Janice Rougas signed Dalton Motors SD, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Dalton Motors SD, LLC's EIN is 37-2060927.
Download the official 2024 Form 5500 (PDF) for Dalton Motors SD, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Dalton Motors SD, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 | $27K | — |
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| Participant loans | Participant loans | — | $0 | $1.0M | 15.1% | |
| PRIN LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $1.0M | 15.1% | |
| Principal Fixed Income Guaranteed Option | Other securities | — | $0 | $1.0M | 14.8% | |
| PRIN LIFETIME 2015 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 110 | Pooled Separate Account | — | — | $1.0M | 14.8% | |
| Principal Lifetime 2040 Fund | Other securities | — | $0 | $953K | 13.9% | |
| PRIN LIFETIME 2045 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | — | $953K | 13.9% | |
| Principal Lifetime 2035 Fund | Other securities | — | $0 | $863K | 12.6% | |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $863K | 12.6% | |
| PRIN LIFETIME 2025 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | $0 | $536K | 7.8% | |
| Principal Lifetime 2030 Fund | Other securities | — | $0 | $345K | 5.0% | |
| PRIN LIFETIME 2035 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | — | $345K | 5.0% | |
| Cohen & Steers Institutional Realty Shares Fund | Other securities | — | $0 | $318K | 4.6% | |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $318K | 4.6% | |
| BlackRock Advantage Small Cap Growth Fund | Other securities | — | $0 | $242K | 3.5% | |
| Principal Lifetime 2045 Fund | Other securities | — | $0 | $179K | 2.6% | |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $179K | 2.6% | |
| BlackRock Total Return K Fund | Other securities | — | $0 | $171K | 2.5% | |
| Principal Lifetime 2065 Fund | Other securities | — | $0 | $170K | 2.5% | |
| Principal Lifetime 2050 Fund | Other securities | — | $0 | $130K | 1.9% | |
| PRIN LIFETIME 2055 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | — | $130K | 1.9% | |
| Fidelity Inflation Protection Bond Index Fund | Common Collective Trusts | — | $0 | $127K | 1.8% | |
| American Funds American High Income Fund | Mutual Funds | — | $0 | $108K | 1.6% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $108K | 1.6% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | $0 | $104K | 1.5% | |
| Principal Lifetime 2015 Fund | Other securities | — | $0 | $99K | 1.4% | |
| Core Fixed Income Fund | Other securities | — | $0 | $68K | 1.0% | |
| PGIM Jennison Mid Cap Growth Fund | Other securities | — | $0 | $62K | 0.9% | |
| Principal Lifetime 2055 Fund | Other securities | — | $0 | $53K | 0.8% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $53K | 0.8% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | $0 | $51K | 0.7% | |
| Fidelity Large Cap Growth Index Fund | Common Collective Trusts | — | $0 | $45K | 0.6% | |
| American Funds American Balanced Fund | Mutual Funds | — | $0 | $42K | 0.6% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $42K | 0.6% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | $0 | $31K | 0.5% | |
| DFA US Vector Equity Portfolio Institutional Fund | Mutual Funds | — | $0 | $31K | 0.5% | |
| Principal Lifetime 2060 Fund | Other securities | — | $0 | $21K | 0.3% | |
| PRIN LIFETIME 2065 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | — | — | $21K | 0.3% | |
| Diversified International Fund | Other securities | — | $0 | $19K | 0.3% | |
| Principal Lifetime 2020 Fund | Other securities | — | $0 | $15K | 0.2% | |
| JP Morgan US Value Fund | Other securities | — | $0 | $15K | 0.2% | |
| Schwab Fundamental Emerging Markets Large Company Index Fund | Common Collective Trusts | — | $0 | $10K | 0.1% | |
| PRIN LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | 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.
| LPL FINANCIAL LLC - RPCP |
| 04-3046611 |
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PREMIER PLAN CONSULTANTS | 82-0986372 | — | OTHER SERVICES | $0 | — |
