Nathan BOS signed Perrin Souvenir Distributors Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Perrin Souvenir Distributors Inc.'s EIN is 38-3243614.
Download the official 2024 Form 5500 (PDF) for Perrin Souvenir Distributors Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Perrin Souvenir Distributors Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, an ESOP, an S-corporation ESOP, 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 | $47K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC - RPCP | 04-3046611 | — | INVESTMENT ADVISORY | $24K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Perrin Souvenir Distributors, Inc. | Common Stocks | — | $7.8M | $14.9M | 68.5% | |
| Principal Guaranteed Option | Other securities | — | $0 | $1.5M | 7.1% | |
| Vanguard Ttl Intl Bond Idx Adm Fund | Common Collective Trusts | — | $0 | $696K | 3.2% | |
| MFS Global Real Estate R6 Fund | Mutual Funds | — | $0 | $663K | 3.0% | |
| DFA Intl Core Equity I Fund | Mutual Funds | — | $0 | $567K | 2.6% | |
| DFA Emerg Mkt Core Eqty I Fund | Mutual Funds | — | $0 | $526K | 2.4% | |
| Vanguard 500 Index Admiral Fund | Common Collective Trusts | — | $0 | $449K | 2.1% | |
| Vanguard Ttl Bd Mkt Idx Adm Fund | Common Collective Trusts | — | $0 | $449K | 2.1% | |
| T. Rowe Prc All-Cap Opps Fund | Other securities | — | $0 | $446K | 2.0% | |
| Fidelity Cap & Inc Fund | Mutual Funds | — | $0 | $444K | 2.0% | |
| Vanguard Equity-Inc Adm Fund | Mutual Funds | — | $0 | $437K | 2.0% | |
| Allspring Spec Sm Cp Value R6 Fund | Other securities | — | $0 | $360K | 1.7% | |
| Fidelity Mid Cp Index Fund | Common Collective Trusts | — | $0 | $256K | 1.2% | |
| AB Small Cap Growth Port I Fund | Other securities | — | $0 | $256K | 1.2% | |
| Fidelity Sm Cap Index Fund | Common Collective Trusts | — | $0 | $204K | 0.9% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
