BRAD Albrecht signed Budnick Converting, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Budnick Converting, Inc.'s EIN is 37-0914101.
Download the official 2024 Form 5500 (PDF) for Budnick Converting, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Budnick Converting, Inc.'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 |
|---|---|---|---|---|---|
| ALERUS FINANCIAL, N.A. | 45-6062081 | — | RECORDKEEPER/BOOKKEEPER | $55K | — |
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD JONES |
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.
| 43-0345811 |
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal Trust Company Principal Fixed Income Guaranteed Option | Common Stocks | — | — | $3.6M | 21.8% | |
| BlackRock Advisors, LLC iShares US Agg Bond Index | Other securities | — | — | $1.5M | 9.2% | |
| Captial Research Management Co American Funds Bond Fund of America | Mutual Funds | — | — | $1.5M | 9.1% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $1.5M | 8.7% | |
| Captial Research Management Co American Funds Growth Fund of America | Mutual Funds | — | — | $968K | 5.8% | |
| Captial Research Management Co American Funds New World | Mutual Funds | — | — | $798K | 4.8% | |
| BlackRock Advisors, LLC iShares MSCI Total International Index | Other securities | — | — | $723K | 4.3% | |
| Massachusetts Financial Service Co MFS Growth | Mutual Funds | — | — | $705K | 4.2% | |
| BlackRock Advisors, LLC iShares S&P 500 Index | Common Collective Trusts | — | — | $586K | 3.5% | |
| MFS Investment Management MFS Mid-Cap Growth | Mutual Funds | — | — | $565K | 3.4% | |
| Captial Research Management Co American Funds Washington Mutual Inv | Mutual Funds | — | — | $498K | 3.0% | |
| PIMCO RAE US Small Institutional Fund | Mutual Funds | — | — | $474K | 2.9% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $462K | 2.8% | |
| Captial Research Management Co American Funds Am Hi-Income Trust | Mutual Funds | — | — | $459K | 2.8% | |
| Massachusetts Financial Service Co MFS Mid Cap Value | Mutual Funds | — | — | $354K | 2.1% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $353K | 2.1% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $307K | 1.8% | |
| Participant Loans Interest at 4.25% from 9.5% - | Bonds / Notes | — | — | $115K | 0.7% | |
| Captial Research Management Co American Funds EuroPacific Growth | Mutual Funds | — | — | $99K | 0.6% | |
| Captial Research Management Co American Fund Cap World Growth and Income | Common Stocks | — | — | $79K | 0.5% | |
| (E) | Other securities | — | — | $79K | 0.5% | |
| Captial Research Management Co American Funds Cap Income Builder | Mutual Funds | — | — | $76K | 0.5% | |
| Federated Hermes Federated Hermes Capital Preservation Fund | Other securities | — | — | $48K | 0.3% | |
| FEDERATED HERM CAP PRES R FUND FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $48K | 0.3% | |
| Captial Research Management Co American Funds Capital World Bond | Mutual Funds | — | — | $14K | <0.1% | |
| Franklin Mutual Advisers, LLC Franklin Risking Dividend | Mutual Funds | — | — | $9K | <0.1% | |
| MFS Investment Management MFS International Intrinsic Value | Mutual Funds | — | — | $8K | <0.1% | |
| Lord Abbett & Co, LLC Lord Abbett Bond Debenture | U.S. Treasuries | — | — | $2K | <0.1% |
