Sarah Louden signed American Business Forms, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
American Business Forms, Inc.'s EIN is 41-1393684.
Download the official 2024 Form 5500 (PDF) for American Business Forms, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)American Business Forms, 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 | $145K | — |
| 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.
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 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYB 2025 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $7.2M | 13.4% | |
| Fidelity Large Cap Growth Index Fund | Common Collective Trusts | — | — | $4.5M | 8.3% | |
| PRIN LIFETIME HB 2035 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $4.1M | 7.6% | |
| PRIN LIFETIME HYB 2020 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $4.0M | 7.5% | |
| PRIN LIFETIME HYB 2030 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $3.8M | 7.0% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $3.6M | 6.7% | |
| LARGE CAP VALUE R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $2.9M | 5.4% | |
| PRIN LIFETIME HB 2040 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $2.8M | 5.3% | |
| Principal Global Investors Trust Co. Principal LifeTime Hybrid Income Fund | Common Stocks | — | — | $2.6M | 4.9% | |
| PRIN LIFETIME HY INC CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $2.6M | 4.9% | |
| PUTNAM STABLE VALUE FUND (20) PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $2.5M | 4.6% | |
| PRIN LIFETIME HYB 2015 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $2.3M | 4.2% | |
| PRIN LIFETIME HB 2045 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $2.2M | 4.1% | |
| LARGE CAP GRWTH FD III CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $1.5M | 2.8% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $1.4M | 2.5% | |
| PRIN LIFETIME HY 2050 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $1.0M | 1.9% | |
| PRIN LIFETIME HY 2055 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $898K | 1.7% | |
| Victory Sycamore Established Value Fund | Other securities | — | — | $735K | 1.4% | |
| MID CAP GROWTH R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $640K | 1.2% | |
| Blackrock High Yield Bond Fund | Other securities | — | — | $539K | 1.0% | |
| MFS International Diversification R6 Fund | Mutual Funds | — | — | $534K | 1.0% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $499K | 0.9% | |
| MFS Global Equity R6 Fund | Mutual Funds | — | — | $492K | 0.9% | |
| Prudential Investments Prudential Investments Total Return Bond Fund | Other securities | — | — | $413K | 0.8% | |
| Participants Participant Loans Interest Rates at 4.25% - 9.50% - | Bonds / Notes | — | — | $376K | 0.7% | |
| DFA Emerging Markets Institutional Fund | Mutual Funds | — | — | $372K | 0.7% | |
| ClearBridge Small Cap Growth Fund | Other securities | — | — | $314K | 0.6% | |
| Vanguard Cash Reserve Fed Money Market Fund | Mutual Funds | — | — | $304K | 0.6% | |
| Prudential Investments Prudential Investments Global Real Estate Fund | Other securities | — | — | $285K | 0.5% | |
| PIMCO International Bond I Fund | Mutual Funds | — | — | $274K | 0.5% | |
| Blackrock Strategic Income Opportunities Fund | Other securities | — | — | $266K | 0.5% | |
| American Beacon American Beacon Small Cap Value Fund | Other securities | — | — | $220K | 0.4% | |
| PRIN LIFETIME HY 2065 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $203K | 0.4% | |
| PRIN LIFETIME HY 2060 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $100K | 0.2% | |
| (E) | Other securities | — | — | $64K | 0.1% | |
| Fidelity Large Cap Value Index Fund | Common Collective Trusts | — | — | $64K | 0.1% | |
| PRIN LIFETIME HYB 2070 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $215 | <0.1% | |
| AB US LG CP GTH CIT W SER M GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $0 | <0.1% |
