Whitney Lyons signed Finley Engineering Company, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Finley Engineering Company, Inc.'s EIN is 43-1498992.
Download the official 2024 Form 5500 (PDF) for Finley Engineering Company, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Finley Engineering Company, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | $31K | — |
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC. | 13-2638166 |
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 | |||||
|---|---|---|---|---|---|---|
| INVESTMENTS PRIN FIXED INC GUAR OPT | OTHER | — | — | $6.7M | 25.0% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $2.7M | 9.8% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $2.5M | 9.4% | |
| BR STRATEGIC INC OPPS K | Registered Investment Companies | — | — | $2.4M | 9.0% | |
| PGIM TOTAL RETURN BOND R6 | Registered Investment Companies | — | — | $2.2M | 8.3% | |
| AMFUNDS CAP WRLD GR INC - R6 | Registered Investment Companies | — | — | $1.7M | 6.2% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $1.5M | 5.7% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $1.2M | 4.5% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $816K | 3.0% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $753K | 2.8% | |
| AMERFUNDS 2020 TARG DATERET R6 848 REGISTERED INVESTMENT COMPANY VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $740K | 2.7% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $698K | 2.6% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $619K | 2.3% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $535K | 2.0% | |
| VANGUARD EXPLORER ADMIN | Registered Investment Companies | — | — | $461K | 1.7% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $243K | 0.9% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $182K | 0.7% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $159K | 0.6% | |
| BROKERAGE FUND OPTIONS SELF-DIRECTED BROKERAGE ACCT | Self-Directed Brokerage | — | — | $114K | 0.4% | |
| AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $99K | 0.4% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $86K | 0.3% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $70K | 0.3% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $64K | 0.2% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $17K | <0.1% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $5K | <0.1% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $2K | <0.1% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | 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.
| — |
| INVESTMENT/FINANCIAL ADVI |
| $31K |
| — |
