Aaron Herlitzke signed The Potato King, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Potato King, Inc.'s EIN is 39-1166637.
Download the official 2024 Form 5500 (PDF) for The Potato King, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Potato King, 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 | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES LLC | — | WALTHAM, MA | INVESTMENT ADVISORY |
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 | |||||
|---|---|---|---|---|---|---|
| Great Gray Trust Company RetirePilot Moderate Retirement Fund R1 | Common Stocks | — | — | $5.8M | 46.8% | |
| RETIREPILOT MOD RET FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304105 / PN 001 | Common Collective Trust | — | — | $5.8M | 46.8% | |
| RETIREPILOT MOD 2045 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304108 / PN 001 | Common Collective Trust | — | — | $1.9M | 15.8% | |
| RETIREPILOT MOD 2035 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304107 / PN 001 | Common Collective Trust | — | — | $1.9M | 15.3% | |
| RETIREPILOT MOD 2055 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304109 / PN 001 | Common Collective Trust | — | — | $965K | 7.8% | |
| Great Gray Trust Company BlackRock Equity Index Fund Class 1 | Common Collective Trusts | — | — | $315K | 2.6% | |
| BLACKROCK EQTY INDX FD CLASS 1 GREAT GRAY TRUST COMPANY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $315K | 2.6% | |
| CORE BOND R1 FUND GREAT GRAY TRUST COMPANY · EIN 82-1986152 / PN 325 | Common Collective Trust | — | — | $208K | 1.7% | |
| RETIREPILOT AGG 2035 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304113 / PN 001 | Common Collective Trust | — | — | $172K | 1.4% | |
| Interest rates of * Participant loans 4.25% to 9.50% $0 | Bonds / Notes | — | — | $121K | 1.0% | |
| RETIREPILOT MOD 2065 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304110 / PN 001 | Common Collective Trust | — | — | $115K | 0.9% | |
| KeyBank National Association EB Managed Guaranteed Investment Contract | Guaranteed Income / GIC | — | — | $90K | 0.7% | |
| KEYBANK EB MGD GUAR INV CNTRCT KEYBANK NATIONAL ASSOCIATION · EIN 34-6903863 / PN 002 | Common Collective Trust | — | — | $90K | 0.7% | |
| Wilmington Trust Co. Mid Cap Growth II Class R1 Fund | Common Stocks | — | — | $87K | 0.7% | |
| LARGE CAP VALUE R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $64K | 0.5% | |
| LARGE CAP GRWTH FUND IV CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7289851 / PN 001 | Common Collective Trust | — | — | $58K | 0.5% | |
| (E) | Other securities | — | — | $48K | 0.4% | |
| BLACKROCK EAFE EQ INDX FD CL 1 GREAT GRAY TRUST COMPANY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $48K | 0.4% | |
| EMERGING MARKETS II R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-7304135 / PN 001 | Common Collective Trust | — | — | $44K | 0.4% | |
| Fidelity Investments Fidelity Mid Cap Index Fund ** 857 Fidelity Investments Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $39K | 0.3% | |
| (E) | Other securities | — | — | $29K | 0.2% | |
| SMALL CAP VALUE III CL R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $29K | 0.2% | |
| INTERNATIONAL STOCK R1 FUND GREAT GRAY TRUST COMPANY · EIN 82-2436292 / PN 342 | Common Collective Trust | — | — | $15K | 0.1% | |
| RETIREPILOT AGG 2045 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304114 / PN 001 | Common Collective Trust | — | — | $11K | <0.1% | |
| SMALL CAP GROWTH R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4097324 / PN 487 | Common Collective Trust | — | — | $418 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $37K |
| — |
| PRINCIPAL SECURITIES INC | — | DES MOINES, IA | INVESTMENT ADVISORY | $18K | — |
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PREMIER RETIREMENT PARTNERS | — | MADISON, WI | CONTRACT ADMINISTRATOR | $3K | — |
| CAPITAL GROUP RETIREMENT PLAN SERVI | — | IRVINE, CA | CONTRACT ADMINISTRATOR | $2K | — |
