Terry BOER signed A & B Packing Equipment, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
A & B Packing Equipment, Inc.'s EIN is 38-3662907.
Download the official 2024 Form 5500 (PDF) for A & B Packing Equipment, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)A & B Packing Equipment, 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 | $11K | — |
| 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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL SECURITIES INC | 42-0941553 | — | OTHER SERVICES | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN BLUE CHIP SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $371K | 11.7% | |
| Prin SmallCap Growth I SA-R3 | Common Stocks | — | $0 | $371K | 11.7% | |
| PRIN LGCAP S&P 500 INDEX SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $352K | 11.1% | |
| Prin SmallCap Value II SA-R3 | Common Stocks | — | $0 | $352K | 11.1% | |
| Prin SmCap S&P 600 Index SA-R3 | Common Stocks | — | $0 | $239K | 7.6% | |
| PRIN MIDCAP S&P 400 IDX SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $239K | 7.6% | |
| Am Fds 2060 Trgt Dte Rtm R3 Fd | Other securities | — | $0 | $211K | 6.7% | |
| Am Fds 2055 Trgt Dte Rtm R3 Fd | Other securities | — | $0 | $210K | 6.7% | |
| Prin MidCap Value I SA-R3 | Common Stocks | — | $0 | $175K | 5.6% | |
| Prin U.S. Property Sep Acct-R3 | Pooled Separate Accounts | — | $0 | $175K | 5.5% | |
| PRIN SMALLCAP GROWTH I SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $175K | 5.5% | |
| PRIN SMCAP S&P 600 INDEX SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $172K | 5.5% | |
| Principal Bond Mkt Index SA-R3 | Common Stocks | — | $0 | $172K | 5.5% | |
| Am Fds 2065 Trgt Dte Rtm R3 Fd | Other securities | — | $0 | $147K | 4.6% | |
| Amer Funds New World R3 Fund | Other securities | — | $0 | $110K | 3.5% | |
| Amer Funds New Economy R3 Fund | Other securities | — | $0 | $109K | 3.5% | |
| PRIN U.S. PROPERTY SEP ACCT-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $89K | 2.8% | |
| Prin Equity Income SA-R3 | Common Stocks | — | $0 | $89K | 2.8% | |
| Am Fds 2010 Trgt Dte Rtm R3 Fd | Other securities | — | $0 | $83K | 2.6% | |
| Am Fds 2030 Trgt Dte Rtm R3 Fd | Other securities | — | $0 | $71K | 2.2% | |
| Participant Loans | Participant loans | — | $0 | $70K | 2.2% | |
| Prin Blue Chip SA-R3 | Common Stocks | — | $0 | $68K | 2.2% | |
| PRIN EQUITY INCOME SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $68K | 2.2% | |
| Am Fds 2035 Trgt Dte Rtm R3 Fd | Other securities | — | $0 | $67K | 2.1% | |
| Am Fds 2045 Trgt Dte Rtm R3 Fd | Other securities | — | $0 | $65K | 2.1% | |
| AMERICAN FUNDS 2070 TDR R3 FD | Mutual Funds | — | $0 | $61K | 1.9% | |
| PRIN CAPITAL APPR SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $61K | 1.9% | |
| Am Fds 2040 Trgt Dte Rtm R3 Fd | Other securities | — | $0 | $59K | 1.9% | |
| PRIN MIDCAP VALUE I SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $59K | 1.9% | |
| Prin Capital Appr SA-R3 | Common Stocks | — | $0 | $59K | 1.9% | |
| Am Fds EuroPacific Grth R3 Fd | Other securities | — | $0 | $52K | 1.6% | |
| Prin MidCap S&P 400 Idx SA-R3 | Common Collective Trusts | — | $0 | $32K | 1.0% | |
| PRINCIPAL STABLE VALUE SGNTURE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $32K | 1.0% | |
| PRINCIPAL BOND MKT INDEX SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122 | Pooled Separate Account | — | — | $28K | 0.9% | |
| Prin LgCap S&P 500 Index SA-R3 | Common Collective Trusts | — | $0 | $28K | 0.9% | |
| MACQUARIE MID CAP GROWTH R FUN | Other securities | — | $0 | $27K | 0.8% | |
| PRIN CORE PLUS BOND SEP ACT-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $27K | 0.8% | |
| PRIN SMALLCAP VALUE II SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $25K | 0.8% | |
| Prin Core Plus Bond Sep Act-R3 | Other securities | — | $0 | $25K | 0.8% | |
| Am Fds 2050 Trgt Dte Rtm R3 Fd | Other securities | — | $0 | $15K | 0.5% | |
| Am Fds 2020 Trgt Dte Rtm R3 Fd | Other securities | — | $0 | $7K | 0.2% | |
| Am Fds 2015 Trgt Dte Rtm R3 Fd | Other securities | — | $0 | $5K | 0.2% | |
| Am Fds 2025 Trgt Dte Rtm R3 Fd | Other securities | — | $0 | $2K | <0.1% | |
| Principal Stable Value Sgnture | Stable Value | — | $0 | $582 | <0.1% | |
| PRIN MIDCAP GROWTH SEP ACCT-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | — | — | $0 | <0.1% |