Brandy Bowlin signed Elior, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Elior, Inc.'s EIN is 26-2223480.
Download the official 2024 Form 5500 (PDF) for Elior, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Elior, 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 | $449K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, INC. | 43-1270780 | — | 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.
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 |
|---|---|---|---|---|---|
| LOCKTON INVESTMENT SECURITIES, LLC | 20-3354970 | — | OTHER SERVICES | $0 | — |
| S. R. SNODGRASS, P. C. | 25-1616561 | — | OTHER SERVICES | $0 | — |
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | OTHER SERVICES | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMERICAN CENT IN RET TRUST IX GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $61.8M | 60.6% | |
| Common Collective Trust American Century AM Cent Ret DT 2025 Trust IX | Common Collective Trusts | — | — | $12.3M | 12.1% | |
| American Century AM Cent Ret DT 2030 Trust IX | Other securities | — | — | $11.4M | 11.2% | |
| American Century AM Cent Ret DT 2035 Trust IX | Other securities | — | — | $10.3M | 10.1% | |
| Blackrock Equity Index FD Class I | Common Collective Trusts | — | — | $8.3M | 8.1% | |
| BLACKROCK EQTY INDX FD CLASS 1 GREAT GRAY TRUST COMPANY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $8.3M | 8.1% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $8.2M | 8.0% | |
| American Century AM Cent Ret DT 2045 Trust IX | Other securities | — | — | $7.2M | 7.0% | |
| American Century AM Cent Ret DT 2040 Trust IX | Other securities | — | — | $6.2M | 6.1% | |
| American Century AM Cent Ret DT 2050 Trust IX | Other securities | — | — | $6.1M | 6.0% | |
| American Century AM Cent Ret DT 2055 Trust IX | Other securities | — | — | $4.4M | 4.4% | |
| * Prin Fixed Income Guaranteed Option Prin Fixed Income Guaranteed Option | Guaranteed Income / GIC | — | — | $3.9M | 3.8% | |
| Blackrock Mid Cap EQ K FD | Other securities | — | — | $2.5M | 2.5% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $2.5M | 2.5% | |
| American Funds American Funds Euro Pacific Growth R6 FD | Mutual Funds | — | — | $2.3M | 2.3% | |
| BLACKROCK TOTAL RET BD CL 6 FD GREAT GRAY TRUST COMPANY · EIN 82-2941483 / PN 264 | Common Collective Trust | — | — | $2.2M | 2.2% | |
| BLACKROCK MID CAP EQ IDX CL R GREAT GRAY TRUST COMPANY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $2.1M | 2.1% | |
| American Century AM Cent Ret DT 2060 Trust IX | Other securities | — | — | $2.0M | 2.0% | |
| BLACKROCK RUSS 2000 IDX CL R GREAT GRAY TRUST COMPANY · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $1.7M | 1.6% | |
| American Century American Century IN Ret Trust IX | Other securities | — | — | $1.5M | 1.5% | |
| Participant Loans Rate from 4.25%-9.50% | Bonds / Notes | — | — | $1.4M | 1.4% | |
| VIRTUS CER MC Val Equity R6 FD | Other securities | — | — | $1.2M | 1.2% | |
| PIMCO Income Institutional FD | Mutual Funds | — | — | $1.1M | 1.0% | |
| Delaware Small Cap Value R6 FD | Other securities | — | — | $899K | 0.9% | |
| BLACKROCK US DBT IDX FD CL 1 GREAT GRAY TRUST COMPANY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $553K | 0.5% | |
| CLEARBRIDGE SM CP GRWTH CIT R2 GREAT GRAY TRUST COMPANY · EIN 38-4065336 / PN 434 | Common Collective Trust | — | — | $512K | 0.5% | |
| BLACKROCK MSCI ACWI EX-US IN R GREAT GRAY TRUST COMPANY · EIN 81-1950980 / PN 013 | Common Collective Trust | — | — | $488K | 0.5% | |
| PRINCIPAL DIV REAL ASSET SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 123 | Pooled Separate Account | — | — | $400K | 0.4% | |
| American Century AM Cent Ret DT 2065 Trust IX | Other securities | — | — | $302K | 0.3% |
