LISA Severe signed Van Diest Supply Co's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Van Diest Supply Co's EIN is 42-0934178.
Download the official 2024 Form 5500 (PDF) for Van Diest Supply Co from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Van Diest Supply 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 | $120K | — |
| 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 |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | INVESTMENT ADVISORY | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $6.4M | 11.9% | |
| Prin LifeTime Hybr 2015 CIT Z | Common Collective Trusts | — | $0 | $6.4M | 11.9% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | $0 | $5.8M | 10.7% | |
| Prin LgCp S&P 500 Index SA-Z | Common Collective Trusts | — | $0 | $5.4M | 10.1% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $5.4M | 10.1% | |
| Victory Syca Sm Co Opp R6 Fund | Common Stocks | — | $0 | $4.3M | 8.0% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $4.3M | 8.0% | |
| Principal Stable Value Z Fund | Stable Value | — | $0 | $2.9M | 5.3% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $2.9M | 5.3% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $2.8M | 5.2% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | $0 | $2.8M | 5.1% | |
| Prin LifeTime Hybr 2065 CIT Z | Common Collective Trusts | — | $0 | $2.8M | 5.1% | |
| Prin SmCap Growth I Sep Acct-Z | Pooled Separate Accounts | — | $0 | $2.4M | 4.4% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $2.4M | 4.4% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $2.2M | 4.1% | |
| Prin MidCap S&P 400 Idx SA-Z | Common Collective Trusts | — | $0 | $2.2M | 4.1% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | $0 | $2.2M | 4.0% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $1.9M | 3.5% | |
| Prin LifeTime Hybr Inc CIT Z | Common Collective Trusts | — | $0 | $1.9M | 3.5% | |
| Prin Diversified Intl SA-Z | Common Stocks | — | $0 | $1.7M | 3.1% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | $0 | $1.6M | 2.9% | |
| Prin Core Plus Bond Sep Acct-Z | Pooled Separate Accounts | — | $0 | $1.5M | 2.8% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $1.5M | 2.8% | |
| Principal U.S. Property SA-Z | Common Stocks | — | $0 | $1.5M | 2.8% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $1.5M | 2.8% | |
| Prin SmCap S&P 600 Index SA-Z | Common Stocks | — | $0 | $1.5M | 2.8% | |
| Prin MidCap Value I SA-Z | Common Stocks | — | $0 | $1.4M | 2.6% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.4M | 2.6% | |
| VANGUARD TTL BD MKT IDX ADM FD | Common Collective Trusts | — | $0 | $1.2M | 2.3% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $887K | 1.6% | |
| Prin LifeTime Hybr 2055 CIT Z | Common Collective Trusts | — | $0 | $887K | 1.6% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $785K | 1.5% | |
| Prin LifeTime Hybr 2060 CIT Z | Common Collective Trusts | — | $0 | $785K | 1.5% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | $0 | $731K | 1.4% | |
| Guaranteed Interest | Other securities | — | $0 | $684K | 1.3% | |
| MFS Value R6 Fund | Mutual Funds | — | $0 | $454K | 0.8% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $376K | 0.7% | |
| Prin LifeTime Hybr 2050 CIT Z | Common Collective Trusts | — | $0 | $376K | 0.7% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | $0 | $274K | 0.5% | |
| Prin Blue Chip SA-Z | Common Stocks | — | $0 | $189K | 0.4% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $189K | 0.4% | |
| BlackRock Md-Cp Gr Eq K Fd | Other securities | — | $0 | $67K | 0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $67K | 0.1% | |
| Prin LifeTime Hybr 2035 CIT Z | Common Collective Trusts | — | $0 | $64K | 0.1% | |
| FIDELITY INTERNATIONAL IDX FD | Common Collective Trusts | — | $0 | $53K | <0.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $53K | <0.1% | |
| American Funds NewWorld R6 | Mutual Funds | — | $0 | $48K | <0.1% | |
| PRIN INTL EQUITY INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN BOND MARKET INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122 | Pooled Separate Account | — | — | $0 | <0.1% |
