Connie Sloan signed Loren Cook Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Loren Cook Company's EIN is 34-0673236.
Download the official 2024 Form 5500 (PDF) for Loren Cook Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Loren Cook Company'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 | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 84-4519624 | — | 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.
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 LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | $24K | $7.8M | 18.0% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | $53K | $5.6M | 12.9% | |
| Massachusetts Financial Services Financial Services Growth Fund | Mutual Funds | — | $21K | $4.4M | 10.0% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | $43K | $3.8M | 8.9% | |
| Guaranteed Interest Accounts * Principal Life Insurance Company Principal Fixed Income Guaranteed Option | Common Stocks | — | — | $3.2M | 7.5% | |
| The American Funds EuroPacific Growth R6 Fund | Mutual Funds | — | $49K | $2.6M | 6.0% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | $46K | $2.4M | 5.5% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | $50K | $2.4M | 5.5% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | $48K | $2.0M | 4.6% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | $13K | $2.0M | 4.5% | |
| Money Market Account Vanguard Fed Money Market Account | Mutual Funds | — | $1.4M | $1.4M | 3.2% | |
| JP Morgan JP Morgan Equity Income R6 Fd | Other securities | — | $56K | $1.3M | 3.1% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | $12K | $1.3M | 3.1% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | $36K | $1.2M | 2.9% | |
| Notes Receivable From Participants * Plan Participants Notes receivable bearing interest at rates from 4.25% to 9.5% with maturity dates through November 2029 | Bonds / Notes | — | — | $816K | 1.9% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | $16K | $409K | 0.9% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | $18K | $404K | 0.9% | |
| Vanguard Intermediate - Term Bond Index Fund | Common Collective Trusts | — | $13K | $128K | 0.3% | |
| Fidelity International Index Fund | Common Collective Trusts | — | $2K | $90K | 0.2% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | $2K | $23K | <0.1% | |
| (E) | Other securities | — | $90K | $23K | <0.1% | |
| Principal Life Insurance Company LgCap S&P 500 Index Separate Account 35 | Pooled Separate Accounts | — | — | $5K | <0.1% | |
| (E) | Other securities | — | $5K | $2K | <0.1% | |
| STATE ST WD DV EX US IDX II FD STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 034 | Common Collective Trust | — | — | $2K | <0.1% | |
| STATE STREET EM IDX SL II FD STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 035 | Common Collective Trust | — | — | $889 | <0.1% | |
| STATE STREET US BD ID SL XIV STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $202 | <0.1% | |
| STABLE VALUE FIXED INCOME CIT ALTA TRUST COMPANY · EIN 88-2465398 / PN 001 | Common Collective Trust | — | — | $102 | <0.1% |
