Julieta Hansen signed Anderson Erickson Dairy Co.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Anderson Erickson Dairy Co.'s EIN is 42-0115611.
Download the official 2024 Form 5500 (PDF) for Anderson Erickson Dairy Co. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Anderson Erickson Dairy Co.'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 | $32K | — |
| 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 | |||||
|---|---|---|---|---|---|---|
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $4.9M | 26.7% | |
| PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $2.9M | 15.9% | |
| MFS Growth Mutual fund | Mutual Funds | — | — | $2.6M | 14.5% | |
| Vanguard Balanced Index Mutual fund | Mutual Funds | — | — | $1.7M | 9.2% | |
| MFS Value Mutual fund | Mutual Funds | — | — | $1.1M | 5.8% | |
| Vanguard Mid Cap Index Mutual fund | Mutual Funds | — | — | $870K | 4.8% | |
| Vanguard Total Int Stock Index Mutual fund | Mutual Funds | — | — | $766K | 4.2% | |
| Dodge & Cox Income Mutual fund | Mutual Funds | — | — | $711K | 3.9% | |
| JP Morgan Small Cap Equity Mutual fund | Other securities | — | — | $673K | 3.7% | |
| JP Morgan Mid Cap Growth Mutual fund | Other securities | — | — | $561K | 3.1% | |
| Fidelity Small Cap Growth Mutual fund | Mutual Funds | — | — | $491K | 2.7% | |
| Vanguard Small Cap Index Mutual fund | Mutual Funds | — | — | $283K | 1.6% | |
| Vanguard Intermediate-Term Bond Mutual fund | Mutual Funds | — | — | $132K | 0.7% | |
| Vanguard Real Estate Index Mutual fund | Mutual Funds | — | — | $94K | 0.5% | |
| (E) | Other securities | — | — | $94K | 0.5% | |
| Notes receivable from participants (5.25% - 9.50%) Notes receivable from participants | Bonds / Notes | — | — | $29K | 0.2% | |
| (E) | Other securities | — | — | $29K | 0.2% |
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 |
|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISERS LLC | 36-3258176 | — | INVESTMENT ADVISORY | $9K | — |
