Sloane Germundson signed Elder-Jones, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Elder-Jones, Inc.'s EIN is 41-0974888.
Download the official 2024 Form 5500 (PDF) for Elder-Jones, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Elder-Jones, 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 | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ABBEY STREET LLC | 82-4772597 | — | INVESTMENT ADVISORY | $35K | — |
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 | |||||
|---|---|---|---|---|---|---|
| J.P. Morgan Asset Management Large Cap Growth Fund R6 | Other securities | — | — | $2.0M | 15.8% | |
| Pioneer Bond K Fund | Other securities | — | — | $1.8M | 14.3% | |
| Fidelity Investments 500 Index Fund | Common Collective Trusts | — | — | $1.3M | 10.6% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $1.3M | 10.4% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $1.2M | 9.5% | |
| The American Funds New Perspective R6 Fund | Mutual Funds | — | — | $1.0M | 8.1% | |
| Principal Life Insurance Company Diversified International Separate Class Z Fund | Common Stocks | — | — | $931K | 7.5% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $931K | 7.5% | |
| American Century Investments Mid-Cap Value R6 Fund | Other securities | — | — | $410K | 3.3% | |
| MassMutual Financial Group Select Mid-Cap Growth Insurance Fund | Common Stocks | — | — | $394K | 3.2% | |
| Fidelity Investments Mid-Cap Index Fund | Common Collective Trusts | — | — | $382K | 3.1% | |
| Fidelity Investments Small-Cap Index Fund | Common Collective Trusts | — | — | $378K | 3.0% | |
| Principal Life Insurance Company Small-Cap Growth I Separate Class Z Fund | Common Stocks | — | — | $354K | 2.9% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $354K | 2.9% | |
| Allspring Global Investments Spec Small-Cap Value R6 | Other securities | — | — | $288K | 2.3% | |
| Fidelity Investments US Bond Index Fund | Common Collective Trusts | — | — | $190K | 1.5% | |
| Vanguard Group Hi-Yield Corporation Admin Fund | Mutual Funds | — | — | $162K | 1.3% | |
| Fidelity Investments Total Interest Index Fund | Common Collective Trusts | — | — | $115K | 0.9% | |
| PIMCO Funds Real Return Institutional Fund | Mutual Funds | — | — | $106K | 0.9% | |
| Participants dates through July 2051. | Other securities | — | — | $91K | 0.7% | |
| (E) | Other securities | — | — | $91K | 0.7% | |
| Macquarie Emerging Markets R6 Fund | Other securities | — | — | $80K | 0.6% | |
| (E) | Other securities | — | — | $80K | 0.6% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
