Dan Holbert signed Bettcher Industries, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bettcher Industries, Inc.'s EIN is 34-1575191.
Download the official 2024 Form 5500 (PDF) for Bettcher Industries, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bettcher Industries, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | $84K | — |
| 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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Participant Loans | Participant loans | — | $0 | $15.2M | 22.9% | |
| PUTNAM STABLE VALUE FUND (15) PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $15.2M | 22.9% | |
| VANGUARD INSTL IDX INSTL FUND | Common Collective Trusts | — | $0 | $5.5M | 8.3% | |
| JPMCB SMRTRTMT PASS BL 2035 CF JPMORGAN CHASE BANK, N.A. · EIN 26-1165348 / PN 001 | Common Collective Trust | — | $0 | $5.2M | 7.9% | |
| JPMCB SmrtRtmt Pass Bl Inc CF | Common Stocks | — | $0 | $4.8M | 7.2% | |
| JPMCB SMRTRTMT PASS BL 2040 CF JPMORGAN CHASE BANK, N.A. · EIN 26-1165392 / PN 001 | Common Collective Trust | — | $0 | $4.6M | 7.0% | |
| JPMCB SMRTRTMT PASS BL 2030 CF JPMORGAN CHASE BANK, N.A. · EIN 26-1165198 / PN 001 | Common Collective Trust | — | $0 | $4.0M | 6.0% | |
| JPMCB SMRTRTMT PASS BL 2025 CF JPMORGAN CHASE BANK, N.A. · EIN 26-1165154 / PN 001 | Common Collective Trust | — | $0 | $3.0M | 4.6% | |
| GreatGray Trust Euro Growth CT | Other securities | — | $0 | $2.7M | 4.0% | |
| JPMCB SMRTRTMT PASS BL 2045 CF JPMORGAN CHASE BANK, N.A. · EIN 26-1165449 / PN 001 | Common Collective Trust | — | $0 | $2.5M | 3.7% | |
| JP Morgan Large Cap Gr R6 Fd | Other securities | — | $0 | $2.3M | 3.5% | |
| Vgd FTSE All-Wrld ex-US Idx Fd | Common Collective Trusts | — | $0 | $1.7M | 2.6% | |
| JPMCB SMRTRTMT PASS BL 2055 CF JPMORGAN CHASE BANK, N.A. · EIN 45-5590883 / PN 001 | Common Collective Trust | — | — | $1.6M | 2.5% | |
| Self-Directed Brokerage Acct | Self-Directed Brokerage | — | $0 | $1.6M | 2.5% | |
| Vanguard Int-Tm Bd Idx Adm Fd | Common Collective Trusts | — | $0 | $1.6M | 2.4% | |
| Vanguard Mid Cap Index Adm Fd | Mutual Funds | — | $0 | $1.4M | 2.1% | |
| JPMCB SMRTRTMT PASS BL 2050 CF JPMORGAN CHASE BANK, N.A. · EIN 26-1165477 / PN 001 | Common Collective Trust | — | $0 | $1.3M | 1.9% | |
| Victory Sycamore Est Val R6 Fd | Other securities | — | $0 | $1.2M | 1.8% | |
| JPMCB SMRTRTMT PASS BL INC CF JPMORGAN CHASE BANK, N.A. · EIN 26-1164871 / PN 001 | Common Collective Trust | — | $0 | $1.1M | 1.7% | |
| Vanguard Sm Cap Index Adm Fund | Mutual Funds | — | $0 | $1.1M | 1.6% | |
| JPMCB SMRTRTMT PASS BL 2020 CF JPMORGAN CHASE BANK, N.A. · EIN 26-1165037 / PN 001 | Common Collective Trust | — | — | $992K | 1.5% | |
| Cohen & Steers U.S. Realy CT | Other securities | — | $0 | $992K | 1.5% | |
| MFS Mid Cap Growth Fd Cl CT | Mutual Funds | — | $0 | $931K | 1.4% | |
| GREATGRAY TRUST EURO GROWTH CT GREAT GRAY TRUST COMPANY · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $915K | 1.4% | |
| BlackRock Total Return K Fund | Other securities | — | $0 | $915K | 1.4% | |
| American Century SC Gr R6 Fd | Other securities | — | $0 | $525K | 0.8% | |
| COHEN & STEERS U.S. REALY CT SEI TRUST COMPANY · EIN 41-6202499 / PN 064 | Common Collective Trust | — | — | $451K | 0.7% | |
| American Fds WshMut Inv R6 Fd | Other securities | — | $0 | $451K | 0.7% | |
| JPMCB SMRTRTMT PASS BL 2060 CF JPMORGAN CHASE BANK, N.A. · EIN 81-3239155 / PN 001 | Common Collective Trust | — | $0 | $386K | 0.6% | |
| Putnam Stable Value Fund (15) | Stable Value | — | $0 | $385K | 0.6% | |
| Amer Century Sml Cap Val R6 Fd | Other securities | — | $0 | $343K | 0.5% | |
| MFS MID CAP GROWTH FD CL CT GREAT GRAY TRUST COMPANY · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $313K | 0.5% | |
| JPMCB SmrtRtmt Pass Bl 2065 CF | Other securities | — | $0 | $313K | 0.5% | |
| JPMCB SMRTRTMT PASS BL 2065 CF JPMORGAN CHASE BANK, N.A. · EIN 92-0285683 / PN 001 | Common Collective Trust | — | $0 | $235K | 0.4% | |
| MORLEY STABLE VALUE IV FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
