Ray Lamarche signed Concentric Rockford Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Concentric Rockford Inc.'s EIN is 36-3262177.
Download the official 2024 Form 5500 (PDF) for Concentric Rockford Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Concentric Rockford Inc.'s plan includes profit-sharing, 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 | $75K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL SECURITIES INC | 42-0941553 | — | OTHER SERVICES | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal Life Insurance Co. Fixed Income Guaranteed Option | Common Stocks | — | — | $2.8M | 15.3% | |
| Vanguard US Growth Admiral Fund | Mutual Funds | — | — | $1.6M | 8.6% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.4M | 8.0% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $1.2M | 6.8% | |
| Vanguard Intermediate Term Bond Ind Adm | Mutual Funds | — | — | $1.2M | 6.7% | |
| Vanguard Developing Markets Ind Adm Fund | Mutual Funds | — | — | $1.1M | 6.2% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $910K | 5.0% | |
| Vanguard 500 Index Admiral Fund | Common Collective Trusts | — | — | $813K | 4.5% | |
| DFA U.S. Large Cap Value I Fund | Mutual Funds | — | — | $710K | 3.9% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $640K | 3.5% | |
| Carillon Scout Mid Cap R6 Fund | Other securities | — | — | $617K | 3.4% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $570K | 3.1% | |
| Principal Life Insurance Co. Capital Appreciation Separate Acct. | Common Stocks | — | — | $507K | 2.8% | |
| PRIN CAPITAL APPR SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $507K | 2.8% | |
| Fidelity NASDAQ Composite Index Fund | Common Collective Trusts | — | — | $470K | 2.6% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $458K | 2.5% | |
| Vanguard Mid Cap Value Index Admiral Fund | Mutual Funds | — | — | $380K | 2.1% | |
| Janus Henderson Triton N Fund | Mutual Funds | — | — | $358K | 2.0% | |
| DFA Inflation Protect. SEC Securities Port | Mutual Funds | — | — | $304K | 1.7% | |
| Principal Life Insurance Co. Mid Cap Growth Separate Account | Pooled Separate Accounts | — | — | $293K | 1.6% | |
| PRIN MIDCAP GROWTH SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | — | — | $293K | 1.6% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $255K | 1.4% | |
| Participant loans Interest rates from 4.25% - 9.50% - | Bonds / Notes | — | — | $248K | 1.4% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $235K | 1.3% | |
| Columbia Global Tech A Fund | Other securities | — | — | $187K | 1.0% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $171K | 0.9% | |
| Lord Abbett & Co. High Yield R6 Fund | Mutual Funds | — | — | $123K | 0.7% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $98K | 0.5% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $93K | 0.5% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $84K | 0.5% | |
| DFA Emerging Markets I Fund | Mutual Funds | — | — | $82K | 0.5% | |
| (E) | Other securities | — | — | $82K | 0.5% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $51K | 0.3% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $38K | 0.2% | |
| Principal Life Insurance Co. International Small Cap Sep. Acct | Common Stocks | — | — | $35K | 0.2% | |
| PRIN INTL EQ SEPARATE ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 048 | Pooled Separate Account | — | — | $35K | 0.2% | |
| Principal Life Insurance Co. Mid Cap S&P 400 Index Sep Acct | Pooled Separate Accounts | — | — | $22K | 0.1% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $22K | 0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $3K | <0.1% |
