ANN Bodman signed Vienna Beef Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Vienna Beef Ltd.'s EIN is 36-3172563.
Download the official 2024 Form 5500 (PDF) for Vienna Beef Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Vienna Beef Ltd.'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 |
|---|---|---|---|---|---|
| EPIC RETIREMENT PLAN SERVICES | 16-1450952 | — | NONE | $554 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $0 | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 |
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 | |||||
|---|---|---|---|---|---|---|
| Schwab Funds Schwab S&P 500 Index Fund Select S | Common Collective Trusts | — | — | $2.2M | 14.6% | |
| Vanguard Growth Index Fund Admiral | Common Collective Trusts | — | — | $1.9M | 12.9% | |
| SCHWAB INDEXED RET TRUST FD 2035 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 016 | Common Collective Trust | — | — | $1.5M | 10.2% | |
| SCHWAB INDEXED RET TRUST FD 2030 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 015 | Common Collective Trust | — | — | $900K | 6.1% | |
| Vanguard Intermediate Term Bond Admiral | Mutual Funds | — | — | $794K | 5.4% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $735K | 5.0% | |
| SCHWAB INDEXED RET TRUST FD 2025 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 014 | Common Collective Trust | — | — | $700K | 4.8% | |
| Vanguard Small Cap Index Admiral | Mutual Funds | — | — | $626K | 4.2% | |
| American Beacon Funds American Beacon Large Cap Value Inst | Other securities | — | — | $576K | 3.9% | |
| SCHWAB INDEXED RET TRUST FD 2040 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 017 | Common Collective Trust | — | — | $518K | 3.5% | |
| Vanguard Mid Cap Growth Index Admiral | Mutual Funds | — | — | $511K | 3.5% | |
| Vanguard Mid Cap Value Index Admiral | Mutual Funds | — | — | $458K | 3.1% | |
| SCHWAB INDEXED RET TRUST FD 2055 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 021 | Common Collective Trust | — | — | $451K | 3.1% | |
| Europacific Growth Fund | Other securities | — | — | $415K | 2.8% | |
| Baird Asset Management Baird Core Plus Bond | Other securities | — | — | $402K | 2.7% | |
| American Funds American Funds Inestment Co. of America R6 | Mutual Funds | — | — | $360K | 2.4% | |
| Vanguard Total Int'l Stock Index Admiral | Mutual Funds | — | — | $319K | 2.2% | |
| SCHWAB INDEXED RET TRUST FD 2050 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 019 | Common Collective Trust | — | — | $296K | 2.0% | |
| Vanguard REIT Index Admiral | Mutual Funds | — | — | $277K | 1.9% | |
| Participants Participant loans receivable bearing interest between 3.25 and 8.50 percent - | Participant loans | — | — | $192K | 1.3% | |
| SCHWAB INDEXED RET TRUST FD 2045 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 018 | Common Collective Trust | — | — | $183K | 1.2% | |
| Vanguard Mid Cap Index FD Admiral | Mutual Funds | — | — | $182K | 1.2% | |
| Vanguard Value Index Admiral | Mutual Funds | — | — | $132K | 0.9% | |
| Principal Diversified Real Asset | Other securities | — | — | $124K | 0.8% | |
| SCHWAB INDEXED RET TRUST FD 2010 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 011 | Common Collective Trust | — | — | $10K | <0.1% | |
| SCHWAB INDEXED RET TRUST FD 2020 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 013 | Common Collective Trust | — | — | $7K | <0.1% | |
| Vanguard Inflation Protected Admiral | Mutual Funds | — | — | $2K | <0.1% | |
| SCHWAB INDEXED RET TRUST FD 2015 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 012 | Common Collective Trust | — | — | $187 | <0.1% | |
| SCHWAB INDEXED RET TRUST FD 2060 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 023 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $0 |
| — |
