Michelle Frisch signed Moeller Mfg. Company LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Moeller Mfg. Company LLC's EIN is 38-1723023.
Download the official 2024 Form 5500 (PDF) for Moeller Mfg. Company LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Moeller Mfg. Company LLC'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 | $74K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANTE & MORAN, PLLC | 38-1357951 | — | ACCOUNTANT | $22K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $3.4M | 20.6% | |
| Principal/BlackRock S&P 500 Index CIT N | Common Collective Trusts | — | — | $3.3M | 19.6% | |
| Fidelity Magellan Fund | Mutual Funds | — | — | $1.6M | 9.5% | |
| Fidelity Contrafund | Mutual Funds | — | — | $1.6M | 9.5% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $975K | 5.8% | |
| Fidelity Puritan Fund | Mutual Funds | — | — | $971K | 5.8% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $885K | 5.3% | |
| Janus Henderson Enterprise Fund Class N | Mutual Funds | — | — | $788K | 4.7% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $788K | 4.7% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $754K | 4.5% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $560K | 3.3% | |
| Delaware Charter Guarantee & Trust Company d/b/a Principal Trust Company American New Perspect Class R6 | Common Stocks | — | — | $547K | 3.3% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $438K | 2.6% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $347K | 2.1% | |
| Participants Participant notes receivable - Bearing interest at rates ranging from 3.25 to 8.50 percent - | Other securities | — | — | $316K | 1.9% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $250K | 1.5% | |
| Victory Trivalent International SmallCap Fund R6 | Other securities | — | — | $206K | 1.2% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $177K | 1.1% | |
| Principal/BlackRock International Eq Index CIT TR | Common Collective Trusts | — | — | $176K | 1.1% | |
| PRIN/BR INTL EQ INDX CIT TR SEI TRUST COMPANY · EIN 52-2265229 / PN 001 | Common Collective Trust | — | — | $176K | 1.1% | |
| PRIN/BR AGG BD INDEX CIT TR SEI TRUST COMPANY · EIN 20-5699010 / PN 001 | Common Collective Trust | — | — | $168K | 1.0% | |
| Fidelity U.S. Bond Index-FAI | Mutual Funds | — | — | $167K | 1.0% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $164K | 1.0% | |
| Principal/BlackRock S&P 500 Index CIT TR | Common Collective Trusts | — | — | $163K | 1.0% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $149K | 0.9% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $139K | 0.8% | |
| Fidelity Small Cap Index-FAI | Mutual Funds | — | — | $138K | 0.8% | |
| Secs Sep Acct+ | Real Estate | — | — | $126K | 0.8% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $126K | 0.8% | |
| PRIN/MFS VALUE CIT N SEI TRUST COMPANY · EIN 45-6648640 / PN 001 | Common Collective Trust | — | — | $112K | 0.7% | |
| Fidelity MidCap Index-FAI | Mutual Funds | — | — | $109K | 0.6% | |
| Vanguard Developed Markets Index Fund Admiral | Common Collective Trusts | — | — | $88K | 0.5% | |
| SHORT-TERM INV FUND A TR SEI TRUST COMPANY · EIN 41-6292499 / PN 001 | Common Collective Trust | — | — | $86K | 0.5% | |
| PRIN/BR S&P MID INDEX CIT TR SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | — | — | $83K | 0.5% | |
| PRIN/FED TOTAL RETURN BD CIT N SEI TRUST COMPANY · EIN 46-6584317 / PN 001 | Common Collective Trust | — | — | $74K | 0.4% | |
| PRIN/BR LG CAP VALUE CIT TR SEI TRUST COMPANY · EIN 52-2265227 / PN 001 | Common Collective Trust | — | — | $66K | 0.4% | |
| PRIN/BR LG CAP GROWTH CIT TR SEI TRUST COMPANY · EIN 52-2265232 / PN 001 | Common Collective Trust | — | — | $63K | 0.4% | |
| PRIN/BR RUSS 2000 I CIT TR SEI TRUST COMPANY · EIN 52-2265233 / PN 001 | Common Collective Trust | — | — | $57K | 0.3% | |
| Vanguard Target Retirement Fund | Mutual Funds | — | — | $56K | 0.3% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $49K | 0.3% | |
| Delaware Emerging Markets Fund | Other securities | — | — | $41K | 0.2% | |
| Vanguard Target Retirement 2070 | Mutual Funds | — | — | $6K | <0.1% |
