Kevin Wilcox signed Lippert Components, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lippert Components, Inc.'s EIN is 25-1217067.
Download the official 2024 Form 5500 (PDF) for Lippert Components, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lippert Components, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $543K | — |
| 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 | |||||
|---|---|---|---|---|---|---|
| PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $33.4M | 11.0% | |
| SEI Trust Company TRowe Price Inst. Large Cap Growth # | Mutual Funds | — | — | $23.7M | 7.8% | |
| PRIN/T.ROWE I LGC GR CIT N SEI TRUST COMPANY · EIN 45-6648614 / PN 001 | Common Collective Trust | — | — | $23.7M | 7.8% | |
| PRIN LIFETIME HY 2055 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $22.9M | 7.5% | |
| PRIN LIFETIME HB 2035 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $20.9M | 6.9% | |
| PRIN LIFETIME HB 2045 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $20.9M | 6.9% | |
| PRIN LIFETIME HB 2040 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $18.1M | 5.9% | |
| PRIN LIFETIME HY 2050 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $17.4M | 5.7% | |
| PRIN LIFETIME HYB 2030 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $16.0M | 5.3% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $14.3M | 4.7% | |
| PRIN LIFETIME HYB 2025 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $13.2M | 4.3% | |
| Vanguard Equity Income # | Mutual Funds | — | — | $12.7M | 4.2% | |
| PRIN LIFETIME HY 2060 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $8.5M | 2.8% | |
| Metropolitan West Total Return Bond # | Other securities | — | — | $8.5M | 2.8% | |
| Participant Loans Interest rates at 4.25%-9.50% 0 | Bonds / Notes | — | — | $8.4M | 2.7% | |
| American Funds EuroPacific Growth # | Mutual Funds | — | — | $8.0M | 2.6% | |
| Victory Sycamore Established Value # | Other securities | — | — | $7.8M | 2.6% | |
| Janus Enterprise # | Mutual Funds | — | — | $6.6M | 2.2% | |
| Great-West Funds MFS International Value # | Mutual Funds | — | — | $6.1M | 2.0% | |
| Vanguard Mid Cap Index # | Mutual Funds | — | — | $6.0M | 2.0% | |
| Vanguard Small Cap Index # | Mutual Funds | — | — | $5.5M | 1.8% | |
| SEI Trust Company Blackrock International Equity Index # | Common Collective Trusts | — | — | $4.7M | 1.5% | |
| PRIN/BR INTL EQ INDX CIT N SEI TRUST COMPANY · EIN 52-2265229 / PN 001 | Common Collective Trust | — | — | $4.7M | 1.5% | |
| PRIN LIFETIME HYB 2020 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $4.4M | 1.4% | |
| Vanguard Inflation-Protected Securities # | Mutual Funds | — | — | $4.1M | 1.3% | |
| Janus Triton # | Mutual Funds | — | — | $3.3M | 1.1% | |
| JP Morgan Undiscovered Mgrs Behavioral Value # | Other securities | — | — | $3.2M | 1.1% | |
| MFS Total Return # | Mutual Funds | — | — | $2.6M | 0.9% | |
| PRIN LIFETIME HY INC CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $1.9M | 0.6% | |
| PRIN LIFETIME HY 2065 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $551K | 0.2% | |
| PRIN LIFETIME HYB 2070 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $472K | 0.2% | |
| PRIN LIFETIME HYB 2015 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $225K | <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 |
|---|---|---|---|---|---|
| THURSTON SPRINGER | 84-3586652 | — | CONTRACT ADMINISTRATOR | $188K | — |
