Lauren Wilson signed EJOT ATF, LP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
EJOT ATF, LP's EIN is 36-3176753.
Download the official 2024 Form 5500 (PDF) for EJOT ATF, LP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)EJOT ATF, LP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | $77K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SPECTRUM INVESTMENT ADV | 39-1828175 | — | INVESTMENT ADVISORY | $71K | — |
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 | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Funds T. Rowe Price Capital Appreciation Fund | Other securities | — | — | $4.4M | 16.0% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $4.0M | 14.3% | |
| T. Rowe Price Funds T. Rowe Price All-Cap Opportunities Fund | Other securities | — | — | $3.8M | 13.6% | |
| Pioneer Balanced ESG Y Fund | Other securities | — | — | $2.2M | 7.8% | |
| MFS Intl Diversification R3 FD | Mutual Funds | — | — | $1.9M | 7.0% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $1.8M | 6.5% | |
| Baird Core Plus Bond 1 Fund | Other securities | — | — | $1.3M | 4.8% | |
| Vanguard Value Index ADM Fund | Mutual Funds | — | — | $1.2M | 4.4% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $1.2M | 4.4% | |
| JPMorgan Equity Inc. Select Fund | Common Stocks | — | — | $1.2M | 4.4% | |
| Vanguard Sm Cap Val Idx Adm Fd | Common Collective Trusts | — | — | $1.0M | 3.8% | |
| 4.25%–9.50%; maturing through 2033 | Bonds / Notes | — | — | $845K | 3.0% | |
| Vanguard Inflation-Protected Securities Adm Fund | Mutual Funds | — | — | $743K | 2.7% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $551K | 2.0% | |
| BNY Mellon BNY Mellon Natural Resources A Fund | Other securities | — | — | $492K | 1.8% | |
| PIMCO Funds PIMCO Income Institutional Fd | Mutual Funds | — | — | $453K | 1.6% | |
| American Funds American Funds New World R4 Fund | Mutual Funds | — | — | $305K | 1.1% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $188K | 0.7% |
