Larry ECKL signed Don Roberto Jewelers Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Don Roberto Jewelers Inc.'s EIN is 33-0407269.
Download the official 2024 Form 5500 (PDF) for Don Roberto Jewelers Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Don Roberto Jewelers 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 | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FMN CAPITAL CORP | 33-0649400 | — | OTHER SERVICES | $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 SAM BALANCED SEP ACCT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 105 | Pooled Separate Account | — | — | $5.7M | 37.8% | |
| PRINCIPAL STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $4.4M | 28.9% | |
| Principal mid cap S&P 400 index separate account Pooled separate account | Pooled Separate Accounts | — | — | $749K | 5.0% | |
| PRIN MIDCAP S&P 400 IDX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $749K | 5.0% | |
| Participant Loans Notes receivable from participants | Participant loans | — | — | $729K | 4.8% | |
| Principal large cap growth I separate account Pooled separate account | Pooled Separate Accounts | — | — | $447K | 3.0% | |
| PRIN LARGECAP GROWTH I SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $447K | 3.0% | |
| Principal small cap growth I separate account Pooled separate account | Pooled Separate Accounts | — | — | $440K | 2.9% | |
| PRIN SMALLCAP GROWTH I SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $440K | 2.9% | |
| PRIN EQUITY INCOME SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $396K | 2.6% | |
| PRIN LGCAP S&P 500 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $387K | 2.6% | |
| Principal mid cap growth account separate account Pooled separate account | Pooled Separate Accounts | — | — | $350K | 2.3% | |
| PRIN MIDCAP GROWTH SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | — | — | $350K | 2.3% | |
| PRIN SAM CONS BALANCED SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 106 | Pooled Separate Account | — | — | $323K | 2.1% | |
| PRIN CORE PLUS BD SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $242K | 1.6% | |
| PRIN SMCAP S&P 600 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $213K | 1.4% | |
| Principal SAM flex inc separate account Pooled separate account | Pooled Separate Accounts | — | — | $195K | 1.3% | |
| PRIN SAM FLEXIBLE INCOME SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 108 | Pooled Separate Account | — | — | $195K | 1.3% | |
| Principal small cap separate account Pooled separate account | Pooled Separate Accounts | — | — | $150K | 1.0% | |
| PRINCIPAL SMALLCAP SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 029 | Pooled Separate Account | — | — | $150K | 1.0% | |
| Principal mid cap value I separate account Pooled separate account | Pooled Separate Accounts | — | — | $136K | 0.9% | |
| PRIN MIDCAP VALUE I SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $136K | 0.9% | |
| Principal international I separate account Pooled separate account | Pooled Separate Accounts | — | — | $122K | 0.8% | |
| PRIN INTL EQ SEPARATE ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 048 | Pooled Separate Account | — | — | $122K | 0.8% | |
| PRIN SAM STRAT GROWTH SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 109 | Pooled Separate Account | — | — | $122K | 0.8% | |
| (E) | Other securities | — | — | $37K | 0.2% | |
| PRIN SAM CONS GROWTH SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 107 | Pooled Separate Account | — | — | $37K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
