Brian Clutter signed The Allendale Association's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Allendale Association's EIN is 36-2177140.
Download the official 2024 Form 5500 (PDF) for The Allendale Association from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Allendale Association's plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).
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 | $69K | — |
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 LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | $621K | $1.9M | 26.6% | |
| PRIN BOND MARKET INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122 | Pooled Separate Account | — | $1.0M | $1.1M | 15.0% | |
| PRIN LDI INTRM DUR SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 128 | Pooled Separate Account | — | $959K | $1.1M | 15.0% | |
| Principal Life Insurance Company Diversified International Separate Account | Pooled Separate Accounts | — | $506K | $767K | 10.9% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $767K | 10.9% | |
| Principal Life Insurance Company Mid Cap S&P 400 Index Separate Account | Pooled Separate Accounts | — | $241K | $533K | 7.6% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $533K | 7.6% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | $310K | $392K | 5.6% | |
| PRIN HIGH YIELD SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 137 | Pooled Separate Account | — | $238K | $364K | 5.2% | |
| Principal Life Insurance Company Inflation Protection Separate Account | Pooled Separate Accounts | — | $307K | $349K | 5.0% | |
| PRIN INFLATION PROTECT SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 099 | Pooled Separate Account | — | — | $349K | 5.0% | |
| PRIN SHORT-TERM INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 124 | Pooled Separate Account | — | $320K | $336K | 4.8% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | $184K | $297K | 4.2% |
