $0 | $65K | 1.0% | |
| Invesco Funds Group, Inc. | Mutual Funds | — | $0 | $47K | 0.7% | |
| American Century Investments | Other securities | — | $0 | $37K | 0.6% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $29K | 0.5% | |
| PRIN LIFETIME 2065 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | — | — | $29K | 0.5% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $10K | 0.2% | |
| Neuberger Berman Management | Other securities | — | $0 | $10K | 0.2% | |
| T. Rowe Price Funds | Other securities | — | $0 | $10K | 0.2% | |
| PRIN MIDCAP S&P 400 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $9K | 0.1% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $9K | 0.1% | |
| The American Funds | Mutual Funds | — | $0 | $8K | 0.1% | |
| BlackRock | Other securities | — | $0 | $6K | <0.1% | |
| American Funds Service Company | Mutual Funds | — | $0 | $5K | <0.1% | |
| Fidelity Investments | Mutual Funds | — | $0 | $4K | <0.1% | |
| Artisan | Other securities | — | $0 | $4K | <0.1% | |
| American Century Investments | Other securities | — | $0 | $4K | <0.1% | |
| Columbia Funds | Other securities | — | $0 | $4K | <0.1% | |
| BlackRock | Other securities | — | $0 | $3K | <0.1% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $2K | <0.1% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $2K | <0.1% | |
| PRIN SMCAP S&P 600 INDEX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $2K | <0.1% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $2K | <0.1% | |
| Hartford Mutual Funds | Other securities | — | $0 | $1K | <0.1% | |
| Dimensional Fund Advisors | Mutual Funds | — | $0 | $1K | <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 |
|---|---|---|---|---|---|
| SNYDER & CLEMENTE | 23-2535812 | — | ACCOUNTANT | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| S B H U LIFE AGENCY INC | 13-2896238 | — | OTHER SERVICES | $0 | — |
