Susan Buttner signed Expresspoint Technology's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Expresspoint Technology's EIN is 41-1853438.
Download the official 2024 Form 5500 (PDF) for Expresspoint Technology from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Expresspoint Technology'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 | $45K | — |
| 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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments 500 Index Fund | Common Collective Trusts | — | — | $2.2M | 18.3% | |
| PRIN MIDCAP SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $1.4M | 11.4% | |
| Principal Life Insurance Company Mid Cap Blend Fund | Common Stocks | — | — | $1.4M | 11.4% | |
| T. Rowe Price Funds T. Rowe Price Retirement 2045 Fund | Other securities | — | — | $1.2M | 9.8% | |
| Wilmington Trust, N.A. Collective Inv Lar Grw Class l1 | Common Collective Trusts | — | — | $1.1M | 9.0% | |
| LARGE CAP GROWTH FUND II I1 FD GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $1.1M | 9.0% | |
| Wilmington Trust, N.A. Collective Invt Large Cp Vlu l1 | Common Collective Trusts | — | — | $755K | 6.4% | |
| LARGE CAP VALUE I1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $755K | 6.4% | |
| T. Rowe Price Funds T. Rowe Price Retirement 2025 Fund | Other securities | — | — | $737K | 6.2% | |
| T. Rowe Price Funds T. Rowe Price Retirement 2030 Fund | Other securities | — | — | $677K | 5.7% | |
| T. Rowe Price Funds T. Rowe Price Retirement 2040 Fund | Other securities | — | — | $595K | 5.0% | |
| PRIN DIVERSIFIED INTL SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $520K | 4.4% | |
| T. Rowe Price Funds T. Rowe Price Retirement 2050 Fund | Other securities | — | — | $464K | 3.9% | |
| Principal Life Insurance Company Fixed Income Guaranteed Option | Common Stocks | — | — | $411K | 3.5% | |
| T. Rowe Price Funds T. Rowe Price Retirement 2035 Fund | Other securities | — | — | $333K | 2.8% | |
| Fidelity Investments Small Cap Growth K6 Fund | Mutual Funds | — | — | $282K | 2.4% | |
| PRIN CORE PLUS BD SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $268K | 2.3% | |
| Principal Life Insurance Company Bond and Mortgage Fund | Common Stocks | — | — | $268K | 2.3% | |
| EMERGING MARKETS I1 FUND GREAT GRAY TRUST COMPANY · EIN 86-1819869 / PN 672 | Common Collective Trust | — | — | $255K | 2.1% | |
| JP Morgan Funds Government Bond A Fund | U.S. Treasuries | — | — | $219K | 1.9% | |
| Victory Funds Small Cap Opp A Fund | Other securities | — | — | $176K | 1.5% | |
| T. Rowe Price Funds T. Rowe Price Retirement 2020 Fund | Other securities | — | — | $129K | 1.1% | |
| Fidelity Investments Mid Cap Index Fund | Common Collective Trusts | — | — | $61K | 0.5% | |
| Fidelity Investments Small Cap Index Fund | Common Collective Trusts | — | — | $53K | 0.4% | |
| T. Rowe Price Funds T. Rowe Price Retirement 2060 Fund | Other securities | — | — | $46K | 0.4% | |
| T. Rowe Price Funds T. Rowe Price Retirement 2010 Fund | Other securities | — | — | $34K | 0.3% | |
| T. Rowe Price Funds T. Rowe Price Retirement 2055 Fund | Other securities | — | — | $31K | 0.3% | |
| Participant Loans Participant Loans, 3.25% to 8.50% - | Bonds / Notes | — | — | $27K | 0.2% | |
| T. Rowe Price Funds T. Rowe Price Retirement 2065 Fund | Other securities | — | — | $22K | 0.2% | |
| Coehn & Steers Realty Shares Fund | Other securities | — | — | $12K | 0.1% |
