ROBB Schlimgen signed Sanford's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sanford's EIN is 27-1218956.
Download the official 2024 Form 5500 (PDF) for Sanford from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sanford'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 | $1.6M | — |
| 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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HY 2050 CIT T PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $535.1M | 14.9% | |
| PRIN LIFETIME HY 2040 CIT T PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $453.4M | 12.6% | |
| Fidelity 500 Index Fund Mutual fund N/A | Common Collective Trusts | — | — | $403.2M | 11.2% | |
| PRIN LIFETIME HY 2030 CIT T PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $376.5M | 10.5% | |
| Principal Large Cap Growth I Pooled separate account N/A | Pooled Separate Accounts | — | — | $262.3M | 7.3% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $262.3M | 7.3% | |
| PRIN LIFETIME HY 2045 CIT T PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $199.2M | 5.5% | |
| PRIN LIFETIME HY 2055 CIT T PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $196.2M | 5.4% | |
| PRIN LIFETIME HY 2060 CIT T PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $145.2M | 4.0% | |
| PRIN LIFETIME HY INC CIT T PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $140.4M | 3.9% | |
| PRIN LIFETIME HY 2035 CIT T PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $130.3M | 3.6% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $111.8M | 3.1% | |
| Principal Mid Cap S&P 400 Index Fund Pooled separate account N/A | Pooled Separate Accounts | — | — | $98.3M | 2.7% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $98.3M | 2.7% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $96.3M | 2.7% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $95.1M | 2.6% | |
| PRIN LIFETIME HY 2025 CIT T PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $89.2M | 2.5% | |
| American Funds Europacific Growth Fund Mutual fund N/A | Mutual Funds | — | — | $65.0M | 1.8% | |
| PRIN LIFETIME HY 2065 CIT T PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $55.3M | 1.5% | |
| PIMCO Income Institutional Fund Mutual fund N/A | Mutual Funds | — | — | $51.8M | 1.4% | |
| DFA Emerging Markets Core Equity Portfolio Mutual fund N/A | Mutual Funds | — | — | $31.7M | 0.9% | |
| Principal Fixed Income Separate Account Pooled separate account N/A | Pooled Separate Accounts | — | — | $15.2M | 0.4% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $15.2M | 0.4% | |
| Vanguard Intermediate-Term Treasury Fund Admiral Mutual fund N/A | Mutual Funds | — | — | $14.2M | 0.4% | |
| PRIN LIFETIME HYB 2070 CIT T PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $4.0M | 0.1% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $2.0M | <0.1% | |
| Principal Pension Builder (SM)Z Guaranteed income contract N/A | Other securities | — | — | $1.0M | <0.1% | |
| Notes receivable from participants Maturing 2025-2029 at interest rates of 5.25% - 10.5% - | Bonds / Notes | — | — | $236K | <0.1% | |
| Principal Guaranteed Option Guaranteed income contract N/A | Other securities | — | — | $41K | <0.1% | |
| (E) | Other securities | — | — | $41K | <0.1% |
