Kristem Cannarozzi signed Eichleay, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Eichleay, Inc.'s EIN is 26-1194667.
Download the official 2024 Form 5500 (PDF) for Eichleay, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Eichleay, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | $137K | — |
| 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 LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | $0 | $22.2M | 26.0% | |
| Prin Real Estate Secs SA-Z | Common Stocks | — | $0 | $11.3M | 13.2% | |
| Prin MidCap S&P 400 Idx SA-Z | Common Collective Trusts | — | $0 | $10.5M | 12.2% | |
| American Funds NewWorld R6 | Mutual Funds | — | $0 | $6.5M | 7.6% | |
| Fidelity Adv Technology I Fund | Mutual Funds | — | $0 | $6.0M | 7.0% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $4.8M | 5.6% | |
| LOOMIS SAYLES INV GR BD N FD | Other securities | — | $0 | $4.8M | 5.6% | |
| SELF-DIRECTED BROKERAGE ACCT | Self-Directed Brokerage | — | $0 | $4.1M | 4.9% | |
| JP Morgan Sm Cap Value R6 Fund | Other securities | — | $0 | $3.5M | 4.2% | |
| Prin Fixed Inc Guar Option | Common Stocks | — | $0 | $2.8M | 3.3% | |
| Am Fds EuroPacific Grth R6 Fd | Other securities | — | $0 | $2.5M | 2.9% | |
| PUTNAM LARGE CAP VALUE R6 FUND | Mutual Funds | — | $0 | $2.5M | 2.9% | |
| AB Small Cap Grwth Port Z Fd | Other securities | — | $0 | $1.8M | 2.1% | |
| JP MORGAN LARGE CAP GR R6 FD | Other securities | — | $0 | $1.7M | 2.0% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $1.7M | 2.0% | |
| Prin LgCp S&P 500 Index SA-Z | Common Collective Trusts | — | $0 | $1.6M | 1.9% | |
| PRIN MIDCAP R6 FUND | Other securities | — | $0 | $903K | 1.1% | |
| Allspring Spec M Cap Value R6 | Other securities | — | $0 | $686K | 0.8% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $579K | 0.7% | |
| PGIM High Yield R6 Fund | Other securities | — | $0 | $407K | 0.5% | |
| PRINCIPAL FINANCIAL GROUP ESOP | Common Stocks | — | $0 | $292K | 0.3% | |
| PGIM Global Total Ret R6 Fd | Other securities | — | $0 | $145K | 0.2% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $0 | <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 |
|---|---|---|---|---|---|
| PENSIONMARK FINANCIAL GROUP, LLC | 61-1758632 | — | INVESTMENT ADVISORY | $0 | — |
