Maryanne Vonbank signed Border States Industries, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Border States Industries, Inc.'s EIN is 45-0275004.
Download the official 2024 Form 5500 (PDF) for Border States Industries, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Border States Industries, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $284K | — |
| 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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Investment Fund | Mutual Funds | — | — | $32.3M | 12.7% | |
| Vanguard Target Retirement 2040 Investment Fund | Mutual Funds | — | — | $29.7M | 11.7% | |
| MFS Growth R6 Fund | Mutual Funds | — | — | $23.9M | 9.4% | |
| PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $22.4M | 8.8% | |
| Vanguard Target Retirement 2050 Investment Fund | Mutual Funds | — | — | $22.0M | 8.7% | |
| Vanguard Target Retirement 2035 Investment Fund | Mutual Funds | — | — | $16.0M | 6.3% | |
| Group Annuity Contract * Principal Fixed Income Guaranteed Option | Common Stocks | — | — | $15.1M | 6.0% | |
| Vanguard Target Retirement 2025 Investment Fund | Mutual Funds | — | — | $11.3M | 4.4% | |
| Vanguard Target Retirement 2045 Investment Fund | Mutual Funds | — | — | $10.8M | 4.3% | |
| T Rowe Price Small Cap Stock I Fund | Mutual Funds | — | — | $8.8M | 3.4% | |
| Vanguard Target Retirement 2020 Investment Fund | Mutual Funds | — | — | $7.9M | 3.1% | |
| JP Morgan Mid Cap Equity R6 Fund | Mutual Funds | — | — | $7.7M | 3.0% | |
| PRIN/MFS VALUE CIT N SEI TRUST COMPANY · EIN 45-6648640 / PN 001 | Common Collective Trust | — | — | $7.3M | 2.9% | |
| Vanguard Target Retirement Investment Fund | Mutual Funds | — | — | $7.2M | 2.8% | |
| American Funds EuroPacific Growth R6 Fund | Mutual Funds | — | — | $6.6M | 2.6% | |
| Vanguard Target Retirement 2060 Investment Fund | Mutual Funds | — | — | $4.9M | 1.9% | |
| Vanguard Target Retirement 2055 Investment Fund | Mutual Funds | — | — | $4.5M | 1.8% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $3.8M | 1.5% | |
| Notes Receivable from Participants * Participant loans with interest rates of 3.25% - 9.50% - | Bonds / Notes | — | — | $3.6M | 1.4% | |
| PRIN/BR S&P MID INDEX CIT N SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | — | — | $2.1M | 0.8% | |
| PRIN/BR AGG BD INDEX CIT N SEI TRUST COMPANY · EIN 20-5699010 / PN 001 | Common Collective Trust | — | — | $1.9M | 0.8% | |
| Vanguard Total International Stock Index Fund | Common Collective Trusts | — | — | $1.7M | 0.7% | |
| PRIN/BR RUSS 2000 I CIT N SEI TRUST COMPANY · EIN 52-2265233 / PN 001 | Common Collective Trust | — | — | $1.4M | 0.5% | |
| Vanguard Target Retirement 2065 Investment Fund | Mutual Funds | — | — | $771K | 0.3% | |
| Vanguard Target Retirement 2070 Investment Fund | Mutual Funds | — | — | $281K | 0.1% | |
| FIDELITY ADVSR STBL VALUE C I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $105K | <0.1% | |
| GALLIARD STABLE RETURN PI SEI TRUST COMPANY · EIN 82-6652363 / PN 001 | 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
