Mark Tetzlaff signed Fox Valley Tool & Die, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Fox Valley Tool & Die, Inc.'s EIN is 39-1137755.
Download the official 2023 Form 5500 (PDF) for Fox Valley Tool & Die, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Fox Valley Tool & Die, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Principal Guaranteed Option | Other securities | — | — | $5.6M | 22.0% | |
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $5.2M | 20.3% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $3.1M | 12.3% | |
| Vanguard Growth Index Fund | Common Collective Trusts | — | — | $1.8M | 7.1% | |
| Vanguard Total International Stock Index Fund | Common Collective Trusts | — | — | $1.8M | 7.0% | |
| PRINCIPAL OVERSEAS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 116 | Pooled Separate Account | — | — | $1.6M | 6.3% | |
| Schwab S&P 500 Index Fund | Common Collective Trusts | — | — | $1.5M | 5.8% | |
| American Century Ultra Fund | Other securities | — | — | $1.4M | 5.7% | |
| JPMorgan Large Cap Value Fund | Other securities | — | — | $1.2M | 4.8% | |
| Vanguard Value Index Fund | Common Collective Trusts | — | — | $1.2M | 4.6% | |
| Vanguard Mid-Cap Growth Index Fund/Open-end | Common Collective Trusts | — | — | $788K | 3.1% | |
| Vanguard FTSE Social Index Fund | Common Collective Trusts | — | — | $751K | 3.0% | |
| DFA US Small Cap Growth Porfolio | Mutual Funds | — | — | $644K | 2.5% | |
| Vanguard Mid-Cap Index Fund | Common Collective Trusts | — | — | $623K | 2.5% | |
| Vanguard Small-Cap Index Fund | Common Collective Trusts | — | — | $606K | 2.4% | |
| Vanguard Mid-Cap Value Index Fund/Open-end Fund | Common Collective Trusts | — | — | $563K | 2.2% | |
| DFA US Targeted Value Portfolio | Mutual Funds | — | — | $549K | 2.2% | |
| Vanguard Balanced Index Fund | Common Collective Trusts | — | — | $392K | 1.5% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $230K | 0.9% | |
| Vanguard Small-Cap Value Index Fund | Common Collective Trusts | — | — | $173K | 0.7% | |
| Vanguard Small-Cap Growth Index Fund | Common Collective Trusts | — | — | $171K | 0.7% | |
| Allspring Special Mid Cap Value Fund | Other securities | — | — | $123K | 0.5% | |
| PRIN MIDCAP GROWTH III SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 026 | Pooled Separate Account | — | — | $111K | 0.4% | |
| (E) | Other securities | — | — | $48K | 0.2% | |
| Vanguard Real Estate Index Fund | Common Collective Trusts | — | — | $48K | 0.2% | |
| (E) | Other securities | — | — | $36K | 0.1% | |
| Northern Emerging Markets Equity Index Fund | Common Collective Trusts | — | — | $36K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
