Emily Bunting signed New Glarus Brewing Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
New Glarus Brewing Company's EIN is 39-1763272.
Download the official 2024 Form 5500 (PDF) for New Glarus Brewing Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)New Glarus Brewing Company'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 | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $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 | |||||
|---|---|---|---|---|---|---|
| Principal | Other securities | — | — | $2.5M | 21.2% | |
| Principal | Other securities | — | — | $1.4M | 12.4% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $1.4M | 12.4% | |
| Principal | Other securities | — | — | $1.3M | 10.8% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $1.3M | 10.8% | |
| JPMorgan Funds | Other securities | — | — | $1.1M | 9.8% | |
| American Funds | Mutual Funds | — | — | $860K | 7.4% | |
| PRINCIPAL OVERSEAS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 116 | Pooled Separate Account | — | — | $771K | 6.6% | |
| Fidelity Investments | Mutual Funds | — | — | $748K | 6.4% | |
| American Funds | Mutual Funds | — | — | $452K | 3.9% | |
| American Funds | Mutual Funds | — | — | $399K | 3.4% | |
| Fidelity Investments | Mutual Funds | — | — | $341K | 2.9% | |
| Fidelity Investments | Mutual Funds | — | — | $338K | 2.9% | |
| Victory Capital Funds | Other securities | — | — | $334K | 2.9% | |
| Fidelity Investments | Mutual Funds | — | — | $333K | 2.9% | |
| Franklin Templeton Investments | Mutual Funds | — | — | $250K | 2.1% | |
| American Century Investments | Other securities | — | — | $250K | 2.1% | |
| American Funds | Mutual Funds | — | — | $226K | 1.9% | |
| Participants | Other securities | — | — | $40K | 0.3% |
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 |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
