ANDY Bredeson signed Central Iowa Sheet Metal Workers Supplemental Retirement 401(k)'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Central Iowa Sheet Metal Workers Supplemental Retirement 401(k)'s EIN is 42-1401231.
Download the official 2024 Form 5500 (PDF) for Central Iowa Sheet Metal Workers Supplemental Retirement 401(k) from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)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 | — | — | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS | 36-4001764 | — | — | $36K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN LGCAP S&P 500 INDEX PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $14.6M | 23.6% | |
| PRIN LIFETIME 2050 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $7.5M | 12.2% | |
| Principal Life Insurance Company Principal Blue Chip Separate Account-I3 | Pooled Separate Accounts | — | — | $7.5M | 12.1% | |
| PRIN BLUECHIP PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $7.5M | 12.1% | |
| PRIN LIFETIME 2040 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $5.7M | 9.2% | |
| PRIN LIFETIME 2030 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $3.8M | 6.2% | |
| PRIN MIDCAP VALUE I PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $2.5M | 4.0% | |
| PRIN MIDCAP GROWTH PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | — | — | $2.4M | 4.0% | |
| Principal Life Insurance Company Diversified International Separate Account-I5 | Pooled Separate Accounts | — | — | $2.3M | 3.7% | |
| PRIN DIVERSIFIED INTL PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $2.3M | 3.7% | |
| PRIN MIDCAP PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $2.3M | 3.6% | |
| PRIN CORE PLUS BOND PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $1.7M | 2.8% | |
| PRIN LIQUID ASSETS PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $1.7M | 2.7% | |
| PRIN LIFETIME 2060 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $1.6M | 2.6% | |
| RBC Emerging Markets EQ R6 FD, RBC Global Asset Management 112,312.1737 shares | Other securities | — | $112K | $1.5M | 2.4% | |
| PRINCIPAL SMALLCAP PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 029 | Pooled Separate Account | — | — | $1.4M | 2.3% | |
| PRIN EQUITY INCOME PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $1.2M | 1.9% | |
| PRIN LIFETIME 2020 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $988K | 1.6% | |
| PRIN SMALLCAP VALUE II PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $565K | 0.9% | |
| PRIN LIFETIME STRAT INC PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $543K | 0.9% | |
| Principal Life Insurance Company Matures 12/31/26, 0.55% - 0.82% | Bonds / Notes | — | — | $433K | 0.7% | |
| Principal Life Insurance Company Matures 12/31/25, 0.10% - 0.19% | Bonds / Notes | — | — | $426K | 0.7% | |
| PRIN SMALLCAP GROWTH I PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $355K | 0.6% | |
| Principal Life Insurance Company Matures 12/31/27, 4.14% - 4.23% | Bonds / Notes | — | — | $236K | 0.4% | |
| Principal Life Insurance Company Matures 12/31/28, 4.40% - 4.45% | Bonds / Notes | — | — | $218K | 0.4% | |
| Principal Life Insurance Company Matures 12/31/24, 0.79% - 0.95% | Bonds / Notes | — | — | $161K | 0.3% | |
| PRIN U.S. PROPERTY PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $29K | <0.1% | |
| PRIN LIFETIME 2070 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | — | $1K | <0.1% | |
| PRIN INTL SMALLCAP PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 014 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
Central Iowa Sheet Metal Workers Supplemental Retirement 401(k)'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DEBOER & ASSOCIATES, PC | 47-0836395 | — | — | $17K | — |
| BLAKE & UHLIG, P.A | 48-0918231 | — | — | $11K | — |
| SHEET METAL WORKERS INT'L UNION 45 | 42-0519613 | — | — | $8K | — |
