Ben Peterson signed Instrument Development Co., LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Instrument Development Co., LLC's EIN is 39-1585181.
Download the official 2024 Form 5500 (PDF) for Instrument Development Co., LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Instrument Development Co., LLC'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 | $74K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY SERVICES | 81-3968784 | — | 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 | |||||
|---|---|---|---|---|---|---|
| MFS Investment Management MFS Growth R6 Fund | Mutual Funds | — | — | $1.8M | 14.6% | |
| PRIN LIFETIME 2035 SEP ACT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | — | $1.7M | 13.8% | |
| PRIN LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $1.5M | 12.4% | |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $990K | 8.1% | |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $850K | 6.9% | |
| Calvert Funds Calvert Balanced I Fund | Other securities | — | — | $682K | 5.6% | |
| Vanguard Group Vanguard Total Stock Market Index Fd | Common Collective Trusts | — | — | $616K | 5.0% | |
| PRIN LIFETIME 2045 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | — | $601K | 4.9% | |
| PRIN LIFETIME 2025 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | — | $597K | 4.9% | |
| PRIN LIFETIME 2055 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | — | $543K | 4.4% | |
| Vanguard Group Vanguard Health Care Fd | Mutual Funds | — | — | $311K | 2.5% | |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $296K | 2.4% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $260K | 2.1% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $220K | 1.8% | |
| T. Rowe Price Funds T. Rowe Price Dividend Growth Fund | Other securities | — | — | $171K | 1.4% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $163K | 1.3% | |
| PRIN LIFETIME 2065 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | — | — | $160K | 1.3% | |
| maturing through 2029 | Other securities | — | — | $151K | 1.2% | |
| T. Rowe Price Funds T. Rowe Price Md-Cp Gr I Fd | Other securities | — | — | $119K | 1.0% | |
| JP Morgan Funds JP Morgan Equity Income R6 Fd | Other securities | — | — | $102K | 0.8% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $101K | 0.8% | |
| PRIN LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $77K | 0.6% | |
| Victory Funds Victory Sycamore Established Value Fd | Other securities | — | — | $57K | 0.5% | |
| The American Funds Am Fds EuroPacific Grth R6 Fd | Mutual Funds | — | — | $50K | 0.4% | |
| PRIN LIFETM 2070 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | — | $43K | 0.3% | |
| (E) | Other securities | — | — | $43K | 0.3% | |
| PUTNAM SM CAP GRWTH TRST CL R GREAT GRAY TRUST COMPANY · EIN 86-1846156 / PN 677 | Common Collective Trust | — | — | $34K | 0.3% | |
| Vanguard Group Vanguard Total International Stock Index Fund | Common Collective Trusts | — | — | $24K | 0.2% | |
| Vanguard Group Vanguard Total Bond Market Index Fd | Mutual Funds | — | — | $16K | 0.1% | |
| PRIN LIFETIME 2015 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 110 | Pooled Separate Account | — | — | $15K | 0.1% | |
| (E) | Other securities | — | $50K | $10K | <0.1% | |
| Rainier International Discovery Fd | Other securities | — | — | $10K | <0.1% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
