Sean Burke signed Porter Pipe & Supply Co.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Porter Pipe & Supply Co.'s EIN is 36-3198538.
Download the official 2024 Form 5500 (PDF) for Porter Pipe & Supply Co. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Porter Pipe & Supply Co.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $79K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | CONSULTANT | $102K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Franklin Templeton Income Fund | Mutual Funds | — | — | $4.1M | 14.4% | |
| T. Rowe Price Blue Chip Gr I Fund | Other securities | — | — | $3.2M | 11.1% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $2.9M | 10.2% | |
| Parnassus Core Equity I Fund | Other securities | — | — | $2.1M | 7.3% | |
| Columbia Div Income Fund | Other securities | — | — | $1.7M | 5.9% | |
| PRIN LIQUID ASSETS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $1.5M | 5.2% | |
| Fidelity Advisors Strat Div & Inc Fund | Mutual Funds | — | — | $1.2M | 4.1% | |
| BlackRock Mid Cap Gr Equity K Fund | Other securities | — | — | $1.0M | 3.7% | |
| American Funds New Prsp Fund | Mutual Funds | — | — | $1.0M | 3.6% | |
| BlackRock iShares MSCI EAFE Int Index K Fund | Other securities | — | — | $1.0M | 3.6% | |
| Franklin Mutual Franklin Small Cap Value Fund | Mutual Funds | — | — | $1.0M | 3.5% | |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $744K | 2.6% | |
| Allianz Global NFJ Mid Cap Value Fund | Other securities | — | — | $738K | 2.6% | |
| Principal Mid Cap S&P 400 Index Fund | Common Collective Trusts | — | — | $678K | 2.4% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $678K | 2.4% | |
| Fidelity Advisors Ast Mgr 85% Fund | Mutual Funds | — | — | $622K | 2.2% | |
| American Funds American Funds US Govt Sec Fund | Mutual Funds | — | — | $549K | 1.9% | |
| PRIN LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $549K | 1.9% | |
| Guggenheim Total Return Bond | Other securities | — | — | $503K | 1.8% | |
| Janus Henderson Triton N Fund | Mutual Funds | — | — | $502K | 1.8% | |
| American Funds CAP Income Builder Fund | Mutual Funds | — | — | $463K | 1.6% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $458K | 1.6% | |
| Hartford Balanced Income Fund | Other securities | — | — | $411K | 1.4% | |
| PGIM Global Total Retirement Fund | Other securities | — | — | $280K | 1.0% | |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $267K | 0.9% | |
| Participant loans Interest rates from 8.75% - 9.50% | Bonds / Notes | — | — | $223K | 0.8% | |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $159K | 0.6% | |
| Captial Research American Funds New World Fund | Mutual Funds | — | — | $150K | 0.5% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $138K | 0.5% | |
| PRIN LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $92K | 0.3% | |
| (E) | Other securities | — | $46K | $92K | 0.3% | |
| PRIN LIFETIME 2035 SEP ACT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | — | $90K | 0.3% | |
| MFS Intl Growth R6 Fund | Mutual Funds | — | — | $46K | 0.2% | |
| PRIN LIFETIME 2065 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | — | — | $44K | 0.2% | |
| PRIN LIFETIME 2045 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | — | $33K | 0.1% | |
| PRIN LIFETIME 2055 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | — | $26K | <0.1% | |
| (E) | Other securities | — | — | $11K | <0.1% | |
| Hartford Schrd Int Mlt Cap VI SDR Fund | Other securities | — | — | $11K | <0.1% | |
| PRIN LIFETM 2070 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | — | $33 | <0.1% | |
| PRIN LIFETIME 2015 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 110 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
