Katharine Wolverton signed Denooyer Brothers, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Denooyer Brothers, Inc.'s EIN is 38-1803117.
Download the official 2024 Form 5500 (PDF) for Denooyer Brothers, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Denooyer Brothers, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $104K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA ADVISORS LLC | 84-0858799 | — | OTHER SERVICES | $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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $4.9M | 14.9% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $3.4M | 10.2% | |
| American Funds NEWPRSP R6 FND Mutual Funds (1) | Mutual Funds | — | — | $2.9M | 8.8% | |
| T ROWE Price Mid Cap GR I FD Mutual Funds (1) | Mutual Funds | — | — | $2.4M | 7.4% | |
| Vanguard Windsor II ADM Fund Mutual Funds (1) | Mutual Funds | — | — | $2.3M | 7.0% | |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $2.1M | 6.2% | |
| American Funds American balanced R6 FD Mutual Funds (1) | Mutual Funds | — | — | $1.9M | 5.7% | |
| T ROWE Price SMCP Stock I Fund Mutual Funds (1) | Mutual Funds | — | — | $1.8M | 5.3% | |
| JP Morgan Large Cap GR R6 FD Mutual Funds (1) | Other securities | — | — | $1.5M | 4.5% | |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $1.3M | 4.1% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $1.1M | 3.3% | |
| PRIN LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $838K | 2.5% | |
| Vanguard Wellesley Inc ADM FD Mutual Funds (1) | Mutual Funds | — | — | $810K | 2.4% | |
| Columbia Global Tech GR I3 Mutual Funds (1) | Other securities | — | — | $746K | 2.3% | |
| AM FDS Europacific Growth R6 FD Mutual Funds (1) | Other securities | — | — | $744K | 2.2% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $631K | 1.9% | |
| Vanguard Explorer Admiral Fund Mutual Funds (1) | Mutual Funds | — | — | $556K | 1.7% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $523K | 1.6% | |
| Participant Loans 4.25% to 9.50% interest | Bonds / Notes | — | — | $358K | 1.1% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $342K | 1.0% | |
| American Funds Newworld R6 Mutual Funds (1) | Mutual Funds | — | — | $320K | 1.0% | |
| JP Morgan Mid Cap Value R6 FD Mutual Funds (1) | Other securities | — | — | $305K | 0.9% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $276K | 0.8% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $269K | 0.8% | |
| Smallcap Value II Separate Account Pooled Separate Accounts (1) | Pooled Separate Accounts | — | — | $264K | 0.8% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $264K | 0.8% | |
| Blackrock Hlth SCI OPS K FD Mutual Funds (1) | Other securities | — | — | $154K | 0.5% | |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $125K | 0.4% | |
| Principal Financial Froup Inc. STK SEP ACCT Pooled Separate Accounts (1) | Pooled Separate Accounts | — | — | $114K | 0.3% | |
| PRIN FIN GRP, INC. STOCK SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 086 | Pooled Separate Account | — | — | $114K | 0.3% | |
| Principal Lifetime 2070 Separate Account Pooled Separate Accounts (1) | Pooled Separate Accounts | — | — | $50K | 0.1% | |
| PRIN LIFETM 2070 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | — | $50K | 0.1% | |
| American Fund Cap WLD BND R6 Fund Mutual Funds (1) | Mutual Funds | — | — | $35K | 0.1% | |
| PRIN LIFETM STR INC SEP ACCT Pooled Separate Accounts (1) | Pooled Separate Accounts | — | — | $19K | <0.1% | |
| PRIN LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $19K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 36-4317381 |
| — |
| INV ADV, PARTICIPANTS |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
