VU TRAN signed Conference Technologies, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Conference Technologies, Inc.'s EIN is 43-1501713.
Download the official 2024 Form 5500 (PDF) for Conference Technologies, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Conference Technologies, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
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 | $183K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MGMT LLC | 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 | |||||
|---|---|---|---|---|---|---|
| Principal Life Insurance Company Fixed Income Guaranteed Option | Common Stocks | — | — | $7.4M | 18.4% | |
| Parnassus Endeavor Fund | Other securities | — | — | $4.5M | 11.1% | |
| Principal Life Insurance Company Large Cap S&P 500 Idx | Common Collective Trusts | — | — | $4.5M | 11.1% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $4.5M | 11.1% | |
| Calvert Equity R6 Fund | Other securities | — | — | $3.5M | 8.6% | |
| PIMCO Real Return Instl Fund | Mutual Funds | — | — | $2.7M | 6.7% | |
| Legg Mason Institutional Clearbridge Intl Grth IS Fd | Other securities | — | — | $2.6M | 6.4% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $2.5M | 6.3% | |
| American Century Emerging Markets | Other securities | — | — | $1.8M | 4.4% | |
| T. Rowe Price International Discovery Institutional | Other securities | — | — | $1.7M | 4.1% | |
| JP Morgan Undiscovered Managers Behavioral Value | Other securities | — | — | $1.2M | 3.0% | |
| Allspring Global Investments Special Mid Cap Value | Other securities | — | — | $1.1M | 2.8% | |
| Dreyfus Bnym Sm/Mid Cap Growth Y Fund | Mutual Funds | — | — | $963K | 2.4% | |
| Virtus Invs. Virtus Kar Sm Cap Grwth R6 Fd | Other securities | — | — | $812K | 2.0% | |
| Participant Loans Participant Loans Rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $781K | 1.9% | |
| Cohen & Steers Real Estate Securities | Other securities | — | — | $175K | 0.4% |
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 |
|---|---|---|---|---|---|
| WILSHIRE ASSOCIATES INCORPORATED | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ORENDA RETIREMENT LLC | 36-4877979 | — | CONTRACT ADMINISTRATOR | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SBHU LIFE AGENCY | 13-2896328 | — | OTHER SERVICES | $0 | — |
