LISA Price signed Eagle Alloy, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Eagle Alloy, Inc.'s EIN is 38-2219733.
Download the official 2023 Form 5500 (PDF) for Eagle Alloy, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Eagle Alloy, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in pooled separate account] | Other | — | — | $7.7M | 49.7% | |
| [Assets held in common collective trust] | Other | — | — | $5.3M | 34.3% | |
| PRIN LGCAP S&P 500 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $2.7M | 17.6% | |
| PRIN LIFETIME HY 2030 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.7M | 10.8% | |
| PRIN LARGECAP GROWTH I SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $1.6M | 10.3% | |
| PRIN LIFETIME HY 2040 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.2M | 7.9% | |
| PRIN LIFETIME HY 2050 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $947K | 6.1% | |
| [Assets held in participant loans] | Other | — | — | $718K | 4.6% | |
| PRIN CAPITAL APPR SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $683K | 4.4% | |
| PRIN CORE FIX INC SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $635K | 4.1% | |
| PRIN DIVERSIFIED INTL SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $532K | 3.4% | |
| PRIN LIFETIME HY 2020 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $486K | 3.1% | |
| PRIN MIDCAP VALUE I SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $437K | 2.8% | |
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $400K | 2.6% | |
| PRIN SMALLCAP GROWTH I SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $239K | 1.5% | |
| PRIN EQUITY INCOME SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $213K | 1.4% | |
| PRINCIPAL DIV REAL ASSET SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 123 | Pooled Separate Account | — | — | $204K | 1.3% | |
| PRIN LIFETIME HY 2035 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $187K | 1.2% | |
| PRIN LIFETIME HY 2025 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $159K | 1.0% | |
| PRIN LIFETIME HY 2045 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $155K | 1.0% | |
| PRIN LIFETIME HY 2015 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $144K | 0.9% | |
| PRIN SMCAP S&P 600 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $142K | 0.9% | |
| PRIN SMALLCAP VALUE II SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $130K | 0.8% | |
| PRIN LIFETIME HY 2055 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $129K | 0.8% | |
| PRIN LIFETIME HY INC CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $128K | 0.8% | |
| PRIN MIDCAP S&P 400 IDX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $115K | 0.7% | |
| PRIN LIFETIME HY 2060 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $76K | 0.5% | |
| PRIN U.S. PROPERTY SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $61K | 0.4% | |
| PRIN LIFETIME HY 2065 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $20K | 0.1% | |
| PRIN LIFETIME HB 2070 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $0 | <0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAIRD INSURANCE SERVICES INC | 39-1236032 | — | OTHER SERVICES | $0 | — |
