Darren Stokes signed Rick Case Enterprises, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Rick Case Enterprises, Inc.'s EIN is 31-1172396.
Download the official 2024 Form 5500 (PDF) for Rick Case Enterprises, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Rick Case Enterprises, Inc.'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 | $125K | — |
| 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 | |||||
|---|---|---|---|---|---|---|
| Principal Life Insurance Company Guaranteed Option | Common Stocks | — | — | $8.1M | 22.9% | |
| Fidelity Investments International Index Fund | Common Collective Trusts | — | — | $4.2M | 11.9% | |
| Vanguard Group Growth Fund | Mutual Funds | — | — | $3.6M | 10.3% | |
| Principal Life Insurance Company Core Fixed Income Fund | Common Stocks | — | — | $3.2M | 9.0% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $3.2M | 9.0% | |
| Fidelity Investments US Bond Index Fund | Common Collective Trusts | — | — | $3.1M | 8.7% | |
| Vanguard Group Value Index Fund | Common Collective Trusts | — | — | $3.0M | 8.6% | |
| Fidelity Investments 500 Index Fund | Common Collective Trusts | — | — | $2.4M | 6.8% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $1.5M | 4.3% | |
| Vanguard Group Small-Cap Value Index Fund | Common Collective Trusts | — | — | $895K | 2.5% | |
| Vanguard Group Mid-Cap Value Index Fund | Common Collective Trusts | — | — | $887K | 2.5% | |
| Fidelity Investments Mid-Cap Index Fund | Common Collective Trusts | — | — | $785K | 2.2% | |
| Fidelity Investments Small-Cap Index Fund | Common Collective Trusts | — | — | $747K | 2.1% | |
| BlackRock Mid-Cap Growth Equity Fund | Other securities | — | — | $564K | 1.6% | |
| Lord Abbett Developing Growth Fund | Mutual Funds | — | — | $517K | 1.5% | |
| JP Morgan Funds US Equity Fund | Other securities | — | — | $346K | 1.0% | |
| American Funds New Perspective Fund | Mutual Funds | — | — | $124K | 0.4% | |
| PRIN LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $101K | 0.3% | |
| American Funds New World Fund | Mutual Funds | — | — | $81K | 0.2% | |
| JP Morgan Funds Government Bond Fund | U.S. Treasuries | — | — | $80K | 0.2% | |
| Fidelity Investments High Income Advantage Fund | Mutual Funds | — | — | $75K | 0.2% | |
| Vanguard Group Balanced Index Fund | Common Collective Trusts | — | — | $71K | 0.2% | |
| PRIN LIFETIME 2065 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | — | — | $70K | 0.2% | |
| (E) | Other securities | — | $80K | $58K | 0.2% | |
| MFS International Diversification R6 Fund | Mutual Funds | — | — | $58K | 0.2% | |
| PRIN LIFETIME 2035 SEP ACT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | — | $34K | <0.1% | |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $31K | <0.1% | |
| PGIM Investments Global Total Return Fund | Other securities | — | — | $30K | <0.1% | |
| Vanguard Group RE Index Fund | Common Collective Trusts | — | — | $26K | <0.1% | |
| BlackRock Global Allocation Fund | Other securities | — | — | $24K | <0.1% | |
| Vanguard Group Inflation-Protected Securities Fund | Mutual Funds | — | — | $20K | <0.1% | |
| PRIN LIFETIME 2055 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | — | $19K | <0.1% | |
| Vanguard Group International Growth Fund | Mutual Funds | — | — | $11K | <0.1% | |
| Principal Life Insurance Company Lifetime 2070 | Common Stocks | — | — | $10K | <0.1% | |
| PRIN LIFETM 2070 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | — | $10K | <0.1% | |
| PRIN LIFETIME 2045 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | — | $7K | <0.1% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $6K | <0.1% | |
| PRIN LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $6K | <0.1% | |
| PRIN LIFETIME 2015 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 110 | Pooled Separate Account | — | — | $6K | <0.1% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $4K | <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 |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | INVESTMENT ADVISORY | $0 | — |
