John Bommarito signed Frank Bommarito Oldsmobile, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Frank Bommarito Oldsmobile, Inc.'s EIN is 43-0969891.
Download the official 2024 Form 5500 (PDF) for Frank Bommarito Oldsmobile, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Frank Bommarito Oldsmobile, Inc.'s plan includes profit-sharing, a 401(k) feature, automatic enrollment, a default investment (QDIA), life insurance.
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 | $72K | — |
| 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 | |||||
|---|---|---|---|---|---|---|
| Insurance Company * Principal Life Large Cap Stock Index Separate Account | Pooled Separate Accounts | — | — | $4.7M | 16.0% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $4.7M | 16.0% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $4.0M | 13.5% | |
| PRIN LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $2.6M | 8.9% | |
| Insurance Company * Principal Life Mid Cap Value III Separate Account | Pooled Separate Accounts | — | — | $2.6M | 8.7% | |
| PRIN MIDCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $2.6M | 8.7% | |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $2.3M | 7.7% | |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $1.8M | 6.2% | |
| Insurance Company * Principal Life Goldman Sachs Mid-Cap Value I Separate Account | Pooled Separate Accounts | — | — | $1.3M | 4.4% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $1.3M | 4.4% | |
| Insurance Company * Principal Life Bond and Mortgage Separate Account | Pooled Separate Accounts | — | — | $1.1M | 3.8% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $1.1M | 3.8% | |
| Insurance Company * Principal Life Diversified International Separate Account | Pooled Separate Accounts | — | — | $923K | 3.1% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $923K | 3.1% | |
| Insurance Company * Principal Life SmallCap Growth I Separate Account | Pooled Separate Accounts | — | — | $886K | 3.0% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $886K | 3.0% | |
| Insurance Company * Principal Life Small Cap Growth Separate Account | Pooled Separate Accounts | — | — | $838K | 2.8% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $838K | 2.8% | |
| and Trust * Principal Life Small Cap Blend Separate Account | Pooled Separate Accounts | — | — | $791K | 2.7% | |
| PRINCIPAL SMALLCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 029 | Pooled Separate Account | — | — | $791K | 2.7% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $777K | 2.6% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $734K | 2.5% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $697K | 2.4% | |
| Insurance Company * Principal Life DFA International Small Cap Separate Account | Pooled Separate Accounts | — | — | $487K | 1.6% | |
| PRIN INTL SMALLCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 014 | Pooled Separate Account | — | — | $487K | 1.6% | |
| Insurance Company * Vaughn Nelson LA Capital H&W Small Cap Value II Separate Account | Pooled Separate Accounts | — | — | $426K | 1.4% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $426K | 1.4% | |
| PRIN SAM STRAT GROWTH SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 109 | Pooled Separate Account | — | — | $401K | 1.4% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $386K | 1.3% | |
| Insurance Company * Participant Loans Interest Rates: 4.25% - 9.50% - | Bonds / Notes | — | — | $361K | 1.2% | |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $261K | 0.9% | |
| Insurance Company * Principal Life Russell Lifepoints Equity Growth Strategy Separate Account | Pooled Separate Accounts | — | — | $238K | 0.8% | |
| PRIN SAM CONS GROWTH SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 107 | Pooled Separate Account | — | — | $238K | 0.8% | |
| Insurance Company * Principal Life Stock Separate Account | Pooled Separate Accounts | — | — | $236K | 0.8% | |
| PRIN SAM BALANCED SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 105 | Pooled Separate Account | — | — | $236K | 0.8% | |
| PRIN MIDCAP GROWTH III SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 026 | Pooled Separate Account | — | — | $208K | 0.7% | |
| Insurance Company * Principal Life Principal Lifetime Strategy Income Separate Account | Pooled Separate Accounts | — | — | $183K | 0.6% | |
| PRIN LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $183K | 0.6% | |
| PRIN LARGECAP VALUE III SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 068 | Pooled Separate Account | — | — | $112K | 0.4% | |
| Insurance Company * Principal Life Russell Lifepoints Conservative Strategy Separate Account | Pooled Separate Accounts | — | — | $109K | 0.4% | |
| PRIN SAM CONS BALANCED SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 106 | Pooled Separate Account | — | — | $109K | 0.4% | |
| Insurance Company * Principal Life Russell Lifepoints Moderate Strategy Separate Account | Pooled Separate Accounts | — | — | $80K | 0.3% | |
| PRIN SAM FLEXIBLE INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 108 | Pooled Separate Account | — | — | $80K | 0.3% | |
| (E) | Other securities | — | — | $80K | 0.3% | |
| Insurance Company * Principal Life Russell Lifepoints Balanced Strategy Separate Account | Pooled Separate Accounts | — | — | $4K | <0.1% | |
| PRIN FIN GRP, INC. STOCK SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 086 | Pooled Separate Account | — | — | $4K | <0.1% | |
| Insurance Company * Principal Life Principal Lifetime 2070 Separate Account | Pooled Separate Accounts | — | — | $1K | <0.1% | |
| (E) | Other securities | — | $4K | $1K | <0.1% | |
| PRIN LIFETM 2070 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | — | $1K | <0.1% |
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 |
|---|---|---|---|---|---|
| WELLS FARGO CLEARING SVCS (WF ADVS) | 34-1542819 | — | INVESTMENT ADVISORY | $0 | — |
