Dan Poster signed Theisen Supply, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Theisen Supply, Inc.'s EIN is 42-1286174.
Download the official 2024 Form 5500 (PDF) for Theisen Supply, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Theisen Supply, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $44K | — |
| AMERICAN TRUST COMPANY | 62-0951563 | — | RECORDKEEPER | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL CORPORATION | 95-2834236 | — |
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 | |||||
|---|---|---|---|---|---|---|
| BlackRock LifePath Index 2045 | Other securities | — | — | $4.5M | 25.1% | |
| BlackRock LifePath Index Retire | Other securities | — | — | $3.7M | 20.5% | |
| BlackRock LifePath Index 2035 | Other securities | — | — | $2.2M | 12.0% | |
| Cash Non-interest bearing cash 221 Mutual Funds Fidelity 500 Index Institutional | Common Collective Trusts | — | — | $2.0M | 11.2% | |
| STABLE VAL FUND FEE CLASS R1 GREAT GRAY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $1.9M | 10.6% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $572K | 3.2% | |
| BlackRock LifePath Index 2030 | Other securities | — | — | $447K | 2.5% | |
| Great Gray Trust Company Large Cap Value Fund R1 | Common Stocks | — | — | $427K | 2.4% | |
| RPAG/WILMINGTON LG CAP VAL FD R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $427K | 2.4% | |
| Principal Small Cap Growth Fund I Class R | Other securities | — | — | $282K | 1.6% | |
| Vanguard Short-Term Investment Grade Admiral | Mutual Funds | — | — | $256K | 1.4% | |
| Loomis Sayles Core Plus Bond | Other securities | — | — | $223K | 1.2% | |
| MFS Mid Cap Growth Fund R6 | Mutual Funds | — | — | $220K | 1.2% | |
| MFS International Equity | Mutual Funds | — | — | $198K | 1.1% | |
| Fidelity Small Cap Institutional | Mutual Funds | — | — | $174K | 1.0% | |
| BlackRock LifePath Index 2055 | Other securities | — | — | $166K | 0.9% | |
| BlackRock LifePath Index 2065 | Other securities | — | — | $98K | 0.5% | |
| American Funds Balanced Class R6 | Mutual Funds | — | — | $98K | 0.5% | |
| BlackRock LifePath Index 2050 | Other securities | — | — | $78K | 0.4% | |
| Allspring Special Mid Cap Value R6 | Other securities | — | — | $75K | 0.4% | |
| BlackRock High Yield Bond | Other securities | — | — | $72K | 0.4% | |
| BlackRock LifePath Index 2060 | Other securities | — | — | $67K | 0.4% | |
| Great Gray Trust Company Small Cap Value Fund II R1 | Common Stocks | — | — | $63K | 0.4% | |
| AMERICAN CENTURY SMALL CP VAL II R1 GREAT GRAY · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $63K | 0.4% | |
| BlackRock LifePath Index 2040 | Other securities | — | — | $61K | 0.3% | |
| Lazard Emerging Markets Equity Advantage R6 | Other securities | — | — | $58K | 0.3% | |
| Fidelity Equity Growth K6 | Mutual Funds | — | — | $58K | 0.3% | |
| STABLE VALUE FUND WILMINGTON TRUST · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| BROKER |
| $0 |
| — |
