Kelly Hayertz signed Farmers Cooperative Elevator's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Farmers Cooperative Elevator's EIN is 42-0243480.
Download the official 2024 Form 5500 (PDF) for Farmers Cooperative Elevator from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Farmers Cooperative Elevator's plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP | 42-0127290 | — | NONE | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER | 13-2934414 | — | NONE | $16K | — |
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/BLACKROCK S&P 500 INDEX SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | $834K | $2.0M | 11.5% | |
| ALLSPRING CORE BOND CIT F SEI TRUST COMPANY · EIN 94-3222878 / PN 001 | Common Collective Trust | — | $1.8M | $1.9M | 10.5% | |
| Principal/Federated Total Return Bond CIT N Collective Trust Fund 188,519 shares | Common Collective Trusts | — | $1.7M | $1.9M | 10.4% | |
| PFG/FEDERATED TOTAL RETURN BOND CIT SEI TRUST COMPANY · EIN 46-6584317 / PN 001 | Common Collective Trust | — | $2.1M | $1.9M | 10.4% | |
| Fidelity Real Estate Index Fund Mutual Fund 77,394 shares | Common Collective Trusts | — | $1.2M | $1.3M | 7.2% | |
| PRINCIPAL/MFS VALUE CIT F SEI TRUST COMPANY · EIN 45-6648640 / PN 001 | Common Collective Trust | — | $582K | $1.2M | 7.0% | |
| PRINCIPAL/BLACKROCK S&P MC INDX CIT SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | — | $655K | $1.2M | 6.5% | |
| ALPS/CoreCommodity Management Complete Commodities Strategy Fund Mutual Fund 113,404 shares | Other securities | — | $837K | $880K | 4.9% | |
| Invesco Oppenheimer International Growth R6 Fund Mutual Fund 191,401 shares | Mutual Funds | — | $972K | $842K | 4.7% | |
| PRINCIPAL/BLACKROCK INTL EQTY INDEX SEI TRUST COMPANY · EIN 52-2265229 / PN 001 | Common Collective Trust | — | $486K | $835K | 4.7% | |
| American Funds Europacific Growth R6 Fund Mutual Fund 15,145 shares | Mutual Funds | — | $795K | $835K | 4.7% | |
| PFG/MULTI-MANAGER SMALL CAP CIT N SEI TRUST COMPANY · EIN 45-6648658 / PN 001 | Common Collective Trust | — | $387K | $628K | 3.5% | |
| PIMCO High Yield Fund Institutional Class Mutual Fund 74,793 shares | Mutual Funds | — | $634K | $597K | 3.3% | |
| PRINCIPAL/TRP INST LCG MGD CIT F SEI TRUST COMPANY · EIN 45-6648614 / PN 001 | Common Collective Trust | — | $242K | $585K | 3.3% | |
| PRINCIPAL/AB LARGE CAP GROWTH CIT SEI TRUST COMPANY · EIN 92-1443848 / PN 003 | Common Collective Trust | — | $371K | $541K | 3.0% | |
| Fidelity Emerging Markets Index Fund Mutual Fund 40,336 shares | Common Collective Trusts | — | $426K | $438K | 2.5% | |
| ALLSPRING ST INVESTMENT FUND S1 SEI TRUST COMPANY · EIN 41-6292499 / PN 001 | Common Collective Trust | — | $113K | $113K | 0.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
