Jonathan Olson signed Alexandria Industries' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Alexandria Industries' EIN is 41-0946084.
Download the official 2024 Form 5500 (PDF) for Alexandria Industries from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Alexandria Industries' 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 | $126K | — |
| 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 | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $9.1M | 19.1% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $9.1M | 19.1% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $7.1M | 14.9% | |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $7.1M | 14.9% | |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $5.3M | 11.0% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $5.3M | 11.0% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $3.2M | 6.6% | |
| LARGE CAP GRWTH FD III CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $3.2M | 6.6% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $2.3M | 4.9% | |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $2.1M | 4.5% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $2.1M | 4.5% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $2.0M | 4.1% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $2.0M | 4.1% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $1.7M | 3.6% | |
| PRIN CAPITAL APPR SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $1.7M | 3.6% | |
| Participant Loans | Participant loans | — | $0 | $1.6M | 3.4% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $1.5M | 3.2% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $1.5M | 3.2% | |
| PRIN LIFETIME 2045 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | — | $1.1M | 2.4% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $1.1M | 2.4% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $1.0M | 2.1% | |
| PRIN LIFETIME 2055 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | — | $1.0M | 2.1% | |
| Vanguard Group | Mutual Funds | — | $0 | $815K | 1.7% | |
| Vanguard Group | Mutual Funds | — | $0 | $800K | 1.7% | |
| GREAT GRAY TRUST COMPANY | Common Stocks | — | $0 | $742K | 1.6% | |
| PRIN LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $742K | 1.6% | |
| Fidelity Investments | Mutual Funds | — | $0 | $739K | 1.5% | |
| GREAT GRAY TRUST COMPANY | Common Stocks | — | $0 | $660K | 1.4% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $660K | 1.4% | |
| Fidelity Investments | Mutual Funds | — | $0 | $554K | 1.2% | |
| PRIN LIFETIME 2035 SEP ACT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | — | $550K | 1.2% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $550K | 1.2% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | $0 | $534K | 1.1% | |
| PRIN LIFETIME 2025 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | — | $509K | 1.1% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $509K | 1.1% | |
| LARGE CAP VALUE R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $501K | 1.0% | |
| JP Morgan Funds | Other securities | — | $0 | $501K | 1.0% | |
| PRIN LIFETIME 2065 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | — | — | $440K | 0.9% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $440K | 0.9% | |
| T. Rowe Price Funds | Other securities | — | $0 | $433K | 0.9% | |
| Principal Global Investors Trust Co | Common Stocks | — | $0 | $411K | 0.9% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $411K | 0.9% | |
| PGIM Investments | Other securities | — | $0 | $398K | 0.8% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $369K | 0.8% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $369K | 0.8% | |
| Fidelity Investments | Mutual Funds | — | $0 | $329K | 0.7% | |
| Vanguard Group | Mutual Funds | — | $0 | $262K | 0.5% | |
| Fidelity Investments | Mutual Funds | — | $0 | $135K | 0.3% | |
| American Century Investments | Other securities | — | $0 | $127K | 0.3% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $125K | 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 |
|---|---|---|---|---|---|
| MMA SECURITES LLC | 22-3570392 | — | INVESTMENT ADVISORY | $0 | — |
