Mary Fleming signed Canterbury Park Holding Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Canterbury Park Holding Corp.'s EIN is 41-1775532.
Download the official 2024 Form 5500 (PDF) for Canterbury Park Holding Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Canterbury Park Holding Corp.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, an ESOP, 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 | $161K | — |
| 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 |
|---|---|---|---|---|---|
| USI ADVISORS, INC. | 06-1397347 | — | INVESTMENT ADVISORY | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Canterbury Park Holding Corp | Common Stocks | — | $0 | $4.8M | 13.1% | |
| American Fds WshMut Inv R6 Fd | Other securities | — | $0 | $4.4M | 11.9% | |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $3.5M | 9.6% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | $0 | $3.5M | 9.6% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $3.2M | 8.8% | |
| Fidelity Mid Cp Index Fund | Common Collective Trusts | — | $0 | $3.2M | 8.8% | |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | $0 | $2.7M | 7.3% | |
| American Fds US Govt Sec R6 Fd | Other securities | — | $0 | $2.2M | 5.9% | |
| PRIN LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $2.0M | 5.3% | |
| Fidelity Sm Cap Index Fund | Common Collective Trusts | — | $0 | $2.0M | 5.3% | |
| Prin MidCap Sep Acct-Z | Pooled Separate Accounts | — | $0 | $1.6M | 4.4% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $1.6M | 4.4% | |
| Prin SmCap Growth I Sep Acct-Z | Pooled Separate Accounts | — | $0 | $1.4M | 3.7% | |
| PRIN MIDCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | $0 | $1.2M | 3.2% | |
| Amer Cent Mdcp Val I Fund | Other securities | — | $0 | $1.2M | 3.2% | |
| Am Fds EuroPacific Grth R6 Fd | Other securities | — | $0 | $1.1M | 3.1% | |
| American Funds NewPrsp R6 Fnd | Mutual Funds | — | $0 | $1.1M | 3.0% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | $0 | $1.1M | 2.9% | |
| Participant Loans | Participant loans | — | $0 | $883K | 2.4% | |
| Western Asset Cr Pls Bd IS Fd | Other securities | — | $0 | $861K | 2.3% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $861K | 2.3% | |
| Prin LifeTime 2020 Sep Acct-Z | Pooled Separate Accounts | — | $0 | $820K | 2.2% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $481K | 1.3% | |
| Principal Stable Value Z Fund | Stable Value | — | $0 | $481K | 1.3% | |
| MFS INTERNTL EQUITY R6 FUND | Mutual Funds | — | $0 | $431K | 1.2% | |
| Principal U.S. Property SA-Z | Common Stocks | — | $0 | $424K | 1.2% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $424K | 1.2% | |
| Prin LargeCap Growth I SA-Z | Common Stocks | — | $0 | $422K | 1.1% | |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | $0 | $354K | 1.0% | |
| Prin LifeTime Strat Inc SA-Z | Common Stocks | — | $0 | $284K | 0.8% | |
| PRIN LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | $0 | $167K | 0.5% | |
| PRIN LIFETM 2070 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | $0 | $60K | 0.2% | |
| PRIN INTL SMALLCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 014 | Pooled Separate Account | — | — | $0 | <0.1% |
