Stephen Fredericks signed North American Lighting, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
North American Lighting, Inc.'s EIN is 37-1131470.
Download the official 2024 Form 5500 (PDF) for North American Lighting, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)North American Lighting, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | $948K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 43-1270780 | — | INVESTMENT ADVISORY | $120K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity S&P 500 Index Fund | Common Collective Trusts | — | — | $49.3M | 9.4% | |
| General Investment Accounts Principal Life Insurance Company Principal Guaranteed Option | Common Stocks | — | — | $42.1M | 8.1% | |
| PRIN LIFETIME HYB 2030 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $39.6M | 7.6% | |
| Principal Life Insurance Company Large Cap Growth I SA-Z Fund | Common Stocks | — | — | $38.6M | 7.4% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $38.6M | 7.4% | |
| PRIN LIFETIME HB 2035 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $32.9M | 6.3% | |
| PRIN LIFETIME HB 2040 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $32.7M | 6.3% | |
| PRIN LIFETIME HY 2050 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $32.0M | 6.1% | |
| PRIN LIFETIME HY 2055 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $29.3M | 5.6% | |
| PRIN LIFETIME HB 2045 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $26.0M | 5.0% | |
| maturing through December 2029 | Other securities | — | — | $23.3M | 4.5% | |
| Principal Life Insurance Company Mid Cap S&P 400 Index SA-Z Fund | Common Stocks | — | — | $18.7M | 3.6% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $18.7M | 3.6% | |
| MFS Investment Management Growth R4 Fund | Mutual Funds | — | — | $17.4M | 3.3% | |
| Janus International Holding, LLC Enterprise I Fund | Mutual Funds | — | — | $16.6M | 3.2% | |
| PRIN LIFETIME HY 2060 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $16.0M | 3.1% | |
| PRIN LIFETIME HYB 2025 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $14.7M | 2.8% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $12.7M | 2.4% | |
| PGIM Investments Total Return Bond Z Fund | Other securities | — | — | $11.6M | 2.2% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $7.8M | 1.5% | |
| American Funds Service Company EuroPacific Growth R5 Fund | Mutual Funds | — | — | $7.0M | 1.3% | |
| PRIN LIFETIME HY 2065 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $6.8M | 1.3% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $4.8M | 0.9% | |
| PRIN LIFETIME HYB 2020 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $4.4M | 0.8% | |
| Schwab Funds Self-Directed Brokerage Account | OTHER | — | — | $3.9M | 0.7% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $3.7M | 0.7% | |
| PIMCO Funds Income Institutional Fund | Mutual Funds | — | — | $3.2M | 0.6% | |
| Fidelity Total International Index Fund | Common Collective Trusts | — | — | $2.6M | 0.5% | |
| JOHN HANCOCK DISC VL MDCP B5 JOHN HANCOCK TRUST COMPANY · EIN 85-6153745 / PN 038 | Common Collective Trust | — | — | $2.6M | 0.5% | |
| American Beacon Funds Small Cap Value Y Fund | Other securities | — | — | $1.8M | 0.3% | |
| Fidelity Emerging Markets K Fund | Mutual Funds | — | — | $1.1M | 0.2% | |
| PRIN LIFETIME HYB 2070 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $976K | 0.2% | |
| PRIN LIFETIME HYB 2015 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $879K | 0.2% | |
| PRIN LIFETIME HY INC CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $847K | 0.2% | |
| Neuberger Berman Management Real Estate A Fund | Other securities | — | — | $713K | 0.1% | |
| Vanguard Group Fed Money Market Investment Fund | Mutual Funds | — | — | $375K | <0.1% |
